Blue Heron Financial Group
1410 Forest Drive Suite 30
Annapolis, MD (Maryland) 21403-1446
Annapolis, MD (Maryland) 21403-1446
Business Details
Margaret Kosmerl (President)
| Products: | Defined Benefit, Government Securities, International Securities, Iras, Mutual Funds, Qualified Retirement Plans, Global Investments, Individual Retirement Account, Treasuries |
| Services: | Asset Management, Brokerage Services, Consultations, Educational Planning, Estate Planning, Fee-Based Services, Individual Services, Investment Planning, Long Term Planning, Research, Short Term Planning, Asset Protection, Inheritance Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services |
| Credit Rating: | Very Good |
| Sales Volume: | 2M - 5M |
| Employee Size Range: | 1-4 |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Blue Heron Financial Group is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Financing Personal
- Consumer Lending
- Portfolio Management > Financial Planning & Services
- Personal Credit Institutions
- Investment Advice > Financial Planning & Services
