| Company: | Axiom Value, LLC |
| Contact: | Josephine Bojang |
| Address: | 9201 Corporate Blvd, Ste 270 |
| City: | Rockville |
| State: | MD |
| Zip: | 20850 |
| Phone: | 240-863-3688 |
| Fax: | -- |
| Email: | jbojang@axiomvaluellc.com |
| Website: | https://axiomvaluellc.com |
About My Practice
Axiom Value, LLC is a boutique wealth management practice and was specifically formed to serve, advocate and create unexpected value for our clients. We focus specifically on guiding hard-working federal employees and their families to make confident financial decisions so that they can retire happily ever after.
As a leading boutique wealth management practice in the DC, MD & Northern VA area, we are proud to have partnered with the industry’s leading companies to create value by providing competitive products and top-notch personalized service for our clients.
Our goal is simple—helping our clients make smart choices about their money and to feel confident about their decisions.
For federal retirement workshop locations and dates, visit: https://www.fedimpact.com/AVL
Offering Advice Since
2011
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Tax planning
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBC
Insurance Licenses: Life, Health and Annuities
Security Licenses: Series 6, 63, 65, 26
Other Licenses, Certifications, Designations:
Education: UMBC, Business Administration
Investment Advisor Registration:
Associations & Affiliations:
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
Securities America
Disclosure below:
Securities offered through Securities America, Inc. member FINRA/SIPC. Investment advisory Services offered US Advisors Wealth Management LLC. Axiom Value Financial Services, US Advisors Wealth Management LLC and Securities America, Inc. are not affiliated.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value | Not A Deposit | Not Insured by Any Government Agency
Trading instructions sent via email may not be honored. Please contact my office at 240.863.3688 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.