Naeny Capital Management Group is a financial services firm located in Stevensville, MD, serving individuals and businesses in the Mid-Atlantic region and beyond. They offer personalized financial services and independent investment research through their broker-dealer, LPL Financial. Their comprehensive approach includes financial planning, risk management insurance plans, investment and savings plans, education funding, tax strategies, retirement and estate plans, as well as employee benefits for businesses.
With a focus on retirement planning, Naeny Capital specializes in utilizing various retirement plans such as Simple IRA's, SEP IRA's, Profit Sharing, 401-K, and pension plans. They provide ongoing portfolio management and client reviews, ensuring that their clients' financial goals are pursued. Naeny Capital is committed to providing confidential and unbiased financial products and services to help individuals and businesses navigate their financial future.
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