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Sanjeev Butani Financial Advisor,

4920 Elm Street, Bethesda, MD 20814View on Map


Hi I am Sanjeev Butani, Financial advisor available in Bethesda, Maryland. My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business. Our process includes the followings: Evaluating your current financial needs and goals, Developing a strategy to address them, Periodically reviewing your insurance needs and goals, and adjusting your strategies to help you meet your financial goals at each of your life stages, Collaborative work with your professional advisors, such as your attorney and accountant. For more details contact me.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Personal Tax Planning
    Retirement Planning, Financial Planning, Personal Tax Planning, Business Tax Planning, Estate Planning, Business Succession Planning, Financial Advisor
    ... Read MoreRead Less
  • 0 - 5 Years
  • 4920 Elm Street
  • By Appointment