Edelman Financial Services is Coming to Bethesda
For Immediate Release
July 15, 2006
Media Contact: Will Casserly
wcasserly@ricedelman.com
(703) 251-0110
BETHESDA, MD (July 15, 2006) - Edelman Financial Services LLC, recently voted the favorite financial planning firm in Fairfax by readers of the Times Community Newspapers, is coming to Bethesda.
Ric Edelman, the firm's founder and chairman, has announced the opening of a new branch office - the firm's first - August 1 on Democracy Boulevard.
"Establishing an office in Bethesda is overdue," Edelman said. "We're excited about being able to be of greater service to those who live and work in Maryland." He said he decided to open a Maryland office after being "inundated" with requests to provide his award-winning financial advice and investment management services in Maryland, to complement its Virginia operations.
Edelman Financial Services provides investment management, financial planning, insurance and mortgages to middle-class Americans. Founded in 1987, the firm is now one of the largest investment advisory firms in the nation, with more than 7,500 clients and $3 billion in assets under management.
Interim offices will be located at 6701 Democracy Blvd., Suite 300, in the Democracy Plaza Center, while permanent space is constructed. To talk with a financial planner or to make an appointment, call (703) 818-0800, toll-free at (800) 221-6597 or online at RicEdelman.com
Ric Edelman, a 2004 inductee into the Financial Advisor Hall of Fame, is the author of five books on personal finance including the national best seller, "The Truth About Money" (HarperCollins). He hosts a radio show on WMAL AM630 Saturday mornings from 10am-11:45am and a television show on Newschannel 8 Monday evenings at 8:30pm. Ric also writes a newspaper advice column, syndicated nationally by United Media; offers a vast array of personal finance education at RicEdelman.com; and is Chairman of the Board of the United Way of the National Capital Area.
Investment Advisory Services offered through Edelman Financial Services LLC, a registered investment advisor. Ric Edelman is a registered representative of and offers securities through Sanders Morris Harris Inc., Member NASD, SIPC.

