Retirement Planning
Health Plans
Voluntary Benefits
Insurance
Wealth Management
Home Health Care
Certified Senior Advisors
Dental Practice Consulting
Physician Services
Just like the willow tree, Willow Financial Services, LLC is an innovative company with strong roots. We are deeply committed to building sound futures for our clients by providing cutting edge insurance and financial products that meet the needs of individuals and business owners.
Willow Financial Services, LLC has a successful history of designing specialty programs. In fact, the two principals of Willow have been designing financial services and insurance programs for the home health care, medical and dental industries, as well as business owners and individuals for over 25 years. Both have worked closely with major insurance carriers obtaining endorsements for various programs developed specifically to meet the needs of their clients. They have worked closely with CPAs, physicians, dentists, contractors, realtors, and attorneys.
Willow constantly strives to expand it's portfolio of specialty products and programs. Central to this goal are the numerous strategic partnerships that allow for diverse products and services. We are at the cutting edge with our products and services that are customized to each client's needs. In addition, access to specific talents of attorneys, accountants, business consultants, tax experts, insurance professionals, investment counselors, and other financial specialists allows us to provide the best products and services possible.
Access our products and services and partners pages for more information.
Copyright Willow Financial Services, LLC
810 Gleneagles Ct., Suite 205
Towson, Maryland 21286
1-800-662-9847