GBB, LLCBETHESDA, MARYLAND
240-720-0084 x107, Fax:301-656-2355
3 Bethesda Metro Ctr Ste 700 Bethesda, MD 20814-6300
Company Information
- Legal Structure:
LLC
- Contact Person:
GAUTAM BOSE
- Year Established:
2004
- Business Type:
- Service (100 %)
- Ownership:
- Other Minority Owned
Products & Services
Comprehensive retirement and estate planning services for individuals and business owners, including trust services to reduce income taxes, estate taxes and an independent investment review.
Special Equipment
Full capability with handouts and information packets for providing turnkey presentations on Retirement and Estate Planning.
Keywords
- Retirement Plans
- Estate Planning
- Portfolio Mgmt
- Financial Planning
- Investment Advice
- Trust Services
- Insurance Services
NAICS Code(s)
- 523120
- Securities Brokerage
- 523920
- Portfolio Management
- 523930
- Investment Advice
- 523991
- Trust, Fiduciary, and Custody Activities
- 524210
- Insurance Agencies and Brokerages
