Eric Felsenfeld
ID: #596702
Listed In : Business & Services Finance And Banking Legal & Financial
Business Description
Eric Felsenfeld is a seasoned financial planner in Rockville, Maryland-headquartered Liberty Wealth Management LLC. With nearly two decades of experience—having also worked at senior levels with TD Ameritrade and Ameriprise—he offers highly personalized strategies in retirement planning, investment management, tax planning, estate planning, and philanthropy . His approach emphasizes creating financial plans tailored to each client's specific goal and risk tolerance. As a person or as a business owner, Eric's full-service depends on integrity, transparency, and responsiveness ([ericfelsenfeld.website3.me][3], [Ameriprise Advisors][4]). Backed by highly regarded credentials (such as CFP®, APMA™, AEP®, etc.), he uses deep insights and ethical standards to each interaction . Clients value a process that begins with examining priorities—retirement objectives, college funding, legacy planning—and grows into a tailored roadmap that adjusts over time. Face-to-face meetings, regular follow-ups, and always-on availability make tracking financial progress natural and trustworthy ([Facebook][6]). Outside of the office, Eric runs, plays tennis, and enjoys family time—a balance that reflects his balanced, client-centered approach .