Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Experience Matters

History

For more than 20 years, Dave Urovsky has helped Maryland residents toward achieving their financial goals through comprehensive financial planning and wealth management. Our team of professionals play an active role in the long-term success of our clients’ financial lives. Our clientele is broad-based and includes school teachers, hospital employees, and small business owners who live and work in our community.

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