Allison, Perry & Grant - Financial Advisors

05/24/2024

Save the Date! FAA's Inaugural Drive Fore A Difference Charity Golf Tournament! Join us on October 28th at Montgomery Country Club! Sponsorship & Registration information coming soon.

01/05/2023

01/01/2022

Happy New Year! Wishing you health, happiness, and success in 2022!

Cheers to a New Year!
Allison, Perry, Grant, & Thomas

10/16/2020

Our team enjoyed our first (socially distant) lunch together since March to celebrate Perry's birthday. We may have been in masks but it was still nice seeing each other face to face again!

09/15/2020

Identity Theft and Cybercrime Prevention - September 16th, 5PM

Click to register: https://bit.ly/FAASummerSeries3

Please join us for an insightful webinar with retired FBI Special Agent, Jeff Lanza. Jeff was a FBI Special Agent for over 20 years, during which he Investigated cybercrime, organized crime, human trafficking, and terrorism. This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that parade our society. Jeff provides easy to implement solutions to real world cyber risks. The information is timely, pertinent and entertaining as Jeff uses humor to keep things upbeat.

09/09/2020

Identity Theft and Cybercrime Prevention - September 16th, 5PM

Click to register: https://bit.ly/FAASummerSeries3

Please join us for an insightful webinar with retired FBI Special Agent, Jeff Lanza. Jeff was a FBI Special Agent for over 20 years, during which he Investigated cybercrime, organized crime, human trafficking, and terrorism. This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit cyber fraud. It demonstrates the simple steps we can employ to keep our identities safe and stay protected from the plethora of cyber scams and frauds that parade our society. Jeff provides easy to implement solutions to real world cyber risks. The information is timely, pertinent and entertaining as Jeff uses humor to keep things upbeat.

08/31/2020

COVID-19: What we have learned and what the future holds - September 2nd, 6PM

Click to register: https://bit.ly/FAASummerSeries2

Dr. Alec Anders has been a practicing family medicine physician for over 20 years handling all types of chronic illnesses. His practice is located in Rockville, MD and he will be joining us to share his understanding of Covid-19. What have we learned so far? What does this disease have in store for the future? Hear Dr. Anders' take and get up to date information from a doctor, not a news anchor.

08/17/2020

Your Social Security Benefits - August 19th, 6pm: https://bit.ly/FAASummerSeries1

FAA's Steve Abbett will present on your social security benefits. This is a great presentation for anyone interested in learning more about their own social security benefits.
•Who is eligible for benefits?
•When should I take benefits?
•Is my spouse eligible?
•How much will I receive?

We will provide an overview of Social Security in its entirety and then open it up for questions.