Betz Financial Advisory LLC a Capitas Financial Partner

Betz Financial Advisory LLC, a Capitas Financial Partner, is a family-owned and operated consulting firm based in Greenbelt, Maryland. The company employs five individuals and generates an annual revenue of $2.5 million. Betz Financial Advisory specializes in crafting advanced planning strategies for high net worth families and successful business owners. They act as a comprehensive resource, evaluating client needs and providing recommendations based on their experience as a major life insurance brokerage agency. Their services encompass estate and executive planning, along with marketing support for life, disability, long-term care, critical illness, life settlements, and annuity sales. Betz Financial Advisory distinguishes itself by offering a personalized approach. They prioritize the local, personal touch, recognizing its importance in effective sales and service support, which they believe is often overlooked in the pursuit of higher profits. To learn more about Betz Financial Advisory and their services, visit their website at betzfinancialadvisory.com.