Broker Check

Our Company

About FDL Financial Services

FDL Financial Services, Inc. is a full service firm headquartered in downtown Washington, DC. The firm was started in 1999. The firm's advisor provides comprehensive investment, retirement planning and college planing services for individuals and businesses.  We also help clients with their health and live insurance needs.  These services are rooted in our motto, “Build Wealth. Plan for the Future.”   

FDL Financial is an independent firm; what does that mean to you? It means access to the diverse financial services that can help meet your needs. Important for you, we are not bound to any proprietary investments. FDL Financial Services is not the like the largest financial management firm nor does it want to be. We create value for each client with investment expertise and personal, high-quality services. Your continued confidence will be earned by helping you achieve financial stability and wealth.

Our Commitment

Your advisor promises to:

  • Listen carefully
  • Take your goals as seriously as you do
  • Use our knowledge and expertise to guide you
  • Execute your transaction quickly and accurately
  • Provide timely reports on your progress
  • Monitor your financial objectives constantly to reflect your changing needs.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.