As an investor, it feels good in a year like 2021, when the major indexes (S&P, DOW, NASDAQ) all finished with healthy returns. As a wealth manager, it’s also nice to have years like that, but it’s also our job not to get complacent and always be forward looking to help you achieve your long-term […]
FOR IMMEDIATE RELEASE
Media Contact:Jay Scottjscott@gavinadv.com484-695-3774
XML Financial Group completes merger with Collins Investment Group
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area
ROCKVILLE, MD (2 September 2021) – XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce today it has completed […]
To Our Clients,
Collins Investment Group (CIG) has been working very hard behind the scenes to help make sure that our transition is as smooth as possible for our clients. We are very confident of a successful merger with XML Financial a Focus Financial Partner Company, and look forward to the opportunity this will provide for […]
Barron’s Magazine names Robert Collins of Collins Investment Group a Top 1200 Financial Advisor in the country for 2021. Bob is currently ranked #15 in the state of Maryland.
The full release can be viewed HERE
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
Bob Collins, Managing Director, of Collins Investment Groupwas nominated and ranked #7 in Maryland.
*Please note photo of Collins Investment Group team members […]