The Michael Hoffman Group of Truist Investment Services, Inc. The Michael Hoffman Group of Truist Investment Services, Inc.

The Michael Hoffman Group of Truist Investment Services, Inc.

1445 Research Blvd

STE 220,

Rockville, MD 20850-3125

Themichaelhoffmangroup@truist.com

Phone 301-517-5436

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Who we are

The Michael Hoffman Group was formed in 2017 to provide a broader range of experience and services to our clients. They offer clients more than 50 years of combined experience in the areas of Financial Planning, and Investment Advice. Michael Hoffman, Managing Director and Financial Advisor, provides a solid foundation for the team using his experience to help provide novel solutions and a unique client experience. Yeoshen Tsui, financial consultant meets with clients and helps present plans and solutions. Patrick McClintock, Registered Client Service Associate works on service and operational issues to provide their clients with unparalleled service.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

The Michael Hoffman Group uses a holistic planning process to examine their client’s full financial picture. This helps them assess client’s current financial situation and determine where improvements can be made to reach their financial goals. They provide a wide variety of financial solutions ranging from traditional brokerage services, advisory services, and insurance services offered through Truist. 

The Michael Hoffman Group has experience with helping clients position themselves for retirement, and preparing estates to be passed to the next generation. They use a disciplined financial planning approach utilizing investment solutions that are tailored to the clients’ needs. The group believes trust is the most important factor in their relationship when it comes to their clients.
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