Lois Fishman began her financial services career in 1976 when she started preparing tax returns for individuals and small businesses. With four decades of experience dealing with taxes, she has seen clients through a wide variety of financial situations, and understands how stressful taxes can be.
Caring for the needs of her clients is Lois’s first priority, and her services reflect that. As a Certified Financial Planner, Lois leads Fishman Financial Services, a full service financial planning company focusing on helping clients achieve their financial goals in retirement. She is a Registered Representative as well as an Investment Advisory Representative with H. Beck, Inc.*
Throughout her career Lois has continued to build her tax practice, and in 2018 created Comprehensive Tax Solutions, LLC to offer clients a service focused on taking the stress out of tax preparation and tax issue resolution. Lois takes pride in her team of CPA's and Enrolled Agents that work to produce quality returns for her valued clients.
She has been very active in the community over the years and graduated Leadership Montgomery in 1997. She chaired the Board of a small private school for students with special needs and was active in several Chambers of Commerce. More recently she has become quite active in her Temple. Lois is the author of two books, Money to Last a Lifetime and Beyond Money. She is the parent of two successful adult children and the proud grandmother of two grandsons.
Contact Lois today: 301.330.9455
* A Registered Broker Dealer, Member FINRA/SIPC, in Rockville, Maryland. Fishman Financial Services is not affiliated with H.Beck, Inc.