The Chesapeake Bay draws its supply of fresh water from over one hundred thousand streams and rivers.
With decades of experience between them, Becky and Angie can guide you through the investment and tax planning process - giving you the knowledge you need to make sound decisions about your money.
"If you’re in a state of transition and face difficult financial decisions, we can provide help through investment advice and tax planning."
Together, Angie and Becky build long-term relationships with their clients, refining their strategies as circumstances change. Through the years, they’ll be there when you need them most - offering the advice and loyal service you need to help tap into your financial resources.
When it comes to your money, let Becky Craig and Angie Treff show you how to turn a trickle of promise into an ocean of opportunity.
Learn more about:
Becky Craig & Angie Treff
The Services they provide
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819 Ritchie HwySuite 1015, Severna Park, MD21146
Securities and Investment Advisory Services offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Craig & Treff Financial Services is not affiliated with Kestra IS and Kestra AS. Neither Kestra IS nor its affiliates provide tax or legal advice and are not a Certified Public Accounting (CPA) firms.
Kestra Investment Services, LLC (Kestra IS), is not a Certified Public Accounting (CPA) firm. Registered Persons must be properly licensed as CPAs to practice such activities outside of their capacity as Registered Persons.
Following are the states in which Angie Treff is licensed: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Maryland, New Jersey, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia.
Following are the states in which Becky Craig is licensed: Arizona, California, Colorado, Connecticut, District of Columbia, Georgia, Illinois, Massachusetts, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.