TOP 20 Best Customized investment portfolios in Annapolis, Maryland

FBB Capital Partners, located in Annapolis, Maryland, is a finance institution that offers highly personalized wealth management solutions for individuals and institutions. With a team of credentialed, fee-only financial advisors, FBB Capital Partners provides customized portfolio recommendations and financial planning to help clients meet their goals. The institution takes a unbiased approach in helping clients make intelligent financial decisions, prioritizing client goals and objectives to provide personalized attention and customization rarely seen in the industry. FBB Capital Partners prides itself on its highly credentialed team of experts who leverage their education and insight to help clients make informed financial decisions.

Welcome to Melanie Montague--Montague Properties Real Estate with eXp Realty, located at 120 Jibsail Drive in Prince Frederick, Maryland. Our team specializes in helping clients find their dream homes in the beautiful and historic cities of Annapolis, Centreville, Marley Run, and Upper Marlboro. Annapolis, Maryland’s capital city, is a vibrant and contemporary city with a rich history spanning four centuries. Centreville, the county seat of Queen Anne’s County, is home to historical sites, specialty shops, and unique restaurants. Marley Run offers single-family homes on spacious lots arranged along cul-de-sacs for safety and convenience. Upper Marlboro, once a port town, is now a charming community on the Western Branch of the Patuxent River.

CAM Wealth Management - Ameriprise Financial Services, LLC, located at 200 Westgate Circle in Annapolis, Maryland, is a finance institution dedicated to helping clients understand the power and purpose of their wealth. With a focus on individual goals and personal risk tolerance, we provide investment recommendations and portfolio strategies tailored to each client's needs. Our team meets regularly with clients to review progress, adjust strategies as needed, and track overall financial goals. Clients can access their investments and accounts securely from any device, allowing for easy monitoring and communication with our team. Our financial advisors, registered in specific U.S. states, offer complimentary initial consultations to discuss financial planning concepts and goals. While we cannot guarantee future financial results, we are committed to helping clients navigate the complexities of wealth management. Whether it's planning for retirement, education, or a major purchase, we are here to provide guidance and support.

Trident Wealth - Ameriprise Financial Services, LLC is a finance institution located at 711 Bestgate Road, Annapolis, Maryland, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can expect personalized recommendations for a diversified portfolio and solutions to protect against uncertainty. The institution values privacy and security, with resources available on their website for email fraud prevention and online security. Clients can refer friends or family members to achieve their financial goals, and can expect to hear from Ameriprise Financial Services, LLC soon after.

The Bank of America Financial Center is a leading financial institution located at 7515 Annapolis Road in Hyattsville, Maryland. As a prominent bank in the United States, it offers a wide range of financial services including personal and business banking, investment services, mortgage loans, and wealth management. With a commitment to providing exceptional customer service and innovative financial solutions, the Bank of America Financial Center is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit us today to experience the expertise and convenience of banking with Bank of America.

National Institutes-Health Fcu is a financial institution located at 2001 Medical Parkway in Annapolis, Maryland, United States. As an ATM and finance institution, it offers a range of banking services to individuals and businesses in the area. With a focus on providing convenient and reliable financial solutions, National Institutes-Health Fcu strives to meet the needs of its customers and help them achieve their financial goals. Whether you need to withdraw cash, deposit funds, or access other banking services, this institution is here to assist you.

Blue Heron Financial Group is a leading finance institution located at 1410 Forest Drive in Annapolis, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our knowledgeable advisors are here to assist you every step of the way. At Blue Heron Financial Group, we prioritize building long-lasting relationships with our clients and strive to provide top-notch customer service. Contact us today to schedule a consultation and take control of your financial future.

Pablo Alvarado of LPL Financial is a reputable finance and insurance agency located at 19 Carvel Drive in Annapolis, Maryland, United States. With a strong commitment to providing personalized financial solutions to clients, Pablo Alvarado offers a wide range of services including investment planning, retirement planning, insurance, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Pablo Alvarado of LPL Financial today for expert financial advice and top-notch customer service.

Foundation Wealth And Tax Advisors is a premier finance institution located at 839 Bestgate Road in Annapolis, Maryland, United States. Our team of experienced advisors specializes in providing personalized wealth management and tax planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are looking to grow your wealth, minimize your tax burden, or plan for retirement, Foundation Wealth And Tax Advisors is here to help you every step of the way.

Scarborough Capital Management is a leading finance institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. With a reputation for excellence and expertise in financial management, Scarborough Capital Management offers a wide range of services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. Trust Scarborough Capital Management to guide you towards financial success and security.

Merrill Lynch Financial Advisor Andrew Jones is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. At Merrill Lynch, managing your wealth begins with a deep understanding of your full financial picture. By creating a flexible strategy tailored to your individual needs, we can help you navigate today's changing market conditions. Our institution provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals and secure your financial future. We believe in actively participating in the communities we serve, which is why we are dedicated to volunteering with organizations in our community. With the Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and aspirations.

Raymond James Financial Services is a finance institution located at 894 Coachway in Annapolis, Maryland, United States. They offer a wide range of financial services including investment management, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking expert financial guidance.

John Murphy is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 130 Admiral Cochrane Drive in Annapolis, Maryland, United States. John Murphy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, John Murphy is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, John Murphy has the knowledge and experience to guide you through the complex world of finance. Contact John Murphy today to learn more about how he can help you plan for a secure financial future.

Bruce C. Burns & Associates - Northwestern Mutual is a leading finance and insurance agency located at 2594 Riva Road in Annapolis, Maryland, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Bruce C. Burns & Associates - Northwestern Mutual is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Michael Parks is a trusted finance institution located at 125 West Street in Annapolis, Maryland, United States. Michael Parks is a knowledgeable and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for your child's education, or build wealth for the future, Michael Parks can help create a customized financial plan tailored to your individual needs. With a commitment to integrity and exceptional customer service, Edward Jones - Financial Advisor: Michael Parks is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Stephen Frederick "Steve" Owen - RBC Wealth Management Financial Advisor is a premier financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted advisor in the finance industry, Stephen Frederick Owen provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Stephen Frederick Owen is dedicated to providing top-notch service and support to clients seeking to secure their financial future. Visit our office today to learn more about how we can help you reach your financial goals.

Dillon Wealth Management LLC is a finance institution located at 326 First Street, Annapolis, Maryland, United States. Our client relationships are built on listening, trust, and personal service. We aim to help you meet your financial goals through customized, goal-oriented investment strategies. Our experienced team can assist you with topics such as investing, retirement planning, estate planning, and wealth preservation. Please note that our services are available to residents of specific states only. Securities-related services may not be provided to individuals residing outside of the listed states. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions, comments, and actions taken on social media do not necessarily reflect the views of Dillon Wealth Management LLC. By clicking on any external links, you will be leaving the Wells Fargo Advisors website and entering a third-party website. We recommend reviewing the third-party's policies and terms before sharing any information.

Danielle Brooks is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Bay Ridge Avenue in Annapolis, Maryland, United States. She holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. Danielle Brooks is committed to providing comprehensive and personalized financial advice to her clients, including individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor Debra A Harrell is a trusted finance institution located at 1 Park Place, Annapolis, Maryland, United States. Debra is a talented and experienced individual who has been with Merrill Lynch Wealth Management since 1997. She is dedicated to understanding the priorities of high-net worth individuals and families, and has earned the Chartered Retirement Planning Counselor designation. Debra is a Portfolio Manager who can help clients pursue their objectives through personalized strategies. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Debra A Harrell is committed to building strong client relationships based on trust and personalized service. Kellie, another member of the team, is a CERTIFIED FINANCIAL PLANNER who can also assist clients in achieving their financial goals. The institution offers personalized financial strategies that reflect clients' investment styles and life plans.

Lee Bollhorst, a Financial Advisor at Ameriprise Financial Services, LLC, located at 711 Bestgate Road in Annapolis, Maryland, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, major purchases, and more, Lee Bollhorst helps clients track their progress, adjust their approach as life changes, and stay informed about their investments and accounts from any device. By scheduling a complimentary initial consultation, you can learn more about how Lee can support you in achieving your financial goals. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment advisory products and services, with a commitment to helping clients navigate the complexities of the financial market. Take the next step towards a more confident financial future by contacting Lee Bollhorst today.

J.W. Thomas II - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Annapolis, Maryland. Specializing in private wealth management, our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on building long-term relationships and providing top-notch customer service, we strive to empower individuals to make informed decisions about their financial future. Visit us at 180 Admiral Cochrane Drive to learn more about how we can help you secure your financial well-being.

Doug Woodward - TD Wealth Relationship Manager is a finance institution located at 2103 Commerce Park Drive in Annapolis, Maryland, United States. As a Relationship Manager at TD Wealth, Doug Woodward provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong background in finance and a commitment to exceptional customer service, Doug Woodward is dedicated to building long-lasting relationships with clients and helping them navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Doug Woodward is here to provide guidance and support every step of the way.

Merrill Lynch Financial Advisor Henry Filter, located at 1 Park Place, Annapolis, Maryland, United States, is a leading finance institution offering personalized advice and guidance to help individuals and families achieve their financial goals. With a focus on understanding your priorities, risk tolerance, and financial aspirations, our team works with you to create a customized financial plan that evolves with your changing needs. Our experienced advisors, led by Kim who holds the CERTIFIED FINANCIAL PLANNER™ certification, are dedicated to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a major purchase, or funding your child's education, we are here to help you make informed decisions and stay on track to achieve your goals. Contact us today to start a conversation about your financial future.

Merrill Lynch Financial Advisor Danielle M Burness, located at 1 Park Place in Annapolis, Maryland, is a seasoned professional with over three decades of experience in the finance industry. As the founder of The Burness Group, Danielle provides personalized wealth management services to a diverse range of clients, including attorneys, business owners, corporate executives, and their families. With offices in both Annapolis and Charleston, South Carolina, Danielle is able to offer tailored financial solutions to clients nationwide. Specializing as a Merrill Retirement Accredited Financial Advisor, Danielle is well-equipped to assist with corporate retirement benefit plans, helping companies attract and retain top talent while meeting their fiduciary obligations. She takes a holistic approach to financial planning, focusing on her clients' values, worries, and aspirations to create wealth management strategies that align with their goals.

Merrill Lynch Financial Advisor Lauren Boyd Leventry, located at 1 Park Place, Annapolis, Maryland, United States, is a finance institution that offers personalized advice and guidance to successful individuals and families in pursuit of their financial goals. With a focus on your priorities, risk tolerance, and financial goals, their team works to develop a personalized plan tailored to your unique situation. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Their team, led by experienced professionals like Kim, who holds the CERTIFIED FINANCIAL PLANNER™ certification, is committed to helping you achieve your financial goals through a customized investment approach. Whether you're planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Lauren Boyd Leventry is dedicated to helping you navigate the complexities of your financial life and stay on track towards achieving what matters most to you.