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TOP 30 Dedicated legal advisors in Maryland
156 results found
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Merrill Lynch Financial Advisor Brian L. Selzer
Merrill Lynch Financial Advisor Brian L. Selzer is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. Supported by the global resources of Merrill, this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. Every relationship begins with a conversation to identify and prioritize your most important goals. Drawing upon research in behavioral finance, Merrill developed the Investment Personality Assessment to customize your financial approach. The team at Selzer & Associates offers access to global investing capabilities and banking solutions to help you achieve your personal goals, whether it's planning for retirement, education, or wealth transfer.
Merrill Lynch Financial Advisor Brody J. Grove
Merrill Lynch Financial Advisor Brody J. Grove is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting as they evolve over time. Every relationship starts with a conversation to identify and prioritize your most important goals. By understanding your investing preferences through the Investment Personality Assessment, the team can customize a financial approach to help you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop a personalized strategy aligned with your goals.
Eastern Shore Legal
Eastern Shore Legal, located at 128 North Commerce Street in Centreville, Maryland, is home to the Law Offices of John Leo Walter, LLC. With 25 years of experience as a trial lawyer, John Leo Walter is known as the go-to lawyer on the Eastern Shore. The firm values justice, honesty, and time, always advocating for fair resolutions for their clients. Specializing in cases involving medical malpractice, personal injury, traffic violations, real estate, family law, and more, Eastern Shore Legal offers top-notch legal services at affordable prices. Clients praise Mr. Walter for his professionalism, knowledge, and ability to achieve the best results. With a strong and aggressive defense, Eastern Shore Legal is dedicated to representing their clients' rights on the highest level. Operating Monday through Friday from 8:30 AM to 5:00 PM, appointments can also be scheduled. Trust Eastern Shore Legal for all your legal needs.
Hayes Financial Advisors
Hayes Financial Advisors, located at 14307 Jarrettsville Pike in Phoenix, Maryland, has been providing personalized financial guidance for over 30 years. Our experienced team offers exceptional investment advice, specialized tax preparation, and comprehensive financial planning services. As an independent firm, we provide objective and professional advice, bringing together some of the world's best financial managers to work for you. Our office is conveniently located just north of Towson, in Baltimore County, but we serve clients throughout the United States. Our certified financial planners and fiduciaries are dedicated to helping you achieve your long-term financial goals. Trust our seasoned team to provide you with personal, professional financial advice and service. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. We are registered to offer securities in multiple jurisdictions. Please note that Cambridge does not offer tax or legal advice, but accounting and tax services are available through Hayes Financial Advisors, P.C. Contact us today to start the journey toward your financial goals.
Merrill Lynch Financial Advisor William Pappert
Merrill Lynch Financial Advisor William Pappert is a finance institution located at 7501 Wisconsin Avenue, Bethesda, Maryland, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in the expertise and guidance provided to help them achieve their financial goals. The institution offers a wide range of services including investment advisory, financial planning, insurance, and trust and fiduciary services. Merrill Lynch Financial Advisor William Pappert is dedicated to helping clients make informed financial decisions and navigate the complexities of the market. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Dahri Jahn
Merrill Lynch Financial Advisor Dahri Jahn, located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States, is a finance institution dedicated to helping uniquely successful families and individuals achieve their financial goals. With a deep understanding of complex financial needs, Dahri works with clients to develop personalized strategies leveraging Merrill's investment insights and Bank of America's banking convenience. Dahri earned his bachelor's degree in Finance from the University of Maryland and is a resident of Bethesda, MD. He is passionate about running, volunteering in the community, and supporting the University of Maryland Terps.
Vallit Advisors
Vallit Advisors is a leading institution located at One Annapolis Street in Annapolis, Maryland, United States. Our focus is on dispute consulting, business valuation, transaction advisory services, and forensic accounting. In light of the COVID-19 pandemic, we are dedicated to providing our clients with the most up-to-date resources and insights to help them navigate this challenging landscape. Our team at Vallit Advisors is committed to delivering independent, high-quality services to our clients. We uphold the values of quality, integrity, independence, and accessibility in everything we do. Our advisors are experts in their fields and have the freedom to grow and advance within the company.
Prostatis Financial Advisors Group
Prostatis Financial Advisors Group is a leading finance and legal institution located at 11140 Rockville Pike in Rockville, Maryland. With a team of experienced financial advisors and lawyers, we provide expert guidance and support to our clients in navigating complex financial matters and legal issues. Whether you are looking to plan for your future, manage your investments, or seek legal counsel, our dedicated team is here to help you achieve your goals. Trust Prostatis Financial Advisors Group to provide you with the personalized and professional service you deserve.
Bank of America Private Client Advisor Thomas (Tom) T Firth
Bank of America Private Client Advisor Thomas (Tom) T Firth is located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. As a Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida, Tom focuses on developing personalized financial strategies for high-net-worth families and individuals. With over 30 years of experience in wealth management, Tom advises clients on investment management, trust and estate planning services, philanthropy, credit, and banking services. He holds a Bachelor of Science in business administration from Georgetown University and is actively involved in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships and creating strategies to meet the financial needs and goals of their clients. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative and personalized approaches. Please note that by visiting the Bank of America Private Bank website, you will be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
Prostatis Financial Advisors Group
Prostatis Financial Advisors Group is a leading institution located at 7580 Buckingham Boulevard in Hanover, Maryland, United States. Specializing in finance, insurance, and legal services, our team of expert advisors are dedicated to providing comprehensive and personalized solutions to meet the unique needs of our clients. Whether you are looking for financial planning, insurance coverage, or legal advice, Prostatis Financial Advisors Group is here to help you achieve your goals and secure your future. Contact us today to schedule a consultation and experience the difference our experienced professionals can make for you.
Merrill Lynch Financial Advisor Nate Matthews
Merrill Lynch Financial Advisor Nate Matthews is a finance institution located at 11333 McCormick Road in Cockeysville, Maryland, United States. The Grzybowski Matthews Group, led by Adam Grzybowski and Nate Matthews, specializes in building wealth management strategies for a diverse clientele across the country. Their clients include medical and legal professionals, corporate executives, property managers, hedge fund managers, and other financial professionals. The team provides asset and cash management strategies, administers 401k plans, and handles a wide range of financial needs for client families. The goal of The Grzybowski Matthews Group is to simplify complex financial challenges and create a customized investment approach for each client. They focus on managing risk, preserving wealth, and meeting individual financial needs. The team works closely with clients, estate planning professionals, attorneys, and CPAs to align strategies and provide objective and responsive service.
Merrill Lynch Financial Advisor John H Axley
Merrill Lynch Financial Advisor John H Axley, located at 11810 Grand Park Avenue in North Bethesda, Maryland, is a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team focuses on the things that matter most to clients - family, goals, and priorities, even as they evolve over time. The Axley Group provides personalized wealth management to affluent clients, including high-net-worth families, corporate executives, business owners, and professionals. The team works to understand each client's financial position and priorities, offering strategies to help navigate wealth accumulation and transfer. With high-touch service and access to the worldwide resources of Merrill and Bank of America, the goal is to be the one source clients can turn to for their wealth management needs. Financial Advisors at Merrill Lynch help individuals and families with retirement and investment planning, offering a no-obligation portfolio and financial review to help clients understand their path towards financial goals. By listening to clients' goals and priorities, the team devises customized financial approaches to help them pursue what matters most. The team utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and goals. With the Merrill Personal Wealth Analysis, a personalized plan is developed centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach help clients stay on track towards their objectives. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their goals through personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and financial situation, the team works to design an approach that reflects their priorities. Certified by the CFP Board and Investments & Wealth Institute, the team provides investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, tailored to individual client needs.
Merrill Lynch Financial Advisor Drew McClair
Merrill Lynch Financial Advisor Drew McClair, located at 30 West Patrick Street in Frederick, Maryland, is a finance institution dedicated to managing your wealth with a personalized approach. Drew McClair follows the Merrill tradition of community involvement, volunteering with local organizations. By using the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your goals. With a focus on family, goals, and priorities, Drew McClair helps clients navigate changing market conditions. Through the Investment Personality Assessment, your investing preferences can be refined to align with your goals. The institution offers a range of services including investment strategies, financial planning, and access to banking solutions from Bank of America. Drew McClair is registered to do business in various states and aims to help clients achieve their financial goals through a tailored approach. By understanding your unique needs and financial situation, a customized investment strategy can be designed to help you stay on track. Additionally, the institution provides the latest investment insights, tips, and strategies to help you live your best financial life. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Drew McClair is dedicated to helping clients achieve their financial objectives.
Merrill Lynch Financial Advisor Vincent D Ratliff
Merrill Lynch Financial Advisor Vincent D Ratliff, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers personalized financial services to help clients pursue their objectives. As a Senior Portfolio Advisor, Vincent Ratliff can manage custom investment strategies on a discretionary basis, drawing from a wide range of model portfolios and third-party investment strategies. With Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and priorities. Vincent Ratliff believes in focusing on what matters most to his clients - their family, goals, and priorities, even as they evolve over time. By starting with a conversation, he helps clients identify and prioritize their most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Vincent Ratliff gains a deeper understanding of how clients think and feel about investing, allowing him to customize a financial approach tailored to their individual needs.
Business And Legal Advisors
Business And Legal Advisors is a reputable institution located at 7811 Montrose Road in Potomac, Maryland, United States. Our team of experienced professionals specializes in providing expert advice and guidance in both business and legal matters. Whether you are a small business owner looking for strategic planning assistance or an individual in need of legal representation, our dedicated team is here to help. With a commitment to excellence and a track record of success, Business And Legal Advisors is the go-to institution for all your business and legal needs. Contact us today to schedule a consultation and see how we can assist you in achieving your goals.
The Fiduciary's Friend
The Fiduciary's Friend is a trusted institution located at 13955 Tockwogh Lane in Galena, Maryland, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized and reliable support to our clients. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help. With a focus on building long-lasting relationships based on trust and integrity, The Fiduciary's Friend is your go-to partner for all your financial needs.
Serving Those Who Serve
"Serving Those Who Serve" is a financial institution located at 15245 Shady Grove Road in Rockville, Maryland. We specialize in providing financial services and support to those who serve our community and country. Our dedicated team is committed to helping military personnel, first responders, and other public servants achieve their financial goals and secure their futures. Whether you need assistance with budgeting, saving, investing, or obtaining loans, we are here to serve you with integrity and professionalism. Join us at "Serving Those Who Serve" and let us help you navigate your financial journey with confidence and peace of mind.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 114 Bay Street in Easton, Maryland, offers comprehensive finance services to help clients achieve their financial goals. The branch provides personalized wealth management strategies, retirement income planning, and access to philanthropic services through Bank of America. The experienced advisors at Merrill Lynch have the knowledge and resources to assist with retirement planning, concentrated stock positions, traditional investments, and estate planning services. The branch is committed to client satisfaction, taking the time to understand each individual's goals and financial situation in order to create customized strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. Clients benefit from the expertise of industry-skilled advisors, supported by Merrill's investing insights and leading financial services technology.
Kim & Associates PA
Kim & Associates PA is a well-established accounting and finance institution located in Salisbury, Maryland. With a team of experienced professionals, we offer a wide range of services to individuals and businesses in the area. Our expertise includes tax preparation, financial planning, auditing, and more. We are dedicated to providing our clients with personalized and high-quality service to help them achieve their financial goals. Visit us at 525 Naylor Street to learn more about how we can assist you with your accounting and finance needs.
T Jess Crouch & Associates, P.A.
T Jess Crouch & Associates, P.A. is a reputable accounting and finance firm located at 153 East High Street in Elkton, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust T Jess Crouch & Associates, P.A. to provide expert advice and personalized solutions to help them achieve their financial goals.
Devon Balea - Thrivent
Devon Balea - Thrivent is a finance institution located at 31905 Jones Road, Eden, Maryland, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are advised to consult their own attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Ocean City Retirement Educators
Ocean City Retirement Educators is a finance and insurance agency located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. Specializing in serving retirees, the institution is dedicated to helping clients navigate the complexities of retirement planning with a focus on safety, minimal volatility, and tax efficiency. With over 30 years of experience in the financial services industry, the founder and advisor at Ocean City Retirement Educators has weathered many market storms and uses this real-world knowledge to create personalized plans for each client. The institution emphasizes the importance of working with a specialist in retirement planning, just as one would consult a cardiologist for heart health. By focusing on retirees and those approaching retirement, Ocean City Retirement Educators ensures that clients receive tailored advice to help them achieve financial security and peace of mind in their golden years. With a commitment to acting in the best interests of clients and a fiduciary obligation, the institution strives to provide sound, independent, and experienced guidance to help clients achieve their retirement goals.
Tax Certificate
Tax Certificate is a legal institution located at 20 East Timonium Road in Timonium, Maryland, United States. As a team of experienced lawyers, we specialize in providing expert advice and assistance with tax-related matters. Whether you are an individual or a business owner, our dedicated team is here to help you navigate the complexities of tax law and ensure that you are in compliance with all relevant regulations. Trust Tax Certificate to provide you with the professional guidance and support you need to effectively manage your tax obligations.
Elliott & Elliott
Elliott & Elliott Accountants, located at 1355 Market Street in Denton, Maryland, is dedicated to putting the client first. We offer exceptional service at affordable costs, tailored to each client's individual needs. Whether you prefer to communicate over the phone, email, fax, or in person, we are happy to accommodate your preferences. Our payroll services are designed to take the guesswork out of calculating payroll and withholding taxes, saving you time and giving you peace of mind. We also offer reconciliation services to help you stay organized and prepare for tax reporting. Let us assist with paying vendors, sub-contractors, and bills, as well as sending out invoices and tracking payments. In addition to tax preparation services for individuals, businesses, and non-profits, we also handle Maryland Personal Property Tax Returns. Trust Elliott & Elliott Accountants to provide professional and reliable financial services for all your accounting and finance needs. Contact us today to schedule an appointment and let us help you save time and stay organized!
Kullman Siebert LLC
Kullman Siebert LLC is a leading accounting and finance institution located at 7 South Street in Easton, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to investment management and financial consulting, Kullman Siebert LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
Twilley Rommel & Stephens
Twilley Rommel & Stephens is a leading accounting and finance institution located at 1405 Wesley Drive in Salisbury, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Visit Twilley Rommel & Stephens for all your accounting and finance needs.
Silmi Law
Silmi Law is a reputable law firm located at 5707 Calverton Street in Baltimore, Maryland. Specializing in a wide range of legal services, Silmi Law is dedicated to providing top-notch representation and guidance to clients in need. With a team of experienced attorneys who are committed to delivering personalized and effective solutions, Silmi Law is a trusted institution known for its professionalism, integrity, and successful track record. Whether you are facing a complex legal matter or simply need legal advice, Silmi Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Alem & Associates
Alem & Associates is a reputable law firm located at 8121 Georgia Avenue in Silver Spring, Maryland. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, immigration, and criminal defense, we are committed to helping individuals navigate the complexities of the legal system. With a focus on professionalism, integrity, and client satisfaction, Alem & Associates is the go-to choice for all your legal needs in the United States.
DaVida Law
DaVida Law is a reputable law firm located at 3300 North Ridge Road in Ellicott City, Maryland. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, DaVida Law is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted institution in the legal community. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Williams Moore Shockley: Smith Regan J R
Williams Moore Shockley: Smith Regan J R is a reputable law firm located at 3509 Coastal Highway in Ocean City, Maryland, United States. With a history of over 60 years of service to the Worcester County community, the firm offers a wide range of legal services including Real Estate Settlements, Civil Litigation, and Estate Planning. The team at Williams Moore Shockley: Smith Regan J R is known for their expertise and dedication to their clients, earning them a spot in The Bar Register of Preeminent Lawyers in 1992. Clients appreciate the personalized approach and deep understanding of their businesses that the firm provides. Contact Williams Moore Shockley: Smith Regan J R at 410-289-3553 or info@oceancitylegal.com for expert legal advice and assistance.
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