TOP 30 Estate and legacy planning in Annapolis, Maryland
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Tara Frame
● OpenTara Frame is a renowned institution located at 8562 Fort Smallwood Road, Pasadena, Maryland, United States. Founded by Vernon Frame, a respected attorney with over 70 years of experience, the institution has a rich history of serving the residents of Anne Arundel County with legal advice and representation. The founder's daughter, a dedicated attorney herself, has continued the legacy of providing top-notch legal services to the community. Having graduated with honors from the University of Baltimore School of Law, the attorney has a diverse background in various legal areas such as family law, bankruptcy, adoptions, guardianships, criminal matters, DWI, and traffic offenses. Over the years, the firm has expanded its legal team to focus on family law and personal injury, allowing more time to specialize in estate planning.
8562 Fort Smallwood Rd, Pasadena, MD 21122, United States -
Stouffer Legal
● ClosedStouffer Legal is a reputable law firm located at 133 Defense Highway in Annapolis, Maryland, United States. Specializing in estate planning, the firm is dedicated to helping families in Maryland, Pennsylvania, and Washington D.C. craft Wills, Trusts, and Estates for peace of mind. At Stouffer Legal, every life tells a unique story, and the firm is committed to helping clients create a thoughtful and personalized ending to their story. With a team of experienced attorneys, including founder Britt Stouffer, Wilson, Melissa, Alex, Victor, Holly, Colin, Kaitlyn, Julia, and Amy, the firm offers expert guidance in estate planning, elder law, asset protection, wealth preservation, probate, and estate and trust administration. By partnering with Stouffer Legal, clients can navigate the complexities of estate planning with clarity and confidence, ensuring that their legacy, assets, and loved ones are secured for the future. Contact Stouffer Legal today to start planning ahead and protecting your family's future.
133 Defense Hwy Suite 202, Annapolis, MD 21401, United States -
Crest Wealth Advisors
● ClosedCrest Wealth Advisors, located at 111 Forbes Street in Annapolis, Maryland, is a finance institution that specializes in providing clarity and intention to your financial strategy, investments, and tax planning. With a focus on high-earning professionals, mid-career individuals, and those nearing retirement, we offer personalized plans to help you reach your short- and long-term financial goals. Our comprehensive, goals-based approach ensures that all aspects of your financial life are well cared for, from tax planning to estate planning to investment solutions. Whether you are preparing for retirement or already enjoying your retirement years, we are here to help you maximize your income, minimize your taxes, and achieve your legacy goals.
111 Forbes St Ste 100, Annapolis, MD 21401, United States -
John Murphy - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn 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.
130 Admiral Cochrane Dr # 102, Annapolis, MD 21401, United States -
Bruce C. Burns & Associates - Northwestern Mutual
● OpenBruce 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.
2594 Riva Rd, Annapolis, MD 21401, United States -
CAM Wealth Management - Ameriprise Financial Services, LLC
● OpenCAM 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.
200 Westgate Cir Ste 400, Annapolis, MD 21401, United States
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