TOP 10 Estate planning for families in Frederick, MD
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John Kneisly - State Farm Insurance Agent
John Kneisly - State Farm Insurance Agent is a top-notch insurance agency located at 10811 Red Run Boulevard in Owings Mills, Maryland. Our team of licensed professionals is dedicated to providing exceptional service for all of your insurance and financial needs. Whether you're looking for home and auto insurance, life insurance, health insurance, or umbrella policies, we are here to help. Our agency was established in 2018 and is conveniently located between the post office and the bank on the first floor. We serve clients within a 45-minute drive of Owings Mills, as well as throughout the state of Maryland, Pennsylvania, and the District of Columbia. From Baltimore to Salisbury, Frederick to Hagerstown, we are here to be your trusted insurance partners.
Brian Runkles, CFP - Veridian Capital Partners
Brian Runkles, CFP - Veridian Capital Partners is a reputable finance institution located at 7101 Guilford Drive in Frederick, Maryland, United States. Specializing in financial planning and investment management, Brian Runkles and his team at Veridian Capital Partners provide personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, they strive to provide their clients with the guidance and expertise needed to navigate the complexities of the financial world.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 30 West Patrick Street in Frederick, Maryland, is a renowned finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies to address a wide range of wealth management challenges and opportunities. The advisors at Merrill Lynch Wealth Management go beyond traditional wealth planning advice, offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. By collaborating with clients and their outside professionals, such as accountants and tax attorneys, the advisors strive to create comprehensive financial strategies that align with long-term objectives.
Westwinds Apartments
Westwinds Apartments is a premier real estate agency located at 1070 Greenwall Place in Frederick, Maryland, United States. Our apartments offer modern amenities and spacious living areas, making it the ideal place to call home. With a convenient location near shopping, dining, and entertainment options, residents can enjoy a comfortable and convenient lifestyle. Our dedicated team is committed to providing exceptional customer service and ensuring that our residents have a positive living experience. Experience luxury living at Westwinds Apartments.
Merrill Lynch Financial Advisor Jeremy A. Kramer
Jeremy A. Kramer is a Financial Advisor at Merrill Lynch, located at 30 West Patrick Street in Frederick, Maryland, United States. Jeremy has been in the financial services industry since 2007 and joined Merrill in 2015. He works primarily with high net worth individuals, families, and business owners to help them pursue their financial goals. Jeremy focuses on helping clients articulate their goals and implement strategies to achieve them, using a goals-based wealth management approach. In addition to investment advice, Jeremy also provides estate planning services, retirement planning, philanthropic guidance, and assistance with future education goals. Jeremy holds a B.S. in Kinesiology from the University of Maryland and is a Chartered Retirement Planning Counselor (CRPC). In his free time, he enjoys spending time with his family and giving back to the community through volunteer work. The Wennick Kramer Group at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their financial priorities and goals. Contact Jeremy Kramer for personalized financial advice and guidance tailored to your unique needs and circumstances.
McEvoy Law
McEvoy Law is a prestigious law firm located at 8 West 3rd Street in Frederick, Maryland. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. Whether you are facing a criminal charge, dealing with a family law matter, or need assistance with estate planning, McEvoy Law is here to help. Our commitment to excellence, integrity, and professionalism sets us apart as a trusted resource for individuals in need of legal assistance. Contact us today to schedule a consultation and see how McEvoy Law can help you navigate the complexities of the legal system.
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