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TOP 30 Estate planning services in Ocean City, MD
81 results found
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Ocean City Resort Rentals LLC
Ocean City Resort Rentals LLC is a real estate and travel agency located on Coastal Highway in Ocean City, Maryland, United States. We offer a wide variety of vacation rental properties to ensure that you find the perfect home-away-from-home for your family getaway. Our dedicated staff is experienced in helping guests plan their beach vacation and are happy to provide information on local attractions and amenities. From fully equipped kitchens to linen and towel services, we strive to make your stay as comfortable and relaxing as possible. With our easy online booking process, you can quickly secure your rental and start planning your Ocean City adventure. Explore the endless activities, attractions, and scenery that Ocean City has to offer, from the famous Boardwalk to the beautiful beaches. Let Ocean City Resort Rentals help you create lasting memories on your next vacation.
Key Financial Services
Key Financial Services is a leading finance institution located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with retirement planning, investment management, or estate planning, we are here to help. Trust Key Financial Services to guide you towards a secure financial future.
Mitchell and Hastings Financial Services
Mitchell and Hastings Financial Services is an established independent financial planning and investment firm located at 9927 Stephen Decatur Highway in Ocean City, Maryland. With over 32 years of experience, we are dedicated to providing competent and affordable advice to individuals and businesses in the area. Our core values of service, integrity, independence, and trust guide our practice as we work with clients of all financial backgrounds to help them achieve financial security. Our services include a range of financial planning and investment options tailored to each client's unique needs. We are registered with Cambridge Investment Research, Inc., and offer securities and advisory services in various states. At Mitchell and Hastings Financial Services, our priority is helping clients navigate their financial journey with confidence and peace of mind. Visit our website for informative calculators and videos, and contact us to learn more about how we can assist you in reaching your financial goals.
Christopher Hoen - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Hoen, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9928 Old Ocean City Boulevard in Berlin, Maryland, specializes in providing comprehensive financial planning services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Christopher Hoen offers expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Chartered Financial Consultant® and Certified Financial Planner™, Christopher Hoen is dedicated to helping clients achieve their financial goals with integrity and professionalism. Contact Christopher Hoen today for personalized financial advice tailored to your individual needs.
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 & Financial Services, L.L.C.
Tax & Financial Services, L.L.C. is a reputable accounting and finance institution located at 9927 Stephen Decatur Highway in Ocean City, Maryland, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Tax & Financial Services, L.L.C. for all your accounting and finance needs.
Seaside Vacations & Sales - Ocean City
Seaside Vacations & Sales in Ocean City, Maryland is a premier real estate and travel agency located at 3 35th Street. Whether you're looking to buy or rent a beachfront property, our expert team is here to help you find the perfect vacation home or investment opportunity. With a wide range of properties to choose from, we offer personalized service and local expertise to ensure you have a memorable and stress-free experience. Contact us today to start planning your dream seaside getaway in beautiful Ocean City!
Ocean City MD Vacation Rentals
Ocean City MD Vacation Rentals is a reputable real estate agency located at 8202 Coastal Highway in Ocean City, Maryland, United States. Specializing in vacation rentals, they offer a wide range of properties for visitors looking to enjoy a relaxing and memorable stay in this popular beach destination. With a variety of rental options to choose from, including beachfront condos, cozy cottages, and spacious family homes, Ocean City MD Vacation Rentals is committed to providing top-notch customer service and helping guests find the perfect accommodations for their getaway. Whether you're planning a romantic retreat or a fun-filled family vacation, this agency is dedicated to making your stay in Ocean City a truly unforgettable experience.
Blue Ocean Global Wealth
Blue Ocean Global Wealth is a leading finance institution located at 9841 Washingtonian Boulevard in Gaithersburg, Maryland, United States. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients navigate the complexities of the financial world and achieve their goals. With a focus on personalized service and innovative strategies, we strive to provide our clients with a clear path to financial success. Whether you are planning for retirement, investing for the future, or managing your assets, Blue Ocean Global Wealth is here to help you make informed decisions and secure your financial future.
Ocean City Maryland Vacation Rental - Capri 1906 - Vacation Home Rental
Ocean City Maryland Vacation Rental - Capri 1906 is a premier vacation home rental service located at 11000 Coastal Hwy, Ocean City, MD 21842, United States. Specializing in providing exceptional vacation experiences, this business operates as both a real estate and travel agency, catering to visitors seeking the perfect getaway in Ocean City. Capri 1906 offers a luxurious and comfortable vacation home rental that boasts stunning ocean views and all the modern amenities needed for a relaxing stay. Situated in a prime location, guests have convenient access to the beautiful beaches of Ocean City, as well as a variety of local attractions, dining options, and entertainment venues.
Smith Meredith
Smith Meredith is a reputable dental institution located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. With a focus on providing top-quality oral health care, our team of skilled dentists and health professionals are dedicated to helping patients achieve and maintain beautiful, healthy smiles. From routine cleanings and check-ups to advanced procedures, we offer a wide range of services to meet the needs of our patients. Trust Smith Meredith for all your dental care needs in a welcoming and comfortable environment.
Eley & Moore, Inc
Eley & Moore, Inc is a reputable real estate agency located at 8448 Ocean Gateway in Easton, Maryland, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to assist clients in buying, selling, and renting properties. Whether you are looking for a new home, investment property, or commercial space, Eley & Moore, Inc can help you find the perfect match. Their dedication to customer satisfaction and expertise in the local market make them a trusted choice for all your real estate needs. Visit their office today to start your journey towards finding your dream property.
Moran Properties
Moran Properties is a reputable real estate and travel agency located at 9703 Village Lane in Ocean City, Maryland, United States. With a dedicated team of professionals, Moran Properties offers a wide range of services to assist clients in buying, selling, or renting properties in the area. Additionally, their travel agency services provide clients with personalized vacation packages and accommodations to ensure a memorable and stress-free travel experience. Trust Moran Properties to help you find your dream home or plan your next getaway.
CENTURY 21 New Horizon - Braemar Towers
CENTURY 21 New Horizon - Braemar Towers is a premier real estate agency located at 13110 Coastal Highway in Ocean City, Maryland, United States. Specializing in buying, selling, and renting properties in the beautiful beachfront community of Braemar Towers, our experienced team of agents are dedicated to helping clients find their dream home or vacation rental. Whether you are looking to invest in a property or plan a relaxing getaway, our travel agency services can assist in making your experience stress-free and enjoyable. Contact us today to start your journey towards finding the perfect property in this picturesque seaside town.
OC Blue Vacations
OC Blue Vacations is a real estate and travel agency located at 11022 Nicholas Lane, Ocean Pines, Maryland, United States. They are committed to providing the best customer service, premiere properties, and special touches such as express check-in and concierge services for your vacation. Whether you're looking to reconnect with nature on Chincoteague Island, Virginia or enjoy the city life in Ocean City, Maryland, they have the perfect vacation rental for you. Their Chincoteague pet-friendly vacation homes and condos allow you to bring your entire family, including your furry friends. With amenities such as pool access, water views, and close proximity to major attractions, their vacation rentals ensure a memorable getaway. Customers have praised their clean and well-equipped rentals, convenient locations, and excellent customer service. Let OC Blue Vacations help you plan an amazing vacation on Chincoteague Island or Ocean City.
Sandy Toes Getaways
Sandy Toes Getaways is a premier real estate and travel agency located at 13001 Wight Street in Ocean City, Maryland, United States. Specializing in vacation rentals and property management, we offer a wide range of beachfront properties for visitors looking to enjoy the sun, sand, and surf of Ocean City. Our experienced team is dedicated to providing top-notch customer service and helping guests find the perfect getaway for their needs. Whether you're looking for a cozy beach cottage or a luxurious oceanfront condo, Sandy Toes Getaways has you covered. Book your dream vacation with us today and start making memories that will last a lifetime.
Coral Seas
Coral Seas is a multi-faceted institution located at 7601 Coastal Highway in Ocean City, Maryland, United States. As a lodging facility, Coral Seas offers guests a comfortable and convenient place to stay while exploring the beautiful coastal city. Additionally, Coral Seas operates as a real estate agency, helping clients buy, sell, or rent properties in the area. As a travel agency, Coral Seas specializes in creating unforgettable vacation experiences for visitors to Ocean City. With a prime location near the beach and a range of services to offer, Coral Seas is the perfect destination for those looking to relax, explore, or invest in this vibrant seaside community.
Coastal Resort Sales & Rentals
Coastal Resort Sales & Rentals is a premier real estate and travel agency located at 8008 Coastal Highway in Ocean City, Maryland. Specializing in beachfront properties, vacation rentals, and luxury accommodations, our experienced team is dedicated to helping clients find their perfect coastal retreat. Whether you are looking to buy, sell, or rent a property, we offer personalized service and expert guidance to ensure a seamless and enjoyable experience. Contact us today to start planning your dream coastal getaway!
Creative Wealth Management
Creative Wealth Management is a cutting-edge finance, health, and insurance agency located at 11202 Racetrack Road in Ocean Pines, Maryland, United States. Our team of experts is dedicated to helping individuals and families achieve financial security and wellness through personalized wealth management strategies. Whether you are looking to plan for retirement, protect your assets, or secure your health and well-being, Creative Wealth Management is here to provide innovative solutions tailored to your unique needs. Contact us today to start building a brighter financial future.
BetterWay Consulting LLC
BetterWay Consulting LLC is a leading accounting and finance institution located at 7704 Coastal Highway in Ocean City, Maryland, United States. We specialize in providing consulting services for a wide range of industries, including auto dealerships, commercial real estate, funeral homes, golf courses, hotels, manufacturing, medical facilities, and restaurants. Our team of experts can help your business navigate complex financial matters, such as merchant credit card processing, parcel shipping, property tax management, waste recycling, workers compensation insurance, and medical underpayments audit and recovery systems.
Montgomery Financial
Montgomery Financial is a finance institution located at 11718 Ocean Gateway, Ocean City, Maryland, United States. At Montgomery Financial, we prioritize honesty and ethics when providing financial planning services. We take our fiduciary responsibility seriously, ensuring that our recommendations are in your best interest. Our investment advisers adhere to a fiduciary standard regulated by the SEC, putting your interests before our own. We work with a variety of investment and insurance products to create customized retirement strategies tailored to your needs and goals. Download our guide, “The Power of 3 When it Comes to Your Retirement,” written by our founder Jeffrey Montgomery, to learn more about managing your finances for a secure retirement. Contact us to schedule a meeting and discover your ideal retirement plan with Montgomery Financial.
Merrill Lynch Financial Advisor Anna Giles Newton
Merrill Lynch Financial Advisor Anna Giles Newton is a leading financial institution located at 11724 Ocean Gateway in Ocean City, Maryland, United States. With a focus on providing personalized financial advice and guidance, our team of experts led by Anna Giles Newton offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or build a diversified portfolio, our dedicated team is here to help you every step of the way. Trust Merrill Lynch Financial Advisor Anna Giles Newton for all your financial needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 11724 Ocean Gateway in Ocean City, Maryland, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local organizations and charitable causes. With access to industry insights and resources, the advisors at Merrill Lynch work closely with clients to create financial strategies tailored to their long-term goals. Whether you are looking to invest, plan for retirement, or navigate life's financial challenges, Merrill Lynch Wealth Management is dedicated to helping you achieve your goals.
Faw Casson CPA
Faw Casson CPA is a reputable accounting and finance institution located at 9748 Stephen Decatur Highway in Ocean City, Maryland, United States. With a team of experienced CPAs, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to providing top-notch services and personalized attention to each client sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Faw Casson CPA is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Christine M. Selzer
Merrill Lynch Financial Advisor Christine M. Selzer, located at 11724 Ocean Gateway in Ocean City, Maryland, United States, is a finance institution 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 will focus on your family, goals, and priorities, adapting as they change over time. Starting with a conversation to identify and prioritize your goals, the team will work with you to develop a customized financial approach that aligns with what matters most to you. Through the Investment Personality Assessment, they aim to understand your investing preferences and help you pursue your meaningful goals. With access to Merrill's investment insights and Bank of America's banking solutions, they will create a plan to address your financial needs.
Edward Jones - Financial Advisor: John Bennish
Edward Jones - Financial Advisor: John Bennish is a trusted financial institution located at 11200 Racetrack Road in Ocean Pines, Maryland. Specializing in personalized financial planning and investment strategies, John Bennish and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on retirement planning, wealth management, education savings, and more. Whether you are planning for the future or looking to optimize your current financial situation, Edward Jones - Financial Advisor: John Bennish is committed to providing top-notch service and support.
Mazza Financial Group, Llc
Mazza Financial Group, LLC is a leading finance, health, and insurance agency located in Ocean City, Maryland. With a commitment to providing top-notch financial services, healthcare solutions, and insurance options, Mazza Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our experienced team of professionals is ready to assist clients with a wide range of financial and insurance needs. Visit us at 10347 Walthan Road to learn more about how Mazza Financial Group can help you secure your financial future.
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 Zachary A Newton
Merrill Lynch Financial Advisor Zachary A Newton is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. The Giles Newton Wealth Management Group, of which Zachary A Newton is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America to offer personalized financial advice and guidance. The institution values dedication and diligence in every step of the financial planning process, starting with a conversation to identify and prioritize your goals. The institution believes in helping clients make investment-related decisions that align with their personal goals. They offer the Investment Personality Assessment to gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With tools to track changes in your life and goals, they aim to develop a plan that manages, grows, and preserves your wealth while considering its long-term impact.
Merrill Lynch Financial Advisor Patrick J Sears
Merrill Lynch Financial Advisor Patrick J Sears, located at 11724 Ocean Gateway in Ocean City, Maryland, United States, is dedicated to helping clients achieve true financial success by aligning their investment portfolios with their personal goals. The Truitt-Sears Team utilizes the Goals-Based Wealth Management approach to ensure that clients' resources are working towards their aspirations. By focusing on individual goals rather than market benchmarks, the team aims to measure success in a more meaningful way. With access to banking, credit, and lending services from Bank of America, N.A., the team provides personalized financial strategies tailored to each client's unique needs. Through regular reviews and adjustments, the team helps clients manage, grow, and preserve their wealth for the long term. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch Financial Advisor Patrick J Sears offers comprehensive financial solutions and personalized investment strategies to help clients live their best financial lives.
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