TOP 30 Estate planning solutions in Ocean City, Maryland

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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.

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 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.

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 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.

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.

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.

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.

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 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, 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 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 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 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 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, 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.

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.

Accurate Accounting & Property is a reputable institution located at 12505 Coastal Highway in Ocean City, Maryland, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing accurate and reliable financial solutions for individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or property management, we are committed to helping you achieve your financial goals. With a focus on precision and attention to detail, Accurate Accounting & Property is your trusted partner for all your financial needs.

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.

Criminal Defense & DWI Lawyer Richard Brueckner is a legal institution located at 12417 Ocean Gateway in Ocean City, Maryland, United States. Attorney Richard Brueckner takes a holistic approach to Criminal Defense Law, providing compassionate and empathetic representation to his clients. With over a decade of experience, he offers trustworthy and results-oriented legal services for clients facing criminal charges, DUI offenses, drug crimes, and more. Brueckner is dedicated to protecting his clients' rights and achieving favorable outcomes on their behalf. He also assists clients with estate planning and navigating the legal system in Maryland. With a focus on personalized solutions and client support, Richard Brueckner ensures that his clients receive the best defense possible while also providing resources to help them restore their lives and reputations. For those in need of criminal defense representation in Ocean City and the Eastern Shore of Maryland, Attorney Richard Brueckner is a reliable and committed legal advocate.

Castaneda Planzer LLC is a reputable law firm located in Ocean City, Maryland, United States. Specializing in various areas of law, the experienced team at Castaneda Planzer LLC is dedicated to providing top-notch legal services to their clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, Castaneda Planzer LLC is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Trust Castaneda Planzer LLC to handle your legal needs with care and diligence.

Brian P. Cosby, PA is a reputable law firm located at 12417 Ocean Gateway in Ocean City, Maryland. Specializing in various legal matters, Brian P. Cosby, PA is committed to providing high-quality legal services to its clients. With years of experience and expertise in the field, the firm offers personalized solutions tailored to meet the unique needs of each client. Whether you are in need of legal representation for a personal injury case, estate planning, or any other legal matter, Brian P. Cosby, PA is dedicated to guiding you through the legal process with professionalism and integrity. Contact Brian P. Cosby, PA today for reliable and effective legal assistance.

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.

OCRooms is a premier lodging, real estate, and travel agency located at 10 Philadelphia Avenue in Ocean City, Maryland, United States. Our institution offers a wide range of accommodation options, from cozy vacation rentals to luxurious beachfront properties. Whether you are looking for a short-term stay or a long-term investment, our experienced team is here to help you find the perfect solution. With our prime location in the heart of Ocean City, we provide easy access to all the attractions and amenities this vibrant coastal town has to offer. Contact us today to start planning your dream getaway or real estate investment in Ocean City!

Bayshore Development Co is a reputable real estate agency located at 2200 Baltimore Avenue in Ocean City, Maryland, United States. With years of experience in the industry, they specialize in buying, selling, and managing properties in the area. Their dedicated team of professionals provides top-notch service to clients looking to invest in residential or commercial real estate. Whether you are a first-time buyer or an experienced investor, Bayshore Development Co is committed to helping you find the perfect property to meet your needs. Contact them today to start your real estate journey in Ocean City.

Mid-Atlantic Mobile Notary is a trusted institution located at 121 81st Street in Ocean City, Maryland, United States. We specialize in providing efficient notary services for all your financial needs. Our experienced professionals are dedicated to providing convenient and reliable services to our clients. Whether you need documents notarized at your home, office, or any other location, we are here to assist you. Trust Mid-Atlantic Mobile Notary for all your notary needs.

Matthew Farr Law is a reputable law firm located in Ocean City, Maryland, United States. Specializing in various legal matters, their team of experienced lawyers provide expert advice and representation to clients in need of legal assistance. From personal injury cases to criminal defense, Matthew Farr Law is dedicated to achieving the best possible outcome for their clients. With a commitment to professionalism and integrity, this institution strives to deliver top-notch legal services to the community. Visit them at 12417 Ocean Gateway for all your legal needs.

MacDonald Law Office, LLC is a reputable institution located at 9307 Chesapeake Drive in Ocean City, Maryland. Specializing in criminal defense, their experienced trial attorneys have handled cases ranging from DUI to murder, ensuring that the rights of the accused are protected. With a focus on providing personalized solutions based on individual needs, their team of lawyers also offer representation in probate and estate law, business law, personal injury claims, and administrative law matters. Whether you are facing a misdemeanor or a felony charge, MacDonald Law Office, LLC is dedicated to helping you navigate the complexities of the criminal justice system. Contact them today to explore possible defense strategies and ensure that your rights are defended every step of the way.

The Law Office of Steven W. Rakow, LLC, located in Ocean City, Maryland, is a trusted institution specializing in Criminal Defense, Civil Litigation, and DUI/DWI cases. Attorney Steve Rakow brings over 27 years of legal experience to provide guidance and advocacy for individuals and businesses facing legal challenges in Worcester, Wicomico, Dorchester, Caroline, Talbot, and Somerset counties in Maryland. Whether you are dealing with civil disputes that could impact your investments or facing criminal charges with potential long-term consequences, Steve Rakow is dedicated to fighting for the best possible outcome for your case. With a background in criminal trial and civil litigation, as well as experience in handling a wide range of cases from minor traffic violations to major felonies, Steve Rakow offers personalized service and expertise to navigate the complexities of the legal system. Clients commend his knowledge, responsiveness, and dedication to achieving favorable results. If you are in need of a reliable and experienced lawyer to represent you in criminal or civil matters, consider reaching out to the Law Office of Steven W. Rakow, LLC for a confidential consultation.

Criminal Defense & DWI Lawyer Richard Brueckner is a legal institution located at 6300 Coastal Highway in Ocean City, Maryland, United States. Attorney Richard Brueckner takes a holistic approach to criminal defense law, recognizing the human side of the law and providing compassionate representation to clients facing addiction and criminal charges. With over a decade of experience, Brueckner offers trustworthy and results-oriented representation for clients in Ocean City and throughout Maryland's Eastern Shore. As a former prosecutor, he has a successful track record in defending clients in cases ranging from drug charges to drunk driving offenses. Richard Brueckner is committed to fiercely advocating on behalf of his clients at every stage of the criminal process, ensuring their rights are protected and working towards a favorable outcome. Whether you are facing criminal charges, seeking a reduction in sentencing under the Justice Reinvestment Act, or need assistance with estate planning, Attorney Richard Brueckner is here to help. With a focus on dignity, professionalism, and respect, Brueckner provides personalized solutions tailored to each client's needs. Contact Criminal Defense & DWI Lawyer Richard Brueckner for immediate legal assistance in Ocean City, Maryland.