TOP 30 Estate planning strategies in Cockeysville, Maryland

19 results found

The Law Offices of James A. List, LLC is a prestigious mid-Atlantic law firm located at 11019 McCormick Road in Cockeysville, Maryland. Specializing in estate planning, asset protection, and trust needs, our firm is dedicated to providing personalized and responsive service to our clients. We cater to business owners, families with developmentally disabled members, and individuals involved in real estate. Our main focus is on estate planning, where we assist clients in understanding various tools such as wills, revocable and irrevocable trusts, asset protection trusts, special needs trusts, powers of attorney, and medical directives. We are also experienced in gifting strategies, family LLCs/LLPs, 1031 exchanges, and family charitable foundations. In addition, we represent families in contested estate and trust litigation matters when needed.

Wells Fargo Advisors is a financial institution located at 225 International Circle in Cockeysville, Maryland, United States. As a trusted provider of financial services, Wells Fargo Advisors offers a range of banking and investment options to help clients achieve their financial goals. Whether you need assistance with managing your finances or accessing cash through their convenient ATM services, Wells Fargo Advisors is dedicated to providing top-notch customer service and expert financial advice.

The MRW Group at Morgan Stanley is a prestigious finance institution located at 303 International Circle in Cockeysville, Maryland, United States. With a strong reputation for excellence in financial services, the MRW Group offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides personalized financial advice and strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, the MRW Group at Morgan Stanley is committed to delivering exceptional service and results.

Merrill Lynch Financial Advisor Michael O'Connell is a finance institution located at 11333 McCormick Road, Cockeysville, Maryland, United States. Michael O'Connell specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. With a focus on Personal Wealth Management and Financial strategies for Business owners and High Net-Worth families, O'Connell works closely with clients to craft customized financial strategies to help them pursue their goals. As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, CERTIFIED 401K(k) PROFESSIONAL, CERTIFIED PLAN FIDUCIARY ADVISOR, and CERTIFIED EXIT PLANNING ADVISOR, O'Connell is dedicated to providing the highest level of service to his clients. The institution offers services such as Investment Management for Qualified & Non-Qualified Retirement Plans, Wealth Management, Retirement Strategies, Asset Allocation Analysis, Risk Management, Cash Management, Estate Planning Services, and more. O'Connell's team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The mission of Merrill Lynch Financial Advisor Michael O'Connell is to build and preserve the assets of clients by offering professional advisory services and exceptional customer service. Whether clients are focused on growing, preserving, or transferring wealth, O'Connell and his team are dedicated to helping clients address their financial goals at every stage of their lives.

Schilling Circle, LLC is a reputable real estate agency located at 222 Schilling Circle in Cockeysville, Maryland, United States. With a team of experienced professionals, they specialize in buying, selling, and renting residential properties in the area. Their dedication to providing top-notch customer service and their in-depth knowledge of the local market make them a trusted choice for anyone looking to navigate the real estate market in Cockeysville and beyond. Visit Schilling Circle, LLC today to find your dream home or investment property.

Karen Burkhart is the Branch Manager at Ameriprise Financial Services, LLC, located at 303 International Circle in Cockeysville, Maryland, United States. As a finance institution, Karen Burkhart offers a range of services to meet the needs of individuals, including asset management, investment strategies, estate planning, and retirement planning. Karen Burkhart holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in various areas of financial planning. With a commitment to ethics and ongoing education, Karen Burkhart ensures that clients receive the highest level of service and expertise in managing their financial goals.

Kristina Sturgis is a Financial Advisor at Ameriprise Financial Services, LLC located at 11350 McCormick Road in Cockeysville, Maryland, United States. Kristina holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristina offers comprehensive financial planning services tailored to meet the individual needs of clients, including wealth transfers, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to upholding the highest standards of ethics and expertise in the field of finance, Kristina Sturgis is dedicated to helping clients achieve their financial goals and secure their financial future.

Ellicott Mills Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 303 International Circle, Cockeysville, Maryland, United States. Led by Harry Slade III, Forbes Best-in-State Wealth Advisor for 2023, the team offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. The team at Ellicott Mills Wealth Management is dedicated to providing transparent and holistic financial planning for you and your family. Whether you are planning for retirement, education, or a major purchase, they are here to help you achieve your financial goals. Contact them to schedule a complimentary initial consultation and learn more about their services.

Matthew Snyder is a Financial Advisor at Ameriprise Financial Services, LLC located at 303 International Circle, Cockeysville, Maryland, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Matthew is also trained to serve veterans and active duty military personnel. With a strong commitment to ethics and professionalism, Matthew Snyder provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Alan Danielson - RBC Wealth Management Financial Advisor is a trusted institution located at 225 Schilling Circle in Cockeysville, Maryland. As a finance institution, they provide expert financial advice and wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Alan Danielson and his team are dedicated to helping individuals and families navigate the complexities of investment and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alan Danielson - RBC Wealth Management Financial Advisor is committed to providing the guidance and support you need to secure a prosperous financial future.

Michelle Harf-Grim is a Financial Advisor at Ameriprise Financial Services, LLC located at 303 International Circle, Cockeysville, Maryland, United States. Michelle holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Michelle specializes in providing financial advice and planning for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is trained to address a wide range of financial needs including asset management, estate planning, investment strategies, retirement planning, tax planning, risk management, and more. Michelle is dedicated to helping her clients achieve their financial goals and secure their financial future.

Chip Herring is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11350 McCormick Road in Cockeysville, Maryland, United States. Chip 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. Additionally, Chip is well-versed in working with domestic partners, seniors, and individuals with special needs. With a commitment to ethical practices and ongoing education, Chip ensures that his clients receive top-notch financial advice and guidance tailored to their unique needs and goals.

Douglas Sunday is a Financial Advisor at Ameriprise Financial Services, LLC located at 531 Penny Lane, Cockeysville, Maryland, United States. Douglas holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Certified Military Financial Advisor®, Douglas is also trained to serve veterans and active duty personnel. With a commitment to ethical standards and continuous education, Douglas Sunday is dedicated to providing comprehensive financial advice to individuals and small business owners.

Frederick E Casper Jr - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 303 International Circle, Cockeysville, Maryland, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. The advisors at Frederick E Casper Jr - Financial Advisor, Ameriprise Financial Services, LLC are committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge to best serve their clients.

Derek Fish - Financial Advisor at Ameriprise Financial Services, LLC, located at 303 International Circle in Cockeysville, Maryland, United States, offers a wide range of financial services and expertise. Derek Fish holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his commitment to ethical practices and his ability to provide comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with investment strategies, estate planning, risk management, or retirement planning, Derek Fish has the knowledge and experience to help you achieve your financial goals. Contact Derek Fish - Financial Advisor at Ameriprise Financial Services, LLC today for personalized financial advice and guidance.

Mark McGrath is a Financial Advisor at Ameriprise Financial Services, LLC located at 303 International Circle, Cockeysville, Maryland, United States. Mark McGrath holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mark McGrath's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Mark McGrath is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Mark McGrath today for expert financial guidance tailored to your specific needs.

Kristopher Johannssen is a Financial Advisor at Ameriprise Financial Services, LLC, located at 303 International Circle, Cockeysville, Maryland, United States. Kristopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kristopher provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Specializing in asset management, estate planning, investment strategies, and insurance products, Kristopher is dedicated to helping clients achieve their financial goals with expertise and integrity.

RBC Wealth Management Branch in Hunt Valley is a premier financial institution located at 225 Schilling Circle in Cockeysville, Maryland. As part of the global RBC network, this branch offers a wide range of wealth management services tailored to meet the unique needs of individual and institutional clients. With a team of experienced financial advisors and investment professionals, RBC Wealth Management Branch in Hunt Valley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or estate planning, RBC Wealth Management Branch in Hunt Valley is committed to providing personalized solutions and exceptional service. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a solid foundation for your financial success.

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.