Family finance in Ocean City, Maryland

Bank of Ocean City is a reputable financial institution located at 10005 Golf Course Road in the charming coastal town of Ocean City, Maryland, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized solutions to help you achieve your financial goals. Whether you are looking for a checking account, mortgage loan, or investment advice, Bank of Ocean City is here to assist you every step of the way. Visit us today and experience the difference of banking with a local institution that truly cares about your financial well-being.

Skylark Apartment Co-Op Inc is a well-established residential community located at 5705 Atlantic Avenue in Ocean City, Maryland. Our cooperative offers comfortable and affordable living spaces for individuals and families looking to enjoy all that Ocean City has to offer. With a convenient location near the beach and local attractions, residents of Skylark Apartment Co-Op Inc can enjoy a relaxed coastal lifestyle. Our community provides a range of amenities and services to enhance the living experience, including on-site maintenance and management, laundry facilities, and secure parking. Come experience the charm and convenience of Skylark Apartment Co-Op Inc in beautiful Ocean City, Maryland.

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.

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 Financial Advisor Michael Truitt is a finance institution located at 11724 Ocean Gateway in Ocean City, Maryland, United States. The Truitt-Sears Team at Merrill Lynch believes in achieving true financial success by aligning your investment portfolio with your personal goals. They use the Goals-Based Wealth Management (GBWM) approach to help you track your progress towards those goals. By putting your goals at the center of their work, they aim to help you benefit from a personalized financial strategy that meets your needs. The team at Merrill Lynch works together seamlessly to understand your priorities, such as health care, family needs, retirement plans, and more. They offer access to banking, credit, and lending services through Bank of America to provide comprehensive financial solutions. With a focus on listening to your needs and goals, the team at Merrill Lynch will work with you to create a customized investment approach that reflects your unique situation. They provide regular reviews and adjustments to help you stay on track towards achieving your financial goals. Whether you are planning for retirement, saving for a major purchase, or funding your child's education, Merrill Lynch Financial Advisor Michael Truitt and his team are dedicated to helping you reach your 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.

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 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.

Frost Law, located at 12417 Ocean Gateway in Ocean City, Maryland, is a comprehensive institution specializing in accounting, finance, and legal services. Our team of skilled attorneys can assist with a variety of legal issues, including tax controversy, business matters, litigation, estate planning, and bankruptcy. With offices in multiple states and global capabilities, we are conveniently situated to meet your needs wherever you may be. Our team is uniquely positioned to handle complex situations, as many of our members are dual-licensed as attorneys and CPAs. One of the services we offer is assistance with the Employee Retention Credit (ERC), a refundable tax credit for employers introduced during the COVID-19 pandemic. This credit can be claimed on a business's quarterly IRS payroll tax returns based on wages paid to employees during periods of pandemic-related disruption. Our team can help you determine your eligibility, calculate qualified wages, and claim the ERC on your amended quarterly payroll tax returns.

Keen Insurance Associates is a reputable insurance agency located at 9927 Stephen Decatur Highway in Ocean City, Maryland. Specializing in health insurance, our experienced team is dedicated to helping individuals and families find the right coverage to meet their unique needs. With a focus on providing personalized service and tailored insurance solutions, Keen Insurance Associates is committed to ensuring our clients have peace of mind when it comes to their health and well-being. Contact us today to learn more about our services and how we can assist you in securing the right insurance plan.

Fit First Health Insurance is a leading health insurance agency located in Ocean City, Maryland. Our dedicated team of professionals is committed to helping individuals and families find the perfect health insurance plan to fit their needs and budget. We offer a wide range of options from top insurance providers to ensure that you receive the best coverage possible. Whether you are looking for individual, family, or group health insurance, we are here to guide you through the process and provide personalized assistance every step of the way. Visit us at 12927 Horn Island Drive to learn more about how Fit First Health Insurance can help you protect your health and financial well-being.

Clark Insurance is a reputable health insurance agency located at 423 Robin Drive in Ocean City, Maryland, United States. With a focus on providing top-notch insurance solutions, Clark Insurance is dedicated to helping individuals and families find the best coverage for their healthcare needs. Our experienced team of professionals is committed to delivering personalized service and guidance to ensure our clients have peace of mind when it comes to their health insurance. Trust Clark Insurance to protect your health and well-being.

Larry Wise is a reputable doctor's office located at 8614 Ocean Gateway in Easton, Maryland, United States. With a focus on providing top-notch healthcare services, the institution offers a wide range of medical treatments and services to cater to the needs of its patients. The dedicated team of healthcare professionals at Larry Wise is committed to delivering personalized care and ensuring the well-being of all patients. Whether you need a routine check-up or specialized treatment, you can trust Larry Wise to provide exceptional medical care in a welcoming and comfortable environment.

Plotkin Financial Advisors LLC, located in Chevy Chase, Maryland, is a finance institution dedicated to providing outcome-driven comprehensive financial and retirement planning services. With a focus on bringing financial clarity, optimizing portfolio income, building and preserving wealth, and delivering family office service, Plotkin Financial Advisors upholds a fiduciary duty to serve the best interests of their clients for long-term wealth management. Their customized approach to financial planning helps clients clarify their goals, plan for the future, and build a legacy. Founded in 2003 by Shimshon Plotkin, Plotkin Financial Advisors is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Their team oversees hundreds of millions in assets for various clients in the Washington, DC metropolitan area. They offer complimentary and comprehensive income tax and estate planning services through their Signature Services program, as well as retirement income planning to determine a suitable portfolio allocation for clients' income needs.

AM-PM Marine, located at 4620 Ocean Gateway in Queenstown, Maryland, is a family-owned store dedicated to providing exceptional customer service and expertise in the boating industry. With a team of experienced professionals, AM-PM Marine offers a wide range of services, from routine maintenance to complex repairs, to ensure that your boat is always in top condition. Whether you're looking to sell your current vessel or upgrade to a new model, AM-PM Marine can help you find the best value for your investment. With a focus on customer satisfaction and a passion for the boating lifestyle, AM-PM Marine is your go-to destination for all your boating needs.