Financial plan development in Annapolis, Maryland
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Strategic Tax Planning, LLC
● ClosedStrategic Tax Planning, LLC is a leading accounting and finance institution located at 839 Bestgate Road in Annapolis, Maryland, United States. Our services are designed to help businesses navigate the complexities of tax planning and compliance, with a focus on maximizing savings and benefits. We specialize in helping businesses claim the Employee Retention Credit and align with the CTA's new BOI reporting requirements. Our team of experienced CPAs can provide tailored tax strategies to lower your liability and uncover new tax credits, grants, and financial incentives for your business.
839 Bestgate Rd Suite #400A, Annapolis, MD 21401, United States -
Maryland Small Business Development Center (SBDC)
● OpenThe Maryland Small Business Development Center (SBDC) is a finance institution located at 2660 Riva Road in Annapolis, Maryland, United States. The SBDC provides expert guidance and resources to help small businesses start, grow, and prosper. Whether you need help with business planning, financing, marketing, or operations, the SBDC offers personalized assistance to help you achieve your goals. With a team of experienced advisors and a wealth of knowledge, the Maryland SBDC is dedicated to supporting the success of small businesses throughout the state.
2660 Riva Rd #200, Annapolis, MD 21404, United States -
Merrill Lynch Financial Advisor Blake Morris
● ClosedMerrill Lynch Financial Advisor Blake Morris is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. Blake Morris is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the finance industry. He provides personalized investment advice and guidance tailored to each client's needs. The institution offers Merrill Personal Wealth Analysis™ to create a personalized financial plan focused on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By understanding clients' aspirations and priorities, the institution helps them pursue financial goals while managing investment risk. With access to the resources of Merrill and Bank of America, clients can develop a financial approach to address their needs. The institution offers a range of services, including wealth management, retirement planning, and investment strategies. Blake Morris is registered to do business in multiple states across the United States. The institution emphasizes the importance of ongoing communication and updates to reflect changes in clients' lives and goals. Through a personalized approach, clients can achieve their financial goals with the help of Merrill Lynch Financial Advisor Blake Morris.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Andrew Jones
● ClosedMerrill Lynch Financial Advisor Andrew Jones is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. At Merrill Lynch, managing your wealth begins with a deep understanding of your full financial picture. By creating a flexible strategy tailored to your individual needs, we can help you navigate today's changing market conditions. Our institution provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals and secure your financial future. We believe in actively participating in the communities we serve, which is why we are dedicated to volunteering with organizations in our community. With the Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and aspirations.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Scott W Marsden
● ClosedMerrill Lynch Financial Advisor Scott W Marsden, located at 1 Park Place, Annapolis, Maryland, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer flexible wealth management strategies tailored to each client's unique financial situation and goals. The Marsden & Associates team provides access to the investment insights of Merrill and the banking solutions of Bank of America to help clients prioritize and achieve their personal financial goals. Through personalized financial planning, they aim to help clients manage, grow, and preserve their wealth for the future. The team focuses on understanding each client's family, goals, and priorities, adapting their approach as life and market conditions change. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop customized plans to help clients pursue their aspirations. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors aim to provide comprehensive financial solutions to address individual needs and help clients navigate the complexities of their financial lives.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Tyler P Hammett
● ClosedMerrill Lynch Financial Advisor Tyler P Hammett, located at 1 Park Place in Annapolis, Maryland, is a finance institution dedicated to helping clients pursue their personal and financial objectives. Tyler, a native of the Greater Washington Region, understands the unique financial needs of the DC, Maryland, and Virginia area. With a focus on solidarity, subsidiarity, and the common good, Tyler strives to best serve the local community. As a Merrill Financial Advisor, Tyler offers personalized wealth analysis to build a plan centered on clients' goals and aspirations. With a commitment to community involvement and volunteering, Tyler follows the Merrill tradition of giving back to the communities they serve.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Stephen Frederick "Steve" Owen - RBC Wealth Management Financial Advisor
● ClosedStephen Frederick "Steve" Owen - RBC Wealth Management Financial Advisor is a premier financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted advisor in the finance industry, Stephen Frederick Owen provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Stephen Frederick Owen is dedicated to providing top-notch service and support to clients seeking to secure their financial future. Visit our office today to learn more about how we can help you reach your financial goals.
1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, United States -
Danielle Brooks - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDanielle Brooks is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Bay Ridge Avenue in Annapolis, Maryland, United States. She holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. Danielle Brooks is committed to providing comprehensive and personalized financial advice to her clients, including individuals, retirees, small business owners, and high net worth clients.
1819 Bay Ridge Ave Ste 260, Annapolis, MD 21403, United States -
Pat Cotherman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPat Cotherman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle, Annapolis, Maryland, United States. Pat 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®. Pat specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education and professional development, Pat is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Pat Cotherman today for expert financial advice and personalized wealth management solutions.
200 Westgate Cir Ste 400, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Grant Boone
● ClosedMerrill Lynch Financial Advisor Grant Boone is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting as they evolve over time. Through conversations and understanding your goals, they work to help you make investment decisions that align with your values. With the Investment Personality Assessment, they tailor a financial approach to suit your preferences and aspirations. Their financial planning approach centers around you and your unique needs, providing advice and guidance to help you achieve your financial goals. They offer personalized plans through the Merrill Personal Wealth Analysis™ to help you track progress and make adjustments as needed. Their goal is to help you stay on track to achieve what's most important to you, always putting you first. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Let Merrill Lynch Financial Advisor Grant Boone help you reach your goals and create a financial approach that reflects your personality and priorities.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Merrill Lynch Financial Advisor Lauren Boyd Leventry
● ClosedMerrill Lynch Financial Advisor Lauren Boyd Leventry, located at 1 Park Place, Annapolis, Maryland, United States, is a finance institution that offers personalized advice and guidance to successful individuals and families in pursuit of their financial goals. With a focus on your priorities, risk tolerance, and financial goals, their team works to develop a personalized plan tailored to your unique situation. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Their team, led by experienced professionals like Kim, who holds the CERTIFIED FINANCIAL PLANNER™ certification, is committed to helping you achieve your financial goals through a customized investment approach. Whether you're planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Lauren Boyd Leventry is dedicated to helping you navigate the complexities of your financial life and stay on track towards achieving what matters most to you.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
Reynolds & Associates RSI
● OpenReynolds & Associates RSI is a leading health institution located at 888 Bestgate Road in Annapolis, Maryland, United States. Our team of dedicated professionals is committed to providing high-quality healthcare services to our patients. With a focus on excellence and compassion, we offer a wide range of medical services to meet the diverse needs of our community. Visit us today and experience the difference that Reynolds & Associates RSI can make in your health and well-being.
888 Bestgate Rd, Annapolis, MD 21401, United States -
The Ellerson Group, Inc.
● ClosedThe Ellerson Group, Inc. is a finance institution located at 415 Fourth Street in Annapolis, Maryland, United States. As an independent investment advisory and asset management company, we focus on developing personalized client relationships to provide tailored investment and financial advice. Our services utilize the best independent, "fee only" resources in today's financial markets to ensure our clients' success. With over 40 years of experience, we believe in offering ongoing consulting services rather than one-time financial plans or transaction-driven brokerage services. As longtime residents of Annapolis, we are dedicated to giving back to the local community through service and charitable contributions to organizations such as The Anne Arundel Medical Center, The Naval Academy, and The Rotary Club of Annapolis. Learn more about how The Ellerson Group, Inc. can help you achieve your financial goals.
415 Fourth St, Annapolis, MD 21403, United States -
Bruce C. Burns & Associates - Northwestern Mutual
● OpenBruce C. Burns & Associates - Northwestern Mutual is a leading finance and insurance agency located at 2594 Riva Road in Annapolis, Maryland, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Bruce C. Burns & Associates - Northwestern Mutual is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
2594 Riva Rd, Annapolis, MD 21401, United States -
Merrill Lynch Private Wealth Advisor James B Hartman
● ClosedMerrill Lynch Private Wealth Advisor James B Hartman, located at 1 Park Place in Annapolis, Maryland, offers boutique-like service to a limited number of individuals and families. With a focus on customized financial strategies, Jim and his team provide industry-leading research and expert analysis to help clients stay ahead in the ever-changing financial landscape. Jim, a Certified Private Wealth Advisor, has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. With a background in accounting and financial planning, Jim and his team are dedicated to helping clients pursue what matters most to them and their families. By taking a goals-based wealth management approach, they work to simplify their clients' lives so they can spend more time on what's important to them. Whether it's planning for retirement or developing multigenerational wealth strategies, Merrill Private Wealth Management provides personalized service based on trust and expertise.
1 Park Pl Suite 350, Annapolis, MD 21401, United States -
College Works Painting
● ClosedCollege Works Painting, located in Annapolis, Maryland, offers undergraduate students a unique opportunity to gain real-world professional experience in the painting industry. Through the Internship Program, students are able to learn and develop skills in marketing, selling, delivery, and customer follow-up. With a focus on expense management, communication, and community values, the program promotes personal integrity and professional responsibility. With an industry-leading business plan, College Works Painting ensures success through a proven step-by-step process. Homeowners receive a hassle-free home improvement service at competitive prices, delivered by a team of expertly trained painters managed by the intern with support from experienced professionals. This hands-on experience not only provides earned income for tuition and expenses but also enhances the community through freshly painted homes.
706 S Cherry Grove Ave #301, Annapolis, MD 21401, United States -
The Freedom Center
● OpenThe Freedom Center, located in Gaithersburg, MD, is a dedicated and compassionate rehab facility specializing in treating drug and alcohol addiction. We understand the complexities of addiction and the courage required to seek help, especially when balancing everyday responsibilities like work or school. Our mission is to provide individualized, affordable treatment solutions that allow our clients to continue their daily lives while receiving the essential care they need.
202 Perry Pkwy #5, Gaithersburg, MD 20877, United States
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