Financial planning for business owners in Ocean City, Maryland

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 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 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.

Brooks Accounting Services is a reputable accounting and finance institution located at 308 14th Street in Ocean City, Maryland. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their dedication to providing accurate and reliable financial solutions has earned them a strong reputation in the community. Whether you are a small business owner or an individual looking for financial guidance, Brooks Accounting Services is committed to helping you achieve your financial 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.

NFP is an insurance agency located at 11204 Racetrack Road in Berlin, Maryland, United States. With a focus on providing personalized insurance solutions for individuals and businesses, NFP offers a wide range of coverage options to meet the unique needs of their clients. Their team of experienced agents is dedicated to helping customers find the right policies at competitive rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, NFP is committed to delivering exceptional service and protection for all your insurance needs.

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.