TOP 30 Financial planning services in College Park, Maryland

22 results found

TDB Financial LLC is a leading finance institution located at 9591 Baltimore Avenue in College Park, Maryland, United States. We specialize in providing a wide range of financial services, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Merrill Lynch Financial Advisor Evan R Winik is a prestigious finance institution located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes “Best-in-State Wealth Management Teams” and “Top Next-Generation Wealth Advisors”, Merrill Lynch is dedicated to providing exemplary client service. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Evan R Winik is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client's unique goals, priorities, and aspirations, in order to design and implement a personalized financial plan to help them pursue their financial objectives while managing investment risk.

Lifetime Financial is a boutique financial planning service located at 7000 Carroll Avenue in Takoma Park, Maryland, United States. Specializing in serving non-profit professionals, Lifetime Financial offers expert advice on retirement planning, college planning, investing, and insurance. As a full-service, fee-only independent financial advisor firm, Lifetime Financial is dedicated to providing personalized and comprehensive financial planning services to help clients achieve long-term financial success. Led by President and Principal David Creekmore, who has over two decades of experience as a CFO of major nonprofit institutions, Lifetime Financial understands the unique financial challenges faced by nonprofit professionals. The institution offers a discount to households with at least one income from a nonprofit organization, recognizing the financial constraints that these individuals often face.

Merrill Lynch Financial Advisor Marshall C. Boroshok is located at 1 Park Place, Annapolis, Maryland, United States. This finance institution is dedicated to building and maintaining strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Marshall is a Certified Financial Planner with a bachelor's degree in Economics from The University of Maryland College Park. He specializes in helping affluent individuals and families make sound financial decisions based on their unique circumstances and goals. Marshall offers customized wealth management strategies, retirement planning, and access to various financial services through Bank of America. He believes in creating comprehensive financial strategies to help clients achieve their personal goals and manage investment risk effectively. Marshall and his team at Merrill Lynch Wealth Management are committed to providing personalized service and building trust with clients. Contact Marshall Boroshok for personalized investment strategies and financial solutions tailored to your needs and priorities.

Mason Tax Service is a reputable accounting and finance institution located at 7307 Baltimore Avenue in College Park, Maryland, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial advice, and assistance with accounting needs. With a commitment to accuracy and customer satisfaction, Mason Tax Service is the go-to destination for individuals and businesses seeking expert financial guidance. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

Welcome to Kevin Ha - State Farm Insurance Agent, located at 50 West Edmonston Drive in Rockville, Maryland. Situated in the Tenley Building next to ZIPS Dry Cleaners and Rockville Pharmacy on the 5th floor, we offer a range of insurance services to the communities of Rockville, Derwood, Aspen Hill, and North Potomac. As a local insurance office, we are committed to providing personalized insurance solutions tailored to fit your needs. Our team is fluent in English, Korean, and Spanish to ensure clear communication and understanding. We offer a variety of insurance options including Auto, Home, Renters, Life, and Business Insurance.

Reggie Belcher - State Farm Insurance Agent, located at 9225 Baltimore Avenue in College Park, Maryland, is a trusted insurance agency dedicated to helping families recover from unexpected losses. With a background in Marketing and Management from Pennsylvania State University, Reggie and his team prioritize customer needs to ensure they are meeting specific goals and needs. They offer a wide range of insurance services including auto, homeowners, renters, business, and life insurance. The Belcher Agency is actively involved in the College Park community and looks forward to participating in upcoming events. Whether you are new to the DC, Maryland, and Virginia area or a long-time resident, their team of insurance professionals is ready to assist you in finding the right policy for your needs. They offer in-person, phone, or virtual appointments to accommodate your schedule.

Farmers Insurance - Mahono Nguyuza is a local insurance agency located at 4412 Powder Mill Road in Beltsville, Maryland, serving Montgomery, Prince Georges, Anne Arundel, and Howard Counties. With over 8 years of industry experience, the agency offers a range of insurance options including life, home, auto, business insurance, and more. Michael Nguyuza, the agency owner, takes a customer-centric approach, focusing on educating clients on their coverage options and helping them make the best choice for their unique situation. The agency is conveniently located at the intersection of I-495 and Powder Mill Road, providing easy access from Silver Spring, College Park, Beltsville, Laurel, and the entire D.C. Metro Area. Whether you're looking for comprehensive car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Farmers Insurance - Mahono Nguyuza can help tailor a policy to fit your needs and budget. Contact the agency today for personalized assistance in protecting your assets and securing your financial future.

Super Credit Builders is a reputable finance institution located at 7761 Diamondback Drive in College Park, Maryland, United States. Our team of knowledgeable professionals is dedicated to helping individuals improve their credit scores and achieve financial stability. Whether you are looking to build credit from scratch or repair a damaged credit history, we offer personalized solutions to fit your unique needs. Trust Super Credit Builders to guide you on the path towards a brighter financial future.

TAX MAN CPA CGMA is a prestigious accounting and finance institution located at 9601 Baltimore Avenue in College Park, Maryland, United States. With a team of highly skilled Certified Public Accountants (CPAs) and Chartered Global Management Accountants (CGMAs), we offer top-notch financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, auditing, and consulting services. Trust TAX MAN CPA CGMA for all your accounting and financial needs.

Poseidon Group, LLC is a leading financial services institution located at 9658 Baltimore Avenue in College Park, Maryland, United States. With a team of experienced professionals, Poseidon Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach to wealth management ensures that clients receive tailored solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for a secure retirement, Poseidon Group, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Lux Consulting Group, Inc. is a leading consulting firm located at 9658 Baltimore Avenue in College Park, Maryland. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and maximize their potential. From strategic planning and market research to project management and financial analysis, we provide tailored solutions to meet our clients' needs. With a reputation for excellence and a commitment to delivering results, Lux Consulting Group, Inc. is the trusted partner for businesses looking to thrive in today's competitive market. Contact us today to learn how we can help your business succeed.

Haroun & Associates is a reputable accounting and finance institution located at 9601 Baltimore Avenue in College Park, Maryland, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic solutions. Trust Haroun & Associates for all your accounting and finance needs.

UMGC Dorsey Station Center, located at 6865 Deerpath Road in Elkridge, Maryland, is a branch of the University of Maryland Global Campus offering a range of classes and services. Easily accessible from major highways and public transportation, the center welcomes transfer students from local community colleges as well as prospective and current students. The location features a test center named the Curtis Bay Coast Guard National Testing Center, offering exams for credit by exam. Hybrid classes for bachelor's and master's degrees are available, with friendly staff on hand to assist with academic program selection, credit estimation, financial aid, admissions, and registration. Walk-ins are welcome, and appointments can be made for advising services. The center also hosts VetSuccess on Campus counselors from the U.S. Department of Veterans Affairs every Wednesday. Students have access to UMGC's online library and can request materials to be mailed at no cost. Parking is available in nearby lots, and admissions advisors are available to help with program selection, credit estimation, and financial planning. For additional information, students can visit the UMGC Library website or contact the center directly.

Capital Accounting, Inc. is a reputable accounting and finance institution located at 9651 Baltimore Avenue in College Park, Maryland, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Capital Accounting, Inc. for all your accounting and finance needs.

Cromwell & Company Certified Public Accountants, LLC is a reputable accounting and finance institution located at 7309 Baltimore Avenue in College Park, Maryland, United States. With a team of highly skilled and experienced professionals, we provide a wide range of accounting services to individuals and businesses. From tax preparation and financial planning to auditing and consulting, we strive to deliver accurate and reliable solutions tailored to meet our clients' specific needs. Trust Cromwell & Company Certified Public Accountants, LLC for all your accounting and finance needs.

The Business Center LLC is a leading accounting and finance institution located at 4711 Berwyn House Road in College Park, Maryland. Our team of experienced professionals provides a wide range of financial services to help businesses thrive and succeed. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Visit us today to see how we can support your financial goals and take your business to the next level.

Claxton & Co CPA is a reputable accounting and finance institution located at 9658 Baltimore Avenue in College Park, Maryland, United States. With a team of experienced and knowledgeable certified public accountants, Claxton & Co CPA offers a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, their dedicated professionals are committed to providing high-quality and personalized financial solutions to meet their clients' needs. Trust Claxton & Co CPA for all your accounting and finance needs.

Cromwell & Associates, LLC is a reputable accounting and finance institution located at 7305 Baltimore Avenue in College Park, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Cromwell & Associates, LLC for all your accounting and finance needs.

Western & Southern Life is an insurance agency located in College Park, Maryland, United States. We offer a range of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about personal finance. With a commitment to providing high-quality products and services, we can assist you with all your family's life insurance and financial needs. Our comprehensive rewards package and training opportunities demonstrate our commitment to your personal success. Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. Western & Southern Life is here to support you every step of the way.

The Freedom Center, situated in the serene town of Buckeystown, Maryland, is a premier inpatient drug and alcohol rehabilitation facility dedicated to providing long-term solutions for individuals grappling with severe addiction problems. Our residential treatment programs are specifically designed to follow detoxification and lay a solid foundation for continuous care, helping individuals manage withdrawal symptoms, prevent relapse, and ultimately stabilize and improve their life functionality.Our Approach: At The Freedom Center, we believe in a transitional approach to behavioral healthcare. Our comprehensive inpatient rehab programs are backed by quality, evidence-based treatment methods and are supported by a trained team of medical professionals, including addiction counselors, social workers, licensed professional counselors, and allied health professionals. We offer 24-hour monitoring and care, ensuring each client receives personalized treatment plans tailored to their unique needs.Programs and Services:

The 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.