Financial planning tips in Cambridge, Maryland
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Mitchell and Hastings Financial Services
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.
Moore Financial
Moore Financial, located at 8118 Overlook Drive in Frederick, Maryland, is a finance institution founded by Timothy J. Moore, Sr. LUTCF, LACP and Kevin R. Moore, CFP®, MBA. This platform serves as a valuable resource for individuals looking to enhance their knowledge of personal finance. With a variety of financial tools and resources available, visitors can easily navigate and find the information they need. The team at Moore Financial is dedicated to providing up-to-date material, so be sure to check back frequently for new content. Securities are offered through Cambridge Investment Research, Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Moore Financial operates independently as a sales agent, not as an employee of Cambridge Investment Research, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, which is used by individuals who have completed the necessary certification requirements. For more information, feel free to contact Timothy J. Moore or Kevin R. Moore directly.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2751 Dorchester Square in Cambridge, Maryland. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses in the United States. With a commitment to accuracy, integrity, and personalized service, H&R Block is the go-to destination for all your accounting and financial needs. Visit us today to experience the difference our expertise can make in managing your finances effectively.
Whitten Retirement Solutions
Whitten Retirement Solutions, located at 411 Muse Street in Cambridge, Maryland, is a finance institution dedicated to helping clients prepare for their financial future with confidence. Their team utilizes a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and value-added services for successful families, professionals, and business owners. They strive to create an environment of trust, respect, and transparency, and provide straightforward fees for their services. Clients praise the team for their undivided attention, focus on goals, and commitment to helping them achieve a financially comfortable retirement. The team at Whitten Retirement Solutions is committed to their clients' growth and offers personalized services to meet their individual needs. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact them at (410) 228-6715 to learn more about how they can help you plan for a secure financial future.
Partners 1st Federal Credit Union
Partners 1st Federal Credit Union, located in Cambridge, Maryland, United States, is a financial institution that offers a range of services to support your financial well-being. As a member-owned credit union, Partners 1st prioritizes the best interest of its members, providing lower rates and fees compared to banks. With individualized products and services tailored to your unique needs, Partners 1st aims to be your trusted financial and community partner. From flexible lending options for businesses to savings accounts and checking accounts designed for every stage of life, Partners 1st is committed to helping you achieve your financial goals. Additionally, members can enjoy discounts on various products and services through partnerships with companies like TurboTax, SimpliSafe, and more. With a focus on personalized care and financial education, Partners 1st is dedicated to helping you make the most of your money.
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List of local businesses, places and services in Maryland
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