Financial planning tips in Frederick, Maryland

Tidewater Mortgage Services, Inc. - Frederick, MD Branch, located at 129 West Patrick Street in Frederick, Maryland, is a finance institution dedicated to helping individuals with their mortgage loan needs. Whether you are looking to purchase a new home or refinance your current one, our professional Loan Officers are here to assist you every step of the way. We offer a wide range of loan programs to cater to your specific situation, ensuring that we find the perfect mortgage for you. Our Loan Officers at the Frederick branch are known for their expertise and dedication to providing the best possible service to our clients. We work tirelessly to make the home buying process as smooth and stress-free as possible, guiding you through each step and ensuring that you understand all aspects of your loan.

Signature Dental Center is a premier dental institution located in Frederick, Maryland. Our team of skilled dentists is dedicated to providing top-quality dental care to patients of all ages. From routine cleanings to advanced procedures, we offer a wide range of services to meet your oral health needs. Conveniently located at 130 Thomas Johnson Drive, our state-of-the-art facility is equipped with the latest technology to ensure a comfortable and efficient dental experience. Whether you are in need of a simple check-up or a complete smile makeover, Signature Dental Center is here to help you achieve a healthy and beautiful smile. Schedule an appointment with us today and experience the difference of personalized care at our trusted dental practice.

Turning Point Financial is a leading accounting, finance, and insurance agency located in Frederick, Maryland. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning and management. Whether you need assistance with tax preparation, investment strategies, or insurance coverage, we are here to provide expert guidance and support. Visit us at 7210 Corporate Court to take the first step towards achieving your financial goals.

Edward Jones - Financial Advisor: Eric V Pfoutz is a trusted financial institution located at 100 Middletown Parkway in Middletown, Maryland, United States. Specializing in personalized financial planning and investment services, Eric V Pfoutz and his team strive to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Eric V Pfoutz is dedicated to helping you make informed decisions and achieve financial success.

Edward Jones - Financial Advisor: Erik M Thompson is a trusted financial institution located at 100 Harrow Lane in Prince Frederick, Maryland, United States. Specializing in personalized financial planning and investment strategies, Erik M Thompson is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Erik M Thompson and the team at Edward Jones are here to help you every step of the way.

Integrity Financial Coaching Corporation is a reputable finance institution located at 178 Oakland Hall Road in Prince Frederick, Maryland, United States. Our team of experienced financial coaches is dedicated to helping individuals and businesses achieve their financial goals through personalized coaching and guidance. Whether you are looking to manage your budget, invest wisely, or plan for retirement, our experts are here to provide you with the knowledge and tools you need to succeed. With a commitment to integrity and professionalism, Integrity Financial Coaching Corporation is your trusted partner in financial success.

Polk Financial Services LLC is a finance institution located at 3695 Hallowing Point Road in Prince Frederick, Maryland, United States. Specializing in a wide range of financial services, including investment management, financial planning, and retirement planning, Polk Financial Services LLC is committed to helping clients achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and personalized service provided by this reputable institution. Contact Polk Financial Services LLC today to learn more about how they can help you secure your financial future.

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.

Merrill Lynch Financial Advisor Annette M. Nicolay, located at 30 West Patrick Street in Frederick, Maryland, offers a personalized and detailed approach to managing wealth. Annette focuses on listening to her clients' needs and ensuring that every strategy is tailored to their individual goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Annette addresses various aspects of her clients' financial lives. Annette and her team are actively involved in the communities they serve, dedicating time, energy, and resources to create positive change. Annette began her career in Wealth Management in 2004 and joined Merrill Lynch Wealth Management in 2017. She holds a Bachelors of Science in Business Management from the University of Maryland.

Merrill Lynch Financial Advisor Matthew E. Larsen, located at 30 West Patrick Street, Frederick, Maryland, United States, is a finance institution dedicated to providing exemplary client service. Matthew Larsen has been recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023. With a deep understanding of your financial picture, Matthew can create a personalized strategy tailored to your goals and the changing market conditions. Supported by the global resources of Merrill, Matthew and his team are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Matthew focuses on understanding your priorities, family, and goals to design and implement a personalized plan to help you pursue financial success while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Matthew can help address your financial needs and goals. By staying in touch and revisiting your financial approach, Matthew aims to help you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or funding education, Matthew can provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

LPL Financial is a leading finance institution located at 9647 Bothwell Lane in Frederick, Maryland, United States. With a focus on providing comprehensive financial services and solutions to individuals and businesses, LPL Financial offers a wide range of investment options, retirement planning, and wealth management services. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LPL Financial is committed to providing personalized and professional financial guidance.

Merrill Lynch Financial Advisor Drew McClair, located at 30 West Patrick Street in Frederick, Maryland, is a finance institution dedicated to managing your wealth with a personalized approach. Drew McClair follows the Merrill tradition of community involvement, volunteering with local organizations. By using the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your goals. With a focus on family, goals, and priorities, Drew McClair helps clients navigate changing market conditions. Through the Investment Personality Assessment, your investing preferences can be refined to align with your goals. The institution offers a range of services including investment strategies, financial planning, and access to banking solutions from Bank of America. Drew McClair is registered to do business in various states and aims to help clients achieve their financial goals through a tailored approach. By understanding your unique needs and financial situation, a customized investment strategy can be designed to help you stay on track. Additionally, the institution provides the latest investment insights, tips, and strategies to help you live your best financial life. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Drew McClair is dedicated to helping clients achieve their financial objectives.

John Kneisly - State Farm Insurance Agent is a top-notch insurance agency located at 10811 Red Run Boulevard in Owings Mills, Maryland. Our team of licensed professionals is dedicated to providing exceptional service for all of your insurance and financial needs. Whether you're looking for home and auto insurance, life insurance, health insurance, or umbrella policies, we are here to help. Our agency was established in 2018 and is conveniently located between the post office and the bank on the first floor. We serve clients within a 45-minute drive of Owings Mills, as well as throughout the state of Maryland, Pennsylvania, and the District of Columbia. From Baltimore to Salisbury, Frederick to Hagerstown, we are here to be your trusted insurance partners.

Woodsboro Bank is a trusted financial institution located at 1420 West Patrick Street in Frederick, Maryland, United States. Offering a wide range of banking services including checking and savings accounts, loans, and investment options, Woodsboro Bank is dedicated to providing personalized and convenient financial solutions for its customers. With a focus on community involvement and customer satisfaction, Woodsboro Bank is a reliable choice for all your banking needs. Additionally, the institution also offers ATM services for convenient access to cash anytime, anywhere.

Ray Hamilton - State Farm Insurance Agent is a trusted insurance agency located at 10717 Birmingham Way, Woodstock, Maryland, United States. As spring arrives in Howard County, our focus shifts to Insurance & Financial Services to help you make well-informed decisions effortlessly. Whether you need Auto, Home, Life, Health, or Business coverage in Maryland, Delaware, or Pennsylvania, we are here to assist you. Our team is dedicated to serving customers in Howard County, Carroll County, Frederick County, and Baltimore County, Maryland, offering tailored coverage options for the upcoming spring season. If you are relocating to Maryland, Delaware, or Pennsylvania and need Renters Insurance, Condo Insurance, or Homeowners Insurance, we are here to find the perfect coverage for you. Our local agents understand the specific needs of the springtime community and are committed to providing the protection you need.

Welcome to The X, your ultimate destination for a healthier and happier you, located at 1341 Hughes Ford Rd #110, Frederick, MD 21701, United States. Our gym and health center is proudly different, offering a unique approach to fitness that puts you in control of your journey. At The X, we understand the frustration and exhaustion that comes with traditional fitness regimens. The endless cycle of extreme diets, grueling workouts, and unsustainable progress can leave you feeling trapped and guilty. But guess what? It’s not your fault. You are incredible, and getting healthy doesn’t mean you have to be miserable. In fact, it can be enjoyable!

Alex Uphold - State Farm Insurance Agent is a reputable insurance agency located at 31 Water Street in Thurmont, Maryland, United States. The agent, Alex Uphold, is a Platoon 22 Board Member and Development Committee Chair, as well as a graduate of the University of Maryland University College. The agency offers joint universal life insurance that can cover two people with an income tax-free death benefit paid to beneficiaries. They also provide valuable tips for rural road driving and information on 529 education savings plans. The mission of Alex Uphold - State Farm Insurance Agent is to help people manage risks, recover from the unexpected, and achieve their dreams. For more information and assistance, please call (301) 271-3113. Please note that sensitive personal information should not be shared on the website. Additionally, the institution offers investment products through State Farm VP Management Corp. and life insurance and annuities through State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Rocket Mortgage, LLC is also affiliated with the institution. It is important to carefully consider all information and seek advice from a tax or legal advisor for personalized guidance.

H&R Block is a trusted accounting and finance institution located at 16507 South Frederick Avenue in Gaithersburg, Maryland. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you're an individual looking to file your taxes or a business in need of financial guidance, H&R Block is committed to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

Mark C. LeMonnier, DDS is a trusted dental institution located at 6550 Mercantile Drive East in Frederick, Maryland. Dr. LeMonnier and his team provide top-quality dental care in a comfortable and welcoming environment. From routine cleanings to cosmetic procedures, patients can expect personalized care and attention to detail. With a focus on oral health and overall well-being, Mark C. LeMonnier, DDS is committed to helping patients achieve and maintain beautiful, healthy smiles. Schedule an appointment today to experience exceptional dental care.

Mike Orsini - Atlantic Coast Mortgage is a finance institution located at 5283 Corporate Drive in Frederick, Maryland, United States. Specializing in mortgage services, they offer a range of financial products to help clients achieve their homeownership goals. With a team of experienced professionals, they provide personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, Mike Orsini - Atlantic Coast Mortgage is committed to helping you secure the best financing options for your needs.

Dove & Co is a reputable accounting and finance institution located at 129 West Patrick Street in Frederick, Maryland. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our goal is to help our clients achieve their financial goals and navigate the complexities of accounting and finance with ease. Visit us today to see how we can assist you with your financial needs.

Details Matter Bookkeeping & Advisory is a reputable institution located at 202 Wellesley Court in Walkersville, Maryland, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing meticulous and personalized bookkeeping solutions to help businesses thrive. With a focus on attention to detail and strategic financial advice, we strive to ensure that every aspect of your financial records is accurate and organized. Trust Details Matter Bookkeeping & Advisory to handle all of your financial needs with precision and expertise.

GWCPA, located at 995 North Prince Frederick Boulevard in Prince Frederick, Maryland, is a dedicated accounting and finance institution focused on helping businesses grow and transition from one generation of leadership to the next. With a team of experienced CPAs by your side, GWCPA is committed to ensuring that your business thrives and provides for your partners, families, and teams. We understand the importance of big picture thinking in family businesses and work with you to create a plan for the future while also ensuring that you can enjoy the benefits of your hard work now. At GWCPA, we believe in the power of teamwork and strive to empower our clients to achieve their goals. Visit us today to see if our team is the right fit for you.

Fitzway Insurance Services: Allstate Insurance is an insurance agency located at 907 North Frederick Avenue in Gaithersburg, Maryland, United States. They offer a wide range of insurance products and services to meet the needs of individuals and businesses in the area. With a team of experienced agents, they are committed to providing personalized and reliable insurance solutions to help protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, Fitzway Insurance Services: Allstate Insurance is dedicated to helping you find the right coverage at the right price. Contact them today to discuss your insurance needs and get a quote.

Nymeo Federal Credit Union's corporate office is located at 5210 Chairmans Court in Frederick, Maryland, United States. As a finance institution, Nymeo offers a range of financial services to its members, including savings accounts, loans, and investment options. The corporate office serves as the central hub for managing the credit union's operations and ensuring the financial well-being of its members. With a focus on customer service and financial education, Nymeo Federal Credit Union is dedicated to helping its members achieve their financial goals and secure their future.

Cedar Point Federal Credit Union is a trusted financial institution located at 90 Auto Drive in Prince Frederick, Maryland. As a full-service credit union, we offer a wide range of financial services including savings accounts, loans, and ATM access for our members. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the benefits of banking with Cedar Point Federal Credit Union.

Bank of America is a trusted financial institution located at 1070 West Patrick Street in Frederick, Maryland. With convenient drive-thru ATM services, customers can easily access their accounts and complete transactions without leaving the comfort of their vehicle. Whether you need to deposit a check, withdraw cash, or manage your finances, Bank of America is committed to providing efficient and reliable banking services to meet your needs. Visit us today to experience the convenience and security of banking with Bank of America.

Truist, located at 1370 West Patrick Street in Frederick, Maryland, is a bank and financial institution offering a range of services to help you manage your finances. Whether you're looking for a credit card, loan, or investment advice, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust that you're in good hands. Truist also offers resources for customers with Limited English Proficiency, ensuring that language is not a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.

Dr. Charles Kovalchick is a reputable dentist located at 1517 West Patrick Street in Frederick, Maryland, United States. With a commitment to providing top-quality dental care, Dr. Kovalchick offers a wide range of services to help patients achieve optimal oral health. From routine cleanings and fillings to more complex procedures, patients can trust in Dr. Kovalchick's expertise and experience. With a focus on patient comfort and satisfaction, this institution is dedicated to providing personalized care in a welcoming and friendly environment. Visit Dr. Charles Kovalchick for all your dental needs and experience exceptional care from a trusted professional.

Preston Thompson is a dedicated PNC Mortgage Loan Officer with NMLS #483766, located at 30 West Patrick Street in Frederick, Maryland. With a strong background in finance, Preston is committed to helping clients navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer or looking to refinance, Preston's expertise and personalized service will ensure you find the right loan for your needs. Contact Preston Thompson today to start your journey towards homeownership.