The Best Find tax advisor in Frederick, Maryland
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Merrill Lynch Private Wealth Advisor Timothy G Mellott
Merrill Lynch Private Wealth Advisor Timothy G Mellott is a leading finance institution located at 30 West Patrick Street in Frederick, Maryland, United States. Our team of private wealth advisors and financial advisors from Merrill Lynch Wealth Management work with a select group of families and individuals to address the complex challenges of managing significant wealth. Our mission is to simplify your wealth and your life, giving you more time for personal and professional pursuits that are most meaningful to you. Cherie Edwards, a CERTIFIED FINANCIAL PLANNER™ certificant, guides clients through a discovery process to help articulate what matters most. She focuses on connecting all aspects of clients' financial lives and incorporates these goals into a dynamic planning process. Cherie works with multigenerational families, providing tools and resources to navigate family wealth dynamics and governance.
Dale Clabaugh - State Farm Insurance Agent
Dale Clabaugh - State Farm Insurance Agent is an insurance agency located at 23 East Frederick Street in Walkersville, Maryland. Situated in old town Walkersville, directly across from McDonalds, our team of experienced professionals, including Jennifer Effler, Lima Ramos-Sanchez, and Gina Riedmuller, have over 75 years of insurance and financial services experience. We offer personalized attention to each of our customers, helping them find the best fit for their individual needs. Our team stays up to date with additional education each year to better serve you and your family. We offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, we provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.
E&C Insurance & Financial Services
E&C Insurance & Financial Services is a trusted insurance agency located at 431 North Frederick Avenue in Gaithersburg, Maryland, United States. We specialize in providing a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance and financial needs.
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.
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