TOP 30 Best Individual investors in Maryland

Edward Jones - Financial Advisor: John A Rose, AAMS™ is a trusted financial institution located at 12 South 3rd Street in Oakland, Maryland, United States. Specializing in personalized financial planning and investment strategies, John A Rose, AAMS™ is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and transparency, Edward Jones provides expert guidance and support to individuals and families looking to grow and protect their wealth. Contact John A Rose, AAMS™ today to start planning for a more secure financial future.

Edward Jones - Financial Advisor: Rod Barker is a trusted financial institution located at 16113 McMullen Highway Southwest in Cumberland, Maryland, United States. Specializing in finance, they offer personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Rod Barker and his team provide expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Rod Barker is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Doug Kramer, AAMS™ is a trusted financial institution located at 139 East Main Street in Frostburg, Maryland, United States. Specializing in finance, our experienced advisor, Doug Kramer, holds the prestigious AAMS™ designation and is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Frostburg area. Visit us today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Lisa M Taylor, ChFC®|CRPC™ is a trusted financial institution located at 12814 Shank Farm Way in Hagerstown, Maryland, United States. Lisa M Taylor, a Chartered Financial Consultant and Chartered Retirement Planning Counselor, leads the team in providing expert financial advice and planning services to clients. With a focus on personalized strategies and long-term goals, Edward Jones is dedicated to helping individuals and families achieve financial security and success. Visit us today to start your journey towards a secure financial future.

First Command Financial Advisor - Tim Custer is a finance institution located at 14 West Patrick Street in Frederick, Maryland, United States. They offer financial services to clients on a strictly voluntary basis, with no direct or indirect compensation provided for testimonials. The institution is committed to providing personalized financial advice and planning to help clients achieve their financial goals. Please note that testimonials may not be representative of all client experiences and are not a guarantee of future performance or success.

Bryant Finance is a reputable accounting and finance institution located at 112 West Main Street in Middletown, Maryland, United States. With a team of experienced professionals, Bryant Finance offers a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Bryant Finance is committed to helping you achieve your financial goals and secure your financial future. Visit us today to learn more about how we can assist you with your financial needs.

Thrivent Financial, located at 208 East Ridgeville Boulevard in Mount Airy, Maryland, is a finance and insurance agency dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. Licensed in multiple states including CT, DE, FL, GA, MD, NC, NH, NJ, NM, NY, OR, PA, SC, VA, and WV, Thrivent offers guidance and expertise to help clients achieve a more secure financial future. Whether you need assistance with financial planning, insurance products, or investment advisory services, Thrivent's team of professionals is here to help. Contact us today at 443-576-0041 to schedule an appointment or visit our website to learn more about our services and licensing information. Thrivent Financial for Lutherans is the marketing name for Thrivent Financial, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Consult your attorney or tax professional for legal, accounting, or tax advice.

Maple Tree Financial Services, Inc. is a reputable finance institution located at 4505 Thornhurst Drive in Olney, Maryland, United States. With a strong commitment to providing top-notch financial services, Maple Tree offers a wide range of financial solutions to individuals and businesses. Whether you need assistance with investments, retirement planning, or wealth management, Maple Tree Financial Services, Inc. has the expertise and resources to help you achieve your financial goals. Trustworthy, reliable, and client-focused, Maple Tree is your go-to institution for all your financial needs.

Edward Jones - Financial Advisor: Jason J Tawney, AAMS™ is a reputable financial institution located at 730 Frederick Road, Catonsville, Maryland, United States. Specializing in providing personalized financial advice and services, Jason J Tawney is a knowledgeable and experienced advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. With a focus on building long-term relationships with clients, Edward Jones offers a wide range of financial solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Jason J Tawney and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Brent Whalen with FitzGerald Financial Group is a reputable finance institution located at 1431 North Main Street in Hampstead, Maryland, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, Brent Whalen and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust in Brent Whalen with FitzGerald Financial Group for expert financial guidance and support.

Michael Niedzwiecki is a Financial Advisor at Ameriprise Financial Services, LLC located at 211 Fulford Avenue, Bel Air, Maryland, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With his expertise in asset management, investment strategies, retirement planning, estate planning, and more, Michael Niedzwiecki is dedicated to providing comprehensive financial advice to individuals, small business owners, retirees, and high net worth clients. Whether you are seeking guidance on investments, insurance products, or financial planning for special circumstances such as divorce or military service, Michael Niedzwiecki is well-equipped to help you navigate your financial goals and secure your financial future.

David Waite - Morgan Stanley is a leading financial institution located at 303 International Circle in Cockeysville, Maryland, United States. With a strong reputation for excellence in the finance industry, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. The team at David Waite - Morgan Stanley is dedicated to providing personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual investor or a corporate client, you can trust David Waite - Morgan Stanley to provide expert guidance and support to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Aaron Stephenson, AAMS™ is a reputable finance institution located at 2225 Old Emmorton Road in Bel Air, Maryland, United States. As a trusted financial advisor, Aaron Stephenson, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong client relationships and offering expert advice, Edward Jones is committed to helping individuals and families secure their financial future. Visit Aaron Stephenson, AAMS™ at Edward Jones for professional and reliable financial guidance.

Edward Jones - Financial Advisor: Sean F Buoye is a trusted financial institution located at 1301 York Road in Timonium, Maryland, United States. As a dedicated finance professional, Sean F Buoye provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Sean F Buoye is a reliable partner in building and preserving wealth for individuals and families. Contact us today to schedule a consultation and take control of your financial future.

Jon Pearlstein - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3312 Paper Mill Road, Phoenix, Maryland, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Jon Pearlstein are highly qualified to address the diverse financial needs of individuals. Additionally, certifications such as the AEP®, AIF®, and AWMA℠ demonstrate their commitment to upholding ethical standards and staying up-to-date on industry best practices. Whether you are planning for retirement, estate planning, or navigating complex financial situations, Jon Pearlstein's team of advisors have the expertise to guide you towards your financial goals.

First Command Financial Advisor - Billy Ramsey is a trusted finance institution located at 7361 Calhoun Place in Rockville, Maryland, United States. As a dedicated financial advisor, Billy Ramsey is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on providing comprehensive financial guidance and exceptional customer service, First Command Financial Advisor - Billy Ramsey is a reliable partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS™ is a reputable finance institution located at 7735 Old Georgetown Road in Bethesda, Maryland, United States. Specializing in providing comprehensive financial planning services, Carmen M Peluso is a Certified Financial Planner (CFP®) and an Accredited Asset Management Specialist (AAMS™) with a wealth of experience and knowledge in the field. Clients can trust Carmen M Peluso to help them navigate their financial goals and make informed decisions about their investments. With a dedication to personalized service and a commitment to client satisfaction, Edward Jones - Financial Advisor: Carmen M Peluso, CFP®|AAMS™ is a trusted partner in helping individuals achieve their financial aspirations.

Chesapeake Financial Strategies is a leading financial institution located at 7501 Greenway Center Drive in Greenbelt, Maryland, United States. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Chesapeake Financial Strategies is here to provide you with the tools and resources you need to succeed. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor Brian M. Conrad, CFP®|CEPA® is a trusted financial institution located at 479 Jumpers Hole Road in Severna Park, Maryland, United States. With a focus on personalized financial planning and wealth management, Brian M. Conrad, a Certified Financial Planner and Certified Exit Planning Advisor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your investments, Edward Jones provides tailored solutions to meet your individual needs. Visit us today to start planning for a secure financial future with the help of Brian M. Conrad, CFP®|CEPA®.

PSG Clarity is a respected finance institution located at 8161 Maple Lawn Boulevard in Fulton, Maryland, United States. With a focus on providing top-notch financial services and advice, PSG Clarity is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at PSG Clarity is there to guide you every step of the way. Trust PSG Clarity for all your financial needs and see the difference they can make in your financial future.

Theus Wealth Advisors is a financial institution located at 9175 Guilford Road in Columbia, Maryland, United States. Led by financial planner J’Neanne Theus, who brings her Former Naval Intelligence Experience to provide innovative and volatility-hardened ideas, concepts, and strategies for retirement planning. The institution specializes in eliminating overlap in mutual fund investments to optimize retirement savings. The approach used, called Free Market Investment Strategy, is based on sixty years of Nobel Prize-winning research and includes concepts such as Efficient Market Hypothesis, Modern Portfolio Theory, and The Three-Factor Method. This disciplined and diversified approach results in globally diversified portfolios designed to capture market rates of return over specific time horizons, providing investors with true investment "peace of mind." With offices in Maryland and Ohio, Theus Wealth Advisors offers financial and retirement guidance to help clients achieve their retirement mission. Please note that all content on the site is for information purposes only and should be discussed with your individual advisor before implementation.

Wells Fargo Advisors is a reputable financial institution located at 2661 Riva Road in Annapolis, Maryland, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and tailored strategies to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Wells Fargo Advisors is dedicated to helping you secure a stable financial future.

Murphy and Associates - Ameriprise Financial Services, LLC is a finance institution located at 130 Admiral Cochrane Drive in Annapolis, Maryland, United States. As the recipient of the Ameriprise Client Experience Award in 2023, we are dedicated to providing personalized financial services tailored to your individual goals and risk tolerance. Our team of experienced advisors offers investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's planning for retirement, education, or a major purchase. We prioritize your goals and regularly review your progress to ensure your financial plan remains on track, making adjustments as needed to accommodate life changes. With secure online access, you can monitor your investments, track your progress, and communicate with us at your convenience. As one of the Most Trusted Wealth Managers according to Investor's Business Daily, Ameriprise Financial is committed to putting our clients first.

Edward Jones - Financial Advisor: Eric Ivankevich is a reputable finance institution located at 102 Saint Claire Place in Stevensville, Maryland, United States. With a focus on personalized financial planning and investment strategies, Eric Ivankevich offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Edward Jones - Financial Advisor: Eric Ivankevich is dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

HighBank Advisors is a leading financial institution located at 1 South Street in Baltimore, Maryland, United States. Our team of experienced advisors provides comprehensive financial planning and investment management services to help our clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, HighBank Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Trust HighBank Advisors to be your partner in building a secure financial future.

The Financial Boutique LLC is a finance institution located at 8330 Pulaski Highway in Rosedale, Maryland, United States. We specialize in providing personalized financial services to individuals and businesses, helping them achieve their financial goals. Our team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters, including investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, The Financial Boutique LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Equity Planning Inc. is a leading finance institution located at 7910 Woodmont Avenue in Bethesda, Maryland, United States. With a team of experienced financial experts, Equity Planning Inc. offers a wide range of services including investment planning, wealth management, retirement planning, and insurance solutions. Clients can expect personalized and comprehensive financial strategies tailored to their individual needs and goals. Whether you are looking to grow your investments, protect your assets, or plan for the future, Equity Planning Inc. is dedicated to helping you achieve financial success.

WFG - DMV Financial Center is a leading financial institution located at 8507 Oxon Hill Road in Fort Washington, Maryland, United States. Specializing in providing a wide range of financial services, including banking, investment, and insurance products, WFG - DMV Financial Center is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, this institution is a trusted partner for all your financial needs. Visit us today to learn more about how we can help you secure your financial future.

First Command Financial Advisor - Elizabeth Braman is a finance institution located at 5891 Allentown Road, Camp Springs, Maryland, United States. This institution provides financial services to clients on a strictly voluntary basis, with no direct or indirect compensation paid to clients for testimonials. The experience of one client may not be representative of others, and past performance is not a guarantee of future success. Elizabeth Braman and First Command are committed to providing personalized financial advice and support to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Matthew M. McGehrin, located at 1 Park Place, Annapolis, Maryland, United States, is a trusted institution in the finance industry. With a focus on transparency, integrity, and reliability, they have been serving successful individuals, families, and institutions for over 60 years. The team at Murray, McGehrin & Shiery prides themselves on building enduring relationships with a diverse clientele across more than 35 states, including corporate executives, business owners, and government workers. They offer a personalized approach to financial planning, taking the time to understand each client's goals and priorities. With a planning-based strategy, they provide services such as risk-managed investing, education and retirement planning, gifting, wealth transfer, and legacy planning. The team is dedicated to helping clients achieve long-term financial success while managing their wealth responsibly. With a focus on collaboration and communication, they work closely with clients' other trusted advisors to ensure a comprehensive and cohesive financial plan. As part of the global banking and markets businesses of Bank of America Corporation, Merrill Lynch Financial Advisor Matthew M. McGehrin offers a wide range of services to meet the diverse needs of their clients.