The 30 Best Individual plans in Annapolis, Maryland

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.

Merrill Lynch Financial Advisor Lauren Boyd Leventry, located at 1 Park Place, Annapolis, Maryland, United States, is a finance institution that offers personalized advice and guidance to successful individuals and families in pursuit of their financial goals. With a focus on your priorities, risk tolerance, and financial goals, their team works to develop a personalized plan tailored to your unique situation. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Their team, led by experienced professionals like Kim, who holds the CERTIFIED FINANCIAL PLANNER™ certification, is committed to helping you achieve your financial goals through a customized investment approach. Whether you're planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Lauren Boyd Leventry is dedicated to helping you navigate the complexities of your financial life and stay on track towards achieving what matters most to you.

C Beach Brown LLC is a finance institution located at 1410 Forest Drive in Annapolis, Maryland, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. 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 manage your finances effectively.

Merrill Lynch Financial Advisor Cullen B. Murray, located at 1 Park Place in Annapolis, Maryland, United States, is a finance institution dedicated to earning the trust of their clients. With over 60 years of experience, they provide transparency, integrity, and reliability to successful individuals, families, and institutions who value philanthropy. The team at Murray, McGehrin & Shiery has built enduring relationships with a diverse clientele across 35 states, including corporate executives, business owners, government workers, teachers, and more. They are known for their personalized, planning-based approach that prioritizes clients' goals and financial well-being.

Merrill Lynch Financial Advisor Jessica Sky Costello, located at 1 Park Place, Annapolis, Maryland, United States, is a reputable finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Their mission is to understand each client's unique needs, goals, and priorities, and to work with them to create a comprehensive financial strategy tailored to their individual circumstances. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Jessica Sky Costello offers a range of services including investment guidance, financial planning, and personalized wealth management solutions. Whether you're planning for retirement, saving for a home, or funding a child's education, their team is committed to helping you achieve your financial goals and stay on track, regardless of market fluctuations. By getting to know you personally and understanding what matters most to you, Merrill Lynch Financial Advisor Jessica Sky Costello can help you create a financial approach that reflects your personality and priorities. With a dedication to putting clients first and providing personalized investment strategies, working with a Merrill advisor means you have access to comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Private Wealth Advisor James B Hartman, located at 1 Park Place in Annapolis, Maryland, offers boutique-like service to a limited number of individuals and families. With a focus on customized financial strategies, Jim and his team provide industry-leading research and expert analysis to help clients stay ahead in the ever-changing financial landscape. Jim, a Certified Private Wealth Advisor, has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. With a background in accounting and financial planning, Jim and his team are dedicated to helping clients pursue what matters most to them and their families. By taking a goals-based wealth management approach, they work to simplify their clients' lives so they can spend more time on what's important to them. Whether it's planning for retirement or developing multigenerational wealth strategies, Merrill Private Wealth Management provides personalized service based on trust and expertise.

College Works Painting, located in Annapolis, Maryland, offers undergraduate students a unique opportunity to gain real-world professional experience in the painting industry. Through the Internship Program, students are able to learn and develop skills in marketing, selling, delivery, and customer follow-up. With a focus on expense management, communication, and community values, the program promotes personal integrity and professional responsibility. With an industry-leading business plan, College Works Painting ensures success through a proven step-by-step process. Homeowners receive a hassle-free home improvement service at competitive prices, delivered by a team of expertly trained painters managed by the intern with support from experienced professionals. This hands-on experience not only provides earned income for tuition and expenses but also enhances the community through freshly painted homes.

Banks & Associates is a leading accounting and finance institution located at 5634 Annapolis Road in Bladensburg, Maryland, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Banks & Associates is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 2657D Annapolis Road in Hanover, Maryland, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience our top-notch services and personalized approach to financial management.

H&R Block is a renowned accounting and finance institution located at 1145 Annapolis Road in Odenton, Maryland, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and assistance to individuals and businesses alike. Their team of skilled professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial success. Whether you need assistance with tax planning, bookkeeping, or investment advice, H&R Block is committed to providing top-notch services tailored to your specific needs.

H&R Block is a renowned accounting and finance institution located at 15480 Annapolis Road in Bowie, Maryland, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing top-notch service and expertise.

Ally Tax Group, Inc. is a reputable accounting and finance institution located at 2024 West Street in Annapolis, Maryland, United States. With a team of experienced professionals, Ally Tax Group, Inc. offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you are an individual or a business, Ally Tax Group, Inc. is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Contact them today to learn more about how they can assist you with your financial needs.

Chesapeake Accounting Services Inc is a reputable accounting and finance institution located at 108 Old Solomons Island Road in Annapolis, Maryland, United States. With a team of experienced professionals, we provide a wide range of accounting and financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for all your financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Chesapeake Accounting Services Inc is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

L & M Tax Group is a reputable accounting and finance institution located at 420 Chinquapin Round Road in Annapolis, Maryland, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, L & M Tax Group is dedicated to helping you navigate the complexities of the financial world. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

Michael K. Shelby, CPA, LLC is a reputable accounting and finance institution located at 1410 Forest Drive in Annapolis, Maryland, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting, their team of professionals is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with managing your personal finances or need help with complex business accounting, Michael K. Shelby, CPA, LLC is here to help you achieve your financial goals.

Wb Tax & Accounting is a professional institution located at 9470 Annapolis Road in Lanham, Maryland, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Wb Tax & Accounting for all your financial needs and experience peace of mind knowing your finances are in good hands.

Kullman CPA, LLC is a reputable accounting and finance institution located at 888 Bestgate Road in Annapolis, Maryland, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. With a commitment to excellence and personalized service, Kullman CPA, LLC is dedicated to helping clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 108 Old Solomons Island Road in Annapolis, Maryland, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing high-quality, personalized services to meet your needs. Visit us today to experience expert financial solutions tailored to your specific goals and requirements.

Kamins & Manning, P.C. is a leading accounting and finance institution located at 645 Baltimore Annapolis Boulevard in Severna Park, Maryland, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Visit Kamins & Manning, P.C. for all your accounting and financial needs.

Karens Pouliot CPA PA is a reputable accounting and finance institution located at 147 Old Solomons Island Road in Annapolis, Maryland, United States. With a team of experienced and qualified professionals, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals and navigate the complex world of accounting with ease. Contact us today to learn more about how we can assist you with your financial needs.

DiNenna Lee CPA's, LLC is a reputable accounting and finance institution located at 703 Bestgate Road in Annapolis, Maryland, United States. Specializing in providing professional services to individuals and businesses, our team of experienced CPAs offers a wide range of financial solutions including tax preparation, bookkeeping, auditing, and financial planning. With a commitment to excellence and client satisfaction, DiNenna Lee CPA's, LLC is dedicated to helping clients achieve their financial goals and navigate the complexities of accounting and finance. Contact us today to learn more about how we can assist you with your financial needs.

Sowell Lois, CPA is a reputable accounting and finance institution located at 1831 Forest Drive in Annapolis, Maryland, United States. With years of experience and expertise in the field, our team of certified public accountants offers a wide range of financial services tailored to meet the needs of individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we are dedicated to providing top-notch financial solutions with professionalism and integrity. Contact us today to learn more about how we can help you achieve your financial goals.

Novotny, Larash, Venters & Wolf is a prestigious accounting and finance institution located at 608 Melvin Avenue in Annapolis, Maryland, United States. With a team of highly skilled professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise and dedication ensure that clients receive the best possible guidance and support. Trust Novotny, Larash, Venters & Wolf for all your accounting and finance needs.

H&R Block is a trusted accounting and finance institution located at 321 Kinkaid Road in Annapolis, Maryland, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting advice, H&R Block is dedicated to providing top-notch services to meet your financial needs. Visit us today to see how we can help you achieve your financial goals.

Keith Manning Hendrick - Morgan Stanley is a finance institution located at 410 Severn Avenue in Annapolis, Maryland, United States. This institution offers a wide range of financial services, including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Keith Manning Hendrick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Keith Manning Hendrick - Morgan Stanley is committed to providing personalized financial solutions tailored to your individual needs. Contact them today to learn more about how they can help you achieve financial success.

MMK Tax Services is a reputable accounting and finance institution located at 9420 Annapolis Road in Lanham, Maryland, United States. With a team of experienced professionals, MMK Tax Services offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, MMK Tax Services is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact MMK Tax Services today to schedule a consultation and take control of your financial future.

Morfaw Tax Solutions is a reputable accounting and finance institution located at 13711 Annapolis Road in Bowie, Maryland, United States. With a team of experienced professionals, Morfaw Tax Solutions offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, Morfaw Tax Solutions is dedicated to providing top-notch solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Simmons & Simmons, CPA, P.A. is a reputable accounting and finance institution located at 1130 Annapolis Road in Odenton, Maryland, United States. Our team of certified public accountants offers a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. With years of experience and a commitment to excellence, we strive to provide our clients with accurate and reliable financial advice to help them achieve their goals. Contact us today to learn more about how we can assist you with your financial needs.

Davis Josey Keating Ranes LLC is a leading accounting and finance institution located at 2661 Riva Drive in Annapolis, Maryland, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, auditing, and consulting. At Davis Josey Keating Ranes LLC, we are committed to helping our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.

AGB Management LLC is a reputable accounting and finance institution located at 7418 Baltimore Annapolis Boulevard in Glen Burnie, Maryland, United States. With a team of experienced professionals, AGB Management LLC offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, AGB Management LLC is dedicated to providing top-notch services tailored to meet your specific needs. Trust in AGB Management LLC for all your accounting and finance needs.