The 30 Best Individual plans in Columbia, Maryland

Kirk Financial Group is a leading finance institution located at 9520 Berger Road in Columbia, Maryland, United States. With a dedicated team of financial experts, Kirk Financial Group offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Kirk Financial Group is here to help. Trustworthy and reliable, Kirk Financial Group is committed to helping clients achieve their financial goals and secure their financial future.

CBC Retirement Partners is a leading finance institution located at 9841 Broken Land Parkway in Columbia, Maryland, United States. We specialize in providing retirement planning services and investment solutions for individuals and businesses. Our team of experienced financial advisors are dedicated to helping our clients achieve their retirement goals and secure their financial future. With a focus on personalized service and expert guidance, CBC Retirement Partners is committed to helping our clients navigate the complexities of retirement planning and make informed decisions about their financial well-being.

JK Associates, LLC is a reputable accounting and finance institution located at 9520 Berger Road in Columbia, Maryland, United States. With a team of highly skilled professionals, JK Associates, LLC offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, JK Associates, LLC is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust JK Associates, LLC to help you navigate the complexities of the financial world and achieve your financial goals.

Madison Financial & Tax Services, located at 8865 Stanford Boulevard in Columbia, Maryland, offers professional income tax services to individuals and small businesses. With a focus on client dedication, the institution has represented clients in audits with the IRS, staying current on tax laws to handle even the toughest situations. In addition to tax services, the institution provides assistance with lending needs, including debt consolidation, refinancing, and home buying. Principal Owner Don Shinn, an Enrolled Agent and licensed mortgage consultant, brings 30 years of experience to help clients build wealth through real estate and mortgage planning strategies. Appointments for tax preparation can be scheduled starting on January 3rd, with returns prepared in full during the appointment. E-filing is standard practice, with returns typically processed by the IRS within 10 days to 3 weeks.

New York Life Insurance Company: Judith Vereen is a reputable finance institution located at 9861 Broken Land Parkway in Columbia, Maryland, United States. With a focus on providing reliable and comprehensive insurance services, the company is committed to helping individuals and families plan for their financial futures. Judith Vereen and her team of professionals offer personalized guidance and tailored insurance solutions to meet the unique needs of each client. With a strong reputation for integrity and excellence, New York Life Insurance Company: Judith Vereen is a trusted partner in securing financial stability and peace of mind for their clients.

Aaron LeKarz, CDFA - Equitable Advisors is a finance institution located at 6200 Old Dobbin Lane in Columbia, Maryland, United States. As a Certified Divorce Financial Analyst (CDFA), Aaron LeKarz specializes in helping individuals navigate the financial complexities of divorce. With a focus on providing equitable solutions for all parties involved, Aaron LeKarz and his team at Equitable Advisors offer expert financial advice and planning services to ensure a smooth transition during this challenging time. Whether you are going through a divorce or simply looking to secure your financial future, Aaron LeKarz, CDFA - Equitable Advisors is here to help.

Evergreen Advisors is a leading finance institution located in Columbia, Maryland. Situated at 10440 Little Patuxent Parkway, Evergreen Advisors offers a wide range of financial services to individuals and businesses. With a team of experienced advisors and experts in the field, Evergreen Advisors provides personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning services, Evergreen Advisors is dedicated to providing top-notch expertise and guidance. Trust Evergreen Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Wagener-Lee, LLC is a finance institution located at 5950 Symphony Woods Road in Columbia, Maryland, United States. Our expert team provides a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. With a commitment to excellence and personalized service, Wagener-Lee, LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

goals. Whether you are planning for retirement, saving for a major purchase, or looking to transfer wealth to future generations, Kaktrale M Austin at Merrill Lynch Financial Advisor in Columbia, Maryland is here to help. With a focus on personalized advice and tailored guidance, Kaktrale works closely with individuals, families, and nonprofit organizations to streamline their financial lives and help them achieve their unique priorities. From retirement analysis to wealth transfer strategies, Kaktrale's expertise and commitment to client education make him a trusted partner in helping clients navigate the complexities of financial planning. Schedule a consultation today to start building a personalized financial plan that aligns with your goals and aspirations.

Dustin Youngstrom - Thrivent is a finance institution located at 10490 Little Patuxent Parkway in Columbia, Maryland, United States. They are licensed in multiple states including AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI, and WV. The institution focuses on recruiting and launching Purpose Based Financial Advisors to serve clients in Central Maryland and beyond. They provide guidance to help individuals pursue their lifelong dreams while supporting causes they care about. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which includes written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their financial advisors and services.

Merrill Lynch Wealth Management, located at 10320 Little Patuxent Parkway in Columbia, Maryland, is a leading finance institution dedicated to helping clients achieve their financial goals. The branch offers a collaborative network of experienced advisors who provide personalized wealth planning strategies to meet the unique needs of each individual and family. With a focus on retirement income planning, concentrated stock positions, traditional investments, and estate planning services, Merrill Lynch Wealth Management goes beyond just financial advice to provide comprehensive solutions for long-term success. The branch's financial advisors are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community, contributing to the economic, social, and cultural life of the area.

Brightworks Wealth Management, LLC is a leading finance institution located in Columbia, Maryland. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Located at 10025 Governor Warfield Parkway, our firm offers a range of investment and financial planning services tailored to meet the unique needs of each individual client. Trust Brightworks Wealth Management, LLC to provide expert guidance and support as you work towards building and preserving your wealth for the future.

BlueStone Services, LLC is a reputable accounting and finance institution located at 9891 Broken Land Parkway in Columbia, Maryland, United States. With a team of experienced professionals, BlueStone Services, LLC offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, the institution is dedicated to providing top-notch services that are tailored to meet the unique needs of each client. Their commitment to excellence and attention to detail make them a trusted partner for all accounting and finance needs.

R. Steven Staley, CFP, MBA is a reputable finance institution located at 6200 Old Dobbin Lane in Columbia, Maryland, United States. With a focus on providing expert financial planning and management services, R. Steven Staley, CFP, MBA is led by a team of highly qualified professionals who are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, R. Steven Staley, CFP, MBA offers personalized solutions tailored to meet your specific needs. Trust in their expertise to secure your financial future.

Rideout Heath Apartments is a premier residential community located at 5869 Harpers Farm Road in Columbia, Maryland. Our apartments offer modern amenities and spacious floor plans, perfect for individuals and families looking for a comfortable and convenient living space. Situated in a peaceful and scenic neighborhood, residents can enjoy easy access to nearby shopping, dining, and entertainment options. With top-notch customer service and a range of on-site facilities including a fitness center, swimming pool, and community clubhouse, Rideout Heath Apartments is the ideal place to call home in Columbia, Maryland.

White Oak Wealth Management is a leading finance institution located at 8840 Stanford Boulevard in Columbia, Maryland, United States. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. At White Oak Wealth Management, we strive to empower our clients to make informed decisions and secure their financial future.

Chris Biddison is a reputable finance institution located at 6200 Old Dobbin Lane in Columbia, Maryland, United States. With a focus on providing expert financial services and advice, Chris Biddison is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, the team at Chris Biddison is committed to providing personalized solutions to meet your individual needs. Trust in Chris Biddison for all your financial needs.

J. Brady Grygrowski is a reputable finance institution located at 6200 Old Dobbin Lane in Columbia, Maryland, United States. With a strong focus on providing top-notch financial services to its clients, this institution prides itself on its expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, J. Brady Grygrowski is committed to providing personalized solutions tailored to your specific needs. Visit us today and let our team of experienced professionals guide you towards a secure financial future.

Charles Schwab is a renowned financial institution located at 5850 Waterloo Road in Columbia, Maryland, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, wealth management services, and retirement planning solutions to help individuals and businesses achieve their financial goals. With a commitment to transparency, innovation, and customer service, Charles Schwab is dedicated to helping clients make informed decisions and build a secure financial future.

UHY LLP is a leading accounting and finance institution located at 8601 Robert Fulton Drive in Columbia, Maryland, United States. With a team of experienced professionals, UHY LLP provides a wide range of financial services including auditing, tax planning, and consulting. Their commitment to excellence and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

Block Advisors is a trusted institution located at 8835 Centre Park Drive in Columbia, Maryland, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to meet our clients' needs. Whether you are an individual or a business owner, we are here to help you navigate the complexities of tax laws and financial planning. Visit us at Block Advisors for expert advice and guidance to help you achieve your financial goals.

Sigma Accountants LLC is a premier accounting and finance institution located at 10810 Hickory Ridge Road in Columbia, Maryland, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Sigma Accountants LLC has you covered. Trust us to help you navigate the complex world of accounting and finance with precision and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Harry C Hearn Inc is a reputable accounting and finance institution located at 10015 Old Columbia Road in Columbia, Maryland, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Harry C Hearn Inc is dedicated to providing personalized and expert advice to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

Step Up Tax Advisory Group L.L.C. is a leading finance institution located at 10440 Little Patuxent Parkway in Columbia, Maryland, United States. Our team of expert tax advisors are dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, compliance, or representation, our experienced professionals are here to help you navigate the complex world of taxation. Trust Step Up Tax Advisory Group L.L.C. to guide you towards financial success.

Jeffrey D Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10025 Governor Warfield Parkway, Columbia, Maryland, United States, offers a wide range of financial services with a focus on individual needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, the institution ensures that its advisors are well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the team at Jeffrey D Carlson - Private Wealth Advisor is dedicated to helping you achieve your financial goals.

Tom Bowman is a financial advisor at Ameriprise Financial Services, LLC located at 7061 Deepage Drive in Columbia, Maryland, United States. With a focus on helping clients reach their financial goals, Tom offers personalized financial advice tailored to each individual's needs. His background, credentials, and experience make him a trusted professional in the finance industry. If you are looking to secure your financial future, fill out the "Request consultation" form on the website to connect with Tom. He will reach out to you to schedule a complimentary initial consultation to discuss your financial goals and develop a plan to help you achieve them. Contact Tom Bowman today to start your journey towards financial success.

Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC is a leading finance institution located at 10025 Governor Warfield Parkway in Columbia, Maryland, United States. With a strong focus on providing expert financial advice and wealth management services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experienced advisors are here to assist you every step of the way. Trust Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC to provide personalized solutions tailored to your individual needs.

Neela White - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8825 Stanford Boulevard, Columbia, Maryland, United States. Neela White holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Neela White offers services for domestic partners, seniors, small business owners, and high net worth clients. The institution also provides specialized services for individuals with special needs and military personnel. The team at Neela White is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.

Stephanie Mills Harrison is a financial advisor at Ameriprise Financial Services, LLC located at 8825 Stanford Boulevard in Columbia, Maryland, United States. As a finance institution, Ameriprise offers a range of financial services to help individuals reach their financial goals. Stephanie Mills Harrison and other advisors at Ameriprise have top areas of focus that can be tailored to meet your specific needs. By reviewing their backgrounds, credentials, and experience, you can find the advisor that aligns best with your financial goals. To get started, simply fill out the "Request consultation" form on their website and the advisor will reach out to schedule a complimentary initial consultation. Whether you are planning for retirement, investing for the future, or managing your finances, Stephanie Mills Harrison and Ameriprise Financial Services, LLC are here to help.

Margaux Hrab is a financial advisor at Ameriprise Financial Services, LLC located at 10440 Little Patuxent Parkway in Columbia, Maryland, United States. Margaux 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®. These certifications cover a range of financial planning areas including asset management, retirement planning, estate planning, investment management, and insurance products. Margaux is dedicated to providing comprehensive and expert financial advice to individuals, retirees, small business owners, and high net worth clients.