Investment advice for seniors in Maryland
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Senior Solutions, Inc.
Senior Solutions, Inc. is a reputable finance institution located at 9 Jordan Mill Court in White Hall, Maryland, United States. With a team of experienced financial experts, Senior Solutions, Inc. offers a wide range of financial services tailored specifically for senior citizens. From retirement planning to investment management, our institution is dedicated to helping seniors achieve their financial goals and secure their financial future. Contact us today to learn more about how Senior Solutions, Inc. can assist you with your financial needs.
The Willows at Victoria Falls (Seniors 55+)
The Willows at Victoria Falls is a premier senior living community for individuals aged 55 and above, located at 14001 Belle Chasse Boulevard in Laurel, Maryland, United States. This institution offers a unique blend of health and real estate services, providing residents with a comfortable and luxurious living environment. With a focus on wellness and community, The Willows at Victoria Falls is the perfect place for seniors looking to enjoy their golden years in a vibrant and supportive setting.
Christina Foster - Financial Advisor, Ameriprise Financial Services, LLC
Christina Foster is a financial advisor at Ameriprise Financial Services, LLC located at 5550 Sterrett Place in Columbia, Maryland. With a focus on helping clients achieve a more confident financial future, Christina offers complimentary initial consultations to discuss financial planning concepts. As a registered investment adviser, she provides investment advisory products and services, as well as securities through Ameriprise Financial Services, LLC. Christina enjoys spending time with her family, planning special trips, and creating lasting memories. She encourages referrals from satisfied clients and is dedicated to helping friends and family members achieve their financial goals. With a commitment to privacy and security, Ameriprise Financial Services, LLC ensures that clients receive personalized and trustworthy financial advice.
Edward Jones - Financial Advisor: Michael D Forcade
Edward Jones - Financial Advisor: Michael D Forcade is a reputable financial institution located at 466 Mauldin Avenue in North East, Maryland, United States. As a dedicated financial advisor, Michael D Forcade provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch customer service, Edward Jones - Financial Advisor: Michael D Forcade is a trusted partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™
Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™ is a trusted financial institution located at 105 Franklin Street in Denton, Maryland. Specializing in personalized financial planning and investment strategies, Ann M Jacobs, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and support to individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™ is committed to helping you make informed decisions and navigate the complexities of the financial world.
Danielle Moore - Financial Advisor, Ameriprise Financial Services, LLC
Danielle Moore is a financial advisor at Ameriprise Financial Services, LLC located at 2324 North Zion Road, Salisbury, Maryland, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Danielle helps clients track their financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how she can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Danielle Moore is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™
Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™ is a reputable financial institution located at 1496 Still Meadow Boulevard in Salisbury, Maryland, United States. Kara A Lewis is a highly qualified financial advisor with designations of AAMS™ and CRPC™, offering expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, Kara A Lewis helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™ is dedicated to providing top-notch financial guidance and support.
Quazion Davis, Bankers Life Agent
Quazion Davis, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland, United States. Our team of experienced and dedicated professionals, including Codi Calloway, Joseph Lilly, Samuel Mccloskey, Rashieme Mcfadden, Mark Mules, Antoinette Redji, and Michelle Schaeffer, are here to help with all of your insurance needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are committed to providing personalized service and tailored solutions to meet your individual needs. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.
Godwill Exume, Bankers Life Agent
Godwill Exume, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland, United States. Our team of dedicated professionals includes Codi Calloway, Joseph Lilly, Samuel Mccloskey, Rashieme Mcfadden, Mark Mules, Antoinette Redji, and Michelle Schaeffer. As insurance sales representatives and unit field trainers, we are committed to providing personalized and comprehensive insurance solutions to meet the needs of our clients in Salisbury and beyond. Contact us today for expert advice and top-notch customer service.
Ocean City Retirement Educators
Ocean City Retirement Educators is a finance and insurance agency located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. Specializing in serving retirees, the institution is dedicated to helping clients navigate the complexities of retirement planning with a focus on safety, minimal volatility, and tax efficiency. With over 30 years of experience in the financial services industry, the founder and advisor at Ocean City Retirement Educators has weathered many market storms and uses this real-world knowledge to create personalized plans for each client. The institution emphasizes the importance of working with a specialist in retirement planning, just as one would consult a cardiologist for heart health. By focusing on retirees and those approaching retirement, Ocean City Retirement Educators ensures that clients receive tailored advice to help them achieve financial security and peace of mind in their golden years. With a commitment to acting in the best interests of clients and a fiduciary obligation, the institution strives to provide sound, independent, and experienced guidance to help clients achieve their retirement goals.
Stephen Simmons - State Farm Insurance
Stephen Simmons - State Farm Insurance is a health and insurance agency located at 12 Lewisville Road, Elkton, Maryland, United States. Situated on the corner of route 273 and route 213 in Fair Hill, our team is dedicated to helping individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. We offer assistance with insurance and financial services, including life insurance, annuities, and deposit products from U.S. Bank National Association. Additionally, we provide guidance on topics such as income tax preparation, drunk driving prevention, and water damage prevention. For your protection, please refrain from sharing sensitive personal information on our website. If you are using a screen reader and encounter difficulties, please call (410) 398-1000 for assistance. Please note that State Farm VP Management Corp. is a separate entity from the State Farm entities that offer banking and insurance products. Remember, investing involves risk, and it's important to seek advice from a tax or legal advisor regarding your personal circumstances.
Wideline St Jules, Bankers Life Agent
Wideline St Jules, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland, United States. As a licensed Bankers Life agent, Wideline St Jules offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, Wideline St Jules helps clients navigate the complexities of insurance options to find the right coverage for their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Wideline St Jules, Bankers Life Agent is dedicated to helping you secure peace of mind for the future.
Chesapeake Bank & Trust Co
Chesapeake Bank & Trust Co is a trusted financial institution located at 245 High Street in Chestertown, Maryland. As a full-service bank, we offer a wide range of financial services, including checking and savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a commitment to providing personalized and responsive customer service, Chesapeake Bank & Trust Co is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with a local, community-focused institution.
James Colligan, Bankers Life Agent
James Colligan, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland, United States. As a representative of Bankers Life, James Colligan offers a variety of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, James Colligan is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, James Colligan, Bankers Life Agent is committed to providing expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial well-being.
Ryan Wilson, Bankers Life Agent
Ryan Wilson, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland, United States. As a dedicated Bankers Life agent, Ryan Wilson is committed to helping clients protect their financial future and secure their peace of mind. With a focus on personalized service and tailored insurance solutions, Ryan Wilson provides expert guidance on life, health, and retirement insurance options. Whether you are looking to protect your family, plan for retirement, or secure your health care needs, Ryan Wilson is here to help you navigate the complex world of insurance. Visit us today to learn more about how we can assist you in achieving your financial goals.
John Konkel, Bankers Life Agent
John Konkel, Bankers Life Agent is an insurance agency located at 601 East Naylor Mill Road in Salisbury, Maryland. As a trusted representative of Bankers Life, John Konkel offers a variety of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and reliable coverage, clients can feel confident in their financial security. Whether you are looking for life insurance, health insurance, or retirement planning, John Konkel is dedicated to helping you navigate the complex world of insurance. Visit us today to learn more about how we can protect your future.
Shore United Bank
Shore United Bank is a trusted financial institution located at 109 North Commerce Street in Centreville, Maryland, United States. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking to open a checking or savings account, secure a loan, or simply need to access our convenient ATM services, Shore United Bank is here to help. Our knowledgeable staff is dedicated to providing personalized service and helping you achieve your financial goals. Visit us today and experience the difference at Shore United Bank.
Deborah Brown Collins - Prudential Financial
Deborah Brown Collins - Prudential Financial is a reputable finance and insurance agency located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. With a commitment to providing top-notch financial services and insurance solutions, this institution is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Deborah Brown Collins - Prudential Financial has the expertise and resources to assist you every step of the way. Trustworthy and reliable, this institution is a trusted partner in managing your financial well-being.
Sasscer, Clagett & Bucher
Sasscer, Clagett & Bucher is a reputable law firm located at 102 Centennial Street in La Plata, Maryland. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Whether you need assistance with estate planning, real estate transactions, or business law, the professionals at Sasscer, Clagett & Bucher are dedicated to providing high-quality legal representation. Contact them today to schedule a consultation and discuss your legal needs.
Stephanie Owens - State Farm Insurance Agent
Stephanie Owens - State Farm Insurance Agent is a trusted insurance agency located at 8709 Cowenton Avenue in Perry Hall, Maryland. With over 15 years of experience, Stephanie Owens is passionate about helping her community with their insurance needs, specializing in Auto, Home, Business, and Life Insurance. As a long-time resident of Baltimore County and active member of the Towson Chamber of Commerce, Stephanie provides personalized service at a fair price. Whether you're driving on rural roads, need natural gas detectors, or want to learn about investment opportunities, Stephanie Owens is here to help. Contact her office at (410) 832-8777 for more information. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is committed to making a difference in the lives of others and the community, and welcomes those who share the same commitment to excellence and personal achievement. Contact Stephanie Owens today to discuss how she can help you with your insurance needs.
Nurney Mason - State Farm Insurance Agent
Nurney Mason - State Farm Insurance Agent is a health insurance agency located at 6516 Walker Mill Road in Capitol Heights, Maryland, United States. Our team is dedicated to serving the residents of Capitol Heights and surrounding areas, including DC, Fairmont Heights, and Bowie. We offer a range of insurance services, including auto, homeowners, renters, life, and commercial insurance. With over 50 years of combined experience, our licensed professionals provide accurate and courteous service with a personal touch. We are actively involved in the community and strive to make a positive impact. Our mission is to provide the most accurate insurance in a professional yet personal manner.
William Harper - SECU Mortgage Loan Officer
William Harper - SECU Mortgage Loan Officer is a finance institution located at 5110 Buckeystown Pike, Frederick, Maryland, United States. Transfer your business savings to our High-Yield Money Market and watch it grow with high returns and no transaction limits. Protect yourself from holiday scams and apply for a $10,000 SECU MD Foundation Scholarship by May 3. Open to SECU members enrolled in a Maryland community college transferring to a University System of Maryland school. Join SECU with state-of-the-art financial centers, free ATMs, and a full range of banking services. If you need assistance with website accessibility, call 888-643-9777 during normal business hours. Let us know if you are already a member to expedite the application process.
First National Bank
First National Bank is a leading financial institution located at 9231 Lakeside Boulevard in Owings Mills, Maryland. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized and high-quality service to help you achieve your financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, First National Bank has you covered. Visit us today to experience the difference that our commitment to excellence can make in your financial life.
Harford Bank
Harford Bank is a trusted financial institution located at 2905 Emmorton Road in Abingdon, Maryland, United States. As a full-service bank, Harford Bank offers a wide range of banking and financial services to individuals and businesses in the local community. With a commitment to personalized service and a focus on meeting the unique needs of each customer, Harford Bank is dedicated to helping its clients achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or business loan, Harford Bank has the expertise and resources to assist you. Visit Harford Bank today and experience the difference of banking with a local, community-focused institution.
NASA Federal Credit Union
NASA Federal Credit Union is a financial institution located at 500 Prince Georges Boulevard in Upper Marlboro, Maryland, United States. As a credit union, NASA FCU offers a variety of financial services including ATM access, savings accounts, checking accounts, loans, and more. With a focus on serving the needs of its members, NASA FCU provides personalized financial solutions and excellent customer service. Join NASA FCU today to experience the benefits of banking with a trusted institution that puts its members first.
Bank of America (with Drive-thru ATM)
Bank of America is a trusted financial institution located at 3488 Emmorton Road in Abingdon, Maryland. Offering a convenient drive-thru ATM service, customers can easily access their accounts and complete transactions without leaving the comfort of their vehicle. As a leading bank in the United States, Bank of America provides a wide range of financial services and products to meet the needs of individuals, businesses, and communities. Whether you need assistance with personal banking, loans, investments, or more, the knowledgeable staff at Bank of America is here to help. Visit us today to experience the convenience and reliability of banking with Bank of America.
Arch Financial Advisors
Arch Financial Advisors is a premier finance institution located at 10411 Motor City Drive in Bethesda, Maryland, United States. With a team of experienced and knowledgeable financial advisors, we provide a wide range of services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, our team is dedicated to providing personalized solutions tailored to your unique needs. Trust Arch Financial Advisors to help you navigate the complexities of the financial world and secure a bright financial future.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 9230 Baltimore National Pike in Ellicott City, Maryland, United States. Offering a wide range of banking services including checking and savings accounts, loans, and investment options, Wells Fargo is dedicated to helping customers achieve their financial goals. With convenient ATM services available, customers can easily access their funds and manage their accounts. Visit Wells Fargo Bank today to experience personalized service and expert financial guidance.
Bank of America (with Drive-thru services)
Bank of America is a reputable financial institution located at 344 Montrose Avenue in Laurel, Maryland. Offering a wide range of banking and financial services, customers can conveniently access their accounts through the drive-thru services provided. With a focus on customer satisfaction and convenience, Bank of America strives to provide top-notch service to meet all of your banking needs. Visit us today to experience the exceptional service and expertise that sets us apart from other banks.
National Institutes-Health Fcu
National Institutes-Health Fcu is a financial institution located at 2001 Medical Parkway in Annapolis, Maryland, United States. As an ATM and finance institution, it offers a range of banking services to individuals and businesses in the area. With a focus on providing convenient and reliable financial solutions, National Institutes-Health Fcu strives to meet the needs of its customers and help them achieve their financial goals. Whether you need to withdraw cash, deposit funds, or access other banking services, this institution is here to assist you.
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