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TOP 30 Investment management in College Park, MD
9 results found
Search for local businesses, places and services near you
Felicia Everett-Blake - State Farm Insurance Agent
Felicia Everett-Blake - State Farm Insurance Agent is a trusted insurance agency located at 8902 Rhode Island Avenue in College Park, Maryland. Conveniently situated just 1 mile from UMD & College Park and Greenbelt Metro, our office is easily accessible. We are located across the street from the 7-11 and fire station. Our agency is proud to be affiliated with prestigious institutions such as the University of Maryland School of Law and University of Maryland Baltimore County (UMBC). We are honored to be President Club Qualifiers, Honor Agent Qualifiers, National Convention Qualifiers, and National NAIFA Legion of Honor Qualifiers. Our agency is also recognized as an Alpha Kappa Alpha Sorority, Inc. President's Club Qualifier.
Truist
Truist is a financial institution located at 5600 Greenbelt Road in College Park, Maryland, United States. They offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Truist also provides financial advisory services through their affiliates. Customers can see if they are pre-qualified for a Truist credit card and find the right loan by sharing their needs. It is important to note that all communications and documents from Truist will be provided in English, so customers should have a good understanding of the language or have a translator available. Truist offers resources for consumers with Limited English Proficiency, including translation services. Additionally, Truist Advisors may be associated with various affiliates of Truist, providing specialized services for different client groups such as business owners, athletes, and medical professionals.
Startup UMD
Startup UMD is an innovative and entrepreneurial hub located at 7878 Diamondback Drive in College Park, Maryland. As the first of its kind, it houses four campus units and an industry partner within the Diamondback Garage. The Startup UMD Suite is a central point for those interested in engaging with the university's innovation and entrepreneurship ecosystem. It is home to resources such as the Dingman Center for Entrepreneurship, the Do Good Accelerator, the Terrapin Development Company, UM Ventures, and Adobe's "Future of PDFs" research lab. The Dingman Center for Entrepreneurship and the Do Good Institute offer various entrepreneurship programs for students. If you are an investor looking to invest in a University of Maryland-affiliated venture, you can connect with the Maryland Momentum Fund and Dingman Center Angels Investment Manager. Events related to entrepreneurship at Startup UMD can be found on the Innovation Gateway home page. Whether you need business advice, funding, or grants, Startup UMD is the place to start. UM Ventures, the Dingman Center for Entrepreneurship, and the Do Good Institute provide resources and experts to help university faculty, students, and alumni launch their ventures. Visit Startup UMD at 7878 Diamondback Drive, Suite B, College Park, MD 20740 to explore the world of entrepreneurship.
TDB Financial LLC
TDB Financial LLC is a leading finance institution located at 9591 Baltimore Avenue in College Park, Maryland, United States. We specialize in providing a wide range of financial services, including investment management, financial planning, and wealth management. 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 reach your financial objectives.
Poseidon Group, LLC
Poseidon Group, LLC is a leading financial services institution located at 9658 Baltimore Avenue in College Park, Maryland, United States. With a team of experienced professionals, Poseidon Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach to wealth management ensures that clients receive tailored solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for a secure retirement, Poseidon Group, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Evan R Winik
Merrill Lynch Financial Advisor Evan R Winik is a prestigious finance institution located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. With accolades such as Forbes “Best-in-State Wealth Management Teams” and “Top Next-Generation Wealth Advisors”, Merrill Lynch is dedicated to providing exemplary client service. Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Evan R Winik is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client's unique goals, priorities, and aspirations, in order to design and implement a personalized financial plan to help them pursue their financial objectives while managing investment risk.
Lifetime Financial
Lifetime Financial is a boutique financial planning service located at 7000 Carroll Avenue in Takoma Park, Maryland, United States. Specializing in serving non-profit professionals, Lifetime Financial offers expert advice on retirement planning, college planning, investing, and insurance. As a full-service, fee-only independent financial advisor firm, Lifetime Financial is dedicated to providing personalized and comprehensive financial planning services to help clients achieve long-term financial success. Led by President and Principal David Creekmore, who has over two decades of experience as a CFO of major nonprofit institutions, Lifetime Financial understands the unique financial challenges faced by nonprofit professionals. The institution offers a discount to households with at least one income from a nonprofit organization, recognizing the financial constraints that these individuals often face.
Merrill Lynch Financial Advisor Marshall C. Boroshok
Merrill Lynch Financial Advisor Marshall C. Boroshok is located at 1 Park Place, Annapolis, Maryland, United States. This finance institution is dedicated to building and maintaining strong relationships with clients by providing accessible, knowledgeable, and experienced financial advice. Marshall is a Certified Financial Planner with a bachelor's degree in Economics from The University of Maryland College Park. He specializes in helping affluent individuals and families make sound financial decisions based on their unique circumstances and goals. Marshall offers customized wealth management strategies, retirement planning, and access to various financial services through Bank of America. He believes in creating comprehensive financial strategies to help clients achieve their personal goals and manage investment risk effectively. Marshall and his team at Merrill Lynch Wealth Management are committed to providing personalized service and building trust with clients. Contact Marshall Boroshok for personalized investment strategies and financial solutions tailored to your needs and priorities.
Edward Jones - Financial Advisor: Karen Williams
Edward Jones - Financial Advisor: Karen Williams is a finance institution located at 790 Ritchie Highway in Severna Park, Maryland, United States. Karen Williams is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and integrity, Karen Williams provides expert guidance on retirement planning, investment management, and wealth preservation. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Karen Williams at Edward Jones is committed to helping you navigate the complexities of the financial world and achieve financial success.
List of local businesses, places and services in Maryland
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