Legal planning in Maryland

Mazars in US is a leading international audit, tax, and advisory firm located at 47 East South Street in Frederick, Maryland, United States. As a united partnership, we work as one integrated team to deliver exceptional services in audit, accounting, tax, financial advisory, consulting, and legal services. At Mazars, we prioritize people over processes, empowering individuals to lead, innovate, and be entrepreneurs. We welcome challenges and value input from our team members. If you are looking for a career where you can make a real impact, Mazars is the right place for you. Our services are tailored to meet your needs, and we use cookies to enhance your experience on our website. Contact us today to learn more about how Mazars can support your business goals.

Pushkin & Pushkin Inc. is a finance institution located at 30 East Padonia Road in Timonium, Maryland, United States. Specializing in actuarial consulting, the firm offers services such as the design and administration of retirement plan programs, litigation support, and expert witness testimony. With valuations prepared and reviewed by an Enrolled Actuary, clients can expect accurate and timely advice on retirement planning. The team at Pushkin & Pushkin Inc. includes accredited professionals who are well-versed in complex technical issues related to retirement plans. Recognized nationally for their expertise in pension divorce evaluations, Pushkin & Pushkin Inc. provides tracing of marital property interests in retirement plans and expert testimony in Qualified Domestic Relations Order cases. Additionally, the firm offers economic analysis and expert witness testimony in various legal cases, including personal injury, wrongful termination, and discrimination. Founded in 1979 by Julian Pushkin and Marc Pushkin, the company has built a reputation for quality work and professionalism in the retirement planning industry. Clients can download and complete a form to request services from Pushkin & Pushkin Inc. at their Timonium location.

Financial 1 Tax Services is a professional institution located in Baltimore, Maryland, specializing in accounting, finance, and legal services. Our team of experts is dedicated to providing top-notch financial and tax solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or legal advice, our experienced professionals are here to assist you. Visit us at 3701 Old Court Road to learn more about how we can help you achieve your financial goals.

Skinner Services, LLC is a well-established institution located in Damascus, Maryland. The founder, a native Washingtonian, has a diverse background with a Bachelor of Arts degree in Political Science and Philosophy, a law degree, and a CPA certification. With over twenty years of experience in public accounting, private industry, and litigation, Skinner Services, LLC offers expertise in financial reporting and analysis, estate planning, and wealth transfer. The founder has also served as General Counsel and Vice President/CFO in various industries. Outside of work, the founder enjoys hobbies such as sailing, flying, fishing, and hunting. Active in the community, they serve as Chairman of the Finance Committee and a member of the Church Council at their local church. With a strong commitment to their clients and community, Skinner Services, LLC is a trusted institution for all financial and legal needs.

FTI Consulting is a global business advisory firm headquartered in Bethesda, Maryland, United States. With a focus on helping clients navigate complex business challenges and opportunities, FTI Consulting offers a wide range of services including financial, legal, operational, and strategic consulting. The firm's team of experts has extensive experience across various industries and disciplines, providing clients with tailored solutions to meet their specific needs. Whether it's financial restructuring, litigation support, regulatory compliance, or crisis management, FTI Consulting is dedicated to delivering high-quality, innovative solutions to help clients achieve their business objectives.

Carson Wealth is a finance institution located at 10211 Wincopin Circle, Columbia, Maryland, United States. Our financial and investment advisors serve clients in Baltimore, Washington, DC, Central Maryland, and beyond. We specialize in financial planning and investment management for all stages of life, including retirement, career changes, and marriage transitions. Our fiduciary advisors in Columbia, MD are dedicated to providing personalized and tax-efficient financial plans tailored to each client's unique goals. We aim to help you connect your money with your life, ensuring a secure and prosperous future. Our office offers a beautiful view of Lake Kittamaqundi on the Columbia Lakefront, where our knowledgeable and approachable advisors are ready to provide friendly and clear advice. We focus on helping you navigate life's transitions with confidence and excitement. Contact us today for a step-by-step guide on ensuring your assets last a lifetime and successfully passing on your wealth to the next generation. Visit our website or consult legal and tax professionals for more information. Securities offered through Cetera Advisor Networks LLC and investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Wealth is a division of CWM, LLC, a nationwide partnership of advisors.

Stuart Financial Group, located at 6411 Ivy Lane in Greenbelt, Maryland, is a finance institution dedicated to building strong client relationships and delivering comprehensive financial plans with experience, integrity, and transparency. Through regular reviews, meetings, phone calls, and events, they ensure that they are always there for their clients. The institution offers a range of services including retirement income strategies, wealth management, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, tax efficiency strategies, long-term care plans, estate planning, and more. Clients can request access to the first chapter of Bryan's book, "Your Retirement Your Wealth Your Legacy!" which aims to inspire, plan, and celebrate retirement. Stuart Financial Group is committed to helping clients achieve their retirement goals and ensuring their financial plans stay on track. Advisory services are offered through J.W. Cole Advisors, Inc., and neither Stuart Financial Group nor JWCA offer tax or legal advice. The website is hosted and updated by Stuart Financial Group, an independent entity not affiliated with JWCA. All investments are subject to risk, and insurance products and services are available through Stuart Financial Group.

Diverse Financial Partners, LLC is a finance institution located at 1954 Greenspring Drive in Timonium, Maryland, United States. At Diverse Financial Partners, we prioritize listening to our customers first. We believe in empowering our customers to take control of their financial future by understanding their needs and goals. Our experienced team provides guidance and resources to help you make informed decisions and create a customized strategy that works for you. We are transparent, answering all questions and keeping you informed throughout the process. Whether you need help with budgeting, preparing for surprises, or navigating financial decisions during major life events like marriage or divorce, we are here to help. Our agent, Lauren Debelius, is licensed to sell insurance and securities products through New York Life Insurance Company and other independent companies. Please consult your own professional advisors for tax, legal, or accounting advice. Visit our website for calculators, videos, and more information. Let us help you take steps towards a secure financial future.

Merrill Lynch Financial Advisor William Pappert is a finance institution located at 7501 Wisconsin Avenue, Bethesda, Maryland, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in the expertise and guidance provided to help them achieve their financial goals. The institution offers a wide range of services including investment advisory, financial planning, insurance, and trust and fiduciary services. Merrill Lynch Financial Advisor William Pappert is dedicated to helping clients make informed financial decisions and navigate the complexities of the market. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions.

Small Business Advisors is a trusted institution specializing in accounting and finance, located at 1119 Maryland 3, Gambrills, Maryland, United States. Our online apps make it easy to conduct business with us, taking the stress out of running your business. Let us handle the bookkeeping while providing deep analysis and strategic guidance for smart business decisions. Our team offers practical insight to keep you financially strong and minimize taxes legally. The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt provides valuable advice for business owners looking to improve their financial foundation. We also offer tips on managing business debt, sustainability, and surviving supply chain disruptions. With the right strategies, your small business can thrive and succeed.

FTI Consulting is a leading global business advisory firm located at 16701 Melford Boulevard in Bowie, Maryland, United States. With a team of experienced professionals, FTI Consulting offers a wide range of services including financial, legal, and strategic consulting to help clients navigate complex business challenges. Whether it's litigation support, restructuring, or risk management, FTI Consulting provides tailored solutions to meet the unique needs of each client. Their commitment to excellence and expertise has earned them a reputation as a trusted partner for businesses around the world.

Merrill Lynch Financial Advisor Alexander J Freed is a finance institution located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States. The institution focuses on managing wealth through personalized strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Alexander Freed to develop a financial approach designed to address their specific needs. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. By understanding the client's investment personality and preferences, Alexander Freed can customize a financial approach to help them pursue what matters most.

Merrill Lynch Financial Advisor Dahri Jahn, located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States, is a finance institution dedicated to helping uniquely successful families and individuals achieve their financial goals. With a deep understanding of complex financial needs, Dahri works with clients to develop personalized strategies leveraging Merrill's investment insights and Bank of America's banking convenience. Dahri earned his bachelor's degree in Finance from the University of Maryland and is a resident of Bethesda, MD. He is passionate about running, volunteering in the community, and supporting the University of Maryland Terps.

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.

Cetera Investors is a finance institution located at 8757 Georgia Avenue in Silver Spring, Maryland, United States. With 43 fully staffed branch offices, Cetera Investors offers financial advisors the opportunity to create a strong presence in their local communities while maintaining ownership of their book and independence. The institution helps advisors identify areas with growth potential, provides resources and best practices, and sends high-intent client leads directly to their inbox. Advisors can also receive support with succession planning, marketing, compliance, and client engagement.

Merrill Lynch Wealth Management, located at 39 East Churchville Road in Bel Air, Maryland, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies and guidance to help clients address their wealth planning challenges and opportunities. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, and employees are actively involved in charitable outreach to support local communities. With access to Merrill's investing insights, wealth planning platform, and global financial resources, clients can work with advisors to create financial strategies tailored to their long-term objectives. Whether you are just starting your career or looking to become a financial advisor, Merrill Lynch Wealth Management offers training, mentoring, and technology to support your professional growth. Investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. With a focus on customized investment approaches and wealth management advice, Merrill Lynch is committed to helping clients pursue their unique financial goals.

Vallit Advisors is a leading institution located at One Annapolis Street in Annapolis, Maryland, United States. Our focus is on dispute consulting, business valuation, transaction advisory services, and forensic accounting. In light of the COVID-19 pandemic, we are dedicated to providing our clients with the most up-to-date resources and insights to help them navigate this challenging landscape. Our team at Vallit Advisors is committed to delivering independent, high-quality services to our clients. We uphold the values of quality, integrity, independence, and accessibility in everything we do. Our advisors are experts in their fields and have the freedom to grow and advance within the company.

Synergy Tax and Financial Services, located at 6492 Landover Road in Cheverly, Maryland, is a comprehensive accounting and finance institution with a focus on assisting clients with various business and tax services. From payment processing to tax filing, BVN and National Identification Number registration, Synergy Plus is dedicated to helping clients navigate the complexities of financial management. Our team of professionals offers audit, accounting, tax, advisory, and legal services tailored to a diverse range of industry sectors. With a proactive approach to addressing tax issues and a deep understanding of industry dynamics, we strive to provide innovative solutions that support business growth and financial stability. Join us today and experience the benefits of our educational resources and expert guidance. Let Synergy Plus empower you to achieve your financial goals and lead a stress-free life.

Corporate Matters is a leading institution located at 222 Hillsboro Drive in Silver Spring, Maryland, United States. We specialize in providing comprehensive services and solutions for all corporate needs. Our team of experts is dedicated to assisting businesses with a wide range of matters including legal, financial, compliance, and governance issues. With a focus on professionalism and efficiency, we strive to help our clients navigate the complexities of the corporate world and achieve their goals. Contact us today to see how Corporate Matters can benefit your business.

The Royale Firm is a prestigious institution located at 9701 Apollo Drive in Upper Marlboro, Maryland, United States. Known for its dedication to excellence, The Royale Firm offers a wide range of services including legal representation, financial consulting, and business advisory. With a team of highly skilled professionals, The Royale Firm is committed to providing top-notch services to help clients achieve their goals and navigate complex legal and financial matters. Whether you are in need of legal assistance, financial planning, or business guidance, The Royale Firm is here to help you every step of the way.

Proffitt & Associates is a leading tax consulting firm in Maryland, specializing in tax planning and IRS tax consulting services. Our team of experienced tax attorneys and consultants are dedicated to helping individuals and businesses navigate the complex world of taxation. Located at 9100 Alaking Court in Capitol Heights, Maryland, our office is a trusted resource for accounting and finance solutions. Whether you need assistance with tax preparation, audits, or resolving IRS issues, Proffitt & Associates is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Venus Wilson - Thrivent is a finance institution located at 1610 Post Oak Drive in Bowie, Maryland, United States. Licensing for this institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Starr & Associates is a reputable institution located at 9900 Greenbelt Road in Lanham, Maryland, United States. They offer a wide range of professional services, including financial consulting, legal advice, and business management. With a team of experienced experts, Starr & Associates is dedicated to providing top-notch solutions to their clients' needs. Whether you are a small business owner looking for guidance or a large corporation seeking strategic planning, Starr & Associates has the expertise to help you achieve your goals. Contact them today to learn more about how they can assist you in reaching your full potential.

Sullivan Cove Consultants LLC is a reputable law firm located at 401 East Pratt Street in Baltimore, Maryland. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with a personal injury case, business law matter, or estate planning, we are here to help. Trust Sullivan Cove Consultants LLC for all your legal needs in the Baltimore area.

Washington Accounting Services Inc is a reputable institution located at 2255 Crain Highway in Waldorf, Maryland, United States. Specializing in accounting, finance, and legal services, our team of experts are dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and client satisfaction, we strive to help our clients achieve their financial goals and navigate complex financial matters with ease. Trust Washington Accounting Services Inc for all your accounting, finance, and legal needs.

Mijoi & Associates is a prestigious institution located in Upper Marlboro, Maryland, United States. We are a leading provider of legal services, specializing in a wide range of practice areas including corporate law, real estate law, family law, and more. Our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized solutions to meet the unique needs of our clients. With a commitment to excellence and a track record of success, Mijoi & Associates is the go-to firm for all your legal needs in the Upper Marlboro area.

The Thomas Firm Inc is a reputable finance institution located at 6301 Ivy Lane in Greenbelt, Maryland, United States. With a focus on providing top-tier financial services, The Thomas Firm Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, The Thomas Firm Inc has the expertise and experience to guide you towards financial success. Trust in The Thomas Firm Inc for all your financial needs.

Amy Forman - Thrivent is a finance institution located at 2809 Harpers Ferry Road in Sharpsburg, Maryland, United States. Amy Forman offers financial guidance to help clients reach their goals. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their own attorney or tax professional. Thrivent offers a Financial Planning Framework for analyzing a client's financial situation, and clients can choose to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. Visit Thrivent.com or FINRA's Broker Check for more information on financial advisors and professional designations.

Sterling Financial Management is a finance institution located at 6919 Baltimore National Pike in Frederick, Maryland. Our team of financial advisors is dedicated to helping you achieve your financial goals and independence. We offer customized strategies to help you turn your prosperity into a lifestyle for today and a legacy for the future. Our goal is to assist you in fulfilling your dreams and pursuing financial goals that lead to results and financial independence. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting with professionals in those fields for specific guidance. Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Our representatives are available to discuss and transact securities business with residents of various states. Visit FINRA's Broker Check to learn more about our investment professionals.