Legal planning in Maryland

Shannon Storch - Thrivent is a finance institution located at 12 West Church Street in Frederick, Maryland, United States. With licenses in multiple states including AZ, CA, CO, DC, FL, GA, and more, Shannon Storch - Thrivent offers insurance products and investment advisory services through Thrivent Investment Management Inc. and is a subsidiary of Thrivent Financial for Lutherans. Clients can receive advice and guidance on their financial situation through the Financial Planning Framework and may choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. For more information on professional designations and licensing, visit the Thrivent website or FINRA's Broker Check.

Thrivent Financial, located at 208 East Ridgeville Boulevard in Mount Airy, Maryland, is a finance and insurance agency dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. Licensed in multiple states including CT, DE, FL, GA, MD, NC, NH, NJ, NM, NY, OR, PA, SC, VA, and WV, Thrivent offers guidance and expertise to help clients achieve a more secure financial future. Whether you need assistance with financial planning, insurance products, or investment advisory services, Thrivent's team of professionals is here to help. Contact us today at 443-576-0041 to schedule an appointment or visit our website to learn more about our services and licensing information. Thrivent Financial for Lutherans is the marketing name for Thrivent Financial, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Consult your attorney or tax professional for legal, accounting, or tax advice.

Pam Willison - Thrivent is a finance institution located at 208 East Ridgeville Boulevard in Mount Airy, Maryland, United States. Licensing for this institution is available through your State Insurance Department's website, which can be found through 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 your 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, which is an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent.

Shober & Zelcer is a reputable finance institution located at 12820 Wisteria Drive in Germantown, Maryland, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Shober & Zelcer offers a wide range of financial solutions including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Shober & Zelcer today to learn more about their comprehensive financial services.

Deborah McCarty - Thrivent is a finance institution located in Mount Airy, Maryland, United States. Whether you have short-term financial goals or long-term aspirations, Deborah McCarty is dedicated to providing you with the guidance and support needed to achieve them. Licensed in multiple states including AL, DE, FL, KY, MD, MI, MT, NC, NY, PA, SC, VA, and WV, Deborah McCarty proudly serves the Mt. Airy area and surrounding communities. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for specific advice in those areas. Thrivent offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee.

Teresa Powell - Thrivent is a finance institution located at 11100 Barnsley Way in Marriottsville, Maryland, United States. Licensed in multiple states, including CO, DE, FL, GA, MD, NC, NJ, NV, PA, SC, VA, and WV, our mission is to help individuals pursue their lifelong dreams while supporting causes they care about. We offer financial guidance based on Christian values, drawing on industry expertise to help clients live a life rich in meaning and gratitude. Thrivent does not provide legal, accounting, or tax advice, but offers services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Visit our website for more information on our services and professional designations.

Thrivent - Liberty Team is a finance institution located at 11100 Barnsley Way, Marriottsville, Maryland, United States. Their mission is to provide solid Christian financial guidance to individuals of all ages and professions. They offer personalized financial advice based on values, with a focus on helping clients achieve their goals, support causes they care about, and manage their finances effectively. Licensing information is available through state insurance departments. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Securities and insurance products are offered by licensed financial advisors. Visit their website for more information on their services and team members.

Prostatis Financial Advisors Group is a leading finance and legal institution located at 11140 Rockville Pike in Rockville, Maryland. With a team of experienced financial advisors and lawyers, we provide expert guidance and support to our clients in navigating complex financial matters and legal issues. Whether you are looking to plan for your future, manage your investments, or seek legal counsel, our dedicated team is here to help you achieve your goals. Trust Prostatis Financial Advisors Group to provide you with the personalized and professional service you deserve.

Merrill Lynch Financial Advisor Frank A. Alexander III is a finance institution located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States. Their approach to managing wealth begins with a thorough understanding of your financial situation and goals. By creating a personalized strategy tailored to your needs and leveraging the investment insights of Merrill and banking solutions of Bank of America, they aim to help you pursue your financial objectives. With services like Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they strive to develop a plan that aligns with your aspirations and priorities. The team of Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of the financial landscape and provide ongoing support to keep you on track towards your goals. With a focus on building a strong relationship with clients, they offer personalized investment strategies and comprehensive financial solutions to help you live your best financial life. Frank Alexander is registered to do business in multiple states and holds certifications such as Accredited Portfolio Management Advisor™ and Chartered Retirement Planning Counselor™. They emphasize the importance of understanding your individual needs and priorities to design a customized approach that reflects your unique financial situation. Investing involves risk, and it's essential to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning, to meet your specific needs.

Bank of America Private Client Advisor Stefan Nicholas is located at 5550 Friendship Boulevard in Chevy Chase, Maryland. Stefan is a Managing Director and Private Client Advisor who works with high-net-worth individuals, families, and business owners to create customized wealth management and wealth transfer strategies. With a background in law, Stefan leads a team of specialists who provide a family office experience to clients, offering services such as investment management, wealth transfer, lending, and philanthropy. Stefan is actively involved in his community and serves on the Advisory Board for the Community Foundation of Montgomery County. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve financial objectives. The institution values innovation and strives to provide clients with disciplined financial strategies to navigate evolving markets and financial landscapes. Please note, Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their advisors before making financial decisions.

Bank of America Private Client Advisor Thomas (Tom) T Firth is located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. As a Managing Director and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida, Tom focuses on developing personalized financial strategies for high-net-worth families and individuals. With over 30 years of experience in wealth management, Tom advises clients on investment management, trust and estate planning services, philanthropy, credit, and banking services. He holds a Bachelor of Science in business administration from Georgetown University and is actively involved in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships and creating strategies to meet the financial needs and goals of their clients. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives through innovative and personalized approaches. Please note that by visiting the Bank of America Private Bank website, you will be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.

Prostatis Financial Advisors Group is a leading institution located at 7580 Buckingham Boulevard in Hanover, Maryland, United States. Specializing in finance, insurance, and legal services, our team of expert advisors are dedicated to providing comprehensive and personalized solutions to meet the unique needs of our clients. Whether you are looking for financial planning, insurance coverage, or legal advice, Prostatis Financial Advisors Group is here to help you achieve your goals and secure your future. Contact us today to schedule a consultation and experience the difference our experienced professionals can make for you.

Phoenix Financial Engineering is a trusted institution located in Baltimore, Maryland, United States. We believe that everyone, regardless of their socioeconomic status, deserves access to quality and affordable financial advice. As fiduciaries, we are legally obligated to prioritize the best interests of our clients. Our goal is to provide personalized, concierge-level services so that we are the first call our clients make when they need advice. At Phoenix Financial Engineering, it's all about YOU! We invite you to meet with us to discuss your personal financial situation and goals. Advisory services are offered by Phoenix Financial Engineering, LLC, a Registered Investment Advisor in the State of Maryland. Please note that investment products are not FDIC insured, not bank guaranteed, and may lose value. This website is not a solicitation to sell investment advisory services in any State other than Maryland or where legally permitted. Phoenix Financial Engineering, LLC does not provide legal or tax advice.

Greg Roemer - Thrivent is a finance institution located at 1205 Regal Lane, Crownsville, Maryland, United States. This institution is licensed in multiple states including CA, DC, DE, IA, MA, MD, ME, MN, NC, ND, OR, PA, TX, VA, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage in further planning services through Dedicated Planning Services, which provides written recommendations for a fee.

Merrill Lynch Financial Advisor Nate Matthews is a finance institution located at 11333 McCormick Road in Cockeysville, Maryland, United States. The Grzybowski Matthews Group, led by Adam Grzybowski and Nate Matthews, specializes in building wealth management strategies for a diverse clientele across the country. Their clients include medical and legal professionals, corporate executives, property managers, hedge fund managers, and other financial professionals. The team provides asset and cash management strategies, administers 401k plans, and handles a wide range of financial needs for client families. The goal of The Grzybowski Matthews Group is to simplify complex financial challenges and create a customized investment approach for each client. They focus on managing risk, preserving wealth, and meeting individual financial needs. The team works closely with clients, estate planning professionals, attorneys, and CPAs to align strategies and provide objective and responsive service.

Kelly Walter - Thrivent is a finance institution located at 8054 High Oak Road, Glen Burnie, Maryland, United States. They are also located at 12850 Middlebrook Rd suite 202 Germantown, MD 20874. The institution is licensed in multiple states including DE, FL, MD, NC, NJ, OH, PA, VA. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products and investment advisory services through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. Visit their website for more information on professional designations and requirements.

EPE Wealth Advisors is a finance institution located at 1321 Generals Highway in Crownsville, Maryland, United States. No matter where you are in life, whether you are just starting out, nearing retirement, or considering your legacy, we are here to help you connect your life and finances. Our experienced team can analyze your current financial situation and create a personalized plan tailored to your specific needs. We specialize in developing retirement plans that include savings and investing recommendations to help you reach your goals for your retirement years. Managing retirement income can be complex, but we are here to help you navigate this process efficiently. Start your financial planning journey with EPE Wealth Advisors today and benefit from our comprehensive and customized approach. We take the time to understand your needs and goals, aligning your investment strategies to help you achieve them. Our team's depth of knowledge and experience, combined with our firm's resources, allows us to provide high-quality service and expert financial advice for every stage of life. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Our services are available in various states including California, Delaware, Florida, Kentucky, Maryland, Minnesota, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Please note that our LPL Financial registered representatives may only conduct business with residents of the states in which they are properly registered or licensed. Additionally, individuals with JD and/or CPA licenses at LPL Financial do not offer tax or legal advice on behalf of the firm.

Merrill Lynch Financial Advisor John H Axley, located at 11810 Grand Park Avenue in North Bethesda, Maryland, is a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team focuses on the things that matter most to clients - family, goals, and priorities, even as they evolve over time. The Axley Group provides personalized wealth management to affluent clients, including high-net-worth families, corporate executives, business owners, and professionals. The team works to understand each client's financial position and priorities, offering strategies to help navigate wealth accumulation and transfer. With high-touch service and access to the worldwide resources of Merrill and Bank of America, the goal is to be the one source clients can turn to for their wealth management needs. Financial Advisors at Merrill Lynch help individuals and families with retirement and investment planning, offering a no-obligation portfolio and financial review to help clients understand their path towards financial goals. By listening to clients' goals and priorities, the team devises customized financial approaches to help them pursue what matters most. The team utilizes the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and goals. With the Merrill Personal Wealth Analysis, a personalized plan is developed centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach help clients stay on track towards their objectives. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients achieve their goals through personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and financial situation, the team works to design an approach that reflects their priorities. Certified by the CFP Board and Investments & Wealth Institute, the team provides investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, tailored to individual client needs.

Matthew Budde - Thrivent is a finance institution located at 21945 Three Notch Road, Lexington Park, Maryland, United States. They are also located at 101 N Lynnhaven Rd Suite 202 Virginia Beach, VA 23452. Licensed in multiple states, including AZ, CO, DC, FL, MA, MD, ME, NC, NJ, PA, RI, VA, WA, and WV, they believe in using money as a tool rather than a goal. Their goal is to help individuals make the most of what they have been given. As a Dave Ramsey SmartVestor Pro, they are part of a network of financial professionals who focus on a client-first mentality and aim to educate and empower individuals. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. They also offer Dedicated Planning Services for a fee, which provides written recommendations.

John S. Curtin, CPA Chartered is a reputable accounting and finance institution located at 3290 Pine Orchard Lane in Ellicott City, Maryland, United States. Our mission is to help our clients save money by legally minimizing their tax liabilities. We are dedicated to providing top-notch services to individuals and corporations, holding licenses 4997 and 35874 respectively. We welcome all inquiries and look forward to assisting you with your financial needs. Contact us today to schedule a consultation.

Davis & Associates, P.A. is a reputable accounting and finance firm located at 9711 Washingtonian Boulevard in Gaithersburg, Maryland. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Davis & Associates, P.A. is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, auditing, or investment strategies, their team is committed to providing top-notch service and expertise. Visit their office today to see how they can help you with your financial needs.

The Hutt Co. is a well-established institution located at 10500 Little Patuxent Parkway in Columbia, Maryland, United States. Specializing in accounting and finance, our team of trusted Certified Public Accountants has been assisting individuals, independent contractors, and small business owners for over 30 years. We help navigate changing tax regulations to minimize tax burdens and maximize after-tax earnings. Our experienced staff provides a wide variety of tax services for entrepreneurs, individuals, and small-to-medium sized businesses. We offer comprehensive strategies to help management teams tackle obstacles, and our full-service law firm, The Hutt Law Firm, ensures your business' legal interests are protected.

BDO, located at 700 East Pratt Street in Baltimore, Maryland, is a leading institution in the fields of accounting and finance. At BDO, individuals can learn about emerging trends, regulatory updates, and tips to maximize the benefits of legal technology. The institution helps businesses enable new growth and find competitive advantages by providing valuable data and strategies for stability and growth. Business leaders can also learn how to navigate risks and opportunities in 2024, and embrace the future of internal audit through the AI Strategy Playbook. The Baltimore office of BDO, situated in the newly transformed Candler Building on Pratt Street, offers a local presence with experienced and insightful professionals who provide a comprehensive array of assurance, tax, and business advisory services. Partner-led teams tailor strategies for companies of all sizes and industries, utilizing the resources of a global accounting and advisory firm. The institution is committed to helping individuals thrive in today's global economy by understanding their priorities and aligning personal values and goals with career opportunities.

Chlan Jr William is a legal institution located at 606 Baltimore Avenue, Towson, Maryland, United States. Specializing in estate, fiduciary, individual, and non-profit services, the Office of William P. Chlan, Jr. Esquire CPA/PFS offers financial planning under a fiduciary standard for retirement and the next generation. Whether you need assistance with estate planning, managing trusts, or navigating tax laws, Chlan Jr William is dedicated to providing expert legal advice and guidance. Welcome to a trusted resource for all your legal and financial needs.

Abel & Associates LLC is a reputable institution located at 12013 Coldstream Drive in Potomac, Maryland, United States. Specializing in providing top-notch financial and legal services, Abel & Associates LLC is committed to helping clients achieve their goals and navigate complex financial matters with ease. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you need assistance with tax planning, estate planning, or business consulting, Abel & Associates LLC is dedicated to providing expert guidance and support every step of the way. Visit their office in Potomac today to learn more about how they can help you achieve financial success.

JV Tax & Accounting Services, LLC is a comprehensive financial institution located at 11510 Georgia Avenue in Wheaton-Glenmont, Maryland, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or legal advice, our professionals are here to help. Visit our local government office today to learn more about how JV Tax & Accounting Services, LLC can support your financial needs.

Liptz, Roberts, Marquez, Merkle, Singh & Zipor, CHTD. is a reputable accounting and finance institution located at 5550 Friendship Boulevard in Chevy Chase, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their experts are dedicated to helping clients achieve their financial goals. Trust Liptz, Roberts, Marquez, Merkle, Singh & Zipor, CHTD. for all your accounting and finance needs.

Bernice Hassan & Associates is a renowned institution located at 6996 Columbia Gateway Drive in Columbia, Maryland. Our team of experienced professionals is dedicated to providing top-notch legal services in various areas of law including family law, estate planning, and business law. With a commitment to excellence and personalized attention, we strive to achieve the best possible outcomes for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Bernice Hassan & Associates is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.

Tax Law Offices Business Tax Resolution is a leading institution located in Camp Springs, Maryland, United States. Specializing in accounting, finance, and legal services, our team of skilled professionals is dedicated to helping individuals and businesses navigate complex tax laws and find effective solutions for tax-related issues. Whether you are facing IRS audits, tax disputes, or need assistance with tax planning, our experienced lawyers and accountants are here to provide expert guidance and support. Visit us at 5827 Allentown Road to learn more about how we can help you achieve financial peace of mind.

Turnbull Hoover & Kahl PA is a reputable accounting and finance institution located at 217 Glenn Street in Cumberland, Maryland, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are an individual or a business looking for financial expertise, Turnbull Hoover & Kahl PA is dedicated to helping you achieve your goals and secure your financial future.