Managed accounts in Columbia, Maryland
142 results found
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Keeney Financial Group
● ClosedKeeney Financial Group is a reputable finance institution located at 6811 Benjamin Franklin Drive in Columbia, Maryland, United States. With a team of experienced financial advisors, Keeney Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Keeney Financial Group is committed to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust Keeney Financial Group to guide you towards a secure financial future.
6811 Benjamin Franklin Dr #100, Columbia, MD 21046, United StatesAdvertisements -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 8825 Stanford Boulevard in Columbia, Maryland, United States. Each Ameriprise advisor has specific areas of focus to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best aligns with your needs. Fill out the "Request consultation" form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation with you.
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Matthew Costigan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Costigan - Financial Advisor at Ameriprise Financial Services, LLC, located at 8825 Stanford Boulevard in Columbia, Maryland, offers personalized financial planning services. Whether your goals include retirement, education, or a major purchase, Matthew provides investment recommendations tailored to your individual goals and risk tolerance. Regular meetings and progress reviews ensure that your financial plan is updated as life changes. With secure access to your accounts and investments from any device, tracking your progress towards your goals is easy. Schedule a complimentary initial consultation to learn how Matthew can help you achieve your financial goals. Please note that securities business can only be conducted with residents of states in which the advisor is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
8825 Stanford Blvd Ste 200, Columbia, MD 21045, United States -
Jamie Waldren
● ClosedJamie Waldren is a reputable finance institution located at 10490 Little Patuxent Parkway in Columbia, Maryland, United States. With a team of experienced financial experts, Jamie Waldren 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, Jamie Waldren is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Jamie Waldren is committed to providing top-notch financial services to clients in the Columbia area and beyond.
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Faggio Financial LLC
● ClosedFaggio Financial LLC, located at 10015 Old Columbia Road in Columbia, Maryland, is a specialized institution offering accounting and finance services tailored specifically for individuals going through divorce. With a focus on providing detailed analyses, financial and tax strategies, and recommendations, Faggio Financial empowers clients to make the best financial decisions for themselves and their families during this challenging time. Led by John Faggio, a financial expert with years of experience in the field, the institution offers services such as lifestyle spending analysis, pre-marital asset valuation, and other analytical tests to uncover hidden income or assets. Faggio Financial takes a fee-only approach that does not involve investment advice or securities transactions, ensuring that clients receive unbiased financial guidance.
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Merrill Lynch Financial Advisor Kathryn A Badger
● ClosedMerrill Lynch Financial Advisor Kathryn A Badger is a finance institution located at 10320 Little Patuxent Parkway, Suite 1000, Columbia, Maryland, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. With a focus on exemplary client service, the team at Merrill is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding the goals and priorities of each individual client, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Merrill aims to customize financial approaches to help clients pursue their unique goals. The team at Merrill Lynch Wealth Management is committed to helping clients manage, grow, and preserve their wealth while staying informed and prepared for the future. By offering personalized plans and access to investment insights and banking solutions, they strive to turn goals into reality and help clients achieve financial success. With a focus on understanding clients' needs and priorities, Merrill Lynch Financial Advisor Kathryn A Badger offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.
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Andersen Tax LLC
● ClosedAndersen Tax LLC is a finance institution located at 10440 Little Patuxent Parkway in Columbia, Maryland, United States. With a focus on providing expert tax services and financial advice, Andersen Tax LLC is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Their team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs and goals. Whether you are looking for assistance with tax planning, compliance, or representation, Andersen Tax LLC is here to help you achieve financial success.
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Athlon Tax Services
● ClosedAthlon Tax Services is a leading accounting and finance institution located at 10715 Little Patuxent Parkway in Columbia, Maryland, United States. With a team of experienced professionals, Athlon Tax Services offers a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Whether you need help with filing your taxes or navigating complex financial matters, Athlon Tax Services is dedicated to providing personalized and efficient solutions to meet your needs. Trust Athlon Tax Services to help you navigate the world of taxes and finances with ease and confidence.
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1 CS Tax & Business Solutions
● Closed1 CS Tax & Business Solutions is a leading accounting and finance institution located in Columbia, Maryland. Our team of experienced professionals is dedicated to providing top-notch tax and business solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, we are here to assist you every step of the way. Visit us at 5485 Harpers Farm Road to see how we can help you achieve your financial goals.
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The Hutt Co.
● ClosedThe 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.
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Hearn & Associates LLC.,CPA
● ClosedHearn & Associates LLC., CPA is a reputable accounting and finance institution located at 10015 Old Columbia Road in Columbia, Maryland, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Schedule a consultation today to see how Hearn & Associates LLC., CPA can help you manage your finances effectively.
10015 Old Columbia Rd Suite K140, Columbia, MD 21046, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 6478-B Dobbin Center Way in Columbia, Maryland. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
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etax Corporation
● ClosedeTax Corporation is a leading finance institution located at 8860 Columbia 100 Parkway in Columbia, Maryland, United States. We specialize in providing expert tax services to individuals and businesses, helping our clients navigate the complex world of tax laws and regulations. Our team of experienced professionals is dedicated to ensuring that our clients receive the highest level of service and support. Whether you need help with tax planning, preparation, or IRS representation, eTax Corporation is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your tax needs.
8860 Columbia 100 Pkwy STE 306, Columbia, MD 21045, United StatesAdvertisements -
KatzAbosch
● ClosedKatzAbosch is a leading accounting and finance institution located at 9891 Broken Land Parkway in Columbia, Maryland. Our dedicated team of Maryland CPAs and consulting specialists are committed to providing the highest quality accounting, tax, financial, and management consulting services to our clients. We take the time to understand the unique needs and challenges of each client, helping them create, grow, and protect their asset value. With a deep understanding of our clients' business and financial environments, we offer valuable insight and guidance to help scale their businesses regionally, nationally, and globally. Our goal is to deliver value-added solutions for various industries and individual needs, helping our clients achieve their goals and objectives.
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Kinloch & Associates
● ClosedKinloch & Associates is a reputable accounting and finance institution located at 8808 Centre Park Drive in Columbia, Maryland. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, auditing, and consulting. Trust Kinloch & Associates to help you achieve your financial goals with expert advice and personalized solutions.
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Goldman, Clearfield & Ocampo, LLP
● OpenGoldman, Clearfield & Ocampo, LLP is a reputable accounting and finance institution located at 6230 Old Dobbin Lane in Columbia, Maryland, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Goldman, Clearfield & Ocampo, LLP is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
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Michael Bowden - Morgan Stanley
● OpenMichael Bowden - Morgan Stanley is a reputable financial institution located in Columbia, Maryland. Our team of experienced professionals is dedicated to providing personalized financial services and investment advice to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Visit us at 6230 Old Dobbin Lane to learn more about how we can assist you in managing your finances effectively.
6230 Old Dobbin Ln Suite 100, Columbia, MD 21045, United States -
Cohen Jeff
● OpenCohen Jeff is a well-established accounting and finance institution located at 10632 Little Patuxent Parkway in Columbia, Maryland, United States. With a team of experienced professionals, Cohen Jeff offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Cohen Jeff to provide accurate and reliable financial advice to help them achieve their financial goals.
10632 Little Patuxent Pkwy, Columbia, MD 21044, United States -
AccounTAXstic
● ClosedAccounTAXstic is a reputable accounting and finance institution located at 8640 Guilford Road in Columbia, Maryland, United States. Our team of expert accountants and financial advisors are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we have the knowledge and experience to assist you. Trust AccounTAXstic to help you achieve your financial goals and secure a stable financial future.
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Joe Flack CPA
● OpenJoe Flack CPA is a reputable accounting and finance institution located at 8860 Columbia 100 Parkway in Columbia, Maryland, United States. With years of experience in the industry, our team of certified public accountants provides professional services to individuals and businesses alike. From tax preparation and planning to financial analysis and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
8860 Columbia 100 Pkwy, Columbia, MD 21045, United States -
BDO
● OpenBDO, located at 12505 Park Potomac Avenue in Potomac, Maryland, is a leading institution in the fields of accounting and finance. At BDO, individuals can learn about emerging trends, regulatory updates, and the latest headlines in the legal tech industry. The institution helps businesses enable new growth and find competitive advantage by providing valuable data and strategies. With a focus on stability and growth, BDO offers insights on navigating risks and opportunities in 2024. The Washington, D.C. office of BDO, near Judiciary Square, provides local presence, experience, accessibility, and insight for businesses in the District of Columbia. The office offers a comprehensive array of assurance, tax, and advisory services, tailored to industries such as government contracting, nonprofit, technology, life sciences, public sector, healthcare, real estate, and insurance. BDO's Government Contracting practice is the largest of its kind, with over 1,100 clients and 200 professionals focused on supporting federal contractors.
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A M Klatzkin CPA
● OpenA M Klatzkin CPA is a reputable accounting and finance institution located at 10015 Old Columbia Road in Columbia, Maryland, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax compliance or strategic financial advice, A M Klatzkin CPA is committed to helping you achieve your financial goals.
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BDO
● OpenBDO is a renowned accounting and finance institution located at 10960 Grantchester Way in Columbia, Maryland, United States. With a strong reputation for excellence in financial services, BDO offers a wide range of accounting and financial solutions to individuals and businesses alike. Their team of skilled professionals is dedicated to providing top-notch services and helping clients achieve their financial goals. Whether you need assistance with tax planning, auditing, or financial consulting, BDO is the trusted partner you can rely on for all your accounting and finance needs.
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Tax and Services Centro Hispano
● OpenTax and Services Centro Hispano is a trusted accounting and finance institution located at 5865 Robert Oliver Place in Columbia, Maryland. Our dedicated team is committed to providing comprehensive tax and financial services to the Hispanic community in the United States. With years of experience and expertise in the field, we strive to assist our clients in navigating complex tax laws, managing their finances, and achieving their financial goals. Whether you need help with tax preparation, financial planning, or other accounting services, Tax and Services Centro Hispano is here to support you every step of the way. Visit us today to learn more about how we can help you secure a stable financial future.
5865 Robert Oliver Pl, Columbia, MD 21045, United States -
Gerald Walsh CPA, LLC
● OpenGerald Walsh CPA, LLC is a reputable accounting and finance institution located at 5525 Twin Knolls Road in Columbia, Maryland, United States. The founder, Gerry Walsh, is a highly qualified professional with a strong educational background, including a CPA certification, MBA from Loyola University, and a Masters of Science in Taxation from the University of Baltimore. With years of experience in public accounting and academia, Gerry has a wealth of knowledge to offer to his clients. He has taught a variety of accounting courses at esteemed institutions such as Salisbury University, University of Maryland Global Campus, and Washington College.
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Fiducial Paymaster
● OpenFiducial Paymaster is a reputable accounting and finance institution located at 10100 Old Columbia Road in Columbia, Maryland, United States. With multiple branches across the country, including locations in Los Alamitos, Los Angeles, Palo Alto, Fort Lauderdale, Atlanta, Louisville, Cambridge, Houston, and Vancouver, Fiducial Paymaster offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing top-notch accounting solutions and financial advice to help clients achieve their financial goals.
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The Burnett CPA Group, LLC
● ClosedThe Burnett CPA Group, LLC is a reputable accounting and finance institution located at 6700 Alexander Bell Drive in Columbia, Maryland, United States. With a team of experienced and skilled professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach ensures that clients receive top-notch financial guidance and support. Whether you are an individual or a business looking for expert financial advice, The Burnett CPA Group, LLC is the go-to institution for all your accounting needs.
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JLS Physician Billing Services
● OpenJLS Physician Billing Services is a reputable institution located at 7120 Morning Walk in Columbia, Maryland, United States. Specializing in accounting, finance, and health services, JLS Physician Billing Services offers comprehensive billing solutions for healthcare providers. With a team of experienced professionals, they ensure accurate and timely processing of medical claims, maximizing reimbursement and minimizing denials. Trust JLS Physician Billing Services to handle all your billing needs with precision and efficiency.
7120 Morning Walk, Columbia, MD 21046, United StatesAdvertisements -
Dembo Jones
● OpenDembo Jones is a leading accounting and finance institution located in Columbia, Maryland, United States. We believe that a combination of focus and foresight is essential for financial success, which is why we offer a unique approach that combines attention to detail with a visionary outlook on the future. Our goal is to help our clients achieve both short and long-term profitability. At Dembo Jones, we use cookies to enhance your browsing experience. By continuing to use our website, you agree to our use of cookies. You can click on different category headings to learn more and adjust your preferences. Please note that blocking some types of cookies may impact your experience on our website.
Columbia, MD 21045, United States -
Smart Tax Services LLC
● ClosedSmart Tax Services LLC is a reputable accounting and finance institution located at 8849 Tamebird Court in Columbia, Maryland, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help clients navigate the complex world of taxes and finances with ease and confidence. Whether you need help with tax preparation, planning, or consulting, Smart Tax Services LLC is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
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