The 30 Best Personal financial advisor in Annapolis, Maryland

Merrill Lynch Financial Advisor Christopher Norkus, located at 1 Park Place in Annapolis, Maryland, specializes in working with successful individuals, families, business owners, and corporate executives. The Hallet Group at Merrill offers comprehensive Wealth & Investment Management, Banking Services, and Trust Services. With access to the resources of Merrill, Bank of America, and Bank of America Private Bank, they design customized, tax-efficient strategies and detailed financial plans tailored to each client's unique circumstances and goals. Their focus is on risk, taxes, and fees, helping clients grow, preserve, and distribute their wealth over their lifetime and beyond. They provide Wealth Management & Income Planning, Responsible Investment Management, Personalized Banking, and Trust Services, all delivered with a commitment to personalized service and care. The team at Merrill believes in starting with a conversation to understand each client's goals and priorities, using tools like the Investment Personality Assessment to customize financial approaches. They offer ongoing support to help clients stay on track and adjust their strategies as life and financial markets change. As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Christopher Norkus is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Henry Filter, located at 1 Park Place, Annapolis, Maryland, United States, is a leading finance institution offering personalized advice and guidance to help individuals and families achieve their financial goals. With a focus on understanding your priorities, risk tolerance, and financial aspirations, our team works with you to create a customized financial plan that evolves with your changing needs. Our experienced advisors, led by Kim who holds the CERTIFIED FINANCIAL PLANNER™ certification, are dedicated to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a major purchase, or funding your child's education, we are here to help you make informed decisions and stay on track to achieve your goals. Contact us today to start a conversation about your financial future.

Matthew Wallace - RBC Wealth Management Financial Advisor is a premier financial institution located in Annapolis, Maryland. As a trusted advisor, Matthew Wallace offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Matthew Wallace is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit the institution at 1906 Towne Centre Boulevard to learn more about their comprehensive financial services.

Steven Rice - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a financial advisor, Steven Rice provides personalized wealth management services to help clients achieve their financial goals. With a focus on professionalism and expertise, Steven Rice and his team offer comprehensive financial planning, investment strategies, and retirement planning solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Steven Rice - RBC Wealth Management Financial Advisor is dedicated to providing top-notch service and guidance.

Patricia Baum - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted financial advisor, Patricia Baum provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can rely on Patricia Baum for expert advice and guidance in managing their investments and finances. Contact Patricia Baum today to start planning for a secure financial future.

Chris Swatta - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted advisor, Chris Swatta provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and estate planning, Chris Swatta offers comprehensive financial services to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Swatta - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

Jacob H. Leddy - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. Specializing in wealth management and financial advisory services, Jacob H. Leddy and his team provide personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jacob H. Leddy - RBC Wealth Management Financial Advisor is dedicated to helping you secure a brighter financial future.

Christopher McGarvey - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 180 Admiral Cochrane Drive in Annapolis, Maryland, offers a wide range of financial services to individuals seeking expert advice and guidance in managing their wealth. As a certified AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, Christopher McGarvey is equipped to address the unique needs of clients in various financial situations, including retirees, small business owners, and high net worth individuals. With specialized expertise in asset management, estate planning, investment strategies, and risk management, Christopher McGarvey provides personalized solutions to help clients achieve their financial goals. Whether you are looking for assistance with retirement planning, wealth transfers, or investment opportunities, Christopher McGarvey is dedicated to helping you make informed decisions and secure your financial future. Contact Christopher McGarvey - Private Wealth Advisor at Ameriprise Financial Services, LLC for comprehensive and professional financial guidance.

Merrill Lynch Financial Advisor Danielle M Burness, located at 1 Park Place in Annapolis, Maryland, is a seasoned professional with over three decades of experience in the finance industry. As the founder of The Burness Group, Danielle provides personalized wealth management services to a diverse range of clients, including attorneys, business owners, corporate executives, and their families. With offices in both Annapolis and Charleston, South Carolina, Danielle is able to offer tailored financial solutions to clients nationwide. Specializing as a Merrill Retirement Accredited Financial Advisor, Danielle is well-equipped to assist with corporate retirement benefit plans, helping companies attract and retain top talent while meeting their fiduciary obligations. She takes a holistic approach to financial planning, focusing on her clients' values, worries, and aspirations to create wealth management strategies that align with their goals.

Merrill Lynch Financial Advisor Grant Boone is a finance institution located at 1 Park Place, Annapolis, Maryland, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting as they evolve over time. Through conversations and understanding your goals, they work to help you make investment decisions that align with your values. With the Investment Personality Assessment, they tailor a financial approach to suit your preferences and aspirations. Their financial planning approach centers around you and your unique needs, providing advice and guidance to help you achieve your financial goals. They offer personalized plans through the Merrill Personal Wealth Analysis™ to help you track progress and make adjustments as needed. Their goal is to help you stay on track to achieve what's most important to you, always putting you first. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. Let Merrill Lynch Financial Advisor Grant Boone help you reach your goals and create a financial approach that reflects your personality and priorities.

Merrill Lynch Financial Advisor Matthew M. McGehrin, located at 1 Park Place, Annapolis, Maryland, United States, is a trusted institution in the finance industry. With a focus on transparency, integrity, and reliability, they have been serving successful individuals, families, and institutions for over 60 years. The team at Murray, McGehrin & Shiery prides themselves on building enduring relationships with a diverse clientele across more than 35 states, including corporate executives, business owners, and government workers. They offer a personalized approach to financial planning, taking the time to understand each client's goals and priorities. With a planning-based strategy, they provide services such as risk-managed investing, education and retirement planning, gifting, wealth transfer, and legacy planning. The team is dedicated to helping clients achieve long-term financial success while managing their wealth responsibly. With a focus on collaboration and communication, they work closely with clients' other trusted advisors to ensure a comprehensive and cohesive financial plan. As part of the global banking and markets businesses of Bank of America Corporation, Merrill Lynch Financial Advisor Matthew M. McGehrin offers a wide range of services to meet the diverse needs of their clients.

Merrill Lynch Financial Advisor Lauren Boyd Leventry, located at 1 Park Place, Annapolis, Maryland, United States, is a finance institution that offers personalized advice and guidance to successful individuals and families in pursuit of their financial goals. With a focus on your priorities, risk tolerance, and financial goals, their team works to develop a personalized plan tailored to your unique situation. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Their team, led by experienced professionals like Kim, who holds the CERTIFIED FINANCIAL PLANNER™ certification, is committed to helping you achieve your financial goals through a customized investment approach. Whether you're planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Lauren Boyd Leventry is dedicated to helping you navigate the complexities of your financial life and stay on track towards achieving what matters most to you.

Margaret Jackson - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard in Annapolis, Maryland, United States. As a trusted advisor, Margaret Jackson provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering expert financial advice, Margaret Jackson and her team strive to provide comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Margaret Jackson - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Carlos Contreras- Annapolis REALTOR is a reputable real estate agency located at 1727 Elkridge Drive in Edgewater, Maryland, United States. Specializing in buying, selling, and renting properties in the Annapolis area, Carlos Contreras offers personalized and professional services to clients looking to navigate the competitive real estate market. With years of experience and a deep understanding of the local market, Carlos Contreras is dedicated to helping clients find their dream homes or investment properties. Whether you are a first-time homebuyer or a seasoned investor, Carlos Contreras- Annapolis REALTOR is your trusted partner in all your real estate needs.

Merrill Lynch Financial Advisor Cullen B. Murray, located at 1 Park Place in Annapolis, Maryland, United States, is a finance institution dedicated to earning the trust of their clients. With over 60 years of experience, they provide transparency, integrity, and reliability to successful individuals, families, and institutions who value philanthropy. The team at Murray, McGehrin & Shiery has built enduring relationships with a diverse clientele across 35 states, including corporate executives, business owners, government workers, teachers, and more. They are known for their personalized, planning-based approach that prioritizes clients' goals and financial well-being.

Merrill Lynch Financial Advisor Jessica Sky Costello, located at 1 Park Place, Annapolis, Maryland, United States, is a reputable finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to providing exemplary client service, as evidenced by their recognition in Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Their mission is to understand each client's unique needs, goals, and priorities, and to work with them to create a comprehensive financial strategy tailored to their individual circumstances. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Jessica Sky Costello offers a range of services including investment guidance, financial planning, and personalized wealth management solutions. Whether you're planning for retirement, saving for a home, or funding a child's education, their team is committed to helping you achieve your financial goals and stay on track, regardless of market fluctuations. By getting to know you personally and understanding what matters most to you, Merrill Lynch Financial Advisor Jessica Sky Costello can help you create a financial approach that reflects your personality and priorities. With a dedication to putting clients first and providing personalized investment strategies, working with a Merrill advisor means you have access to comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Private Wealth Advisor James B Hartman, located at 1 Park Place in Annapolis, Maryland, offers boutique-like service to a limited number of individuals and families. With a focus on customized financial strategies, Jim and his team provide industry-leading research and expert analysis to help clients stay ahead in the ever-changing financial landscape. Jim, a Certified Private Wealth Advisor, has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. With a background in accounting and financial planning, Jim and his team are dedicated to helping clients pursue what matters most to them and their families. By taking a goals-based wealth management approach, they work to simplify their clients' lives so they can spend more time on what's important to them. Whether it's planning for retirement or developing multigenerational wealth strategies, Merrill Private Wealth Management provides personalized service based on trust and expertise.

Paramount Tax & Accounting Annapolis is a professional accounting and finance institution located at 1997 Annapolis Exchange, Annapolis, Maryland. Specializing in personal and business tax returns, including partnerships, corporations, estates, and trusts, our team of licensed tax professionals offers exceptional tax preparation services. We strive to find all possible deductions and credits to which you are entitled, ensuring compliance with tax laws while optimizing your tax position. Our comprehensive range of services includes tax planning, financial statement preparation, accounting, bookkeeping, and payroll services for individuals and businesses of all sizes. With a dedication to professionalism, responsiveness, and quality, we prioritize our clients' needs at all times. Our experienced team is committed to simplifying the complex process of tax matters and providing accurate, tailored solutions to achieve financial success and peace of mind.

Lisa Marie Bell: Primerica - Financial Services is an insurance agency located at 9418 Annapolis Road in Lanham, Maryland. As a part of the renowned Primerica network, our team is dedicated to providing top-notch financial services to our clients. Whether you are looking for life insurance, investments, or retirement planning, our experienced professionals are here to help you secure your financial future. Contact us today to schedule a consultation and start building a solid financial foundation.

Frost Law, located at 839 Bestgate Road in Annapolis, Maryland, is a comprehensive institution specializing in accounting, finance, and legal services. Our team of skilled attorneys and professionals can assist with a wide range of legal issues, including tax controversy, business, litigation, estate planning, and bankruptcy. With offices in multiple states and global capabilities, we are conveniently situated to meet your needs wherever you may be. Our knowledgeable attorneys are experienced in providing clear answers to tough questions about tax, business, litigation, estate planning, bankruptcy, and more. Whether you are facing personal, business, or family-related legal issues, our team is here to help you navigate through them. Many of our team members are dual-licensed as attorneys and CPAs, allowing us to handle complex situations effectively.

Schifanelli Law, LLP is a reputable law firm located at 2450 Riva Road, Annapolis, Maryland, United States. Our team of expert lawyers specializes in various legal matters, including family law, personal injury, contractual disputes, immigration, and divorce cases. We provide personalized and compassionate representation to our clients, ensuring the best possible outcome for their cases. If you have suffered financial losses due to broker advisor negligence, our professional lawyers can help you recover compensation through financial investment and financial industry arbitration cases. We also have expertise in handling FINRA Form U-5 defamation cases.

O'Brien & Associates is an insurance agency located at 339 Buschs Frontage Road in Annapolis, Maryland. Serving clients in Annapolis, Bethesda, Crofton, Edgewater, and surrounding areas in Maryland, D.C., and Virginia, we pride ourselves on thinking differently to provide smarter insurance solutions. With decades of experience and a deep understanding of various industries, we offer innovative risk management strategies to protect what matters most to you. As an independent agency, Mathes Insurance Advisors is dedicated to providing expert advice and personalized attention to ensure our clients' financial security and quality of life. We help you make informed decisions to safeguard against the unexpected and plan for the future. Our comprehensive suite of insurance solutions covers a range of risks, and we work closely with you to tailor a plan that meets your needs.

Bay Capital Mortgage Corporation is a reputable finance institution located in Annapolis, Maryland. With a prime location at 2553 Housley Road, this corporation specializes in providing top-notch mortgage services to individuals and families in need of financial assistance for purchasing or refinancing their homes. Their team of experienced professionals is dedicated to helping clients navigate the complex world of mortgage lending and find the best solutions tailored to their specific needs. Whether you are a first-time homebuyer or a seasoned homeowner looking to refinance, Bay Capital Mortgage Corporation is committed to providing you with exceptional service and support every step of the way.

Churchill Mortgage is a trusted finance institution located on Lincoln Drive in Annapolis, Maryland, United States. With a focus on providing personalized mortgage solutions, Churchill Mortgage is committed to helping individuals and families achieve their homeownership goals. Their team of experienced professionals offers expert guidance and support throughout the mortgage process, ensuring a smooth and stress-free experience for their clients. Whether you are a first-time homebuyer or looking to refinance, Churchill Mortgage is dedicated to helping you secure the best possible financing options. Visit their office today to learn more about their services and how they can assist you in achieving your homeownership dreams.

Sandy Spring Bank is a trusted financial institution located at 166 Jennifer Road in Annapolis, Maryland. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you need to deposit funds, withdraw cash, apply for a loan, or seek financial advice, our friendly and knowledgeable staff is here to assist you. Visit us today to experience the convenience and security of banking with Sandy Spring Bank.

The Maryland Small Business Development Center (SBDC) is a finance institution located at 2660 Riva Road in Annapolis, Maryland, United States. The SBDC provides expert guidance and resources to help small businesses start, grow, and prosper. Whether you need help with business planning, financing, marketing, or operations, the SBDC offers personalized assistance to help you achieve your goals. With a team of experienced advisors and a wealth of knowledge, the Maryland SBDC is dedicated to supporting the success of small businesses throughout the state.

Bay Point Wealth is a premier finance institution located at 582 Bellerive Road in Annapolis, Maryland. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and financial planning. With a focus on building long-term relationships based on trust and transparency, Bay Point Wealth is committed to providing exceptional service and guidance to our clients. Contact us today to learn more about how we can help you secure your financial future.

Poole Accounting is a leading financial institution located at 34 Defense Street in Annapolis, Maryland, United States. Specializing in accounting and finance services, Poole Accounting offers expert guidance and support to individuals and businesses in managing their financial affairs. With a team of experienced professionals, Poole Accounting is dedicated to providing top-notch services tailored to meet the unique needs of their clients. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Poole Accounting is the trusted partner you can rely on for all your financial needs.

TD Ameritrade is a well-known finance institution located at 1901 Towne Centre Boulevard in Annapolis, Maryland, United States. With a strong reputation for providing top-notch financial services, TD Ameritrade offers a wide range of investment options, including stocks, ETFs, mutual funds, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are a seasoned investor or just starting out, TD Ameritrade is committed to providing personalized guidance and support to help you make informed decisions about your financial future.

AGA Group Tax Resolution, Accounting & CPA Services is a reputable institution located at 9470 Annapolis Road in Lanham, Maryland, United States. Specializing in accounting and finance, our team of tax professionals has prepared over 60,000 returns in their lifetime, helping clients like Theresa reduce their tax liability by $13,000. We aim to remove the fear associated with taxes and accounting, providing peace of mind to clients like the Smith's. We offer a range of services including tax planning, tax audit representation, tax collection resolution, and business incorporation. Our experienced CPA has over 13 years of experience in individual tax preparation, ensuring that you or your business are in good hands. We take a personalized approach to each client, offering unlimited tax planning and business consulting to meet your specific needs.