TOP 30 Personal financial advisor in Cambridge, Maryland

14 results found

Mitchell and Hastings Financial Services is an established independent financial planning and investment firm located at 9927 Stephen Decatur Highway in Ocean City, Maryland. With over 32 years of experience, we are dedicated to providing competent and affordable advice to individuals and businesses in the area. Our core values of service, integrity, independence, and trust guide our practice as we work with clients of all financial backgrounds to help them achieve financial security. Our services include a range of financial planning and investment options tailored to each client's unique needs. We are registered with Cambridge Investment Research, Inc., and offer securities and advisory services in various states. At Mitchell and Hastings Financial Services, our priority is helping clients navigate their financial journey with confidence and peace of mind. Visit our website for informative calculators and videos, and contact us to learn more about how we can assist you in reaching your financial goals.

Moore Financial, located at 8118 Overlook Drive in Frederick, Maryland, is a finance institution founded by Timothy J. Moore, Sr. LUTCF, LACP and Kevin R. Moore, CFP®, MBA. This platform serves as a valuable resource for individuals looking to enhance their knowledge of personal finance. With a variety of financial tools and resources available, visitors can easily navigate and find the information they need. The team at Moore Financial is dedicated to providing up-to-date material, so be sure to check back frequently for new content. Securities are offered through Cambridge Investment Research, Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Moore Financial operates independently as a sales agent, not as an employee of Cambridge Investment Research, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, which is used by individuals who have completed the necessary certification requirements. For more information, feel free to contact Timothy J. Moore or Kevin R. Moore directly.

Hayes Financial Advisors, located at 14307 Jarrettsville Pike in Phoenix, Maryland, has been providing personalized financial guidance for over 30 years. Our experienced team offers exceptional investment advice, specialized tax preparation, and comprehensive financial planning services. As an independent firm, we provide objective and professional advice, bringing together some of the world's best financial managers to work for you. Our office is conveniently located just north of Towson, in Baltimore County, but we serve clients throughout the United States. Our certified financial planners and fiduciaries are dedicated to helping you achieve your long-term financial goals. Trust our seasoned team to provide you with personal, professional financial advice and service. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc. We are registered to offer securities in multiple jurisdictions. Please note that Cambridge does not offer tax or legal advice, but accounting and tax services are available through Hayes Financial Advisors, P.C. Contact us today to start the journey toward your financial goals.

Financial Brokerage Services, located at 6500 Seven Locks Road in Cabin John, Maryland, is a trusted institution specializing in finance, health, and insurance agency services. With over 30 years of experience, we have established ourselves as a successful employee benefits consulting and brokerage firm. As an independent, privately held company, we pride ourselves on providing high-quality, objective advice to our clients. Our dedicated team takes a high touch approach to client relationships, ensuring personalized service and outstanding results delivered in a true spirit of teamwork. We offer Employee Benefit Insights, HR Guides, and Compliance Resources to help our clients stay compliant and manage their workforce effectively. Our Client Portal provides access to valuable content and tools to support our clients' needs.

Whitten Retirement Solutions, located at 411 Muse Street in Cambridge, Maryland, is a finance institution dedicated to helping clients prepare for their financial future with confidence. Their team utilizes a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and value-added services for successful families, professionals, and business owners. They strive to create an environment of trust, respect, and transparency, and provide straightforward fees for their services. Clients praise the team for their undivided attention, focus on goals, and commitment to helping them achieve a financially comfortable retirement. The team at Whitten Retirement Solutions is committed to their clients' growth and offers personalized services to meet their individual needs. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact them at (410) 228-6715 to learn more about how they can help you plan for a secure financial future.

Brooks & Company CPA is a trusted accounting and finance institution located at 604 Church Street in Cambridge, Maryland, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and more. Clients can rely on their expertise and personalized approach to meet their financial needs and goals. Contact Brooks & Company CPA today for professional and reliable financial services.

Coastal Wealth Management LLC, located at 10441 Racetrack Road in Berlin, Maryland, is a local financial services firm dedicated to helping you reach your financial goals. With a team of experienced advisors, we specialize in retirement planning, life insurance, and more. We are committed to providing personalized solutions to help you go where you want to go financially. As a registered representative through Cambridge Investment Research, Inc., we serve residents in several states. Contact us today to learn how we can assist you in achieving financial success.

Royal Alliance Associates Inc is a leading finance institution located at 204 Cedar Street in Cambridge, Maryland, United States. With a strong reputation for excellence in financial services, Royal Alliance Associates Inc offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Our experienced team of advisors provides personalized guidance and expert advice to ensure that each client receives the best possible service. Whether you are planning for retirement, saving for college, or investing for the future, Royal Alliance Associates Inc is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.

Folger Nolan Fleming Douglas is a prestigious finance institution located at 601 Locust Street in Cambridge, Maryland, United States. With a long history of providing top-notch financial services, they are known for their expertise in investment management, financial planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investment portfolio or plan for retirement, Folger Nolan Fleming Douglas is committed to providing personalized solutions tailored to your needs. Visit their office today to learn more about how they can help you reach your financial objectives.

Choptank Oyster Mortgage, LLC is a finance institution located at 3113 Ocean Gateway in Cambridge, Maryland, United States. They offer a variety of tools to help you find out what you qualify for, all for free! With a commitment to excellent customer service, their experienced team of brokers will guide you through the mortgage process with friendliness and expertise. Whether you're looking to secure a home purchase loan with great rates, lock in favorable terms, or take advantage of your home's equity, Choptank Oyster Mortgage, LLC has the tools and resources to help you make informed decisions. From fast funding options to customized quotes, they make getting a mortgage easier than ever before. Don't just settle for the first offer - shop around and compare rates to find the best plan for your home ownership strategy. Take advantage of their property evaluation services, cash-out refinance options, and pre-approval letters to get the process started. With Choptank Oyster Mortgage, LLC, your time and money matter, and they're dedicated to helping you make the most of both.

H&R Block is a trusted accounting and finance institution located at 2751 Dorchester Square in Cambridge, Maryland. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses in the United States. With a commitment to accuracy, integrity, and personalized service, H&R Block is the go-to destination for all your accounting and financial needs. Visit us today to experience the difference our expertise can make in managing your finances effectively.

Jackson Hewitt Tax Service is a finance institution located at 120 Cedar Street in Cambridge, Maryland, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. You can drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan allows you to receive money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to send your refund. Please note that Refund Advance is no longer available this year, but Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Mid Shore Tax & Accounting is a reputable accounting and finance institution located at 216 Dorchester Avenue in Cambridge, Maryland, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Mid Shore Tax & Accounting is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to help you navigate the complexities of tax and accounting with ease. Contact Mid Shore Tax & Accounting today to schedule a consultation and take control of your financial future.

Partners 1st Federal Credit Union, located in Cambridge, Maryland, United States, is a financial institution that offers a range of services to support your financial well-being. As a member-owned credit union, Partners 1st prioritizes the best interest of its members, providing lower rates and fees compared to banks. With individualized products and services tailored to your unique needs, Partners 1st aims to be your trusted financial and community partner. From flexible lending options for businesses to savings accounts and checking accounts designed for every stage of life, Partners 1st is committed to helping you achieve your financial goals. Additionally, members can enjoy discounts on various products and services through partnerships with companies like TurboTax, SimpliSafe, and more. With a focus on personalized care and financial education, Partners 1st is dedicated to helping you make the most of your money.