TOP 30 Best Personal financial planning in Annapolis, Maryland

Samantha Long is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 180 Admiral Cochrane Drive in Annapolis, Maryland. With a focus on providing personalized financial planning and investment strategies, Samantha helps clients navigate their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Samantha Long is committed to helping you achieve your financial aspirations. Contact her today to schedule a consultation and take the first step towards financial success.

Donald Collett is a financial advisor at Ameriprise Financial Services, LLC located at 180 Admiral Cochrane Drive in Annapolis, Maryland, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Donald Collett is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.

John L. Ahearn III - UBS Financial Services Inc. is a reputable finance institution located at 3 Park Place in Annapolis, Maryland, United States. Specializing in wealth management and financial planning, our experienced team is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and customized solutions, we strive to provide top-notch financial advice and guidance to individuals, families, and businesses. Trust us to help you navigate the complexities of the financial world and make informed decisions to build and protect your wealth.

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.

Merrill Lynch Financial Advisor Christopher G. Saba is a reputable finance institution located at 1 Park Place in Annapolis, Maryland, United States. With years of experience in the financial industry, Christopher G. Saba provides expert financial advice and guidance to clients looking to manage their investments and achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Merrill Lynch Financial Advisor Christopher G. Saba can help you navigate the complex world of finance with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards securing 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 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.

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.

Los Taxes Annapolis is a reputable accounting and finance institution located at 1831 Forest Drive in Annapolis, Maryland. With a team of experienced professionals, they provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses in the local community. Whether you need help with tax preparation, bookkeeping, or retirement planning, Los Taxes Annapolis is dedicated to helping you achieve your financial goals. Visit them today to experience top-notch service and expert advice.

Progressive Financial Associates is a reputable accounting and finance institution located at 5632 Annapolis Road in Bladensburg, Maryland, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to investment planning and financial consulting, Progressive Financial Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

M & D Financial Agency Inc is a leading finance and insurance agency located at 1910 Towne Centre Boulevard in Annapolis, Maryland, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance policies, and more. Our mission is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

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.

Gabaie Tax Law is a leading tax law firm in Maryland, specializing in providing expert legal services in the areas of accounting, finance, and tax law. Located at 1997 Annapolis Exchange in Annapolis, Maryland, our team of experienced tax attorneys is dedicated to helping individuals and businesses navigate complex tax issues with precision and expertise. Whether you are facing a tax audit, need help with tax planning, or require representation in tax court, Gabaie Tax Law is here to provide you with the personalized and effective legal solutions you need. Trust us to protect your interests and help you achieve the best possible outcomes in your tax matters.

Sterling Acceptance Corporation is a leading finance institution located at 1 Melvin Avenue in Annapolis, Maryland, United States. Specializing in providing financial solutions and services, Sterling Acceptance Corporation is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Sterling Acceptance Corporation offers personalized assistance and competitive rates to meet the unique needs of each client. Whether you are looking for a loan, investment advice, or financial planning, Sterling Acceptance Corporation is committed to providing top-notch service and expertise.

Redwood Mortgage Services is a finance institution located at 180 Admiral Cochrane Drive in Annapolis, Maryland, United States. We specialize in providing mortgage services to help individuals and families achieve their dreams of homeownership. Our team of experienced professionals is dedicated to helping clients navigate the complex world of mortgages and find the best loan options to suit their needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Redwood Mortgage Services is here to assist you every step of the way. Contact us today to learn more about how we can help you secure the financing you need for your next home purchase.

Matt Nader - First Home Mortgage is a finance institution located at 900 Bestgate Road in Annapolis, Maryland, United States. Specializing in providing mortgage services to first-time homebuyers, Matt Nader and his team are dedicated to helping individuals and families achieve their dream of homeownership. With a commitment to excellent customer service and personalized financial solutions, they strive to make the homebuying process as smooth and stress-free as possible. Whether you are looking to purchase your first home or refinance your current mortgage, Matt Nader - First Home Mortgage is here to assist you every step of the way.

Harry Manley - First Home Mortgage is a reputable finance institution located at 900 Bestgate Road in Annapolis, Maryland. Specializing in providing mortgage solutions for first-time home buyers, our experienced team is dedicated to helping clients navigate the complex world of home financing. With a commitment to personalized service and attention to detail, we strive to make the home buying process as smooth and stress-free as possible. Contact us today to learn more about how we can help you achieve your dream of homeownership.

Jordan Kingsbury with Vellum Mortgage is a leading finance institution located at 115 West Street in Annapolis, Maryland, United States. With a strong focus on providing top-notch mortgage services, Jordan Kingsbury and the team at Vellum Mortgage are dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, our experienced professionals are here to guide you through the process with personalized attention and expert advice. Trust Jordan Kingsbury with Vellum Mortgage for all your mortgage needs.

Meridian Bank Mortgage, located at 2448 Holly Avenue in Annapolis, Maryland, is a finance institution dedicated to helping individuals in the Annapolis area with their mortgage needs. Whether you are looking to purchase a new home or refinance your current one, our team of experienced Mortgage Loan Officers is here to assist you every step of the way. We offer a variety of loan options, including FHA Loans, USDA Loans, VA Loans, Jumbo Loans, and more, to make homeownership more affordable for our clients. Trust Meridian Bank Mortgage to provide you with the guidance and support you need to make the right financial decision for your future. Please note that by clicking on any external links, you are leaving the Meridian Bank website and we cannot guarantee the security or privacy policies of the third party website.

Educational Systems Federal Credit Union, located at 2625 Riva Road in Annapolis, Maryland, is a financial institution that offers a range of services including ATM access and various finance options. Members can take advantage of financial calculators to help with loans, savings strategies, and retirement planning. The Credit Union also hosts an Annual Meeting for members and currently has a special offer where individuals can receive $250 when financing or refinancing an auto loan. Additionally, they offer Visa® credit cards with low rates and no balance transfer fees. Members of Educational Systems Federal Credit Union are considered owners of the institution, with benefits available to those who have a total of $25,000 in combined deposits and/or loans. The Credit Union also provides support for education-related charitable giving programs through the Support Education Foundation.

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.