The 30 Best Personal finance matters in Maryland

Details Matter Bookkeeping & Advisory is a reputable institution located at 202 Wellesley Court in Walkersville, Maryland, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing meticulous and personalized bookkeeping solutions to help businesses thrive. With a focus on attention to detail and strategic financial advice, we strive to ensure that every aspect of your financial records is accurate and organized. Trust Details Matter Bookkeeping & Advisory to handle all of your financial needs with precision and expertise.

Personalized Income Tax Service is a reputable institution located at 20704 Crystal Hill Circle in Germantown, Maryland. Specializing in accounting and finance, our team of experts are dedicated to providing tailored tax solutions to meet the needs of each individual client. With years of experience and a commitment to excellence, we strive to ensure that our clients receive the best possible outcomes when it comes to their income tax matters. Trust Personalized Income Tax Service to handle your tax needs with professionalism and precision.

Schwartz & Schwartz is a reputable law firm located at 100 East Main Street in Salisbury, Maryland, United States. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for a personal injury case, criminal defense, family law matter, or any other legal issue, Schwartz & Schwartz is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today for expert legal guidance and support.

A Year Round Tax Services is a professional accounting and finance institution located at 1055 Taylor Avenue in Towson, Maryland, United States. We offer year-round tax services to individuals and businesses, providing expert advice and guidance on all tax-related matters. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxes and finances, ensuring they receive the best possible outcomes. Whether you need help with tax planning, preparation, or filing, A Year Round Tax Services is here to assist you every step of the way. Contact us today to schedule a consultation and let us help you with all your tax and financial needs.

Financial Salvation is a reputable accounting and finance institution located at 349 East Pulaski Highway in Elkton, Maryland, United States. Our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. Whether you need help with tax preparation, budgeting, investments, or any other financial matter, Financial Salvation is here to help you achieve your financial goals and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial stability and success.

Merrill Lynch Financial Advisor Garrett A Thrift, located at 114 Bay Street in Easton, Maryland, United States, is a finance institution that prioritizes building strong relationships with clients through personalized service. They believe in starting every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they tailor a financial approach to help you pursue what matters most to you. Their team of experienced professionals works with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including investments, real estate, and family businesses. They provide access to investment insights from Merrill and banking solutions from Bank of America to address your financial needs.

Philip P. Wheatley, CPA is a reputable accounting and finance institution located at 1820 Sweet Bay Drive in Salisbury, Maryland, United States. With years of experience in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax preparation, auditing, or financial planning, Philip P. Wheatley, CPA is here to provide expert guidance and support. Trustworthy, reliable, and professional, this institution is committed to delivering exceptional financial services to meet your needs.

Merrill Lynch Financial Advisor Christine M. Selzer, located at 11724 Ocean Gateway in Ocean City, Maryland, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. Starting with a conversation to identify and prioritize your goals, the team will work with you to develop a customized financial approach that aligns with what matters most to you. Through the Investment Personality Assessment, they aim to understand your investing preferences and help you pursue your meaningful goals. With access to Merrill's investment insights and Bank of America's banking solutions, they will create a plan to address your financial needs.

Wealthspire Advisors, located at 1405 Wesley Drive in Salisbury, Maryland, is a finance institution dedicated to helping clients optimize their financial lives. Our team of wealth advisors works with clients to create comprehensive plans tailored to their specific goals. Supported by a team of experts, our advisors focus on identifying the best investment solutions for each client. At Wealthspire Advisors, we understand that navigating the financial road can be daunting, which is why we are here to support you every step of the way. Our team is committed to helping you achieve your aspirations, no matter where you are on life's journey.

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.

Merrill Lynch Financial Advisor Semene Gilden, located at 114 Bay Street, Easton, Maryland, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Semene Gilden works closely with clients to create flexible strategies tailored to their financial goals and changing market conditions. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and priorities, with a focus on achieving what matters most to them. By utilizing the Investment Personality Assessment, Semene Gilden gains a deeper understanding of each client's investing preferences, allowing for a customized financial approach that aligns with their individual needs.

Ocean City Retirement Educators is a finance and insurance agency located at 9928 Old Ocean City Boulevard in Berlin, Maryland, United States. Specializing in serving retirees, the institution is dedicated to helping clients navigate the complexities of retirement planning with a focus on safety, minimal volatility, and tax efficiency. With over 30 years of experience in the financial services industry, the founder and advisor at Ocean City Retirement Educators has weathered many market storms and uses this real-world knowledge to create personalized plans for each client. The institution emphasizes the importance of working with a specialist in retirement planning, just as one would consult a cardiologist for heart health. By focusing on retirees and those approaching retirement, Ocean City Retirement Educators ensures that clients receive tailored advice to help them achieve financial security and peace of mind in their golden years. With a commitment to acting in the best interests of clients and a fiduciary obligation, the institution strives to provide sound, independent, and experienced guidance to help clients achieve their retirement goals.

Merrill Lynch Financial Advisor Zachary A Newton is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. The Giles Newton Wealth Management Group, of which Zachary A Newton is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America to offer personalized financial advice and guidance. The institution values dedication and diligence in every step of the financial planning process, starting with a conversation to identify and prioritize your goals. The institution believes in helping clients make investment-related decisions that align with their personal goals. They offer the Investment Personality Assessment to gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With tools to track changes in your life and goals, they aim to develop a plan that manages, grows, and preserves your wealth while considering its long-term impact.

Jackson Hewitt Tax Service is a finance institution located at 119 Big Elk Mall in Elkton, Maryland, United States. Although their tax advance loans have ended for the year, their Tax Pros are ready to assist you in getting your biggest refund. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. The Tax Pros at this location are proficient in Spanish, making it convenient for Spanish-speaking clients. Refund Advance loans, which are repaid with your tax refund, are no longer available this year. However, early Refund Advance options were available at select locations until January 14, 2023. In-person tax preparation appointments, drop-off tax preparation services, and assistance with IRS letters are also offered. It is recommended to book an appointment online or by calling (443) 593-5303 to reserve time with a Tax Pro, although walk-ins are also welcome at the 119 Big Elk Mall office. Tax Pros at this location speak both English and Spanish. For those who prefer tax preparation services in Spanish, please contact the office at (443) 593-5303. When every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service is a finance institution located at 1000 East Pulaski Highway in Elkton, Maryland, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting your biggest refund possible. Conveniently located within Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a quick call to review your final return and e-signing. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (443) 388-5000. Visit us at this Jackson Hewitt location in Walmart for expert tax services in English. Remember, when every dollar matters, it matters who does your taxes™.

All States Tax is a reputable institution located at 22720 Washington Street in Leonardtown, Maryland, United States. Specializing in accounting and finance, we are proud members of the National Association of Tax Professionals and National Association of Enrolled Agents. As authorized electronic filers, we offer a wide range of services including individual tax returns for small businesses, rental properties, tax consulting, business tax preparation, and more. Our team of tax professionals are Enrolled Agents, recognized by the IRS for their expertise in individual and business taxation. With over 50 years of experience, we have built a loyal client base and are known for our exceptional service in tax preparation for residents and businesses in Southern Maryland, Prince Georges County, St Mary’s County, and beyond.

Jackson Hewitt Tax Service is a finance institution located at 75 North East Road in North East, Maryland, United States. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. You can conveniently drop off your tax documents and have a Tax Pro handle the rest, including a final review and e-signing. This location is situated within Walmart, allowing you to get your taxes done while you shop, with a guaranteed maximum refund. Refund Advance loans, repaid with your tax refund, were available at select locations until February 11, 2024. Appointments for in-person tax preparation, drop-off services, and assistance with IRS letters can be scheduled online or by calling (443) 388-5000. Our Tax Pros speak English and are available for one-on-one appointments inside the Walmart store. Trust Jackson Hewitt Tax Service to handle your taxes when every dollar matters.

Merrill Lynch Financial Advisor Brody J. Grove is a finance institution located at 11724 Ocean Gateway, Ocean City, Maryland, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting as they evolve over time. Every relationship starts with a conversation to identify and prioritize your most important goals. By understanding your investing preferences through the Investment Personality Assessment, the team can customize a financial approach to help you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, they develop a personalized strategy aligned with your goals.

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.

Jackson Hewitt Tax Service located at 901F North Salisbury Boulevard in Salisbury, Maryland, United States, offers expert finance services to help you get your biggest refund. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you with in-person tax preparation, drop-off services, and help with IRS letters. Our professionals are proficient in both English and Spanish, ensuring that we can cater to clients of all backgrounds. Whether you prefer to book an appointment online or walk in without one, our team is here to provide you with the best tax preparation service possible. Trust Jackson Hewitt Tax Service with your taxes, because when every dollar matters, it matters who does your taxes™.

Anthony Judge & Ware is a reputable institution located at 925 Gateway Drive in Chestertown, Maryland, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and assistance to individuals and businesses alike. With a team of experienced professionals, Anthony Judge & Ware is dedicated to providing top-notch services and helping clients navigate the complexities of financial and legal matters. Whether you are looking for assistance with tax preparation, financial planning, or legal representation, you can trust Anthony Judge & Ware to provide reliable and efficient solutions tailored to your specific needs.

Daniel Eke & Associates is a reputable accounting and finance institution located at 8701 Georgia Avenue in Silver Spring, Maryland, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Visit us today to see how we can assist you with your accounting and finance needs.

Myers Kevin E CPA is a reputable accounting and finance institution located at 955 Mount Hermon Road in Salisbury, Maryland, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to helping clients navigate complex financial matters, offering personalized solutions and expert advice. Whether you need help with tax preparation, bookkeeping, or financial planning, Myers Kevin E CPA is the trusted partner you can rely on for all your accounting needs.

Frost Law, located at 12417 Ocean Gateway in Ocean City, Maryland, is a comprehensive institution specializing in accounting, finance, and legal services. Our team of skilled attorneys can assist with a variety of legal issues, including tax controversy, business matters, 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 team is uniquely positioned to handle complex situations, as many of our members are dual-licensed as attorneys and CPAs. One of the services we offer is assistance with the Employee Retention Credit (ERC), a refundable tax credit for employers introduced during the COVID-19 pandemic. This credit can be claimed on a business's quarterly IRS payroll tax returns based on wages paid to employees during periods of pandemic-related disruption. Our team can help you determine your eligibility, calculate qualified wages, and claim the ERC on your amended quarterly payroll tax returns.

George R. Roles Attorney and Counselor at Law is a reputable law firm specializing in finance and legal matters. Located at 8737 Brooks Drive in Easton, Maryland, United States, George R. Roles provides expert legal advice and representation to clients in need of financial guidance. With years of experience in the field, the team at George R. Roles is dedicated to helping individuals navigate complex legal issues with professionalism and integrity. Whether you are seeking assistance with estate planning, business law, or other financial matters, George R. Roles Attorney and Counselor at Law is committed to providing top-notch legal services tailored to meet your specific needs.

Lassen Marine & Webster Inc is an insurance agency located at 211 West Main Street in Elkton, Maryland, United States. We offer a wide range of insurance services to meet the needs of individuals and businesses in the area. Our experienced agents are dedicated to providing personalized and professional service to help our clients find the right coverage at the best rates. Contact us today to learn more about how we can help protect what matters most to you.

American Insurance is a reputable finance and insurance agency located at 2309 Belair Road in Fallston, Maryland. With a long-standing commitment to providing top-notch insurance solutions to individuals and businesses alike, American Insurance is known for its personalized service and competitive rates. Whether you're looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the perfect coverage to suit your needs. Trust American Insurance to protect what matters most to you.

State Farm: Greg Reddell is a finance and insurance agency located at 715 East William Street in Salisbury, Maryland, United States. Situated across Highway 50 from the post office at the corner of Naylor St, this institution offers exceptional homeowners/renters and auto insurance coverage to the Delmarva community. With over 36 years of experience and a variety of professional designations, such as CLU, ChFC, LTCP, RICP, ChSNC, LACP, and CASL, Greg Reddell is dedicated to helping customers realize their dreams efficiently and effectively. The team at State Farm: Greg Reddell is committed to providing personalized service tailored to individual goals, ensuring that customers receive comprehensive support and guidance. With a focus on driver safety during prom season and expertise in auto, home, and life insurance, the team is dedicated to helping customers navigate their insurance needs and beyond. Additionally, the team includes experienced professionals like Burgundy, Dan, Kim, Tracey Powell, Nave, and Nick Schanne, who bring valuable expertise and personalized service to every customer interaction.

Presley Financial is a reputable insurance agency located at 113 Baptist Street in Salisbury, Maryland, United States. With a strong commitment to providing top-notch financial services, Presley Financial offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Presley Financial to protect what matters most to you and your loved ones.

Jackson Hewitt Tax Service is a finance institution located at 52 West Main Street in Hancock, Maryland, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can simply drop off your tax documents and our Tax Pros will 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 get money before your tax refund arrives, as the IRS can sometimes take weeks to send your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.