TOP 10 Personalized financial planning services in Linthicum Heights, Maryland

Ed Smith - State Farm Insurance Agent is a trusted insurance agency located at 201 Benton Avenue in Linthicum Heights, Maryland. With a commitment to providing personalized service and comprehensive coverage options, Ed Smith and his team strive to help clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, they are dedicated to finding the right solutions for your unique needs. Visit their office today to receive expert guidance and peace of mind knowing you are in good hands.

John Harrington, located at 971 Corporate Boulevard in Linthicum Heights, Maryland, is a finance institution known as SECU Financial Partners. They offer goal-based financial planning and management services for individuals at all stages of life. Whether you are a SECU member or new to the credit union, John Harrington can help you establish a strong financial foundation to support your current and future goals. At John Harrington, they believe in viewing your financial wellbeing as an integral part of your everyday life. They offer comprehensive financial planning services that take into account all aspects of your life, not just the big moments but also the everyday challenges and opportunities.

Jonathan Wasey CFP is a finance institution located at 971 Corporate Boulevard in Linthicum Heights, Maryland, United States. Jonathan Wasey is an experienced LPL Financial Advisor at SECU Financial Partners, specializing in providing comprehensive financial planning services to credit union members. With over 25 years of experience in the financial services industry, Jon has worked with high net worth clients at BB&T and SunTrust before joining SECU Financial Partners. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds various registrations and licenses in the financial field. Jon is dedicated to helping SECU members achieve their financial goals through strategic planning and personalized advice. He is passionate about assisting clients with retirement planning, investment management, and estate strategies. Jon and his family reside in Clarksburg, Maryland, and enjoy outdoor activities together. At Jonathan Wasey CFP, a team of consultants is available to guide you through the financial planning process and address any questions you may have. The institution has a partnership with LPL Financial LLC to provide referrals, creating a conflict of interest that is disclosed on their website.

CH Powell Company is a finance institution located at 609 Global Way in Linthicum Heights, Maryland, United States. With a strong reputation for providing top-notch financial services, CH Powell Company offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at CH Powell Company is dedicated to helping you achieve your financial goals. Their convenient location in Linthicum Heights makes it easy for clients to access their services and receive the personalized attention they deserve. Trust CH Powell Company to provide you with expert financial guidance and support.