Professional estate planning in Columbia, Maryland
44 results found
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 10320 Little Patuxent Parkway in Columbia, Maryland, is a leading finance institution dedicated to helping clients achieve their financial goals. The branch offers a collaborative network of experienced advisors who provide personalized wealth planning strategies to meet the unique needs of each individual and family. With a focus on retirement income planning, concentrated stock positions, traditional investments, and estate planning services, Merrill Lynch Wealth Management goes beyond just financial advice to provide comprehensive solutions for long-term success. The branch's financial advisors are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community, contributing to the economic, social, and cultural life of the area.
10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, United States -
Brightworks Wealth Management, LLC
● ClosedBrightworks Wealth Management, LLC is a leading finance institution located in Columbia, Maryland. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Located at 10025 Governor Warfield Parkway, our firm offers a range of investment and financial planning services tailored to meet the unique needs of each individual client. Trust Brightworks Wealth Management, LLC to provide expert guidance and support as you work towards building and preserving your wealth for the future.
10025 Governor Warfield Pkwy #100, Columbia, MD 21044, United States -
Oak Hill Apartments
● ClosedOak Hill Apartments is a premier real estate agency located at 11497 Columbia Pike in Silver Spring, Maryland. Our apartments offer luxurious living spaces with modern amenities and convenient access to nearby shopping, dining, and entertainment options. With a variety of floor plans to choose from, residents can find the perfect home to suit their lifestyle. Our professional staff is dedicated to providing exceptional customer service and ensuring a comfortable living experience for all tenants. Experience upscale living at Oak Hill Apartments.
11497 Columbia Pike, Silver Spring, MD 20904, United States -
STEP UP TAX ADVISORY GROUP L.L.C.
● OpenStep Up Tax Advisory Group L.L.C. is a leading finance institution located at 10440 Little Patuxent Parkway in Columbia, Maryland, United States. Our team of expert tax advisors are dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax planning, compliance, or representation, our experienced professionals are here to help you navigate the complex world of taxation. Trust Step Up Tax Advisory Group L.L.C. to guide you towards financial success.
10440 Little Patuxent Pkwy Suite 300, Columbia, MD 21044, United States -
Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC
● ClosedCarlson Advisory & Wealth Management - Ameriprise Financial Services, LLC is a leading finance institution located at 10025 Governor Warfield Parkway in Columbia, Maryland, United States. With a strong focus on providing expert financial advice and wealth management services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experienced advisors are here to assist you every step of the way. Trust Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC to provide personalized solutions tailored to your individual needs.
10025 Governor Warfield Pkwy Ste 209, Columbia, MD 21044, United States -
Michael Costigan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael Costigan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8825 Stanford Boulevard in Columbia, Maryland, United States. Michael Costigan holds several 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 Michael Costigan's expertise in various financial areas including asset management, estate planning, retirement planning, investment management, and more. As a Private Wealth Advisor, Michael Costigan provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a focus on ethics and professionalism, Michael Costigan is dedicated to providing top-notch financial advice and guidance to his clients.
8825 Stanford Blvd Ste 200, Columbia, MD 21045, United States -
Williams Asset Management
● ClosedWilliams Asset Management is a premier finance institution located in Columbia, Maryland, United States. With a focus on providing personalized investment strategies and financial planning services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Conveniently situated at 8850 Columbia 100 Parkway, Williams Asset Management is committed to delivering exceptional service and expert guidance to individuals and businesses seeking to build and preserve wealth. Contact us today to learn more about how we can assist you in managing your assets effectively.
8850 Columbia 100 Pkwy Suite 204, Columbia, MD 21045, United States -
Harry Slade IV - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHarry Slade IV is a Financial Advisor at Ameriprise Financial Services, LLC located at 6700 Alexander Bell Drive in Columbia, Maryland, United States. Harry Slade IV holds various certifications such as 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 expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as retirees, small business owners, and individuals with special needs. Harry Slade IV is committed to providing comprehensive financial advice and guidance to clients, ensuring their financial goals are met with integrity and professionalism.
6700 Alexander Bell Dr STE 200, Columbia, MD 21046, United States -
Faggio Financial LLC
● ClosedFaggio Financial LLC, located at 10015 Old Columbia Road in Columbia, Maryland, is a specialized institution offering accounting and finance services tailored specifically for individuals going through divorce. With a focus on providing detailed analyses, financial and tax strategies, and recommendations, Faggio Financial empowers clients to make the best financial decisions for themselves and their families during this challenging time. Led by John Faggio, a financial expert with years of experience in the field, the institution offers services such as lifestyle spending analysis, pre-marital asset valuation, and other analytical tests to uncover hidden income or assets. Faggio Financial takes a fee-only approach that does not involve investment advice or securities transactions, ensuring that clients receive unbiased financial guidance.
10015 Old Columbia Rd # B215, Columbia, MD 21046, United States -
Bernice Hassan & Associates
● ClosedBernice Hassan & Associates is a renowned institution located at 6996 Columbia Gateway Drive in Columbia, Maryland. Our team of experienced professionals is dedicated to providing top-notch legal services in various areas of law including family law, estate planning, and business law. With a commitment to excellence and personalized attention, we strive to achieve the best possible outcomes for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Bernice Hassan & Associates is here to help. Contact us today to schedule a consultation and learn more about how we can assist you.
6996 Columbia Gateway Dr, Columbia, MD 21046, United States -
Kauffman|Kim, LLP
● ClosedKauffman|Kim, LLP is a reputable accounting and finance institution located at 9256 Bendix Road in Columbia, Maryland, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or managing your company's financials, Kauffman|Kim, LLP is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
9256 Bendix Rd Unit 102, Columbia, MD 21045, United States -
Mitchell Kathyrn A
● OpenMitchell Kathryn A is a reputable health institution located at 11085 Little Patuxent Parkway in Columbia, Maryland, United States. Specializing in providing top-notch medical care, Dr. Kathryn A. Mitchell and her team are dedicated to improving the health and well-being of their patients. With a focus on personalized treatment plans and compassionate care, Mitchell Kathryn A is a trusted choice for individuals seeking high-quality healthcare services in the Columbia area.
11085 Little Patuxent Pkwy # 1, Columbia, MD 21044, United States -
Jerome Kopelman
● OpenJerome Kopelman is a reputable doctor located at 5900 Waterloo Road in Columbia, Maryland, United States. Specializing in health and wellness, this institution offers top-quality medical services to patients in need. With a commitment to providing personalized care and promoting overall well-being, Jerome Kopelman is a trusted healthcare provider in the community. Whether you are in need of a routine check-up or treatment for a specific health issue, you can count on the expert care and expertise of the professionals at Jerome Kopelman.
5900 Waterloo Rd Ste 250, Columbia, MD 21045, United States -
The Barrie Law Center
● ClosedThe Barrie Law Center is a reputable law firm located at 10770 Columbia Pike in Silver Spring, Maryland. Our team of experienced attorneys is dedicated to providing top-notch legal services to individuals and businesses in the area. From personal injury cases to estate planning, we offer a wide range of legal services to meet our clients' needs. With a commitment to excellence and a passion for justice, The Barrie Law Center is your go-to source for professional legal representation in Silver Spring.
10770 Columbia Pike #300, Silver Spring, MD 20901, United States
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