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TOP 30 Senior financial consultant in Maryland
55 results found
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Edward Jones - Financial Advisor: Michael D Forcade
Edward Jones - Financial Advisor: Michael D Forcade is a reputable financial institution located at 466 Mauldin Avenue in North East, Maryland, United States. As a dedicated financial advisor, Michael D Forcade provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch customer service, Edward Jones - Financial Advisor: Michael D Forcade is a trusted partner in helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™
Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™ is a trusted financial institution located at 105 Franklin Street in Denton, Maryland. Specializing in personalized financial planning and investment strategies, Ann M Jacobs, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and support to individuals looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for growth, Edward Jones - Financial Advisor: Ann M Jacobs, AAMS™ is committed to helping you make informed decisions and navigate the complexities of the financial world.
Danielle Moore - Financial Advisor, Ameriprise Financial Services, LLC
Danielle Moore is a financial advisor at Ameriprise Financial Services, LLC located at 2324 North Zion Road, Salisbury, Maryland, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Danielle helps clients track their financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how she can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Danielle Moore is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™
Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™ is a reputable financial institution located at 1496 Still Meadow Boulevard in Salisbury, Maryland, United States. Kara A Lewis is a highly qualified financial advisor with designations of AAMS™ and CRPC™, offering expert financial advice and services to clients. With a focus on personalized financial planning and investment strategies, Kara A Lewis helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™ is dedicated to providing top-notch financial guidance and support.
Senior Planning Services
Senior Planning Services is a trusted institution located at 34554 Railroad Avenue in Pittsville, Maryland, United States. We specialize in providing comprehensive planning services for seniors, helping them navigate the complexities of retirement, healthcare, and estate planning. Our team of experienced professionals is dedicated to assisting seniors in making informed decisions to ensure their financial security and well-being in their golden years. With personalized attention and expert guidance, we strive to empower seniors to achieve peace of mind and a secure future.
Senior Accounts
Senior Accounts is a leading accounting and finance institution located at 1551 Ashcroft Lane in Arnold, Maryland, United States. With a team of experienced professionals, we offer a wide range of services including bookkeeping, tax preparation, financial planning, and more. Our dedicated staff is committed to providing personalized solutions to meet the unique needs of our clients. Whether you are an individual or a business owner, Senior Accounts is here to help you navigate the complexities of financial management. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
JMH Insurance Consulting
JMH Insurance Consulting, located at 13892 Patriot Way in Hagerstown, Maryland, is a premier insurance agency specializing in Medicare plans for seniors. Our comprehensive coverage options fill the gaps left by traditional Medicare, allowing you to continue seeing your trusted doctors and hospitals without worrying about deductibles or co-payments. In addition to Medicare plans, we also offer estate planning services to help your loved ones navigate the financial responsibilities that come with closing an estate. From funeral expenses to outstanding debts, we can help you create a plan that protects your assets and ensures your final wishes are carried out.
Merrill Lynch Financial Advisor Annette M. Nicolay
Merrill Lynch Financial Advisor Annette M. Nicolay, located at 30 West Patrick Street in Frederick, Maryland, offers a personalized and detailed approach to managing wealth. Annette focuses on listening to her clients' needs and ensuring that every strategy is tailored to their individual goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Annette addresses various aspects of her clients' financial lives. Annette and her team are actively involved in the communities they serve, dedicating time, energy, and resources to create positive change. Annette began her career in Wealth Management in 2004 and joined Merrill Lynch Wealth Management in 2017. She holds a Bachelors of Science in Business Management from the University of Maryland.
Merrill Lynch Financial Advisor Matthew E. Larsen
Merrill Lynch Financial Advisor Matthew E. Larsen, located at 30 West Patrick Street, Frederick, Maryland, United States, is a finance institution dedicated to providing exemplary client service. Matthew Larsen has been recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023. With a deep understanding of your financial picture, Matthew can create a personalized strategy tailored to your goals and the changing market conditions. Supported by the global resources of Merrill, Matthew and his team are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Matthew focuses on understanding your priorities, family, and goals to design and implement a personalized plan to help you pursue financial success while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Matthew can help address your financial needs and goals. By staying in touch and revisiting your financial approach, Matthew aims to help you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or funding education, Matthew can provide personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Senior Solutions, Inc.
Senior Solutions, Inc. is a reputable finance institution located at 9 Jordan Mill Court in White Hall, Maryland, United States. With a team of experienced financial experts, Senior Solutions, Inc. offers a wide range of financial services tailored specifically for senior citizens. From retirement planning to investment management, our institution is dedicated to helping seniors achieve their financial goals and secure their financial future. Contact us today to learn more about how Senior Solutions, Inc. can assist you with your financial needs.
Xavier Snead - TD Wealth Financial Advisor
Xavier Snead - TD Wealth Financial Advisor is a trusted financial institution located at 19905 Century Boulevard in Germantown, Maryland, United States. As a dedicated financial advisor, Xavier Snead provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Xavier Snead is committed to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your wealth, Xavier Snead - TD Wealth Financial Advisor is here to help you every step of the way.
Regis Breen - Financial Advisor, Ameriprise Financial Services, LLC
Regis Breen - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 Red Brook Boulevard, Owings Mills, Maryland, United States. Regis Breen holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, retirement planning, estate planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a focus on providing comprehensive financial planning services, Regis Breen is dedicated to helping clients achieve their financial goals and secure their financial future.
Neela White - Financial Advisor, Ameriprise Financial Services, LLC
Neela White - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8825 Stanford Boulevard, Columbia, Maryland, United States. Neela White holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Neela White offers services for domestic partners, seniors, small business owners, and high net worth clients. The institution also provides specialized services for individuals with special needs and military personnel. The team at Neela White is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.
Joe Mondell - Financial Advisor, Ameriprise Financial Services, LLC
Joe Mondell - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 300 Red Brook Boulevard, Owings Mills, Maryland, United States. Joe Mondell 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®, CFP®, 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®. Joe Mondell is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. They specialize in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. With a commitment to upholding the highest ethical standards, Joe Mondell is a trusted financial advisor with expertise in a wide range of financial areas.
Vincent Hackler - Financial Advisor, Ameriprise Financial Services, LLC
Vincent Hackler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 303 International Circle in Cockeysville, Maryland, United States. Vincent Hackler holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. Vincent Hackler is also trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a focus on providing comprehensive financial planning services, Vincent Hackler is dedicated to helping individuals make informed decisions to achieve their financial goals.
Matthew Snyder - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Snyder is a Financial Advisor at Ameriprise Financial Services, LLC located at 303 International Circle, Cockeysville, 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, financial planning, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Matthew is also trained to serve veterans and active duty military personnel. With a strong commitment to ethics and professionalism, Matthew Snyder provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Michelle Harf-Grim - Financial Advisor, Ameriprise Financial Services, LLC
Michelle Harf-Grim is a Financial Advisor at Ameriprise Financial Services, LLC located at 303 International Circle, Cockeysville, Maryland, United States. Michelle 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Michelle specializes in providing financial advice and planning for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is trained to address a wide range of financial needs including asset management, estate planning, investment strategies, retirement planning, tax planning, risk management, and more. Michelle is dedicated to helping her clients achieve their financial goals and secure their financial future.
Chip Herring - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chip Herring is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11350 McCormick Road in Cockeysville, Maryland, United States. Chip holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Chip is well-versed in working with domestic partners, seniors, and individuals with special needs. With a commitment to ethical practices and ongoing education, Chip ensures that his clients receive top-notch financial advice and guidance tailored to their unique needs and goals.
Derek Fish - Financial Advisor, Ameriprise Financial Services, LLC
Derek Fish - Financial Advisor at Ameriprise Financial Services, LLC, located at 303 International Circle in Cockeysville, Maryland, United States, offers a wide range of financial services and expertise. Derek Fish holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his commitment to ethical practices and his ability to provide comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with investment strategies, estate planning, risk management, or retirement planning, Derek Fish has the knowledge and experience to help you achieve your financial goals. Contact Derek Fish - Financial Advisor at Ameriprise Financial Services, LLC today for personalized financial advice and guidance.
Merrill Lynch Financial Advisor Adrian J Force
Merrill Lynch Financial Advisor Adrian J Force is a finance institution located at 11333 McCormick Road, Cockeysville, Maryland, United States. At The Botsford Force Costos Group, the team is dedicated to helping clients achieve their financial goals through personalized service and care. With the global resources of Merrill Lynch, clients are placed at the center of the wealth management process to design goals-based financial strategies. The team focuses on helping clients plan for education, retirement, healthcare costs, and wealth transfer to future generations. By utilizing the Investment Personality Assessment, the team can customize financial approaches to align with client goals and priorities. Senior Financial Advisor Kevin Botsford and Financial Advisor Adrian J Force work to build strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on client goals. Regular check-ins and adjustments to financial approaches are made to help clients stay on track towards achieving their goals. The team is committed to helping clients navigate the complexities of the financial markets to pursue their aspirations.
Merrill Lynch Financial Advisor Aaron W. Meisner
Merrill Lynch Financial Advisor Aaron W. Meisner, located at 100 International Drive in Baltimore, Maryland, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor focuses on your family, goals, and priorities, adapting to your changing needs over time. The institution believes in achieving financial success by helping you make investment decisions aligned with your goals. Through in-depth conversations and the Investment Personality Assessment, they tailor a financial approach to suit your individual needs. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a plan to address your financial goals. The institution's mission is to understand you and what matters most to you, designing a personalized plan to help you pursue financial goals and manage investment risk. By staying engaged with you and regularly reviewing your goals and progress, they aim to keep you on track towards achieving what's most important to you. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and build a customized investment approach to reach your goals. With a dedicated advisor by your side, you can receive personalized investment strategies and comprehensive financial solutions to support your financial well-being.
Jeffrey Niedzwiecki - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Niedzwiecki is a Financial Advisor at Ameriprise Financial Services, LLC, located at 211 Fulford Avenue, Bel Air, Maryland, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Jeffrey also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. As a Chartered Financial Analyst® and Certified Financial Planner™, he upholds the highest standards of ethics and professionalism in providing personalized financial advice and solutions. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jeffrey Niedzwiecki is dedicated to helping you achieve your financial goals with confidence and peace of mind.
Richard Plant - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard Plant - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8825 Stanford Boulevard in Columbia, Maryland, offers a wide range of financial services to meet the unique needs of individuals. Richard Plant holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Richard Plant is dedicated to providing specialized financial advice to specific groups, such as domestic partners, seniors, and individuals planning for retirement. With a focus on ethical practices and ongoing education, Richard Plant is committed to helping clients achieve their financial goals and secure their future.
Lyzzy Cruz - Ameriprise Financial Services, LLC
Lyzzy Cruz - Ameriprise Financial Services, LLC is a finance institution located at 8601 Georgia Avenue, Silver Spring, Maryland, United States. They offer a range of services and certifications to meet the diverse needs of their clients. The institution provides expertise in asset management, estate planning, retirement planning, and investment strategies. The team at Lyzzy Cruz - Ameriprise Financial Services, LLC holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their commitment to professional excellence and ethical standards. Whether you are looking for advice on portfolio management, financial planning for retirement, or specialized services for seniors or individuals with special needs, Lyzzy Cruz - Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.
Brandon Wolf - Financial Advisor, Ameriprise Financial Services, LLC
Brandon Wolf, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle in Annapolis, Maryland, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Brandon is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Brandon specializes in working with domestic partners, seniors, and individuals going through divorce, ensuring their financial needs are met with care and expertise. With a focus on ethical practices and comprehensive financial planning, Brandon Wolf is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor George Fuzayl
Merrill Lynch Financial Advisor George Fuzayl is a finance institution located at 901 Dulaney Valley Road, Towson, Maryland, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate focuses on understanding clients' family, goals, and priorities, adapting to changes over time. The institution offers personalized financial plans to help clients pursue their goals while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, the institution works with clients to develop approaches tailored to their financial needs. The team at Merrill Lynch Wealth Management believes in a client-centered approach, starting with conversations to identify and prioritize goals. Through tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can build personalized plans centered on their goals. Regular check-ins ensure that financial approaches are adjusted to reflect changes in clients' lives and the market. The institution's goal is to help clients achieve what's most important to them by offering personalized investment strategies and comprehensive financial solutions. Financial success is achieved through understanding clients' needs and goals, and adapting financial approaches as necessary. Merrill Lynch Financial Advisor George Fuzayl is committed to helping clients navigate the complexities of their financial lives and reach their goals.
Merrill Lynch Financial Advisor Keith Silverstein
Merrill Lynch Financial Advisor Keith Silverstein is a finance institution located at 901 Dulaney Valley Road, Towson, Maryland, United States. The institution is supported by the global resources of Merrill and is comprised of a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With a focus on understanding clients' family, goals, and priorities, the registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management works to create personalized plans to help clients pursue their financial goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to develop customized approaches to address clients' financial needs. Through the Investment Personality Assessment, the institution aims to gain a deeper understanding of clients' investing preferences and goals, creating personalized financial strategies. With a commitment to staying informed and adjusting financial approaches as life and goals change, Merrill Lynch Financial Advisor Keith Silverstein strives to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Vincent D Ratliff
Merrill Lynch Financial Advisor Vincent D Ratliff, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers personalized financial services to help clients pursue their objectives. As a Senior Portfolio Advisor, Vincent Ratliff can manage custom investment strategies on a discretionary basis, drawing from a wide range of model portfolios and third-party investment strategies. With Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and priorities. Vincent Ratliff believes in focusing on what matters most to his clients - their family, goals, and priorities, even as they evolve over time. By starting with a conversation, he helps clients identify and prioritize their most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Vincent Ratliff gains a deeper understanding of how clients think and feel about investing, allowing him to customize a financial approach tailored to their individual needs.
Jason Partyka - Ameriprise Financial Services, LLC
Jason Partyka - Ameriprise Financial Services, LLC is a finance institution located at 6400 Goldsboro Road, Bethesda, Maryland, United States. They offer a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. They provide expert financial advice and planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Their team is dedicated to helping clients achieve their financial goals and make informed decisions about their assets and investments.
Bankers Life
Bankers Life, located at 601 East Naylor Mill Road in Salisbury, Maryland, is a finance, health, and insurance agency that specializes in providing long-term care solutions. With people living longer and health care costs on the rise, planning for long-term care is essential. Bankers Life can help you prepare for the future and have important discussions with your loved ones. Are you ready to start planning your next steps? Visit Bankers Life today.
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