Wealth management firms in Annapolis, Maryland

Lechowicz Law Firm is a reputable legal institution located at 7412 Baltimore Annapolis Boulevard in Glen Burnie, Maryland. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to excellence and a strong track record of success, Lechowicz Law Firm is a trusted choice for those in need of legal assistance in the United States.

Anchor Capital Management, LLC is a finance institution located at 1910 Towne Centre Boulevard in Annapolis, Maryland, United States. As a leading investment management firm, Anchor Capital Management offers a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Anchor Capital Management is dedicated to helping you navigate the complexities of the financial markets with confidence and peace of mind.

David Rosenthal is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 877 Baltimore Annapolis Boulevard in Severna Park, Maryland, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, David Rosenthal offers expert financial services tailored to the individual needs of clients. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, David Rosenthal is dedicated to providing comprehensive and personalized financial advice. Whether you are a retiree, small business owner, or high net worth individual, David Rosenthal has the expertise to help you achieve your financial goals. Contact David Rosenthal today for professional and ethical financial guidance.

Saunders Wealth Management - Ameriprise Financial Services, LLC, located at 180 Admiral Cochrane Drive in Annapolis, Maryland, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on personalized investment strategies, asset allocation, and portfolio recommendations, we work closely with individuals to create a plan tailored to their unique goals and risk tolerance. Our team documents and reviews progress regularly, adjusting strategies as life changes occur. Clients can easily access their accounts and track progress towards their goals from any device with secure online tools. In addition to investment services, we offer guidance on estate planning and wealth transfer to the next generation, working alongside attorneys and CPAs to ensure a smooth process. We aim to provide clarity and peace of mind by helping clients preserve their wealth, navigate potential tax implications, and distribute assets among loved ones equitably.

John Murphy is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 130 Admiral Cochrane Drive in Annapolis, Maryland, United States. John Murphy 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. With a focus on providing comprehensive financial planning services, John Murphy is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, John Murphy has the knowledge and experience to guide you through the complex world of finance. Contact John Murphy today to learn more about how he can help you plan for a secure financial future.

Keith Lanzoni - RBC Wealth Management Financial Advisor is a leading financial institution located at 1906 Towne Centre Boulevard, Annapolis, Maryland, United States. As a trusted financial advisor, Keith Lanzoni provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Keith Lanzoni offers expert financial advice and guidance to individuals and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Keith Lanzoni - RBC Wealth Management Financial Advisor is committed to helping you secure a prosperous financial future.

The Annapolis, MD Branch Office of UBS Financial Services Inc. is a leading finance institution located at 3 Park Place in Annapolis, Maryland. With a commitment to providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The experienced team at this branch office is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, UBS Financial Services Inc. in Annapolis is here to help you navigate the complex world of finance with confidence.

Pat Cotherman is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Westgate Circle, Annapolis, Maryland, United States. Pat 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®. Pat specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education and professional development, Pat is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Pat Cotherman today for expert financial advice and personalized wealth management solutions.

Stewart Wealth Advisory Group of Raymond James is a renowned finance institution located at 2077 Somerville Road in Annapolis, Maryland, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, the institution offers personalized solutions tailored to individual needs. Trustworthy, professional, and dedicated, Stewart Wealth Advisory Group is committed to guiding clients towards financial success and security.

Merrill Lynch Private Wealth Advisor James B Hartman, located at 1 Park Place in Annapolis, Maryland, offers boutique-like service to a limited number of individuals and families. With a focus on customized financial strategies, Jim and his team provide industry-leading research and expert analysis to help clients stay ahead in the ever-changing financial landscape. Jim, a Certified Private Wealth Advisor, has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. With a background in accounting and financial planning, Jim and his team are dedicated to helping clients pursue what matters most to them and their families. By taking a goals-based wealth management approach, they work to simplify their clients' lives so they can spend more time on what's important to them. Whether it's planning for retirement or developing multigenerational wealth strategies, Merrill Private Wealth Management provides personalized service based on trust and expertise.

Annapolis Accounting Services is a reputable financial institution located at 2901 Riva Trace Parkway in Annapolis, Maryland. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. From tax preparation to financial planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Annapolis Accounting Services to help you achieve your financial goals and secure a stable financial future.

Joel L Katz LLC is a prestigious law firm located in Annapolis, Maryland. With a strong reputation for excellence in legal services, the firm specializes in providing expert legal representation and guidance in a variety of practice areas. Their team of experienced lawyers is dedicated to advocating for their clients' best interests and achieving successful outcomes. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Joel L Katz LLC is committed to providing top-notch service and support. Contact them today at 2060 West Street to learn more about how they can assist you with your legal needs.

Sims & Campbell is a prestigious institution located at 181 Harry S. Truman Parkway in Annapolis, Maryland, United States. Specializing in estate planning, the firm serves clients in Maryland, Pennsylvania, New York, Virginia, and Washington D.C. The experienced lawyers at Sims & Campbell offer expert advice on transferring wealth through wills, trusts, and gifts, as well as estate administration and trust and estate litigation. They work closely with individuals and families to create comprehensive estate plans that address their unique needs, including providing for beneficiaries, minimizing taxes, protecting assets, and designating guardians for minor children. With a focus on clarity and compassion, Sims & Campbell guides clients through complex legal issues to help preserve their property for future generations.

Hillman Brown & Darrow, P.A. is a prestigious law firm located at 221 Duke of Gloucester Street in Annapolis, Maryland. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to clients in need of expert representation. Specializing in various areas of law, including civil litigation, criminal defense, family law, and estate planning, Hillman Brown & Darrow, P.A. is committed to delivering top-notch legal solutions tailored to each client's unique needs. Trusted by clients throughout Maryland, they are known for their professionalism, expertise, and unwavering dedication to achieving the best possible outcomes for their clients.

Eileen K Cochran, P.C. is a respected law firm located at 116B Cathedral Street in Annapolis, Maryland. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced attorneys is dedicated to providing high-quality legal services to clients throughout the United States. With a commitment to professionalism, integrity, and personalized attention, Eileen K Cochran, P.C. strives to achieve the best possible outcomes for each client. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Liff, Walsh & Simmons is a prestigious institution located at 181 Harry S. Truman Parkway in Annapolis, Maryland, United States. Specializing in financial services, this firm is known for its expertise in wealth management, investment strategies, and retirement planning. With a team of experienced professionals, Liff, Walsh & Simmons provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution offers comprehensive services tailored to meet your individual needs. Visit Liff, Walsh & Simmons today to secure your financial future.

Klein & Associates, LLC is a reputable insurance agency and law firm located at 2450 Riva Road in Annapolis, Maryland. With a team of experienced professionals, they provide expert legal and insurance services to individuals and businesses in the area. Whether you need assistance with insurance claims or legal representation, Klein & Associates, LLC is dedicated to providing top-notch service and personalized solutions to meet your needs. Contact them today to schedule a consultation and see how they can help you navigate the complexities of insurance and legal matters.

Haversack Law is a prestigious law firm located at 20 Maryland 436 in Annapolis, Maryland. Our team of experienced attorneys specializes in a wide range of legal services, including corporate law, real estate law, family law, and estate planning. With a strong commitment to providing personalized and effective legal solutions, we strive to exceed our clients' expectations and deliver exceptional results. Contact us today to schedule a consultation and see how Haversack Law can help you navigate the complexities of the legal system.

The Frederick R. Franke, Jr. law firm, located in Annapolis, Maryland, specializes in estates and trusts law. With over thirty-five years of experience, the firm offers a range of services including estate planning, administration, and fiduciary litigation. The team at Frederick R. Franke, Jr. is dedicated to providing personalized and efficient legal services to meet each client's specific needs and goals. By operating as a client-centric team, the firm ensures that all client matters progress smoothly and on schedule. Led by managing attorney Frederick R. Franke, Jr., the firm has gained recognition for its expertise in estates and trusts law and is highly recommended by clients. With a focus on delivering first-rate services, the Frederick R. Franke, Jr. law firm is committed to helping clients navigate the complexities of estate planning and administration.

Fratus Law Group, LLC is a reputable law firm located at 566 Baltimore Annapolis Boulevard in Severna Park, Maryland, United States. Specializing in a wide range of legal services, our experienced team of attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are in need of assistance with estate planning, real estate transactions, business law, or any other legal matter, Fratus Law Group, LLC is here to help. With a commitment to excellence and a track record of success, you can trust us to protect your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Stouffer Legal is a reputable law firm located at 133 Defense Highway in Annapolis, Maryland, United States. Specializing in estate planning, the firm is dedicated to helping families in Maryland, Pennsylvania, and Washington D.C. craft Wills, Trusts, and Estates for peace of mind. At Stouffer Legal, every life tells a unique story, and the firm is committed to helping clients create a thoughtful and personalized ending to their story. With a team of experienced attorneys, including founder Britt Stouffer, Wilson, Melissa, Alex, Victor, Holly, Colin, Kaitlyn, Julia, and Amy, the firm offers expert guidance in estate planning, elder law, asset protection, wealth preservation, probate, and estate and trust administration. By partnering with Stouffer Legal, clients can navigate the complexities of estate planning with clarity and confidence, ensuring that their legacy, assets, and loved ones are secured for the future. Contact Stouffer Legal today to start planning ahead and protecting your family's future.

Wharton Levin Ehrmantraut & Klein is a prestigious legal institution located at 104 West Street in Annapolis, Maryland, United States. With a team of highly skilled and experienced attorneys, the firm specializes in providing top-notch legal services in various practice areas including corporate law, litigation, real estate, and estate planning. Clients can expect personalized attention, strategic advice, and dedicated representation from the professionals at Wharton Levin Ehrmantraut & Klein.

Severn Financial Advisors, LLC is a finance institution located at 1610 West Street in Annapolis, Maryland, United States. Our team of experienced financial advisors provides personalized wealth management and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we offer comprehensive financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking guidance on tax and estate planning, Severn Financial Advisors, LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Luma Financial Inc is a reputable accounting and finance institution located at 9420 Annapolis Road in Lanham, Maryland, United States. With a team of experienced professionals, Luma Financial Inc provides a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust Luma Financial Inc for expert advice and personalized solutions to help them achieve their financial goals.

O N Okeh & Associates CPA, P.C. is a trusted accounting and finance institution located at 9208 Annapolis Road in Lanham, Maryland, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our firm is dedicated to helping individuals and businesses navigate complex financial matters with precision and expertise. Contact us today to see how we can assist you in achieving your financial goals.

RCS Financial Planning is a reputable finance institution located at 130 Admiral Cochrane Drive in Annapolis, Maryland, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. We offer a wide range of services including retirement planning, investment management, estate planning, and more. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Cassilly Financial Group LLC is a finance institution located at 572 Baltimore Annapolis Boulevard in Severna Park, Maryland, United States. With a team of experienced professionals, Cassilly Financial Group LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust in their expertise and personalized approach to help them achieve their financial goals.

John Barnes - Raymond James is a reputable finance institution located at 645 Baltimore Annapolis Boulevard in Severna Park, Maryland, United States. With a strong focus on providing personalized financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, John Barnes - Raymond James is committed to delivering top-notch solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.

Emerald Financial Partners, located at 839 Bestgate Road in Annapolis, Maryland, is a reputable accounting and finance institution. Led by mother-daughter duo Valerie and Christy, along with their dedicated team, Emerald Financial Partners prides itself on providing friendly and professional services to businesses and individuals alike. With a focus on building long-term client relationships, they have the expertise to help clients maximize their financial success. Whether you are a small business owner or an individual in need of financial guidance, Emerald Financial Partners is here to help. Contact them at 410-224-2600 or text 443-598-5542 to schedule a meeting or email for more information. Visit their office at 1511 Ritchie Highway, Suite 304 in Arnold, MD for personalized financial solutions.

MDRN Capital is a full-service finance firm located at 1997 Annapolis Exchange in Annapolis, Maryland. Specializing in retirement planning, the team at MDRN Capital takes a personalized approach to financial planning in the modern world. Clients appreciate the professional backgrounds and personal attention they receive from the team, led by Aaron Cirksena. Testimonials highlight the trust, support, and guidance provided by MDRN Capital in helping clients navigate financial decisions. With a focus on custom financial strategies, MDRN Capital offers a range of products and services to meet specific needs, whether clients are close to retirement or just starting to plan. The Refined Retirement process helps translate retirement dreams into actionable steps, with ongoing monitoring to ensure long-term success. Schedule a meeting with the team at MDRN Capital to start planning for a secure financial future.