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TOP 30 Wellness advisor for families in Maryland
53 results found
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Edward Jones - Financial Advisor: Tyler J Simonds
Edward Jones - Financial Advisor: Tyler J Simonds is a reputable financial institution located at 221 East Main Street in Elkton, Maryland, United States. As a dedicated financial advisor, Tyler J Simonds provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Tyler J Simonds is a trusted partner in helping individuals and families navigate their financial journey. Whether you are planning for retirement, saving for college, or investing for the future, Tyler J Simonds is committed to helping you make informed decisions and secure your financial future.
Atlantic Commonwealth Advisors & Delmarva Investments
Atlantic Commonwealth Advisors & Delmarva Investments is a reputable finance institution located at 2324 West Zion Road in Salisbury, Maryland, United States. Our team of experienced advisors provides a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our experts are here to provide personalized guidance and support. Trust Atlantic Commonwealth Advisors & Delmarva Investments to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.
Merrill Lynch Financial Advisor Kirk W Thrush
Merrill Lynch Financial Advisor Kirk W Thrush, located at 114 Bay Street, Easton, Maryland, United States, is dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand your priorities and aspirations. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your unique preferences and objectives. Their team of experienced professionals offers personalized service and expertise in wealth management, retirement planning, investment strategies, and more. They work closely with clients to create a comprehensive financial plan that addresses both short-term and long-term goals. With access to the resources of Merrill Lynch and Bank of America, they provide a wide range of financial solutions to meet your needs.
Merrill Lynch Financial Advisor Michael O'Connell
Merrill Lynch Financial Advisor Michael O'Connell is a finance institution located at 11333 McCormick Road, Cockeysville, Maryland, United States. Michael O'Connell specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. With a focus on Personal Wealth Management and Financial strategies for Business owners and High Net-Worth families, O'Connell works closely with clients to craft customized financial strategies to help them pursue their goals. As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, CERTIFIED 401K(k) PROFESSIONAL, CERTIFIED PLAN FIDUCIARY ADVISOR, and CERTIFIED EXIT PLANNING ADVISOR, O'Connell is dedicated to providing the highest level of service to his clients. The institution offers services such as Investment Management for Qualified & Non-Qualified Retirement Plans, Wealth Management, Retirement Strategies, Asset Allocation Analysis, Risk Management, Cash Management, Estate Planning Services, and more. O'Connell's team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The mission of Merrill Lynch Financial Advisor Michael O'Connell is to build and preserve the assets of clients by offering professional advisory services and exceptional customer service. Whether clients are focused on growing, preserving, or transferring wealth, O'Connell and his team are dedicated to helping clients address their financial goals at every stage of their lives.
Plotkin Financial Advisors LLC
Plotkin Financial Advisors LLC, located in Chevy Chase, Maryland, is a finance institution dedicated to providing outcome-driven comprehensive financial and retirement planning services. With a focus on bringing financial clarity, optimizing portfolio income, building and preserving wealth, and delivering family office service, Plotkin Financial Advisors upholds a fiduciary duty to serve the best interests of their clients for long-term wealth management. Their customized approach to financial planning helps clients clarify their goals, plan for the future, and build a legacy. Founded in 2003 by Shimshon Plotkin, Plotkin Financial Advisors is an independent investment advisory and financial planning firm registered with the Securities and Exchange Commission (SEC). Their team oversees hundreds of millions in assets for various clients in the Washington, DC metropolitan area. They offer complimentary and comprehensive income tax and estate planning services through their Signature Services program, as well as retirement income planning to determine a suitable portfolio allocation for clients' income needs.
Merrill Lynch Private Wealth Advisor William F Orr
Merrill Lynch Private Wealth Advisor William F Orr, located at 30 West Patrick Street in Frederick, Maryland, offers industry-leading research and expert analysis to help clients keep their priorities front and center. Specializing in managing significant wealth for a select group of families and individuals, the institution's mission is to simplify clients' wealth and lives, allowing more time for personal and professional pursuits. The team at Merrill Lynch Private Wealth Advisor William F Orr includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management. Together, they work to meet the specialized needs of clients, building relationships based on trust and personalized service.
John Pastalow - Financial Advisor, Ameriprise Financial Services, LLC
John Pastalow is a financial advisor at Ameriprise Financial Services, LLC, located at 11350 McCormick Road in Cockeysville, Maryland, United States. With a background and qualification information available on FINRA's BrokerCheck website, John Pastalow offers personalized financial planning services to help clients achieve their financial goals. Whether you're looking to understand the current market trends or plan for a more confident financial future, John Pastalow is here to help. By setting up a complimentary initial consultation, you can gain an overview of financial planning concepts and take the next step towards securing your financial well-being.
Andrew Gibson - Associate Financial Advisor, Ameriprise Financial Services, LLC
Andrew Gibson is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3717 Decatur Avenue in Kensington, Maryland, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Andrew Gibson offers background and qualification information on FINRA's BrokerCheck website, as well as the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. At Ameriprise Financial, clients can explore the factors influencing stock prices and the potential extension of the current bull market rally into 2024. Common retirement questions such as financial stability, market fluctuations, and inflation concerns can be addressed through the Retirement InteractiveSM tool's "View Retirement Challenges" section.
Kojo Gyabaah - Private Wealth Advisor, Ameriprise Financial Services, LLC
Kojo Gyabaah - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3717 Decatur Avenue, Kensington, Maryland, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to address the diverse financial needs of their clients. Some of the certifications offered include 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®, among others. These certifications cover various aspects of financial planning, asset management, retirement planning, estate planning, and more. The advisors at Kojo Gyabaah - Private Wealth Advisor are dedicated to providing personalized and comprehensive financial services to their clients, ensuring that their financial goals and needs are met effectively.
Robert Kirkland - Financial Advisor, Ameriprise Financial Services, LLC
Robert Kirkland - Financial Advisor at Ameriprise Financial Services, LLC, located at 7711 Belle Point Drive in Greenbelt, Maryland, United States, offers personalized financial planning services. With a focus on your individual goals and risk tolerance, we provide investment recommendations and asset allocation strategies to help you achieve financial success. Our team values ongoing communication and collaboration, meeting regularly to review your progress and adjust your approach as needed. Through our secure online platform, you can easily track your investments and monitor your progress towards your goals. We specialize in multi-generational financial planning, ensuring that every member of your family has a voice in crafting their financial future. From planning for education to retirement, we work with each generation to address their unique financial priorities and empower them to make informed decisions. Whether you are a young professional or a retiree, we are dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Danielle M Burness
Merrill Lynch Financial Advisor Danielle M Burness, located at 1 Park Place in Annapolis, Maryland, is a seasoned professional with over three decades of experience in the finance industry. As the founder of The Burness Group, Danielle provides personalized wealth management services to a diverse range of clients, including attorneys, business owners, corporate executives, and their families. With offices in both Annapolis and Charleston, South Carolina, Danielle is able to offer tailored financial solutions to clients nationwide. Specializing as a Merrill Retirement Accredited Financial Advisor, Danielle is well-equipped to assist with corporate retirement benefit plans, helping companies attract and retain top talent while meeting their fiduciary obligations. She takes a holistic approach to financial planning, focusing on her clients' values, worries, and aspirations to create wealth management strategies that align with their goals.
Merrill Lynch Financial Advisor Cullen B. Murray
Merrill Lynch Financial Advisor Cullen B. Murray, located at 1 Park Place in Annapolis, Maryland, United States, is a finance institution dedicated to earning the trust of their clients. With over 60 years of experience, they provide transparency, integrity, and reliability to successful individuals, families, and institutions who value philanthropy. The team at Murray, McGehrin & Shiery has built enduring relationships with a diverse clientele across 35 states, including corporate executives, business owners, government workers, teachers, and more. They are known for their personalized, planning-based approach that prioritizes clients' goals and financial well-being.
Michael Gibble - US Health Advisors
Michael Gibble - US Health Advisors is a health insurance agency located at 10045 Red Run Boulevard in Owings Mills, Maryland, United States. Our insurance plans are underwritten by reputable companies such as Freedom Life Insurance Company of America, National Foundation Life Insurance Company, and Enterprise Life Insurance Company. We believe in providing innovative health coverage that is tailored to meet the individual needs of each customer. Our plans offer a variety of options for those on a limited budget, as well as those seeking additional benefits. We work with you to create a personalized health coverage plan that best suits you and your family.
Merrill Lynch Private Wealth Advisor Cherie M Edwards
Merrill Lynch Private Wealth Advisor Cherie M Edwards, located at 30 West Patrick Street in Frederick, Maryland, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. Cherie works with a select group of families and individuals to simplify their wealth and lives, allowing more time for personal and professional pursuits. With a team of private wealth advisors and financial advisors, Cherie guides clients through a discovery process to articulate their priorities and align their financial goals. She has been with Merrill since 1999 and is a CERTIFIED FINANCIAL PLANNER™ certificant. Cherie and her team have been recognized by Forbes and Barron's for their exemplary client service. As part of Merrill Private Wealth Management, clients have access to services typically reserved for large institutions. The team focuses on goals-based wealth management, putting clients at the center of personalized strategies. The team, led by Cherie, Bill Orr, and Tim Mellott, has extensive experience and a commitment to exceptional service. They believe in building lasting relationships with a limited number of clients to understand their priorities for today, tomorrow, and the future.
Zide Siegel Tabor & Spigel | ZSTS
Zide Siegel Tabor & Spigel | ZSTS is a law firm located at 306 High Street in Cambridge, Maryland, United States. Specializing in family law, particularly divorce cases, our experienced lawyers have successfully handled a wide range of family law matters. If you are considering a divorce, our Cambridge divorce lawyers are here to help. We understand the complexities of family law cases and will work diligently to protect your rights and interests. Whether you are seeking an absolute divorce or a legal separation, we can provide the legal guidance and support you need.
First Command
First Command is a trusted financial institution located at 7361 Calhoun Place in Rockville, Maryland. As a bank, finance, and insurance agency, we offer a wide range of services to help our clients achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you're looking to open a savings account, invest in your future, or protect your assets with insurance, First Command is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
Serving Those Who Serve
"Serving Those Who Serve" is a financial institution located at 15245 Shady Grove Road in Rockville, Maryland. We specialize in providing financial services and support to those who serve our community and country. Our dedicated team is committed to helping military personnel, first responders, and other public servants achieve their financial goals and secure their futures. Whether you need assistance with budgeting, saving, investing, or obtaining loans, we are here to serve you with integrity and professionalism. Join us at "Serving Those Who Serve" and let us help you navigate your financial journey with confidence and peace of mind.
Creative Wealth Management
Creative Wealth Management is a cutting-edge finance, health, and insurance agency located at 11202 Racetrack Road in Ocean Pines, Maryland, United States. Our team of experts is dedicated to helping individuals and families achieve financial security and wellness through personalized wealth management strategies. Whether you are looking to plan for retirement, protect your assets, or secure your health and well-being, Creative Wealth Management is here to provide innovative solutions tailored to your unique needs. Contact us today to start building a brighter financial future.
Mitchell and Hastings Financial Services
Mitchell and Hastings Financial Services is an established independent financial planning and investment firm located at 9927 Stephen Decatur Highway in Ocean City, Maryland. With over 32 years of experience, we are dedicated to providing competent and affordable advice to individuals and businesses in the area. Our core values of service, integrity, independence, and trust guide our practice as we work with clients of all financial backgrounds to help them achieve financial security. Our services include a range of financial planning and investment options tailored to each client's unique needs. We are registered with Cambridge Investment Research, Inc., and offer securities and advisory services in various states. At Mitchell and Hastings Financial Services, our priority is helping clients navigate their financial journey with confidence and peace of mind. Visit our website for informative calculators and videos, and contact us to learn more about how we can assist you in reaching your financial goals.
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman, located at 14 North Washington Street in Easton, Maryland, is a finance institution that takes a highly personalized approach to wealth management. Their team of credentialed, fee-only financial advisors and planning experts offer customized portfolio recommendations with prudent diversification, as well as personalized financial planning to help clients meet their goals. FBB Capital Partners specializes in providing wealth management solutions for financially established individuals and institutions in Bethesda, MD, Easton, MD, the Washington, DC metropolitan area, the Eastern Shore of Maryland, and nationwide. With over thirty years of experience, their unbiased approach helps clients make intelligent financial decisions to secure their legacy for future generations.
Elliott & Elliott
Elliott & Elliott Accountants, located at 1355 Market Street in Denton, Maryland, is dedicated to putting the client first. We offer exceptional service at affordable costs, tailored to each client's individual needs. Whether you prefer to communicate over the phone, email, fax, or in person, we are happy to accommodate your preferences. Our payroll services are designed to take the guesswork out of calculating payroll and withholding taxes, saving you time and giving you peace of mind. We also offer reconciliation services to help you stay organized and prepare for tax reporting. Let us assist with paying vendors, sub-contractors, and bills, as well as sending out invoices and tracking payments. In addition to tax preparation services for individuals, businesses, and non-profits, we also handle Maryland Personal Property Tax Returns. Trust Elliott & Elliott Accountants to provide professional and reliable financial services for all your accounting and finance needs. Contact us today to schedule an appointment and let us help you save time and stay organized!
Claudia Nicholls - State Farm Insurance Agent
Claudia Nicholls - State Farm Insurance Agent is a well-established insurance agency located at 29 Broad Street in Berlin, Maryland, United States. As we transition from winter to spring, it's the perfect time to review your insurance coverage, including life insurance, to ensure your family's financial future is secure. The agency offers a variety of insurance services including Auto insurance, Homeowners' insurance, Renters' insurance, Life insurance, Health insurance, Business insurance, and more, as well as Financial Services. The team at Claudia Nicholls - State Farm Insurance Agent is dedicated to helping you navigate the risks of everyday life and providing superior customer service. The agency's mission is to help customers manage risks, recover from the unexpected, and realize their dreams. With over 30 years of experience in downtown Berlin, the agency has built long-lasting relationships with residents in the coolest small town in America.
Frame & Frame Attorneys At Law
Frame & Frame Attorneys At Law, located at 122 East Patrick Street in Frederick, Maryland, has been serving the legal needs of the community for over 70 years. Specializing in estate planning, elder law, probate, and guardianship, the experienced team of attorneys at Frame & Frame provide personalized legal guidance and solutions to clients. The firm is dedicated to helping families create plans to protect their loved ones, navigate the challenges of estate litigation, and ensure the future well-being of family members with disabilities. With a compassionate approach and a focus on thoughtful planning, Frame & Frame serves as a trusted advisor for families at every stage of life. The firm's innovative ePlan365™ platform gives clients access to their estate plan at any time, providing peace of mind and security for the future. With a commitment to excellence and client satisfaction, Frame & Frame Attorneys At Law is dedicated to providing top-tier legal services for generations to come.
Fun Unlimited
Fun Unlimited is located at 173 Friendsville Road in McHenry, Maryland, and is the most affordable arcade in Deep Creek Lake. With 102 new and vintage games from the 1950s-2000s, there is something for everyone to enjoy at a low fixed price. This amusement center is not just for kids, as there is entertainment for adults as well. At Fun Unlimited, all games are set to FREE PLAY, so you don't have to worry about constantly loading up a card or purchasing tokens. The institution has a vintage arcade museum with games from the 1950s-1970s for adults to enjoy, while the lower level features 72 classic and modern games, including 15 real pinball machines, for the kids.
John Kneisly - State Farm Insurance Agent
John Kneisly - State Farm Insurance Agent is a top-notch insurance agency located at 10811 Red Run Boulevard in Owings Mills, Maryland. Our team of licensed professionals is dedicated to providing exceptional service for all of your insurance and financial needs. Whether you're looking for home and auto insurance, life insurance, health insurance, or umbrella policies, we are here to help. Our agency was established in 2018 and is conveniently located between the post office and the bank on the first floor. We serve clients within a 45-minute drive of Owings Mills, as well as throughout the state of Maryland, Pennsylvania, and the District of Columbia. From Baltimore to Salisbury, Frederick to Hagerstown, we are here to be your trusted insurance partners.
Carlos Covarrubias - State Farm Insurance Agent
Welcome to Carlos Covarrubias - State Farm Insurance Agent located at 2915 Olney Sandy Spring Road in Olney, Maryland. Our dedicated team is committed to protecting you from the unexpected and making Olney a better place to live. We proudly support local organizations such as Olney Help and the Spencerville Adventist Baseball League. Whether you are in need of Car, Business, Condo, or Home Insurance, we offer personalized plans to suit your individual needs. We serve all of Maryland and VA, including Brookeville, Ashton, Sandy Spring, Laytonsville, and Highland. State Farm has your back for all of life's uncertainties.
Atlantic Insurance Group LLC
Located at 2331 York Road in Timonium, Maryland, Atlantic Insurance Group LLC is a trusted insurance agency that offers superior insurance products to manage your personal and professional risks. Specializing in Erie Insurance coverage at competitive rates, the agency serves clients in Maryland and surrounding states, including New York and North Carolina. With over 40,000 insurance contracts written since its inception, Atlantic Insurance Group is consistently ranked as one of the top producers in the region. The agency's mission is to safeguard and insure the futures of their clients by providing customized insurance solutions and advocating for them in a complex marketplace. Their dedicated team focuses on client education, risk assessment, and overall value to exceed expectations and provide an exceptional insurance service experience.
Jonathan David Hancock - State Farm Insurance Agent
Jonathan David Hancock - State Farm Insurance Agent is an insurance agency located at 5839 Allentown Rd, Camp Springs, Maryland, United States. This agency conducts annual "YOUR WORLD REVIEW" and "DISCOUNT DOUBLE CHECK" at policy renewal date. They are licensed in MD, DC, and VA, and focus on auto, home insurance, and renters' insurance in these areas. Their main goal is to protect families in MD, DC, and VA, and they provide "Protect Your Income Services." They offer free quotes for auto, home, and renter's insurance 24 hours a day, as well as 24-hour claim service. The agent, Jonathan David Hancock, holds a Bachelor's degree from Norfolk State University and a Master's degree from Howard University. He is also a member of Kappa Alpha Psi Fraternity. The agency's mission is to listen to each policyholder, understand their needs, and help them protect their family and assets. They are committed to providing excellent customer service and helping customers understand their insurance and financial services products.
Navy Federal Credit Union
Navy Federal Credit Union, located at 6651 Ritchie Highway in Glen Burnie, Maryland, is a full-service financial institution offering a range of services including ATM access, banking, and finance options. Whether you're looking to invest with Digital Investor's tools, receive personalized guidance from financial advisors, or find the right business credit card for your company, Navy Federal has you covered. With exclusive offers and discounts for military members, as well as a commitment to serving the unique needs of the military community and their families, Navy Federal Credit Union has been a trusted financial institution since 1933. Contact their 24/7 Member Services line at 1-888-842-6328 for assistance or visit their website for more information.
Purpose Driven Financial Coaching
Purpose Driven Financial Coaching is a finance institution located at 6700 Alexander Bell Drive in Columbia, Maryland, United States. We specialize in providing personalized financial coaching services to help individuals and families achieve their financial goals. Our experienced coaches work with clients to create a customized plan that aligns their finances with their values and aspirations. Whether you are looking to get out of debt, save for a major purchase, or plan for retirement, our team is dedicated to helping you make informed decisions and take control of your financial future. Contact us today to schedule a consultation and start your journey towards financial wellness.
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