Best Financial Advisors in Annapolis, MD

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List of Firms

Annapolis, MD Fiduciary Financial Advisors

Severn Financial Advisors, LLC

5 out of 5

Location 1610 West St, Annapolis, MD 21401, USA
Phone (443) 433-4288
Leading Edge Wealth Advisors
Location 2007 Tidewater Colony Dr #2b, Annapolis, MD 21401, USA
Phone (443) 433-4290
Thomas Carter - RBC Wealth Management Financial Advisor
Location 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Phone (410) 573-6705
Merrill Lynch Wealth Management Advisor Lauren Boyd Leventry
Location 1 Park Pl Suite 350, Annapolis, MD 21401, USA
Phone (410) 263-0147
Edward Jones - Financial Advisor: John Jilek, CFP®
SEC File# 801-3297
CRD# 250

4 out of 5

Location 44 Maryland Ave, Annapolis, MD 21401, USA
Phone (301) 932-0305
Alex.Brown, A Division of Raymond James
Location 2077 Somerville Rd, Annapolis, MD 21401, USA
Phone (443) 214-7777
Merrill Lynch Wealth Management Advisor Joseph "Brent" Boone IV

5 out of 5

Location 1 Park Pl Suite 350, Annapolis, MD 21401, USA
Phone (410) 263-0122
G. Scott Wallace - RBC Wealth Management Financial Advisor
Location 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Phone (410) 573-6728
James Kujawski - Financial Advisor, Ameriprise Financial Services, LLC
Location 1616 Forest Dr Ste 5, Annapolis, MD 21403, USA
Phone (410) 627-8599
Merrill Lynch Wealth Management Advisor Cullen B Murray

5 out of 5

Location 1 Park Pl Suite 350, Annapolis, MD 21401, USA
Phone (410) 263-0145
RBC Wealth Management Branch - Annapolis

5 out of 5

Location 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Phone (410) 573-6700
First Command Financial Advisor - Gretchen Butler
Location 121 Cathedral St Suite 1B, Annapolis, MD 21401, USA
Phone (410) 263-8201
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About Annapolis, MD

Annapolis, MD is a city located in Anne Arundel County, MD. Some of the city's landmarks include the United States Naval Academy, William Paca House and Gardens, and the Maryland State House. The top employers in the city include the United States Naval Academy, Anne Arundel Medical Center, and Wiley Rein LLP. The major highways and streets in Annapolis include Route 50, Route 2, and College Parkway. The neighborhoods in Annapolis include Eastport, West Annapolis, Parole, and Historic District.

Where Certified Financial Advisors in Annapolis, MD Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the Annapolis community.They provide essential services to residents, such as checking and savings accounts, loans, and mortgages. In addition, banks offer a variety of other services that can be helpful to residents, such as online banking, bill pay, and mobile banking.Banks also offer a variety of products that can be beneficial to residents, such as credit cards and debit cards. And banks often have special promotions for their products and services that can save residents money.

Insurance Broker

Annapolis, MD residents can rely on insurance brokers to help them find the best policies for their needs.Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help you find the policy that is best suited to your needs. They will also work with you to find the best rates possible.If you are looking for car insurance, home insurance, or health insurance, contact an insurance broker today. They will be happy to help you get the coverage you need at a price you can afford.

Retirement Planning

Annapolis, MD is home to many retirees who are looking for help with their retirement planning. Financial advisors can be a great help in this situation, as they can provide advice on how to save money and invest for the future. Advisors can also help retirees stay on track with their budget and make sure they are not overspending in their retirement years.

Wealth Management

Annapolis, MD residents can benefit from wealth management services in order to help them grow their money and protect it from taxes. Wealth management can provide Annapolis residents with a clear plan for their money, and ensure that they are making the most of their financial resources. Additionally, wealth management can help residents save on taxes, which can be a major boon to those who are looking to grow their net worth.

Estate Planning Lawyer

Estate planning lawyers can help Annapolis, MD residents protect their assets and plan for the future. An estate planning lawyer can help you create a will or trust, which will ensure that your property is distributed according to your wishes after you die. They can also help you create a power of attorney or health care directive, which will allow you to appoint someone to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Annapolis, MD can help residents by providing them with the best mortgage products available. They can also provide advice on how to secure a mortgage and what to do if you're having trouble making your payments. In addition, mortgage loan officers can help you understand the terms of your mortgage agreement and answer any questions you may have about it.

Tax Services

Residents of Annapolis, MD can benefit from the help of a tax accountant in order to ensure that they are taking advantage of all available deductions and credits. A tax accountant can also help residents prepare their taxes and file them electronically, which can save time and money. Additionally, a tax accountant can provide advice on how to manage one's finances throughout the year in order to minimize one's taxable income.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Annapolis, MD