Best Financial Advisors in Baltimore, MD

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List of Firms

Baltimore, MD Fiduciary Financial Advisors

WPG Financial Group
SEC File# 801-114047
CRD# 291708

5 out of 5

Location 3600 O'Donnell St #860, Baltimore, MD 21224, USA
Phone (410) 522-2030
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Craig N Schelle
Location 100 E Pratt St 22nd Floor, Baltimore, MD 21202, USA
Phone (410) 547-5061
Foundry Wealth Advisors LLC
SEC File# 801-120987
CRD# 300794
Location 921 E Fort Ave, Baltimore, MD 21230, USA
Phone (443) 692-8833
A.G.Campbell Advisory, LLC
SEC File# 801-80616
CRD# 162150
Location 1340 Smith Ave #200, Baltimore, MD 21209, USA
Phone (800) 262-7617
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
InvestEd Advisory

5 out of 5

Location 345 N Charles St, Baltimore, MD 21201, USA
Phone (410) 469-9532
Chris Glassman - RBC Wealth Management Financial Advisor
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (410) 223-2782
Northwestern Mutual

5 out of 5

Location 111 S Calvert St #2500, Baltimore, MD 21202, USA
Phone (410) 539-0084
Merrill Lynch Wealth Management Advisor Christopher K Hicks
Location 100 E Pratt St 22nd Floor, Baltimore, MD 21202, USA
Phone (410) 547-5215
Cobblestone Wealth Management, llc
Location 2 E Wheeling St, Baltimore, MD 21230, USA
Phone (410) 357-1001
GGM Wealth Advisors
SEC File# 801-50972
CRD# 111509
Location 1801 Porter St #500, Baltimore, MD 21230, USA
Phone (410) 685-9685
Morgan Stanley Financial Advisors
Location 650 S Exeter St Suite 1100, Baltimore, MD 21202, USA
Phone (410) 837-8800
Northbrook Financial
SEC File# 801-80616
CRD# 162150

4 out of 5

Location 1340 Smith Ave Suite 200, Baltimore, MD 21209, USA
Phone (443) 738-4034
Jim Stafford - RBC Wealth Management Financial Advisor
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (410) 659-4672
Ira Gansler - RBC Wealth Management Financial Advisor
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (410) 316-5312
Merrill Lynch Wealth Management Advisor Sean Rippen
Location 100 E Pratt St 22nd Floor, Baltimore, MD 21202, USA
Phone (410) 547-5216
Fraser Financial Partners
Location 1909 Thames St Suite 201, Baltimore, MD 21231, USA
Phone (443) 835-1523
Jarrett Gounaris - RBC Wealth Management Financial Advisor
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (410) 468-2734
Buttonwood Financial Advisors
SEC File# 801-118433
CRD# 144926
Location 1 N Haven St Suite 204, Baltimore, MD 21224, USA
Phone (410) 988-2391
Alex.Brown, A Division of Raymond James
SEC File# 801-10418
CRD# 705
Location 100 International Drive, Baltimore, MD 21202, USA
Phone (410) 525-6200
Benjamin F. Edwards

5 out of 5

Location 111 S Calvert St Ste 1720, Baltimore, MD 21202, USA
Phone (855) 347-8309
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Daniel Gounaris - RBC Wealth Management Financial Advisor
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (410) 659-2572
Investment Counselors
Location 300 E Lombard St UNIT 810, Baltimore, MD 21202, USA
Phone (410) 539-3838
Sean Hagerty - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3252
Charles Street Asset Management Inc
Location 5 E Franklin St #200, Baltimore, MD 21202, USA
Phone (410) 244-8140
RBC Wealth Management Branch - Baltimore
Location 1201 Wills St, Baltimore, MD 21231, USA
Phone (800) 247-7223
Merrill Lynch Wealth Management Advisor James M Orders
Location 100 E Pratt St 22nd Floor, Baltimore, MD 21202, USA
Phone (410) 547-5028
Crosscountrywealth
Location 2835 Smith Ave #203, Baltimore, MD 21209, USA
Phone (866) 613-4683
& Wealth Partners
Location 1629 Thames St UNIT 300, Baltimore, MD 21231, USA
Phone (410) 844-3300
James Cragg - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3214
Susan Seifert - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3204
Gounaris Bachmann Group
Location 1201 Wills St Suite 230, Baltimore, MD 21231, USA
Phone (833) 887-2296
Merrill Lynch Wealth Management Advisor Daniel H White

5 out of 5

Location 100 E Pratt St 22nd Floor, Baltimore, MD 21202, USA
Phone (410) 547-5086
Script Financial
Location 1215 E Fort Ave #200, Baltimore, MD 21230, USA
Phone (443) 863-8779
The CTW Group - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3229
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About Baltimore, MD

Baltimore, MD is a city located in the state of Maryland. It is the largest city in Maryland and the 26th most populous city in the United States. Some of Baltimore's landmarks include the National Aquarium, Fort McHenry, and the Inner Harbor. The top employers in Baltimore are Johns Hopkins Hospital, University of Maryland Medical Center, and MedStar Health. Major highways and streets in Baltimore include Interstate 95, the Jones Falls Expressway, and Pennsylvania Avenue. Baltimore's neighborhoods include Federal Hill, Fell's Point, and Mount Vernon.

Where Certified Financial Advisors in Baltimore, MD Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, providing essential financial services to residents. In Baltimore, MD, there are a number of banks that offer a variety of services to customers. These services include checking and savings accounts, loans, mortgages, and other financial products. Banks also provide valuable services to businesses in the community, such as commercial loans and lines of credit. They can also help businesses with cash management and merchant processing. In addition to their traditional banking products and services, many banks now offer online banking and mobile banking options. This allows customers to access their account information from anywhere at any time. The bottom line is that banks play a vital role in the Baltimore community by providing essential financial products and services to residents and businesses alike.

Insurance Broker

In the wake of the riots that took place in Baltimore, MD in 2015, many people are looking for ways to help the city rebuild. Insurance brokers can play a vital role in this process by helping residents obtain the insurance they need to protect their homes and businesses.

Retirement Planning

Financial advisors in Baltimore, MD can help residents plan their retirements by helping them save money and invest their money wisely. Many residents in Baltimore are not prepared for retirement, and financial advisors can help change that. Financial advisors can also help residents who are already retired to make the most of their money and live comfortably.

Wealth Management

Baltimore, MD is a city that is in need of wealth management services. There are many families and individuals who are living below the poverty line, and who could use some help in managing their money wisely. Wealth management can provide this help, by teaching people about financial planning, investing, and other money-related topics.

Estate Planning Lawyer

Estate planning lawyers in Baltimore, MD can help residents protect their assets and plan for the future. This includes creating wills, trusts, and other legal documents to ensure that your property is distributed according to your wishes. Estate planning attorneys can also help you avoid probate and minimize estate taxes. If you live in Baltimore, MD and need estate planning assistance, contact an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Baltimore, MD can help residents by providing them with the best options for their mortgage. They can also provide advice on how to get the best mortgage rate and how to improve one's credit score. In addition, mortgage loan officers can help residents understand what they need to do in order to buy a home.

Tax Services

Residents of Baltimore, MD can benefit from the services of a tax accountant. A good tax accountant can help residents maximize their deductions and credits, file their taxes correctly and on time, and provide other helpful advice related to taxation. As a result, tax accountants can help Baltimore residents save money and avoid penalties.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Baltimore, MD