Best Financial Advisors in Dunkirk, MD

We did the hard work of finding trustworthy partners in Dunkirk, MD. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Dunkirk, MD Fiduciary Financial Advisors

Calvert Wealth Management, Inc.
SEC File# 801-118382
CRD# 115639
Location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Image of Dunkirk, MD
Image from Google Maps

About Dunkirk, MD

Dunkirk is a town located in Calvert County, Maryland. The town is home to several landmarks, including the Dunkirk Lighthouse and the Calvert Marine Museum. The top employers in Dunkirk are typically government or military organizations, such as the U.S. Coast Guard and the Naval Surface Warfare Center. Major highways and streets in Dunkirk include Maryland Route 2 and Maryland Route 260. The neighborhoods in Dunkirk are typically suburban, with a mix of single-family homes and townhouses.

Where Certified Financial Advisors in Dunkirk, MD Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Dunkirk, MD residents have a variety of banking services to choose from. Each bank offers different services, making it important for residents to compare what is offered before choosing a bank. Some banks offer more traditional services such as checking and savings accounts, loans, and mortgages. Others offer more specialized services, such as credit cards, online banking, and mobile banking.

Insurance Broker

Dunkirk, MD is a town that was hit hard by the floods of 2016. Many residents are still trying to rebuild their homes and their lives. Insurance brokers can help Dunkirk, MD residents in many ways. They can help residents find the best insurance policies for their needs, and they can also help residents file claims and get the money they need to rebuild their homes. Brokers have a lot of experience dealing with insurance companies, and they know how to get the best deals for their clients. They can also help residents negotiate with insurance companies if they feel like they are not being treated fairly.

Retirement Planning

Dunkirk, MD residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can offer guidance on the best way to save for retirement, and they can also provide information on how to make your money last in retirement. If you are looking for help with your retirement planning, it is a good idea to consult with a financial advisor.

Wealth Management

Dunkirk, MD is a city that is home to many retirees. These retirees have worked hard throughout their lives and saved money for their golden years. However, many of them do not have the knowledge or experience to manage their own finances. That's where wealth management firms come in. Wealth management firms can help retirees invest their money wisely and make the most of it. They can also help retirees plan for the future and make sure they are able to live comfortably in retirement.

Estate Planning Lawyer

Dunkirk, MD residents can benefit from the services of estate planning lawyers in order to create a will and other estate planning documents. Estate planning lawyers can help you protect your assets and make sure that your loved ones are taken care of after you die. They can also help you avoid probate and ensure that your estate is distributed according to your wishes.

Mortgage Loan Officer

Mortgage loan officers in Dunkirk, MD can help residents obtain the best mortgage loans for their needs. By working with a variety of lenders, these professionals can find the right loan product for each individual. In addition, they can provide information on interest rates, down payments, and other factors that affect the cost of a mortgage. Mortgage loan officers can also help residents secure home insurance and other related products.

Tax Services

Dunkirk, MD residents can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liabilities. Tax accountants are experts in the field of taxation, and they can help Dunkirk residents make sure they are taking advantage of all the tax deductions and credits to which they are entitled. In addition, by minimizing their tax liabilities, Dunkirk residents can keep more money in their pockets.


FAQs About Personal Financial Advisors in Dunkirk, MD