Best Financial Advisors in Kent County, MD

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List of Firms

Kent County, MD Fiduciary Financial Advisors

Investors Friend LLC
5 out of 5
Location 119 N Main St, Galena, MD 21635, USA
Phone (410) 648-6866
Language http://www.invfriend.com/
Directions
Safe Harbor Assett Management Services
Location 4013 E Baker Ave, Abingdon, MD 21009, USA
Phone (410) 538-6800
Directions
Radcliffe Financial
5 out of 5
Location 870 High St #3914, Chestertown, MD 21620, USA
Phone (410) 778-1099
Language http://www.radcliffefinancial.com/
Directions
C T Kares Advisory Group
Location 340 Regal Dr, Abingdon, MD 21009, USA
Phone (410) 569-3864
Language http://ctkaresadvisory.com/
Directions
Bruce Valliant - Raymond James
Location 110 S Queen St, Chestertown, MD 21620, USA
Phone (410) 810-0800
Language http://www.valliantinvesting.com/
Directions
First Command
SEC File# 801-56942
CRD# 281958
Location 4690 Millennium Dr Suite 401, Belcamp, MD 21017, USA
Phone (410) 272-0727
Language https://district.firstcommand.com/annapolis/?utm_source=google_my_business&utm_medium=local_search
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Delmarva Financial Group
Location 1298 Bay Dale Dr #201, Arnold, MD 21012, USA
Phone (410) 216-2103
Language http://delmarvafinancialgroup.com/
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Financial Advisors in Kent County, MD

Where Certified Financial Advisors in Kent County, MD Serve

Kent County, MD is a small but vibrant community nestled on the eastern shore of Maryland. The county boasts a variety of landmarks that showcase its rich history, including the Chestertown Historic District, the Eastern Neck National Wildlife Refuge, and the Rock Hall Harbor. The top employers in the area include the Kent County Public School System, the University of Maryland Shore Medical Center, and Dixon Valve & Coupling Company. Major highways and streets in Kent County include Route 213, Route 291, and Route 20. These roads provide easy access to nearby cities such as Annapolis, Baltimore, and Washington, D.C. Additionally, Kent County is home to a number of charming neighborhoods, each with its own unique character and charm. From the quaint streets of Chestertown to the waterfront homes in Rock Hall, there is something for everyone in this picturesque county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kent County, MD could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique challenges of the local economy. With a population of just over 20,000 people, Kent County is a relatively small and rural area, which can present certain financial obstacles for its residents. A financial advisor could provide guidance on how to make the most of available resources, such as local job opportunities and small business support programs. They could also help residents plan for long-term financial goals, such as retirement, in a way that takes into account the specific economic landscape of Kent County. By working with a financial advisor, residents of Kent County can feel more confident in their financial decisions and better prepared for the future.

Insurance Broker

Residents of Kent County, MD can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents is by finding them the best insurance policies for their specific needs. For example, many residents in Kent County, MD may need flood insurance due to the county's location on the Chesapeake Bay and its susceptibility to flooding. An insurance broker can help residents find the right coverage to protect their homes and belongings in the event of a flood. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring they have the coverage they need to stay healthy and financially secure. Overall, an insurance broker can provide invaluable assistance to the residents of Kent County, MD, helping them find the right insurance policies to meet their unique needs and protect their assets.

Retirement Planning

Residents of Kent County, MD can benefit greatly from the help of a retirement planner. With an aging population and a high cost of living, it can be challenging for individuals to navigate their retirement options and make informed decisions about their financial future. A retirement planner can provide guidance on everything from investment strategies to Social Security benefits, helping residents of Kent County to maximize their retirement income and achieve their long-term financial goals. Additionally, with many Kent County residents working in industries such as agriculture and fishing, which may not offer traditional retirement benefits, a retirement planner can help these individuals to create a customized retirement plan that meets their unique needs and circumstances.

Wealth Management

Residents of Kent County, MD could benefit from a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a wealth manager's guidance, residents can create a personalized retirement plan that takes into account their current financial situation and future goals. Additionally, a wealth manager can help residents with investment management, tax planning, and estate planning. For residents of Kent County, MD specifically, a wealth manager could provide valuable insights into the local economy and investment opportunities. With its location on the Eastern Shore of Maryland, Kent County is home to a variety of industries, including agriculture, tourism, and manufacturing. A wealth manager with knowledge of the local economy could help residents make informed investment decisions that align with their financial goals.

Mortgage Loan Officer

Residents of Kent County, MD can benefit greatly from the services of a mortgage loan officer. With a population of just over 20,000 people, Kent County is a small community that is primarily rural. Many residents in the area are looking to purchase their first home or refinance their current mortgage. A mortgage loan officer can help these individuals find the best loan options available to them, taking into account their credit score, income, and other financial factors. Additionally, with the Chesapeake Bay and numerous waterways in the area, many residents are interested in purchasing waterfront properties. A mortgage loan officer can assist in securing financing for these unique properties, which may require specialized loans. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Kent County, MD as they navigate the home buying process.

Tax Services

Residents of Kent County, MD can benefit from the services of a tax advisor in several ways. One of the most common ways is by receiving assistance with tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax-efficient investments and retirement planning. In Kent County, MD, where many residents are self-employed or own small businesses, a tax advisor can also offer valuable advice on business tax planning and compliance. With the help of a tax advisor, residents of Kent County can feel confident that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Kent County, MD can benefit immensely from the services of an estate planning lawyer. These professionals can help residents create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. One specific way that Kent County residents can benefit from an estate planning lawyer is through the creation of a trust. Due to the county's proximity to the Chesapeake Bay, many residents may have valuable waterfront property that they want to pass down to their heirs. An estate planning lawyer can help them create a trust that will protect this property and ensure that it stays in the family for generations to come. Additionally, an estate planning lawyer can assist with drafting wills, establishing powers of attorney, and minimizing estate taxes, all of which can provide peace of mind for Kent County residents and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kent County, MD

A financial advisor in Kent County, MD can provide a range of services to help individuals and businesses manage their financial affairs. These services may include investment planning, retirement planning, estate planning, tax planning, and risk management. One specific aspect of financial advising in Kent County, MD is the unique challenges faced by residents in rural areas. For example, many farmers and small business owners in the county may have irregular income streams or face specific tax considerations related to their industry. A skilled financial advisor can help navigate these complexities and develop tailored strategies to help clients achieve their financial goals. Additionally, Kent County's proximity to major metropolitan areas like Baltimore and Washington, D.C. means that residents may have access to a wider range of investment opportunities, but also face higher costs of living and potential tax implications. A knowledgeable financial advisor can help clients make informed decisions in this complex financial landscape.

Kent County, MD is the ultimate destination for anyone seeking financial advising services. The county boasts of a rich history, scenic beauty, and a vibrant economy, making it an ideal location for financial advisors to set up shop. In addition, Kent County is home to a diverse population, which means that financial advisors have the opportunity to serve clients from different backgrounds and with varying financial needs. Furthermore, the county's strategic location makes it easy for financial advisors to access the latest financial trends and insights, which they can use to provide their clients with accurate and up-to-date advice. With its welcoming community, natural beauty, and thriving economy, Kent County, MD is undoubtedly the best place to get financial advising services.