Best Financial Advisors in Timonium, MD

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Timonium, MD Fiduciary Financial Advisors

Brotman Financial Group
SEC File# 801-56126
CRD# 283330
Location 16 Greenmeadow Dr #201, Timonium, MD 21093, USA
Phone (410) 252-4555
Scott Patterson - Raymond James
Location 1954 Greenspring Dr, Timonium, MD 21093, USA
Phone (410) 308-1582
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About Timonium, MD

Timonium is a town in central Maryland that is home to a number of major landmarks and businesses. These include the Timonium Fairgrounds, which hosts a variety of events throughout the year, as well as the Timonium Race Course and the McCormick Spice Company. Top employers in the town include the University of Maryland Medical System and Verizon Wireless. Major highways in Timonium include I-83 and I-695, while the main streets are York Road and Dulaney Valley Road. The neighborhoods in Timonium are largely suburban, with a mix of single-family homes and apartment complexes.

Where Certified Financial Advisors in Timonium, MD Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community, and Timonium, MD is no exception. Banks provide many valuable services to their customers, including checking and savings accounts, loans, mortgages, and more. They also offer a wide variety of products and services to their customers, making it easy for them to find the perfect solution for their needs. In addition, banks are always there when you need them, providing 24/7 customer service.

Insurance Broker

Timonium, MD residents can benefit from the services of insurance brokers. Brokers can help people find the best rates and coverage for their needs. They have access to a wide variety of plans and providers, and can help people compare rates and choose the right plan for their needs. Brokers can also help people file claims and get the most out of their coverage.

Retirement Planning

Most people know they need to save for retirement, but few actually take the necessary steps to make it happen. One reason for this may be that many people feel overwhelmed when it comes to financial planning. That's where a financial advisor can help. Financial advisors have the expertise and experience to help you create a retirement plan that fits your unique needs and situation. They can also provide guidance on how to save for retirement, what investments to make, and when you should start withdrawing money from your account. If you live in Timonium, MD, there are plenty of qualified financial advisors who can help you get started on your retirement planning today.

Wealth Management

Timonium, MD residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps people save money, invest money wisely, and plan for the future.When you work with a wealth manager, you can get help creating a budget, investing in stocks and mutual funds, and saving for retirement or other goals. A wealth manager can also help you protect your assets from taxes and estate planning issues.If you're looking for ways to improve your financial situation, wealth management may be the answer. Contact a wealth manager today to learn more about how they can help you reach your goals.

Estate Planning Lawyer

Most people in Timonium, MD don't think about estate planning until it's too late. But an experienced estate planning lawyer can help residents make sure their loved ones are taken care of after they're gone. An estate planning lawyer can help you create a will and other legal documents that will ensure your loved ones are taken care of after you die. They can also help you set up trusts and other arrangements to protect your assets and make sure your loved ones are taken care of financially. If you live in Timonium, MD, it's important to get started on estate planning as soon as possible. An experienced estate planning lawyer can help make the process easier and ensure that your loved ones are taken care of when you're no longer able to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Timonium, MD can help residents get the best mortgage rates and terms possible. They have a wealth of knowledge about mortgages and can guide you through the process of getting a mortgage. They can also help you find the best deal on a home in Timonium, MD.

Tax Services

Tax accountants in Timonium, MD can provide a variety of services to residents, including preparing and filing tax returns, providing advice on how to reduce taxes, and representing taxpayers before the IRS. Some tax accountants also offer other services such as bookkeeping, estate planning, and financial consulting.


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