Best Financial Advisors in Washington County, MD

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List of Firms

Washington County, MD Fiduciary Financial Advisors

John Hershey III - RBC Wealth Management Financial Advisor
Location 40 S Potomac St Suite 300, Hagerstown, MD 21740, USA
Phone (240) 313-4310
Raymond James Financial Services

4 out of 5

Location 83 W Washington St, Hagerstown, MD 21740, USA
Phone (301) 791-8450
Edward Jones - Financial Advisor: Kelsi S Munson
Location 4 S Potomac St, Hagerstown, MD 21740, USA
Phone (301) 790-1541
Gerald Spessard - RBC Wealth Management Financial Advisor
Location 40 S Potomac St Suite 300, Hagerstown, MD 21740, USA
Phone (240) 313-4310
Antiem Group
Location 145 W Washington St, Hagerstown, MD 21740, USA
Phone (301) 223-9105
The Holzapfel Group - Morgan Stanley
Location Trilogy Professional Center II, 1185 Imperial Dr Ste 102, Hagerstown, MD 21740, USA
Phone (833) 920-2313
Holt Advisory Group

1 out of 5

Location 20045 Cool Hollow Rd, Hagerstown, MD 21740, USA
Phone (240) 877-4366
Raymond James
Location 12920 Conamar Dr, Hagerstown, MD 21742, USA
Phone (301) 739-7002
Sterling Financial Management
Location 1825 Howell Rd Suite 5, Hagerstown, MD 21740, USA
Phone (301) 733-7777
Comprehensive Financial Planning Group, LLC

5 out of 5

Location 1413 Pennsylvania Ave, Hagerstown, MD 21742, USA
Phone (240) 367-9450
Edward Jones - Financial Advisor: Lisa M Taylor, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 12814 Shank Farm Way Ste F, Hagerstown, MD 21742, USA
Phone (301) 800-0166
Karen Coyne - Raymond James

5 out of 5

Location 12920 Conamar Dr, Hagerstown, MD 21742, USA
Phone (301) 739-7002
Wealth Enhancement Group
SEC File# 801-60749
CRD# 116407

5 out of 5

Location 1110 Opal Ct # 1, Hagerstown, MD 21740, USA
Phone (301) 739-1500
Chesapeake Financial Group
Location 1260 Maryland Ave, Hagerstown, MD 21740, USA
Phone (240) 442-2747
Ark Financial Advisors - Raymond James
Location 140 Paul Smith Blvd, Hagerstown, MD 21740, USA
Phone (240) 513-6135
First Financial Group-James
Location 12805 Oak Hill Ave Suite 3, Hagerstown, MD 21742, USA
Phone (301) 790-4056
Edward Jones - Financial Advisor: Katie Schwartz
Location 1710 Underpass Way Ste 208, Hagerstown, MD 21740, USA
Phone (301) 766-7300
Morgan Stanley Financial Advisors

2 out of 5

Location 1185 Imperial Dr Ste 102, Hagerstown, MD 21740, USA
Phone (240) 513-3500
Carson Wealth
SEC File# 801-72037
CRD# 155344

5 out of 5

Location 19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742, USA
Phone (301) 739-8505
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1101 Opal Ct Suite 212, Hagerstown, MD 21740, USA
Edward Jones - Financial Advisor: Darrell E Evans
Location 1101 Opal Ct Suite 212, Hagerstown, MD 21740, USA
Phone (240) 420-8514
David L Handler - Morgan Stanley
Location 1185 Imperial Dr Ste 102, Hagerstown, MD 21740, USA
Phone (240) 513-3506
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250

5 out of 5

Location 33 W Franklin St # 101, Hagerstown, MD 21740, USA
Phone (301) 790-1541
STC, Inc., formerly Security Trust Company, Inc.
Location 223 N Prospect St, Hagerstown, MD 21740, USA
Phone (301) 665-2830
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About Washington County, MD

Washington County is located in western Maryland, bordering Pennsylvania. It is made up of several smaller communities, including Hagerstown, which is the largest city and county seat. Some of the other larger towns in Washington County include Waynesboro, Boonsboro, and Smithsburg. The main landmarks in Washington County are the Antietam National Battlefield Park and the Catoctin Mountain Park. The top employers in the area include Hagerstown Regional Medical Center, The Boeing Company, and Meritus Health. Major highways and streets in Washington County include I-70, US-40, and MD-65. The neighborhoods in Washington County vary widely in terms of socioeconomic status and demographics.

Where Certified Financial Advisors in Washington County, MD Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Washington County, MD residents have a variety of banking services to choose from. Each bank has its own set of products and services, so it is important to do your research before selecting a bank. Some banks offer products such as checking accounts, savings accounts, certificates of deposit (CDs), and money market accounts (MMAs). Others banks offer home mortgages, car loans, and personal loans.

Insurance Broker

Residents of Washington County, MD can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, insurance brokers can assist residents in filing claims and resolving any disputes that may arise with insurance companies.

Retirement Planning

Washington County, MD residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more knowledgeable about the specific needs of Washington County residents than others. It is important for residents to do their research before selecting an advisor in order to ensure they are getting the most out of their relationship with that advisor.

Wealth Management

Washington County, MD is one of the wealthiest counties in the United States. Residents of Washington County, MD have access to some of the best wealth management services in the world. However, many residents are not taking advantage of these services. Wealth management can help Washington County, MD residents protect their assets and grow their wealth. Wealth management services can also help residents save money on taxes and estate planning.

Estate Planning Lawyer

Washington County, MD residents can benefit from the services of estate planning lawyers. These professionals can help residents create wills and trusts, which can make the process of transferring assets after someone's death much easier. In addition, estate planning lawyers can also help residents plan for their future care in case they become unable to take care of themselves.

Mortgage Loan Officer

Mortgage loan officers in Washington County, MD can help residents by providing them with the best home loans. They can also offer advice on which type of mortgage is best for each individual and their family. In addition, mortgage loan officers can help residents save money by explaining the different interest rates and terms available to them.

Tax Services

Tax accountants can help Washington County, MD residents by preparing their tax returns. They can also help residents understand the new tax laws and how they may be affected. Tax accountants can also help residents file amended tax returns if they find that they owe more taxes than they expected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Washington County, MD