Retirement Planning in Baltimore, MD

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List of Firms

Top Retirement Planners in Baltimore, MD

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The Wesner Investment Consulting Group - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3222
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Palumbo Financial and Tax Services
Location 1500 Bolton St, Baltimore, MD 21217, USA
Phone (410) 412-3321
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Susan Seifert - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3204
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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
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Alexandra Jamieson, CFP - UBS Financial Services Inc.
Location 500 E Pratt St 11th Floor, Baltimore, MD 21202, USA
Phone (410) 576-3272
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The White Oak Group - Morgan Stanley
Location 650 S Exeter St Suite 1100, Baltimore, MD 21202, USA
Phone (410) 736-5566
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The Ford Group - Morgan Stanley
Location 650 S Exeter St Suite 1100, Baltimore, MD 21202, USA
Phone (410) 736-5308
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Nathaniel Smith - Prudential Financial
5 out of 5
Location 8 Market Pl Suite 385, Baltimore, MD 21202, USA
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William S Persons - Morgan Stanley
Location 650 S Exeter St Suite 1100, Baltimore, MD 21202, USA
Phone (410) 736-5345
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DEMUTH/DEMUTH - Morgan Stanley
Location 650 S Exeter St Suite 1100, Baltimore, MD 21202, USA
Phone (410) 736-5360
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Retirement Planning in Baltimore, MD

About Baltimore, MD for Those Planning to Retire

Baltimore, MD is a city rich in history and culture, with a plethora of landmarks and neighborhoods to explore. The city is home to iconic landmarks such as the Inner Harbor, which features the National Aquarium and the USS Constellation, and the historic Fort McHenry, which inspired the writing of the Star-Spangled Banner. Baltimore is also a hub for major employers, including Johns Hopkins University and Hospital, Under Armour, and T. Rowe Price. The city's location on the East Coast makes it easily accessible via major highways such as I-95 and I-695, as well as notable streets like Pratt Street and Charles Street. Neighborhoods in Baltimore offer a diverse range of experiences, from the trendy and bustling Fells Point to the historic and charming Mount Vernon. The city is also home to the vibrant arts and entertainment district of Station North and the up-and-coming neighborhoods of Hampden and Remington.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Baltimore, MD could benefit from a bank in a multitude of ways. One specific way is through the provision of loans for home renovations. Baltimore has a rich history of beautiful row homes, but many of these homes are in need of repairs and updates. A bank could provide loans to homeowners to make necessary renovations, improving the overall appearance and value of the neighborhood. Additionally, a bank could offer financial education and resources to help residents navigate the complex world of personal finance. With a poverty rate of over 20%, many Baltimore residents could benefit from learning how to budget, save, and invest their money wisely. Finally, a bank could support small businesses in the area by offering loans and other financial services. Baltimore has a vibrant local economy, and supporting small businesses can help to create jobs and boost the local economy.

Insurance Broker

Residents of Baltimore, MD can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex world of healthcare insurance. Given that Baltimore is home to world-renowned medical institutions such as Johns Hopkins Hospital, it is imperative that residents have access to quality healthcare coverage. Secondly, an insurance broker can help residents secure affordable auto insurance. Baltimore has a high rate of car thefts and accidents, and an insurance broker can ensure that residents have adequate coverage to protect themselves and their vehicles. Additionally, an insurance broker can help residents protect their homes from natural disasters such as hurricanes and floods, which are common in the region. With the help of an insurance broker, residents of Baltimore, MD can have peace of mind knowing that they are adequately protected in all aspects of their lives.

Wealth Management

Residents of Baltimore, MD can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can provide guidance on investment strategies that are tailored to the specific needs of Baltimore residents. This is particularly important given that Baltimore is a city with a diverse population, including many retirees and young professionals. Secondly, a wealth manager can help residents navigate the complex tax laws and regulations in Maryland, which can be especially challenging for those with high net worth. Additionally, a wealth manager can assist with estate planning, helping families to ensure that their assets are passed on to their loved ones in a tax-efficient manner. Finally, given the high crime rate in Baltimore, a wealth manager can also provide advice on asset protection strategies to help residents safeguard their wealth against potential threats. Overall, the services of a wealth manager can be invaluable to residents of Baltimore, MD, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Baltimore, MD can greatly benefit from the services of a financial advisor. One specific way that a financial advisor can assist Baltimore residents is by helping them navigate the city's unique tax environment. Baltimore has a complex tax system that includes both state and city taxes, as well as additional taxes on certain goods and services. A financial advisor can help residents understand the tax laws and regulations that apply to them, and can provide guidance on how to minimize their tax burden. Additionally, a financial advisor can help Baltimore residents plan for their long-term financial goals, such as saving for retirement or purchasing a home. By providing personalized financial advice and guidance, a financial advisor can help Baltimore residents achieve greater financial security and success.

Mortgage Loan Officer

Residents of Baltimore, MD could greatly benefit from the assistance of a mortgage loan officer in a variety of ways. One specific aspect of Baltimore that a loan officer could help with is the city's diverse housing market. With a mix of historic row homes, modern apartments, and suburban neighborhoods, navigating the Baltimore housing market can be complex. A loan officer can help residents understand the different mortgage options available to them and guide them through the process of securing a loan that fits their unique needs. Additionally, a loan officer can assist with navigating the various programs and incentives available to Baltimore residents, such as the city's Vacants to Value program which provides incentives for homebuyers to purchase and renovate vacant properties. Overall, a mortgage loan officer can provide invaluable support and guidance to Baltimore residents looking to navigate the complex world of homeownership.

Tax Services

Residents of Baltimore, MD can benefit from the services of a tax advisor in various ways. For instance, a tax advisor can assist them in navigating the complex tax laws and regulations unique to the city. Baltimore, MD has a high local income tax rate of 3.05%, which can be confusing and overwhelming for taxpayers. Moreover, a tax advisor can help residents maximize their deductions and credits, such as the Maryland Earned Income Tax Credit, which can provide significant relief for low-income families. Additionally, a tax advisor can help residents who are self-employed or have multiple sources of income to accurately report their earnings and avoid penalties from the IRS. Overall, a tax advisor can be a valuable resource for Baltimore residents who want to ensure that they are complying with tax laws and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Baltimore, MD can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist residents in creating a comprehensive plan for the distribution of their assets after their death. This is especially important in Baltimore, MD, where the population is diverse and complex, and there are many different types of assets that need to be considered, such as real estate, business interests, and retirement accounts. Additionally, an estate planning lawyer can help residents establish trusts, which can be used to protect their assets and provide for their loved ones in the event of incapacity or death. Lastly, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding estate planning in Baltimore, MD, ensuring that their wishes are carried out and their loved ones are protected.

Baltimore, MD Financial Resources

Baltimore, MD Chamber of Commerce

https://baltimorecitychamber.org/

Baltimore, MD City Hall

https://www.baltimorecity.gov/

Baltimore, MD Public Library

https://www.bcpl.info/

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