Retirement Planning in Calvert County, MD

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List of Firms

Top Retirement Planners in Calvert County, MD

Calvert Pines Senior Center and Calvert County Office on Aging
4 out of 5
Location 450 W Dares Beach Rd, Prince Frederick, MD 20678, USA
Phone (410) 535-4606
Davis & Davis Advisors
5 out of 5
Location 15126 Nancy Gibbons Terrace, Upper Marlboro, MD 20774, USA
Phone (202) 340-6115
Calvert County Department of Economic Development
5 out of 5
Location Prince Frederick, MD 20678, USA
Phone (410) 535-4583
Carrie Polk Insurance Inc.
5 out of 5
Location 3695 Hallowing Point Rd Suite 5, Prince Frederick, MD 20678, USA
Phone (410) 535-0997
Wadsworth Financial Consulting, LLC
5 out of 5
Location 65 Old Solomons Island Rd Suite 108, Annapolis, MD 21401, USA
Phone (410) 850-4121
Calvert County Planning Zoning
5 out of 5
Location Courthouse Square Building, 205 Main St, Prince Frederick, MD 20678, USA
Phone (410) 535-1600
Chesapeake Financial, LLC
Location 3240 Ferry Landing Rd, Dunkirk, MD 20754, USA
Phone (410) 991-9420
Twin Beach Financial, Inc.
Location 7704 C St, Chesapeake Beach, MD 20732, USA
Phone (443) 646-5696
Edward Jones - Financial Advisor: Casey C Styer
SEC File# 801-3297
CRD# 250
Location 1020 N Prince Frederick Blvd Suite 201, Prince Frederick, MD 20678, USA
Phone (410) 257-0384
Athena Financial Services LLC
SEC File# 801-72270
CRD# 123913
5 out of 5
Location Local to Hughesville, Hughesville, MD 20637, USA
Phone (410) 457-7165
SEC File# 801-69815
CRD# 149018
Location 22690 Washington St, Leonardtown, MD 20650, USA
Phone (301) 475-5963
Asbury Solomons
4 out of 5
Location 11100 Asbury Cir, Solomons, MD 20688, USA
Phone (410) 394-3000
SEC File# 801-79006
CRD# 169517
Location 1906 Towne Centre Blvd #260, Annapolis, MD 21401, USA
Phone (410) 573-5700
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-112282
CRD# 291678
5 out of 5
Location 130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA
Phone (410) 224-0097
Law Offices of Julie A. Schejbal, CHTD
4 out of 5
Location 3150 W Ward Rd #301, Dunkirk, MD 20754, USA
Phone (301) 453-7548
First Command Financial Advisor - Bill Reuter
Location 21615 S Essex Dr Ste 52, Lexington Park, MD 20653, USA
Phone (301) 862-4900
Retirement Planning in Calvert County, MD

About Calvert County, MD for Those Planning to Retire

Calvert County, MD is a beautiful and historic region located in Southern Maryland, boasting a plethora of landmarks, top employers, major highways and streets, and charming neighborhoods. With its stunning Chesapeake Bay views and rich history, Calvert County is a popular destination for tourists and locals alike. Some of the most notable landmarks in Calvert County include the Calvert Marine Museum, the Jefferson Patterson Park and Museum, and the Battle Creek Cypress Swamp Sanctuary. These attractions offer visitors a unique glimpse into the area's natural beauty and cultural heritage. When it comes to top employers, Calvert County has a diverse range of industries, including healthcare, education, and government. Some of the largest employers in the area include CalvertHealth Medical Center, Calvert County Public Schools, and the Calvert County Government. In terms of major highways and streets, Calvert County is home to several important routes, including Route 4, Route 2/4, and Route 231.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Calvert County, MD can benefit from a bank in numerous ways. For instance, banks in the county offer various financial products and services that can help residents manage their finances. Calvert County is known for its thriving small businesses, and banks can help these businesses grow by providing loans and lines of credit. Additionally, banks can assist residents in planning for their future by offering investment options, retirement planning, and insurance products. With the county's proximity to the Chesapeake Bay, banks can also provide specialized services such as boat loans and marine insurance. Furthermore, banks in Calvert County can help residents with their day-to-day banking needs, such as checking and savings accounts, online banking, and mobile banking. Overall, the services offered by banks in Calvert County can greatly benefit its residents, whether they are small business owners, retirees, or everyday consumers.

Insurance Broker

Residents of Calvert County, MD can greatly benefit from the services of an insurance broker. With the county's proximity to the Chesapeake Bay and its numerous waterways, residents may require specialized insurance coverage for their boats or waterfront properties. Furthermore, Calvert County is home to many small businesses, and an insurance broker can assist in finding the right coverage to protect these businesses from potential risks and liabilities. Additionally, with the county's diverse population, an insurance broker can help residents navigate the complexities of healthcare insurance and find the best plan to suit their individual needs. In short, an insurance broker can provide valuable assistance to the residents of Calvert County in protecting their assets and ensuring their peace of mind.

Wealth Management

Residents of Calvert County, MD could benefit greatly from the expertise of a wealth manager. With its proximity to the Chesapeake Bay, many residents in Calvert County rely on the seafood industry for their livelihoods. A wealth manager could assist these individuals in managing their finances, ensuring that they have a financial plan in place to weather the ups and downs of the industry. Additionally, Calvert County is home to many retirees and seniors who may need assistance in managing their retirement funds and investments. A wealth manager could provide guidance and support in making sound financial decisions to ensure a comfortable retirement. With the complex and ever-changing financial landscape, a wealth manager could also help residents navigate the intricacies of taxes and estate planning, ensuring that their assets are protected and their legacy is secure.

Financial Advisor

Residents of Calvert County, MD can benefit from the guidance of a financial advisor in a multitude of ways. With a population of just over 90,000, many individuals may struggle with creating and maintaining a budget that aligns with their long-term financial goals. A financial advisor can assist with developing a personalized plan that takes into account the unique economic landscape of Calvert County, which includes a mix of rural and suburban areas. Additionally, the county is home to several military installations, such as the Naval Air Station Patuxent River, which may impact the financial situation of some residents. A financial advisor can provide insight on how to navigate the complexities of military benefits and retirement planning. Furthermore, with the county's proximity to Washington D.C., residents may have access to high-paying jobs in the government and private sectors, but may also face a higher cost of living. A financial advisor can help individuals make informed decisions about their investments and savings to ensure financial stability in the long run.

Mortgage Loan Officer

Residents of Calvert County, MD could greatly benefit from the expertise of a mortgage loan officer. With the area's close proximity to the Chesapeake Bay, many residents may be interested in purchasing waterfront properties, which can come with unique challenges and regulations. A skilled loan officer can guide them through the process and ensure they are aware of any special considerations. Additionally, Calvert County has a growing population of retirees, who may be interested in downsizing or moving into a retirement community. A loan officer can help them navigate the different types of mortgages available and find the best option for their individual needs. With the current low interest rates, now is a great time for residents to explore their options and a mortgage loan officer can provide the necessary guidance and support.

Tax Services

Residents of Calvert County, MD could greatly benefit from the services of a tax advisor. The county is home to a diverse population, including many small business owners, farmers, and retirees, each with their own unique tax needs. A tax advisor can help these individuals navigate the complex tax laws and regulations specific to Calvert County, such as the Agricultural Land Preservation Program and the Homestead Tax Credit. Additionally, with the recent changes to the federal tax code, a tax advisor can assist residents in understanding how these changes may affect their state and local taxes. Whether it's maximizing deductions, minimizing tax liabilities, or simply ensuring compliance with all applicable laws, a tax advisor can provide invaluable assistance to residents of Calvert County, MD.

Estate Planning Lawyer

Residents of Calvert County, MD can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that addresses the unique needs of individuals and families in Calvert County. This includes drafting wills, trusts, and other legal documents that protect assets and ensure that beneficiaries receive the intended inheritance. Additionally, an estate planning lawyer can help with tax planning and minimizing tax liabilities for clients in Calvert County, which is known for its high property tax rates. Furthermore, an estate planning lawyer can provide guidance on long-term care planning and help clients navigate the complex Medicaid system in Maryland, which can be especially beneficial for elderly residents of Calvert County. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Calvert County have a solid plan in place for their future and the future of their loved ones.


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