Retirement Planning in Dunkirk, MD

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List of Firms

Top Retirement Planners in Dunkirk, MD

Sentinel Financial Planning, LLC
Location 1576 Lane Dr, Edgewater, MD 21037, USA
Phone (443) 906-1565
Directions
LPL Financial - David B. Hart, CFP®
Location 2151 Defense Hwy, Crofton, MD 21114, USA
Phone (443) 292-6943
Directions
Bestgate Wealth Advisors, LLC
Location 3161 Solomons Island Rd Unit 1, Edgewater, MD 21037, USA
Phone (410) 793-7479
Directions
The Lynch Retirement Investment Group
5 out of 5
Location 8161 Maple Lawn Blvd #325, Fulton, MD 20759, USA
Phone (888) 465-8424
Directions
Chesapeake Financial, LLC
Location 3240 Ferry Landing Rd, Dunkirk, MD 20754, USA
Phone (410) 991-9420
Directions
Premier Planning Group
5 out of 5
Location 115 West St Suite 400, Annapolis, MD 21401, USA
Phone (443) 837-2520
Directions
Washington Retirement Planning Specialists
Location 6701 Democracy Blvd Ste 711, Bethesda, MD 20817, USA
Phone (240) 720-0084
Directions
Delmarva Financial Group
Location 1298 Bay Dale Dr #201, Arnold, MD 21012, USA
Phone (410) 216-2103
Directions
SEC File# 801-118382
CRD# 115639
Location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Directions
Baddour Law Firm LLC - Estate Planning, Wills, Trusts & Probate
5 out of 5
Location 10735 Town Center Blvd Suite 4, Dunkirk, MD 20754, USA
Phone (301) 494-2108
Directions
Endeavor Financial Advisors, LLC
Location 1108 Hull Dr, Edgewater, MD 21037, USA
Phone (410) 315-7690
Directions
Long Term Financial Services
3 out of 5
Location 12821 Old Fort Rd, Fort Washington, MD 20744, USA
Phone (301) 292-2203
Directions
Retirement Planning in Dunkirk, MD

About Dunkirk, MD for Those Planning to Retire

Dunkirk, MD is a charming town located in Calvert County, Maryland. It is known for its breathtaking landscapes and picturesque scenery. The town is home to several landmarks, including the Chesapeake Beach Railway Museum, the Chesapeake Beach Railway Trail, and the Battle Creek Cypress Swamp Sanctuary. These landmarks offer visitors a glimpse into the town's rich history and natural beauty. Dunkirk is also a hub for top employers, including CalvertHealth Medical Center, Calvert County Public Schools, and the Calvert County Government. These employers offer a diverse range of job opportunities for locals and attract talent from across the region. The town is easily accessible via major highways and streets, including Route 4, Route 260, and Route 2. These highways connect Dunkirk to other major cities and towns in Maryland, making it a convenient location for commuters. Dunkirk is comprised of several neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Dunkirk, MD would benefit from a bank in several ways. Firstly, a bank in Dunkirk would provide easy access to financial services such as loans, savings accounts, and credit cards. This would be especially helpful for residents who may not have the means to travel to neighboring towns to access these services. Additionally, a bank in Dunkirk would facilitate local commerce by providing a safe and secure means of conducting transactions. This is particularly important given the town's growing population and the increasing number of small businesses that are being established in the area. Furthermore, a bank in Dunkirk would provide employment opportunities for residents, which would help to boost the local economy. Overall, a bank in Dunkirk would be a valuable asset to the community, providing vital financial services and contributing to the town's growth and development.

Insurance Broker

Residents of Dunkirk, MD can benefit from the expertise of an insurance broker in a multitude of ways. For instance, an insurance broker can assist in finding the best policy for homeowners in Dunkirk, which is known for its abundance of historical homes. These homes require specialized coverage due to their age and unique features. Additionally, a broker can help residents navigate the complex world of health insurance, which is particularly important in Dunkirk where there is a high prevalence of chronic health conditions such as diabetes and hypertension. Furthermore, an insurance broker can provide guidance on auto insurance, which is crucial in a rural area like Dunkirk where there are limited public transportation options. Overall, an insurance broker can help residents of Dunkirk, MD protect themselves and their assets, while also providing peace of mind in uncertain times.

Wealth Management

Residents of Dunkirk, MD can benefit from the expertise of a wealth manager in various ways. The town, located in Calvert County, is known for its scenic beauty and proximity to Chesapeake Bay. A wealth manager can assist residents in managing their finances, investments, and retirement planning. With the growing demand for financial planning services, a wealth manager can help residents navigate the complexities of the financial world and make informed decisions. This includes creating a personalized investment strategy, managing a diversified portfolio, and providing guidance on tax-efficient investing. Additionally, a wealth manager can help residents plan for their children's education and plan for the transfer of their wealth to future generations. With the town's growing population and the influx of retirees, a wealth manager can provide valuable insights and support to residents seeking financial stability and security.

Financial Advisor

Residents of Dunkirk, MD could benefit from the expertise of a financial advisor in several ways. One specific way is by helping them navigate the complex tax laws of the state of Maryland. With its high tax rates and numerous deductions, Maryland's tax code can be confusing for many individuals. A financial advisor can provide guidance on how to minimize tax liabilities and take advantage of available tax breaks. Additionally, residents of Dunkirk may need help with retirement planning, investment management, and estate planning. With the help of a financial advisor, they can create a comprehensive financial plan that takes into account their unique needs and goals. Overall, a financial advisor can provide invaluable guidance and support to residents of Dunkirk, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Dunkirk, MD can greatly benefit from the services of a mortgage loan officer, who can help them navigate the complex world of home financing. With a deep understanding of the local market, a loan officer can provide valuable insights into the most suitable loan options for residents of Dunkirk, MD, taking into account their unique financial situation and goals. Whether looking to purchase a new home, refinance an existing mortgage, or secure a home equity loan, a loan officer can provide expert guidance and support every step of the way. With the rising cost of living in Dunkirk, MD, a mortgage loan officer can help residents secure the most competitive interest rates and terms, allowing them to achieve their homeownership dreams while staying within their budget.

Tax Services

Residents of Dunkirk, MD can benefit greatly from the expertise of a tax advisor. With the town's proximity to Washington, D.C., many residents work in government or high-paying industries and may have more complex tax situations. A tax advisor can assist with maximizing deductions and credits, as well as navigating any changes in tax laws. Additionally, with Dunkirk being a small, tight-knit community, a tax advisor can provide personalized attention and advice tailored to each individual's unique financial situation. Whether it's helping with small business taxes, estate planning, or retirement planning, a tax advisor can provide valuable guidance to ensure residents of Dunkirk are making the most of their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Dunkirk, MD can benefit greatly from the services of an estate planning lawyer. These professionals can help them navigate the complexities of estate planning, ensuring that their assets are distributed according to their wishes after they pass away. One specific way that an estate planning lawyer can assist residents of Dunkirk is by helping them create a plan that takes into account the unique characteristics of the area. Dunkirk is a small town that is known for its rural charm and natural beauty. As such, an estate planning lawyer can help residents ensure that their estate plan reflects their love for the outdoors and their desire to protect the environment. This might include setting up trusts or other mechanisms that allow for the preservation of local parks and other natural areas. Additionally, an estate planning lawyer can help residents of Dunkirk create plans that take into account the unique challenges that come with living in a small town, such as limited access to healthcare and other resources.

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