Retirement Planning in Easton, MD

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List of Firms

Top Retirement Planners in Easton, MD

The Easton Group - Morgan Stanley
Location 28601 Marlboro Ave Ste 201, Easton, MD 21601, USA
Phone (410) 822-3400
Wye Financial Partners
Location 16 N Washington St #1, Easton, MD 21601, USA
Phone (410) 763-8543
RBC Wealth Management Branch - Easton
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 819-8010
Merrill Lynch Wealth Management Advisor Sandy Frey
Location 114 Bay St, Easton, MD 21601, USA
Phone (410) 820-7436
Baird Private Wealth Management
Location 218 N Washington St #37, Easton, MD 21601, USA
Phone (888) 792-9164
Eglseder Retirement Specialist
Location 8694 Commerce Dr # 2, Easton, MD 21601, USA
Phone (410) 822-9143
Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 218 N Washington St Ste 5, Easton, MD 21601, USA
Phone (410) 690-3909
Retirement Planning in Easton, MD

About Easton, MD for Those Planning to Retire

Easton, MD is a charming town nestled on the Eastern Shore of Maryland. The town is home to several notable landmarks, including the historic Avalon Theatre, the Tidewater Inn, and the Academy Art Museum. These landmarks serve as a testament to the rich history and culture of the town. Easton is also home to several top employers, including the University of Maryland Shore Regional Health, the Talbot County Public Schools, and the Talbot County Government. These employers provide a diverse range of job opportunities for residents of the town. Major highways and streets in the area include Route 50, which runs east-west through the town, and Route 322, which runs north-south. These highways provide easy access to nearby cities and towns. Easton is divided into several neighborhoods, each with its unique charm and character. These neighborhoods include the historic district, the waterfront district, and the residential district. Each neighborhood offers a different lifestyle and atmosphere, making Easton a town with something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Easton, MD would be helped by a bank in a multitude of ways. Firstly, a bank would provide them with a safe and secure place to store their money, which is especially important in a town that is prone to flooding. Additionally, a bank would offer residents the opportunity to take out loans or mortgages, which would allow them to invest in their homes or businesses. This is particularly relevant in Easton, MD, which has a thriving tourism industry and a number of small businesses that could benefit from financial support. Furthermore, a bank would provide residents with access to financial advisors who could help them make informed decisions about their money and investments. In a town where the cost of living is relatively high, this kind of guidance could be invaluable. Finally, a bank would offer convenient services like online banking and mobile deposits, which would save residents time and make managing their finances easier. All in all, a bank would be an essential resource for the residents of Easton, MD.

Insurance Broker

Residents of Easton, MD could benefit greatly from the expertise of an insurance broker. With the town's location on the Eastern Shore of Maryland, residents face unique risks such as flooding and hurricane damage. An insurance broker could help residents navigate the complexities of flood insurance and ensure they have adequate coverage to protect their homes and possessions. Additionally, Easton is home to a large retiree population who may need assistance with Medicare and supplemental health insurance. An insurance broker can help seniors understand their options and choose the best plan to meet their needs. Furthermore, with the town's growing economy and thriving small business community, an insurance broker can provide guidance on commercial insurance policies to protect business owners from financial loss due to unforeseen events. Overall, an insurance broker can provide invaluable support to the residents of Easton, MD in navigating the complexities of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Easton, MD can benefit greatly from the services of a wealth manager. With a population of over 16,000, this charming town is home to a diverse community of individuals with varying financial needs. A wealth manager can provide personalized financial advice and guidance to help residents achieve their financial goals. This includes creating a comprehensive financial plan, managing investments, and developing a strategy for retirement. One specific challenge that residents of Easton may face is the impact of the local economy on their financial well-being. As a town that relies heavily on tourism and agriculture, residents may need to navigate fluctuations in income and expenses. A skilled wealth manager can help residents navigate these challenges and create a financial plan that is tailored to their unique circumstances. By working with a wealth manager, residents of Easton can feel confident in their financial future and achieve long-term financial success.

Financial Advisor

Residents of Easton, MD could greatly benefit from the expertise of a financial advisor in a number of ways. For instance, Easton is a small town with a rich history, but it has struggled with economic growth in recent years. A financial advisor could help residents identify investment opportunities that align with their goals and risk tolerance, as well as provide guidance on budgeting and debt management. Additionally, Easton has a large retirement community, and a financial advisor could help retirees navigate complex retirement planning options such as Social Security and Medicare. Furthermore, a financial advisor could help residents plan for unexpected events such as natural disasters, which are not uncommon in the area. Overall, a financial advisor could provide valuable insight and guidance to residents of Easton, MD as they navigate the complexities of personal finance.

Mortgage Loan Officer

Residents of Easton, MD can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can provide guidance on the different types of mortgage loans available and help residents choose the one that best suits their needs. Additionally, they can assist with the pre-approval process, which can be particularly helpful in a competitive housing market like Easton. Furthermore, a mortgage loan officer can help residents understand the complex financial jargon and paperwork involved in the mortgage process. Easton, MD is a town with a rich history and a vibrant community, making it an attractive place to live. However, the housing market can be challenging to navigate, and a mortgage loan officer can help residents make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Easton, MD would greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by ensuring they are taking advantage of all available tax deductions and credits. This is especially important for Easton residents who own historic homes, as there are a variety of tax incentives available for maintaining and renovating these properties. Additionally, a tax advisor can help residents navigate the complexities of Maryland state tax laws, which can be particularly confusing for those who are self-employed or own small businesses. With the help of a tax advisor, residents can feel confident that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Easton, MD can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting legal documents such as wills, trusts, and power of attorney agreements. This is particularly important in Easton, MD, where the population is aging, and many residents may require assistance in planning for their future. Secondly, an estate planning lawyer can advise on tax planning strategies, which can help residents minimize their tax liabilities and maximize their assets. Additionally, an estate planning lawyer can help residents navigate complex legal issues such as probate and estate administration, ensuring that their assets are distributed according to their wishes. Overall, an estate planning lawyer can provide invaluable assistance to residents of Easton, MD, helping them to plan for their future and protect their assets.


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