Retirement Planning in Hagerstown, MD

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List of Firms

Top Retirement Planners in Hagerstown, MD

Comprehensive Financial Planning Group, LLC
5 out of 5
Location 1413 Pennsylvania Ave, Hagerstown, MD 21742, USA
Phone (240) 367-9450
SEC File# 801-72137
CRD# 25853
Location 12920 Conamar Dr, Hagerstown, MD 21742, USA
Phone (301) 739-7002
SEC File# 801-72565
CRD# 157844
5 out of 5
Location 38 S Potomac St #203, Hagerstown, MD 21740, USA
Phone (301) 665-9038
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
Edward Jones - Financial Advisor: Benito Vattelana, AAMS™|CRPC™
Location 19405 Emerald Square Suite 1200, Hagerstown, MD 21742, USA
Phone (301) 733-3348
Bankers Life
SEC File# 801-106953
CRD# 281285
4 out of 5
Location 1101 Opal Ct Ste 302, Hagerstown, MD 21740, USA
Phone (301) 739-8590
All Seasons Wealth
Location 10210 Governor Lane Boulevard Suite 2005, Office 107, Williamsport, MD 21795, USA
Phone (240) 707-6740
SEC File# 801-57434
CRD# 11025
3 out of 5
Location Fountainhead One, Suite 102, Hagerstown, MD 21742, USA
Phone (301) 733-2353
Adam Clayton, Bankers Life Agent and Bankers Life Advisory Services Financial Advisor
Location 1101 Opal Ct Ste 302, Hagerstown, MD 21740, USA
Phone (301) 739-8590
Sterling Financial Management
Location 1825 Howell Rd # 5, Hagerstown, MD 21740, USA
Phone (301) 733-7777
Karen Coyne - Raymond James
5 out of 5
Location 12920 Conamar Dr, Hagerstown, MD 21742, USA
Phone (301) 739-7002
Retirement Planning in Hagerstown, MD

About Hagerstown, MD for Those Planning to Retire

Hagerstown, MD, located in the heart of the Appalachian Mountains, boasts a rich history and an array of landmarks that reflect its past and present. From the historic downtown district, with its charming brick buildings and quaint shops, to the sprawling Hagerstown Premium Outlets, there's something for everyone. The city is home to numerous top employers, including Meritus Health, Volvo Group, and FedEx Ground, providing ample job opportunities for residents. Major highways, such as I-70 and I-81, intersect in Hagerstown, making it a prime location for transportation and commerce. The city's neighborhoods are diverse, ranging from the historic North End to the up-and-coming West End, offering a variety of housing options for families and individuals alike. Whether you're exploring the Antietam National Battlefield, catching a show at the Maryland Theatre, or simply strolling through the picturesque City Park, Hagerstown has something to offer everyone who visits or calls it home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Hagerstown, MD can benefit from a bank in numerous ways. For starters, a bank can provide financial assistance to those looking to purchase a home in the area. Hagerstown is known for its affordable housing market, and a bank can help residents secure a mortgage or provide information on loan options. Additionally, a bank can offer small business loans to local entrepreneurs looking to start or expand their businesses in Hagerstown. This can help stimulate the local economy and create job opportunities for residents. Banks can also offer financial education and resources to help residents manage their money and plan for the future. With Hagerstown being a historical city, a bank can also provide information on heritage tourism and offer savings accounts for residents to save up for local historical tours. Overall, a bank can be an invaluable resource for the residents of Hagerstown, MD.

Insurance Broker

Hagerstown, MD is a bustling city with a diverse population that requires a variety of insurance services. An insurance broker can help residents of Hagerstown navigate the complex world of insurance policies and find the best coverage for their needs. This includes everything from health insurance to home and auto insurance. With the unpredictable weather patterns in Hagerstown, residents may also benefit from flood insurance or other natural disaster coverage. Additionally, an insurance broker can help small business owners in Hagerstown find the right insurance policies to protect their assets and employees. With so many options and variables to consider, an insurance broker can provide much-needed guidance and support to the residents of Hagerstown.

Wealth Management

Residents of Hagerstown, MD could benefit from the expertise of a wealth manager in numerous ways. One of the most common ways is through investment planning. Hagerstown is a small city with a population of around 40,000 people, and its economy is primarily driven by healthcare, education, and retail. A wealth manager can help residents navigate the complexities of the investment landscape and identify opportunities that align with their financial goals. This could include investments in healthcare or education-related companies, as well as retail businesses that are thriving in the area. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, all of which are crucial components of a comprehensive financial plan. With the help of a skilled wealth manager, residents of Hagerstown can feel confident in their financial future and make informed decisions that will help them achieve their long-term goals.

Financial Advisor

Residents of Hagerstown, MD can benefit from the expertise of a financial advisor in several ways. Firstly, a financial advisor can help residents create a personalized financial plan that takes into account their unique circumstances, including the cost of living in Hagerstown, which is slightly lower than the national average. Additionally, a financial advisor can assist residents in making informed investment decisions, taking into account the local economy, which is largely driven by healthcare, education, and retail industries. Furthermore, a financial advisor can provide guidance on tax planning and retirement planning, helping residents to maximize their savings and prepare for their future. Overall, a financial advisor can be a valuable resource for residents of Hagerstown, MD, helping them to navigate the complexities of personal finance and achieve their financial goals.

Mortgage Loan Officer

Residents of Hagerstown, MD can greatly benefit from the expertise of a mortgage loan officer. With the city's population steadily increasing, it is imperative that individuals seeking to purchase a home are aware of the various loan options available to them. A mortgage loan officer can provide guidance on the most suitable loan program for each individual's financial situation, whether it be a conventional loan, FHA loan, or VA loan. Additionally, Hagerstown's unique location near the Appalachian Trail and numerous parks may make it eligible for certain government-backed loan programs, such as the USDA Rural Development loan. A loan officer can also assist with the pre-approval process, which is crucial in a competitive housing market like Hagerstown's. By working with a mortgage loan officer, residents of Hagerstown can feel confident that they are making informed decisions about their home financing options.

Tax Services

Residents of Hagerstown, MD can benefit greatly from the expertise of a tax advisor. With the city's diverse economy, ranging from manufacturing to healthcare, tax laws can be complex and confusing. A tax advisor can help residents navigate the intricacies of local tax codes and maximize their deductions. Additionally, Hagerstown's proximity to neighboring states such as Pennsylvania and West Virginia can create unique tax situations for residents who work or own property across state lines. A skilled tax advisor can provide guidance on how to best manage these situations and avoid potential tax pitfalls. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor can provide peace of mind and ensure that residents are making the most of their financial resources.

Estate Planning Lawyer

Residents of Hagerstown, MD can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can assist is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their passing. This is particularly important in Hagerstown, where the median age is 36.6 years old and many residents may not have considered what will happen to their assets in the event of an unexpected death. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, establish trusts for their children or other beneficiaries, and ensure that their wishes are carried out in the event of incapacity or disability. With the help of an estate planning lawyer, Hagerstown residents can have peace of mind knowing that their assets and loved ones will be protected in the future.

Hagerstown, MD Financial Resources

Hagerstown, MD Chamber of Commerce

Hagerstown, MD City Hall

Hagerstown, MD Public Library


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