Retirement Planning in Salisbury, MD

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List of Firms

Top Retirement Planners in Salisbury, MD

Shariden Consulting and Wealth Management, LLC
Location 114 Baptist St, Salisbury, MD 21801, USA
Phone (410) 456-3324
Directions
Atlantic Commonwealth Advisors & Delmarva Investments
Location 2324 W Zion Rd #104, Salisbury, MD 21801, USA
Phone (410) 548-2623
Directions
Eglseder Wealth Management Group
4 out of 5
Location 8694 Commerce Dr #2, Easton, MD 21601, USA
Phone (410) 822-9143
Directions
Stan Robins - Morgan Stanley
Location 150 W Market St Ste 301, Salisbury, MD 21801, USA
Phone (410) 341-7911
Directions
Peter Scott - Morgan Stanley
Location 150 W Market St Ste 301, Salisbury, MD 21801, USA
Phone (410) 341-7918
Directions
Pokhrel Solutions, LLC.
Location 136 Hunter's Way, Salisbury, MD 21804, USA
Phone (443) 944-3606
Directions
Kayla Wells, Bankers Life Agent
Location 601 E Naylor Mill Rd Ste A, Salisbury, MD 21804, USA
Phone (410) 546-1946
Directions
Edward Jones - Financial Advisor: Sarah L Edwards, AAMS™
5 out of 5
Location 1304 S Division St Suite 2, Salisbury, MD 21804, USA
Phone (410) 860-9757
Directions
Creative Wealth Management
5 out of 5
Location 11202 Racetrack Rd UNIT 102, Ocean Pines, MD 21811, USA
Phone (410) 208-1091
Directions
Retirement Planning in Salisbury, MD

About Salisbury, MD for Those Planning to Retire

Salisbury, MD is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Salisbury University to the historic Ward Museum of Wildfowl Art, this city is brimming with cultural and educational hotspots. In terms of employment, top employers include Perdue Farms, Peninsula Regional Medical Center, and Salisbury University. Major highways and streets include Route 13, Route 50, and Main Street, which are essential for navigating the city. The neighborhoods of Salisbury are diverse and offer a range of options for residents, from the charming and historic Newtown to the bustling and modern Downtown area. With its rich history, bustling economy, and unique neighborhoods, Salisbury is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Salisbury, MD can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial assistance to those who are looking to purchase homes or start a business. Salisbury, MD is a growing city with a thriving economy, and having access to loans and credit can help residents take advantage of these opportunities. Additionally, banks can offer services such as checking and savings accounts, credit cards, and investment opportunities, all of which can help residents manage their finances and plan for the future. With the recent increase in online banking options, residents can conveniently access their accounts from the comfort of their own homes. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money. Overall, having a bank in Salisbury, MD can greatly benefit residents by providing them with the tools and resources they need to achieve their financial goals.

Insurance Broker

Residents of Salisbury, MD can benefit greatly from the services of an insurance broker. With the city's close proximity to the Chesapeake Bay, flooding can be a common occurrence and homeowners may need specific coverage for this type of damage. Additionally, many residents work in the healthcare industry, which can come with unique insurance needs. An insurance broker can help navigate the complexities of health insurance options and find the best coverage for individuals and families. For those who own businesses in Salisbury, an insurance broker can provide guidance on liability insurance and workers' compensation. With the ever-changing landscape of insurance policies and regulations, having a knowledgeable and experienced insurance broker can provide peace of mind and ensure that residents of Salisbury are properly protected.

Wealth Management

Residents of Salisbury, MD can benefit from the services of a wealth manager in a myriad of ways. A wealth manager can help residents with investment strategies, tax planning, retirement planning, and estate planning. Specifically, in Salisbury, MD, a wealth manager can assist residents in navigating the unique tax laws and regulations of the state of Maryland. With a state income tax rate ranging from 2% to 5.75%, depending on income level, a wealth manager can help residents plan and optimize their tax liabilities. Additionally, Salisbury, MD has a growing retiree population, and a wealth manager can help retirees plan for a secure financial future, taking into account factors such as healthcare costs and inflation. Overall, the expertise of a wealth manager can provide invaluable guidance and support for residents of Salisbury, MD, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Salisbury, MD could greatly benefit from the services of a financial advisor. With a population of over 30,000 people, Salisbury is a bustling city that is home to many individuals who may be seeking guidance in managing their finances. A financial advisor can help Salisbury residents with a wide range of financial issues, including retirement planning, investment strategies, and debt management. Additionally, given the city's proximity to the Chesapeake Bay, many residents may be interested in investing in environmentally sustainable companies or exploring options for socially responsible investing. A knowledgeable financial advisor can help navigate these complex financial decisions and provide personalized recommendations based on each individual's unique needs and goals. By working with a financial advisor, Salisbury residents can gain a better understanding of their financial situation and make informed decisions that will help them achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of Salisbury, MD can benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, they can provide guidance on the local real estate market, which can be complex due to the city's diverse neighborhoods and varying property values. Additionally, mortgage loan officers can help residents navigate the often confusing process of securing a mortgage, including explaining the different types of loans available and assisting with the application process. They can also provide advice on how to improve credit scores, which is particularly important in Salisbury, where the median credit score is slightly below the national average. Overall, working with a mortgage loan officer can help residents of Salisbury achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Salisbury, MD can benefit greatly from the guidance of a tax advisor. With the city's thriving economy, there are a number of opportunities for individuals and businesses to maximize their financial potential. A tax advisor can assist in identifying tax deductions and credits that may otherwise be overlooked, as well as provide advice on tax planning and compliance. For example, with the recent growth in the healthcare industry in Salisbury, a tax advisor could help healthcare professionals navigate the complex tax laws and regulations specific to their industry. Additionally, with the city's location on the Eastern Shore of Maryland, a tax advisor could provide guidance on state and local tax laws that may differ from those in other parts of the state. Overall, a tax advisor can help residents of Salisbury, MD make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Salisbury, MD can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that ensures the smooth transfer of assets and property to beneficiaries after death. This is particularly important in Salisbury, MD, where the economy is heavily reliant on agriculture and seafood industries. A well-crafted estate plan can help protect family farms and businesses, ensuring their continued success for future generations. Additionally, an estate planning lawyer can help minimize tax liabilities and avoid probate, which can be a lengthy and expensive process. Furthermore, an estate planning lawyer can provide guidance on healthcare directives and living wills, ensuring that end-of-life decisions are made according to the individual's wishes. Overall, the services of an estate planning lawyer can provide peace of mind and financial security for residents of Salisbury, MD.

Salisbury, MD Financial Resources

Salisbury, MD Chamber of Commerce

https://salisburyarea.com/

Salisbury, MD City Hall

https://salisbury.md/

Salisbury, MD Public Library

https://www.wicomicolibrary.org/

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