Anne Arundel County, MD Financial Advisors and Resources



Financial Advisor Firms in Anne Arundel County, MD


SHAKER FINANCIAL SERVICES

Website

(410) 224-0572

1906 Towne Centre Blvd.
Suite 265
Annapolis, MD 21401

SEC#: 801-62679
Years in Business: 17 years

THAYER GP VI LLC

Website

(410) 268-0515

1997 Annapolis Exchange Pkwy.
Ste 550
Annapolis, MD 21401

SEC#: 801-79779
Years in Business: 7 years

MARKS WEALTH MANAGEMENT

Website

(410) 934-1199

1 Park Place
Suite 500
Annapolis, MD 21401

SEC#: 801-119442
Years in Business: 1 years

SCARBOROUGH CAPITAL MANAGEMENT

Website

(410) 573-5700

1906 Towne Centre Blvd
Suite 260
Annapolis, MD 21401

SEC#: 801-79006
Years in Business: 7 years

RCS FINANCIAL PLANNING, LLC

Website

(410) 224-0097

130 Admiral Cochrane Drive
Suite 200
Annapolis, MD 21401

SEC#: 801-112282
Years in Business: 3 years

FINANCIAL CONCEPTS UNLIMITED, INC.

Website

(866) 444-5122

30B West Street

Annapolis, MD 21401

SEC#: 801-61345
Years in Business: 19 years

CHESAPEAKE FINANCIAL PLANNING

Website

(410) 974-0410

71 Old Mill Bottom Road North
Suite 201
Annapolis, MD 21409

SEC#: 801-117791
Years in Business: 1 years

BAY POINT WEALTH

Website

(410) 626-8198

582 Bellerive Road
4D
Annapolis, MD 21409

SEC#: 801-95167
Years in Business: 6 years

THE ELLERSON GROUP INC

Website

(410) 280-3103

415 Fourth Street
Suite 101
Annapolis, MD 21403

SEC#: 801-48299
Years in Business: 26 years


How Retirement-Friendly is Anne Arundel County, MD?

  • Population: 571,275
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $364,800
  • Average Monthly Housing Cost: $1,765
  • Average Household Income: $124,685
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)


Anne Arundel County, MD Financial Advisor FAQs

There are many options to pick from. You can use a web-based system, or you can go through an adviser directly. It all depends on your individual needs and what is most convenient for you as the client. In order to find the right advisor, ask around about where they work with their clients and talk with those specific people before deciding which one will be best for you.
Financial advisors help their clients grow and preserve assets by providing advice on the investments, insurance, estate planning and retirement needs of their clients.
When choosing a financial advisor, it is important to look for someone who will take the time to understand your unique needs and provide an individualized plan. The best way to find an advisor you can work with is through personal connections such as professional advisors or board members at your company.
Definitely. An expert on your side can help you assemble and preserve wealth and assets, which is what anyone wants at the end of the day.