Bowie, MD Financial Advisors and Resources



Financial Advisor Firms in Bowie, MD


WIDMANN FINANCIAL SERVICES

Website

(301) 262-2919

4321 Northview Drive

Bowie, MD 20716

SEC#: 801-111962
Years in Business: 3 years

HUNTER LEWIS LLC

Website

(601) 238-0752

13106 Vicar Woods Lane

Bowie, MD 20720

SEC#: 801-117308
Years in Business: 2 years

FOUNDATIONS INVESTMENT ADVISORS LLC

Website

(480) 214-9837

6915 Laurel-Bowie Rd
Suite 200
Bowie, MD 20715

SEC#: 801-100512
Years in Business: 6 years

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Website

(301) 982-0014

16701 Melford Blvd., Suite 400

Bowie, MD 20715

SEC#: 801-78565
Years in Business: 8 years

HUNTER LEWIS LLC

Website

(601) 238-0752

13106 Vicar Woods Lane

Bowie, MD 20720

SEC#: 801-117308
Years in Business: 2 years

FOUNDATIONS INVESTMENT ADVISORS LLC

Website

(480) 214-9837

6915 Laurel-Bowie Rd
Suite 200
Bowie, MD 20715

SEC#: 801-100512
Years in Business: 6 years


How Retirement-Friendly is Bowie, MD?

  • Population: 58,481
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $340,600
  • Average Monthly Housing Cost: $2,030
  • Average Household Income: $132,306
  • 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.)


Bowie, MD Financial Advisor FAQs

Look for qualified certification. Financial advisors should have at least two or more years of experience, meet stringent qualifications requirements (usually based on age), and pass stringent exams before becoming certified financial planners (CFP). Certifications should be easy to find on their website or LinkedIn profile. Beware if certificates are no longer listed
Simply put, a financial advisor helps their clients avoid bad decisions by evaluating their short-term and long-term goals. They'll help their clients come up with the right strategy to reach those goals as quickly as possible. In many cases, this means helping them figure out how much money they need to save for retirement or what kind of insurance coverage they might need.
There are three important criteria you should examine when choosing an advisor. Do they have the education, expertise, and credentials to manage your investments? How do you feel when you talk to them? And what kind of relationship are they proposing with you?
Yes. By becoming better educated about financial products, services, strategies, retirement alternatives, and opportunity costs associated with various financial decisions you are more likely to become empowered then just listening to someone tell you what they think or have sold in the past.