Calvert County, MD Financial Advisors and Resources



Financial Advisor Firms in Calvert County, MD


CALVERT WEALTH MANAGEMENT, INC.

Website

(301) 812-1550

3175 West Ward Road
Suite 120
Dunkirk, MD 20754

SEC#: 801-118382
Years in Business: 1 years

RETIREMENT MANAGEMENT SYSTEMS, INC.

Website

(301) 327-5413

10735 Town Centre Blvd.
Suite 4
Dunkirk, MD 20754

SEC#: 801-70978
Years in Business: 11 years

RETIREMENT MANAGEMENT SYSTEMS, INC.

Website

(301) 327-5413

10735 Town Centre Blvd.
Suite 4
Dunkirk, MD 20754

SEC#: 801-70978
Years in Business: 11 years


How Retirement-Friendly is Calvert County, MD?

  • Population: 91,511
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $356,500
  • Average Monthly Housing Cost: $1,798
  • Average Household Income: $127,265
  • 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.)


Calvert County, MD Financial Advisor FAQs

It is important to know whether or not they are a fiduciary - that means they legally have to act in your best interests and must put your interests ahead of their own. Secondly, ask them how much experience they have with investments and portfolio management.
A financial advisor may, for example, offer advice on life insurance policies or long-term investments in an individual or a company. They also manage other assets, debts, taxes, and insurance plans.
Financial advisors receive a commission from the financial products they sell. The commission will range from as little as 0% to as much as 100%. Obviously, the return on investment of a product with a higher commission is better for both the advisor and their customer.
A financial advisor is someone who can manage all your finances and provide investment guidance for future planning. A good financial advisor will help you plan long-term for retirement or other plans while also guiding growth in income and asset base.