Best Financial Advisors in Columbia, MD

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List of Firms

Columbia, MD Fiduciary Financial Advisors

FAI Wealth Management
SEC File# 801-31624
CRD# 104610
1 out of 5
Location 10211 Wincopin Cir, Columbia, MD 21044, USA
Phone (410) 715-9200
Language https://www.faiwealth.com/
Directions
Patuxent Financial Partners
Location 6445 Cardinal Ln, Columbia, MD 21044, USA
Phone (410) 730-1744
Language http://patuxentfinancial.com/
Directions
Edward Jones - Financial Advisor: Michael D Heigh Jr
Location 10320 Little Patuxent Pkwy Suite 860, Columbia, MD 21044, USA
Phone (410) 884-2944
Language https://www.edwardjones.com/us-en/financial-advisor/michael-heigh?y_source=1_NjQyNjM1OS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Centennial Wealth Management
5 out of 5
Location 8825 Stanford Blvd STE 200, Columbia, MD 21045, USA
Phone (410) 715-2506
Language http://www.ameripriseadvisors.com/team/centennial-wealth-management/
Directions
Drown Financial Services
5 out of 5
Location 10490 Little Patuxent Pkwy #200, Columbia, MD 21044, USA
Phone (410) 740-0066
Language http://drownfinancial.com/
Directions
Baltimore-Washington Financial Advisors
SEC File# 801-76893
CRD# 159388
5 out of 5
Location 5950 Symphony Woods Rd # 600, Columbia, MD 21044, USA
Phone (410) 461-3900
Language http://www.bwfa.com/
Directions
Timothy Heidenberg - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5550 Sterrett Pl STE 216, Columbia, MD 21044, USA
Phone (410) 997-3788
Language https://www.ameripriseadvisors.com/team/three-point-advisory-group/financial-advice-team/timothy.m.heidenberg/?cid=IP_local_google
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Financial Advisors in Columbia, MD

Where Certified Financial Advisors in Columbia, MD Serve

Columbia, MD is a bustling city located in the heart of Howard County, Maryland. It is a vibrant community that is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a desirable place to live and work. One of the most notable landmarks in Columbia is the Merriweather Post Pavilion, which is a popular outdoor amphitheater that hosts a variety of concerts and events throughout the year. Other notable landmarks include the Columbia Mall, the Howard County General Hospital, and the Symphony Woods Park. Columbia is also home to many top employers, including the Johns Hopkins Applied Physics Laboratory, MedStar Health, and the Howard County Public School System. These employers provide a wide range of job opportunities for residents in the area. Major highways and streets that run through Columbia include Interstate 95, Route 29, and Route 32. These highways provide easy access to nearby cities like Baltimore and Washington, D.C. and make commuting to work a breeze.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Columbia, MD can benefit greatly from the services of a financial advisor. With its high median household income and proximity to major cities like Baltimore and Washington D.C., Columbia is home to many professionals and families who want to make smart financial decisions. A financial advisor can help residents in Columbia navigate complex financial situations, such as retirement planning, investment strategies, and tax planning. Additionally, with the high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses to ensure they are living within their means. Overall, a financial advisor can provide invaluable guidance and support to residents of Columbia, MD who want to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Columbia, MD can benefit greatly from the services of an insurance broker. An insurance broker can help residents of Columbia, MD to navigate the complex world of insurance policies and find the right coverage for their specific needs. For example, in Columbia, MD, which is known for its high cost of living, an insurance broker can help residents find affordable health insurance plans that provide comprehensive coverage. Additionally, an insurance broker can help residents of Columbia, MD to find the best auto insurance policies that provide adequate coverage and protection in case of an accident. With the help of an insurance broker, residents of Columbia, MD can rest assured that they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Columbia, MD can benefit greatly from the services of a retirement planner. With a median age of 38 years old, many individuals in Columbia are likely starting to think about their retirement plans. A retirement planner can help these individuals create a personalized plan that takes into account their unique financial situation and goals. Additionally, Columbia is known for its high cost of living, which can make saving for retirement even more challenging. A retirement planner can help residents navigate these challenges and identify strategies to maximize their savings and investments. Overall, a retirement planner can provide peace of mind and a clear path forward for Columbia residents as they plan for their future.

Wealth Management

Residents of Columbia, MD could benefit greatly from the services of a wealth manager. With its high cost of living and affluent population, Columbia presents unique financial challenges for its residents. A wealth manager can help individuals and families navigate these challenges by creating personalized financial plans that take into account their specific goals and circumstances. For example, a wealth manager could assist with retirement planning, investment management, tax planning, and estate planning. They could also provide guidance on how to best manage debt, save for college tuition, and protect assets. Overall, a wealth manager can help residents of Columbia, MD achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Columbia, MD can benefit greatly from the expertise of a mortgage loan officer. For starters, Columbia is a planned community with a unique homeowners association that requires certain guidelines to be met when purchasing a home. A mortgage loan officer can guide residents through this process and ensure they are meeting all the necessary requirements. Additionally, Columbia is home to a diverse population with varying financial backgrounds. A mortgage loan officer can help residents navigate the various loan options available to them and find the best fit for their individual needs. With the rising cost of living in Columbia, a mortgage loan officer can also help residents refinance their current mortgages to lower their monthly payments and save money in the long run. Overall, a mortgage loan officer can provide invaluable support to residents of Columbia, MD looking to purchase or refinance a home.

Tax Services

Residents of Columbia, MD could benefit from the help of a tax advisor in numerous ways. For instance, Columbia is a planned community, which means that residents may have unique tax considerations related to their homeowners association fees and assessments. A tax advisor could help residents navigate these complexities and ensure that they are taking advantage of any available deductions or credits. Additionally, Columbia is home to many small businesses and entrepreneurs, who may need guidance on how to structure their businesses and manage their finances in a tax-efficient manner. A tax advisor could provide valuable advice on these matters, helping business owners maximize their profits and minimize their tax liabilities. Overall, a tax advisor can be a valuable resource for anyone in Columbia who wants to make sure they are complying with tax laws and optimizing their financial situation.

Estate Planning Lawyer

Residents of Columbia, MD can benefit greatly from the services of an estate planning lawyer. These professionals help individuals and families plan for the future by creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. In Columbia, MD, where the population is aging and many families have accumulated significant assets, an estate planning lawyer can provide valuable guidance on how to protect those assets and pass them on to future generations. Additionally, an estate planning lawyer can help residents of Columbia, MD navigate the complex legal landscape of estate taxes and other financial considerations, ensuring that they are able to maximize their wealth and minimize their tax burden. Overall, an estate planning lawyer can be an invaluable resource for anyone looking to secure their financial future and protect their family's legacy in Columbia, MD.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Columbia, MD

A financial advisor in Columbia, MD can provide a plethora of financial advising services to clients in the area. From investment planning to retirement planning, a financial advisor can help clients navigate the complexities of the financial world. One specific aspect of Columbia, MD that a financial advisor can take into consideration is the city's diverse economy. With a mix of healthcare, technology, and government jobs, a financial advisor can tailor their services to meet the unique financial needs of individuals working in these industries. Additionally, a financial advisor can provide guidance on taxes and estate planning, ensuring that clients are maximizing their financial potential and protecting their assets for the future. With so many financial options available, a financial advisor in Columbia, MD can help clients make informed decisions and reach their financial goals.

Columbia, MD is the ideal location for financial advising due to its diverse economic landscape and access to top-notch financial professionals. The city boasts a thriving business community that ranges from small startups to large corporations, providing a wealth of opportunities for those seeking financial advice. Additionally, Columbia is home to a number of highly reputable financial institutions, including banks, investment firms, and accounting firms. These institutions are staffed by seasoned financial professionals who possess a deep understanding of the local economy and can provide tailored advice to meet the unique needs of each client. Whether you are a business owner looking to expand your operations or an individual seeking to grow your personal wealth, Columbia's financial advisors have the expertise and experience to help you achieve your goals. With its vibrant economy and access to top-notch professionals, Columbia, MD is the clear choice for anyone seeking financial advice.