Dunkirk, MD Financial Advisors and Resources



Financial Advisor Firms in Dunkirk, 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 Dunkirk, MD?

  • Population: 2,638
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $445,100
  • Average Monthly Housing Cost: $2,102
  • Average Household Income: $160,446
  • 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.)


Dunkirk, MD Financial Advisor FAQs

Before choosing a financial advisor, have a clear picture of what you want them to provide for. It is important to discuss up front with the potential advisor your goals and timeline with investing or saving.
Financial advisors can cost anywhere from $50 per hour all the way up to $600+ per hour. The price can depend on a number of different factors including: total assets, retirement and estate planning needs, tax and estate planning needs, and whether or not they work as your business planner.
What advice will you give me for my goals? How does your service work and what fees do you charge? -Can I cancel or terminate my contract with no penalty, and how long is the contract term? Can I reach out to your office anytime if I have a question about my account?
There are broadly three ways that financial advisors get paid. In the industry, they're typically referred to as fee-based, commission-based and fee-only. Each type of compensation has distinct benefits and tradeoffs.