Hagerstown, MD Financial Advisors and Resources



Financial Advisor Firms in Hagerstown, MD


SENTINEL CAPITAL SOLUTIONS

Website

(301) 665-9038

38 South Potomac St
Suite 203
Hagerstown, MD 21740

SEC#: 801-72565
Years in Business: 10 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(240) 446-7894

Holt Advisory Group
20045 Cool Hollow Rd
Hagerstown, MD 21740

SEC#: 801-110559
Years in Business: 4 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(301) 739-8505

19833 Leitersburg Pike, Suite 1

Hagerstown, MD 21742

SEC#: 801-72037
Years in Business: 10 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(240) 446-7894

Holt Advisory Group
20045 Cool Hollow Rd
Hagerstown, MD 21740

SEC#: 801-110559
Years in Business: 4 years


How Retirement-Friendly is Hagerstown, MD?

  • Population: 40,152
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $158,400
  • Average Monthly Housing Cost: $925
  • Average Household Income: $55,260
  • 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.)


Hagerstown, MD Financial Advisor FAQs

Financial advisors can identify risks to avoid, set up emergency funds for unexpected expenses, advise on retirement planning - all while keeping in mind that each person's needs are uniquely determined by their family's situation and risk tolerance.
There have been a wide range of creative financial advisor compensation models over the years, including fee-based and commission-based.
It depends on if you are looking for help with your spending habits or with providing future income. If you are looking for help with your spending habits, then it would be useful to find an advisor that's trained in wealth management. If you are looking for help with providing future income, then the answer is yes.
The best way to find a good advisor is to ask people you know. There are so many advisors in the world and it can be hard to tell the difference between an excellent one and someone who's trying to sell you something. Talking with your co-workers or friends could help narrow down options much quicker than just looking through different websites.