Harford County, MD Financial Advisors and Resources



Financial Advisor Firms in Harford County, MD


THE KELLY GROUP

Website

(410) 893-0560

48 East Gordon Street

Bel Air, MD 21014

SEC#: 801-119450
Years in Business: 1 years

NOVAK FINANCIAL PLANNING LLC

Website

(410) 515-6310

2231 Old Emmorton Road

Bel Air, MD 21015

SEC#: 801-57319
Years in Business: 21 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

CAPLAN FINANCIAL GROUP, LLC

Website

(410) 735-1906

1605 Stone Ridge Way

Bel Air, MD 21015

SEC#: 801-67950
Years in Business: 14 years

KELLY FINANCIAL GROUP, LLC

Website

(410) 893-0560

54 East Gordon Street

Bel Air, MD 21014

SEC#: 801-119450
Years in Business: 1 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(410) 803-0160

104 Victory Lane

Bel Air, MD 21014

SEC#: 801-66892
Years in Business: 15 years

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(410) 879-8894

404 N Hickory Ave

Bel Air, MD 21014

SEC#: 801-68510
Years in Business: 13 years

CAPLAN FINANCIAL GROUP, LLC

Website

(410) 735-1906

1605 Stone Ridge Way

Bel Air, MD 21015

SEC#: 801-67950
Years in Business: 14 years


How Retirement-Friendly is Harford County, MD?

  • Population: 252,222
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $297,200
  • Average Monthly Housing Cost: $1,458
  • Average Household Income: $108,305
  • 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.)


Harford County, MD Financial Advisor FAQs

Always make sure that the potential financial advisor is registered in the state where you reside. Ask about his/her previous work experiences and how long he/she has been in the industry.
They help guide the process through analyzing budgets then discussing risk tolerance levels with clients to come up with a plan that's tailored to fit specific goals. Other responsibilities include goal setting and asset allocation balancing short-term liquidity needs with long-term aspirations while paying attention to market trends both nationally and globally.
Some financial advisors are compensated through commission-based compensation when they sell products to their clients for a set standard rate of 5-7%.
Yes. Financial advisors are professionals that discuss with you the process of saving/investing- which is so integral to your future well being. They can have the specialized knowledge about how your finances work and what's best for you.