National Harbor, MD Financial Advisors and Resources



Financial Advisor Firms in National Harbor, MD


LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Website

(301) 567-0706

120 Waterfront Street
Suite 410
National Harbor, MD 20745

SEC#: 801-117915
Years in Business: 1 years

WEALTHSTREAM ADVISORS, INC.

Website

(301) 567-0706

120 Waterfront Street
Suite 410
National Harbor, MD 20745

SEC#: 801-63363
Years in Business: 17 years

JENKINS WEALTH

Website

(571) 344-4564

137 National Plaza
Suite 300
National Harbor, MD 20745

SEC#: 801-110540
Years in Business: 4 years


How Retirement-Friendly is National Harbor, MD?

  • Population: 4,296
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $365,500
  • Average Monthly Housing Cost: $1,590
  • Average Household Income: $126,342
  • 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.)


National Harbor, MD Financial Advisor FAQs

A financial advisor will typically plan an individual's retirement income, savings and investments to work in concert and provide for utmost stability and security.
If you want to have someone with a fresh set of eyes, that has experience handling your particular problem and knows certain strategies for saving then you should consider hiring a financial advisor.
Finding a financial advisor is not an easy task - it's something that everyone should do with care. Most large financial institutions will have an in-house team of advisors they recommend to their clients, but it can be hard to find one who matches your needs.
A financial advisor's fees depend on the situation, their level of experience and expertise. The cost may range from a few hundred to a few thousand dollars per year depending on the needs of their clients.