Best Financial Advisors in Severna Park, MD

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List of Firms

Severna Park, MD Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Brian M Conrad, CFP®
5 out of 5
Location 479 Jumpers Hole Rd Suite 202, Severna Park, MD 21146, USA
Phone (410) 544-8970
Language https://www.edwardjones.com/us-en/financial-advisor/brian-conrad
Directions
Thomas Colantuno - Financial Advisor, Ameriprise Financial Services, LLC
Location 877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146, USA
Phone (410) 846-1431
Language https://www.ameripriseadvisors.com/Thomas.Colantuno/?cid=IP_local_google
Directions
Fidelity of Georgetown Inc
Location 517 Benfield Rd Suite 301, Severna Park, MD 21146, USA
Phone (410) 315-9500
Directions
Capitalist Investment Llc
Location 645 Baltimore Annapolis Blvd #200, Severna Park, MD 21146, USA
Phone (800) 717-1848
Directions
David Rosenthal - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146, USA
Phone (410) 975-9773
Language https://www.ameripriseadvisors.com/david.a.rosenthal/?cid=IP_local_google
Directions
Clark Robert O
Location 692 Ritchie Hwy, Severna Park, MD 21146, USA
Phone (410) 544-1641
Directions
Retirement Management Systems
SEC File# 801-70978
CRD# 150351
Location 696 Governor Ritchie Hwy, Severna Park, MD 21146, USA
Phone (888) 870-7674
Language http://www.manage401k.com/
Directions
Financial Advisors in Severna Park, MD

Where Certified Financial Advisors in Severna Park, MD Serve

Severna Park, MD is a picturesque community located in Anne Arundel County, Maryland. This charming town is home to a variety of landmarks, including the Severn River, which runs through the town and provides a beautiful backdrop for outdoor activities like boating and fishing. The community is also home to several top employers, including the Anne Arundel Medical Center, which provides healthcare services to the surrounding area. Major highways and streets in the area include Route 2, which runs through the center of town and connects residents to nearby cities like Annapolis and Baltimore. Severna Park is also home to several neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban community or a bustling urban center, Severna Park has something to offer for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Severna Park, MD could benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor could help is by providing guidance on retirement planning. With a large population of retirees and those approaching retirement age, Severna Park residents may have questions about how to maximize their retirement savings, when to start taking Social Security benefits, and how to plan for healthcare expenses in retirement. A financial advisor could also provide advice on investing in the local real estate market, which is highly competitive and can be confusing for those without experience. Additionally, Severna Park is known for its high cost of living, and a financial advisor could help residents develop a budget and savings plan to ensure they are able to meet their financial goals while still enjoying the amenities of the area.

Insurance Broker

Residents of Severna Park, MD can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage options that meet their unique needs and budget. This is especially important in Severna Park, MD, where residents face specific risks such as flood and hurricane damage due to its proximity to the Chesapeake Bay. Additionally, an insurance broker can help residents save money by comparing policies from different insurance providers and negotiating better rates on their behalf. They can also provide valuable advice and support in the event of a claim, helping residents to navigate the claims process and ensure that they receive the compensation they are entitled to. Overall, an insurance broker can be a valuable resource for residents of Severna Park, MD, helping them to protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Severna Park, MD can greatly benefit from the services of a retirement planner. With a population that is predominantly made up of families and retirees, a retirement planner can help individuals navigate the complexities of planning for their future. Specifically, Severna Park is a community that values education and has a high percentage of college-educated residents. A retirement planner can assist in creating a personalized plan that takes into account their level of education, income, and retirement goals. They can provide guidance on investment strategies, tax planning, and estate planning to ensure that residents are prepared for a secure and comfortable retirement. With the help of a retirement planner, residents of Severna Park can have peace of mind knowing that their financial future is in good hands.

Wealth Management

Residents of Severna Park, MD could benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. Many residents in Severna Park are nearing retirement age or have already retired, and a wealth manager can help them navigate the complex world of retirement planning. This might include creating a comprehensive financial plan, managing investments, and providing guidance on tax strategies. Additionally, Severna Park is an affluent community, and many residents have significant assets that need to be managed. A wealth manager can help these individuals protect and grow their wealth through strategic investment planning and risk management. Overall, a wealth manager can provide valuable guidance and support to residents of Severna Park as they navigate their financial futures.

Mortgage Loan Officer

Residents of Severna Park, MD can benefit greatly from the services of a mortgage loan officer. The officer can assist them in finding the best mortgage options for their homes, whether it is a first-time homebuyer or refinancing an existing mortgage. Severna Park is a sought-after community, and a mortgage loan officer can help residents navigate the competitive housing market. They can also provide guidance on the specific regulations and laws that apply to home buying in Severna Park, such as zoning laws and property taxes. With the help of a skilled mortgage loan officer, residents of Severna Park can make informed decisions and secure the best possible mortgage for their dream home.

Tax Services

Residents of Severna Park, MD can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. With Severna Park being a relatively affluent community, many residents may have investments or other assets that require specialized tax knowledge. A tax advisor can also assist with tax planning strategies, such as retirement planning and estate planning, which can help residents save money in the long run. Additionally, with the recent changes to tax laws, a tax advisor can help residents navigate the complexities of the new tax code and ensure they are in compliance with all regulations. Overall, a tax advisor can provide valuable assistance to residents of Severna Park, MD in managing their finances and minimizing their tax liability.

Estate Planning Lawyer

Residents of Severna Park, MD can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are protected and distributed according to their wishes. In Severna Park, MD, where many residents own waterfront properties and have significant assets, it is especially important to have a solid estate plan in place. An estate planning lawyer can also assist with setting up trusts, creating powers of attorney, and drafting wills. Additionally, an estate planning lawyer can provide guidance on how to minimize taxes and avoid probate, which can save families time and money in the long run. Overall, an estate planning lawyer can offer peace of mind to residents of Severna Park, MD by ensuring their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Severna Park, MD

A financial advisor in Severna Park, MD can provide a range of financial advising services to individuals and businesses alike. From retirement planning to investment management, a financial advisor can help clients achieve their financial goals. Specifically in Severna Park, MD, a financial advisor can provide guidance on navigating Maryland's tax laws, which can be complex and confusing. They can also offer advice on estate planning, given the area's high median home value and affluent population. Additionally, a financial advisor can assist small business owners in Severna Park with financial planning and budgeting, helping them to grow and succeed in a competitive market. With their expertise and knowledge of the local financial landscape, a financial advisor in Severna Park, MD can provide invaluable support to clients seeking to improve their financial health.

Severna Park, MD is undoubtedly the best place to get financial advising due to its diverse range of financial advisors who possess a deep understanding of the local economy and its unique challenges. With its proximity to the Chesapeake Bay, Severna Park plays a vital role in the state's marine industry, and its residents have a strong connection to the water. As such, financial advisors in Severna Park have developed a keen sense of the challenges and opportunities that arise from this industry, making them uniquely qualified to provide tailored financial advice to individuals and businesses alike. Furthermore, Severna Park's bustling economy and thriving business community ensure that its financial advisors are well-versed in a wide range of financial topics, from investment strategies to tax planning and beyond. Whether you're a small business owner or an individual looking to grow your wealth, Severna Park's financial advisors have the knowledge and experience necessary to help you achieve your financial goals.