Retirement Planning in St. Mary's County, MD

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List of Firms

Top Retirement Planners in St. Mary's County, MD

Nelson Financial Planning Services, LLC
Location 8200 Bishopsgate Ln, White Plains, MD 20695, USA
Phone (301) 396-4647
Directions
Athena Financial Services LLC
SEC File# 801-72270
CRD# 123913
5 out of 5
Location Local to Hughesville, Hughesville, MD 20637, USA
Phone (410) 457-7165
Language http://www.covingtonalsina.com/
Directions
Bonnie Berry - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 403 Charles St Ste 1A, La Plata, MD 20646, USA
Phone (301) 934-3420
Language https://www.ameripriseadvisors.com/bonnie.e.berry/?cid=IP_local_google
Directions
Raymond James Financial Services
Location 22690 Washington St, Leonardtown, MD 20650, USA
Phone (301) 475-5963
Directions
Parker Financial, LLC
SEC File# 801-121333
CRD# 144293
Location 9300 Endowment Pl, La Plata, MD 20646, USA
Phone (301) 751-7553
Language http://www.pfadvisers.com/
Directions
Retirement Planning in St. Mary's County, MD

About St. Mary's County, MD for Those Planning to Retire

St. Mary's County, MD is a picturesque and historic area that is home to numerous landmarks, top employers, major highways and streets, and neighborhoods. From the stunning St. Mary's City Historic District to the Chesapeake Bay Maritime Museum, there are plenty of landmarks to explore in this area. Whether you're interested in learning about the region's colonial history or simply want to take in the beauty of the bay, there is something for everyone. When it comes to top employers, St. Mary's County is home to a diverse range of companies. From defense contractors like Lockheed Martin and BAE Systems to healthcare providers like MedStar St. Mary's Hospital, there are plenty of job opportunities in this area. In terms of major highways and streets, St. Mary's County is conveniently located near several major thoroughfares.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of St. Mary's County, MD can benefit from the services offered by a bank in several ways. For instance, the bank can provide them with loans to start or expand their businesses, which is essential for the county's economic growth. Additionally, the bank can provide residents with various financial products and services, such as savings accounts, checking accounts, and credit cards. These products and services can help residents manage their finances better and achieve their financial goals. Moreover, the bank can assist residents in making investments that can yield long-term returns, such as stocks, bonds, and mutual funds. Given the county's proximity to the Chesapeake Bay, a bank can also offer specialized services such as boat loans and marine insurance, which are unique to the area. Ultimately, a bank can be a valuable resource for residents of St. Mary's County, MD, providing them with the financial tools and resources they need to succeed.

Insurance Broker

Residents of St. Mary's County, MD could benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help them navigate through the complex and ever-changing insurance landscape, ensuring that they get the right coverage for their unique needs. Secondly, an insurance broker can help them save money by comparing rates from multiple insurance providers and negotiating better deals on their behalf. Additionally, given that St. Mary's County, MD is home to several military bases, an insurance broker can help military families find insurance plans that cater to their specific needs, such as coverage for deployment and relocation. Lastly, an insurance broker can provide invaluable advice and guidance in the aftermath of natural disasters, which are not uncommon in the county, helping residents to file claims and get the support they need to recover and rebuild.

Wealth Management

Residents of St. Mary's County, MD can benefit from the expertise of a wealth manager in numerous ways. One of the most common ways is by creating a personalized investment portfolio that aligns with their financial goals and risk tolerance. With St. Mary's County being home to a significant number of military personnel and government employees, a wealth manager can assist in navigating the complexities of their retirement plans and maximizing their benefits. Additionally, the county has a growing number of small businesses, and a wealth manager can provide guidance on tax planning, succession planning, and other financial strategies to help these businesses thrive. A wealth manager can also assist in estate planning, which is particularly important in St. Mary's County, where many families have deep roots and significant assets. By working with a wealth manager, residents of St. Mary's County can feel confident that their financial future is secure and that they are taking advantage of all available opportunities to grow and protect their wealth.

Financial Advisor

Residents of St. Mary's County, MD could greatly benefit from the services of a financial advisor. With a population of over 100,000 people, this county is home to a diverse group of individuals with varying financial needs. A financial advisor could assist in creating a personalized budget plan for families struggling to make ends meet, or provide investment advice for those looking to grow their wealth. Additionally, St. Mary's County is home to a large military population due to the presence of Naval Air Station Patuxent River. A financial advisor could help these individuals navigate the unique financial challenges that come with military life, such as frequent moves and deployments. With the county's proximity to Washington D.C., there are also many government employees who could benefit from a financial advisor's guidance on navigating their federal benefits and retirement plans. In short, a financial advisor could provide invaluable assistance to the diverse population of St. Mary's County, MD.

Mortgage Loan Officer

Residents of St. Mary's County, MD can benefit from the services of a mortgage loan officer in various ways. For instance, a mortgage loan officer can help residents access affordable financing options to purchase a home in the county. St. Mary's County, MD is known for its beautiful waterfront properties, and a mortgage loan officer can help residents secure a loan to purchase their dream home by providing them with information on the different types of loans available, such as FHA, VA, and USDA loans. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates, which can save them thousands of dollars in interest payments over the life of the loan. With the help of a mortgage loan officer, residents of St. Mary's County, MD can navigate the complex world of mortgages with ease and confidence.

Tax Services

Residents of St. Mary's County, MD can benefit greatly from the services of a tax advisor. The tax laws in St. Mary's County can be complex and confusing, and a tax advisor can help residents navigate these laws and ensure that they are taking advantage of all available deductions and credits. For example, St. Mary's County is home to a large number of military personnel and veterans, and a tax advisor can help these individuals understand the unique tax benefits available to them. Additionally, St. Mary's County has a thriving agriculture industry, and a tax advisor can assist farmers with tax planning and compliance. Overall, a tax advisor can provide valuable guidance and support to residents of St. Mary's County, helping them to maximize their tax savings and minimize their tax liability.

Estate Planning Lawyer

Residents of St. Mary's County, MD would greatly benefit from the services of an estate planning lawyer. With its rich history and strong agricultural roots, St. Mary's County is home to many families who have been in the area for generations. An estate planning lawyer can assist these families in preserving their legacy and passing down their assets to future generations. Additionally, St. Mary's County is home to many military families due to the proximity of Naval Air Station Patuxent River. An estate planning lawyer can help these families navigate the unique challenges of military life, such as frequent moves and deployments, and ensure that their estate plans are up-to-date and in compliance with military regulations. Overall, an estate planning lawyer can provide peace of mind to residents of St. Mary's County by helping them plan for the future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in St. Mary's County, MD can encompass a range of financial and lifestyle considerations. From assessing retirement income needs and developing investment strategies to navigating complex tax laws and estate planning, a qualified retirement planner can help individuals and couples prepare for a secure and fulfilling retirement. In St. Mary's County, MD, retirement planning may also involve considerations specific to the area, such as the availability of healthcare services and long-term care options, as well as the unique tax and financial landscape of the region. Whether working with clients to develop a comprehensive retirement plan or providing ongoing support and guidance throughout the retirement years, a retirement planner in St. Mary's County, MD can help ensure a comfortable and rewarding retirement experience.

St. Mary's County, MD is the prime location to seek out a retirement planner due to its idyllic setting and abundance of expert financial advisors. With its picturesque waterfront views and charming small-town feel, St. Mary's County provides the perfect backdrop for retirees to plan their financial future. Not to mention, the county is home to a plethora of highly qualified financial advisors who specialize in retirement planning. These advisors possess a wealth of knowledge and experience, which they use to help retirees navigate the complexities of retirement planning. From creating personalized investment portfolios to maximizing Social Security benefits, St. Mary's County retirement planners have the expertise to help retirees make the most of their golden years. So, whether you're a lifelong resident or a newcomer to the area, St. Mary's County is the ideal destination to find a retirement planner that can help you achieve your financial goals.