Wealth Management in Bethesda, MD

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List of Firms

Bethesda, MD Wealth Management Firms

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Seventy2 Capital
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 7200 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 298-2230
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Mazur Keller Wealth Management Group - UBS Financial Services Inc.
1 out of 5
Location 7272 Wisconsin Ave 23rd Floor, Bethesda, MD 20814, USA
Phone (301) 718-5015
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Merrill Lynch Wealth Management Advisor Stephen Nathaniel Taft
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 215-4406
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Merrill Lynch Wealth Management Advisor Russell Brown
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 215-4421
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Merrill Lynch Wealth Management Advisor Keith Unikel
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 215-4412
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The Boyle Anderson Group - UBS Financial Services Inc.
Location 7272 Wisconsin Ave 23rd Floor, Bethesda, MD 20814, USA
Phone (301) 718-9033
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SEC File# 801-72657
CRD# 158332
Location 4600 East-West Hwy #900, Bethesda, MD 20814, USA
Phone (732) 450-0147
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Merrill Lynch Wealth Management Advisor Jonathan Stroebel
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 215-4411
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Navigation Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6400 Goldsboro Rd Ste 550, Bethesda, MD 20817, USA
Phone (301) 320-0500
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Merrill Lynch Wealth Management Advisor Charles Winship Ross
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (301) 215-4445
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SEC File# 801-72862
CRD# 159289
Location 7475 Wisconsin Ave Suite 1100, Bethesda, MD 20814, USA
Phone (301) 656-1200
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Merrill Lynch Wealth Management Advisor Barry Shapiro
Location 7501 Wisconsin Ave Suite 600 W, Bethesda, MD 20814, USA
Phone (301) 215-4435
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SEC File# 801-60390
CRD# 111728
Location 3 Bethesda Metro Center, Bethesda, MD 20814, USA
Phone (301) 657-7637
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Andrews Wealth Advisory of Raymond James & Associates
Location 7501 Wisconsin Ave Ste 740W, Bethesda, MD 20814, USA
Phone (833) 991-1422
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The West Group - UBS Financial Services Inc.
Location 7272 Wisconsin Ave 23rd Floor, Bethesda, MD 20814, USA
Phone (301) 718-5058
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Wealth Management in Bethesda, MD

Where Wealth Management Advisors in Bethesda, MD Serve

Bethesda, MD is a vibrant and bustling city located in the heart of Montgomery County. With its rich history and diverse culture, there is no shortage of landmarks and attractions to explore. From the iconic Bethesda Theatre to the stunning National Institutes of Health campus, there is something for everyone in this dynamic city. Top employers in Bethesda include Lockheed Martin, Marriott International, and the National Institutes of Health, making it a hub for innovation and industry. Major highways such as I-495 and I-270 make commuting a breeze, while streets like Wisconsin Avenue and Old Georgetown Road are lined with shops, restaurants, and entertainment venues. Neighborhoods in Bethesda offer a wide range of living options, from the charming and historic Bethesda Row to the upscale and luxurious Chevy Chase. With its thriving economy, diverse population, and endless opportunities for adventure, Bethesda is truly a city like no other.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bethesda, MD can benefit from a bank in numerous ways. For instance, with the city's thriving economy, a bank can help individuals and businesses secure loans for various purposes such as funding a new project or expanding an existing one. Additionally, with the high cost of living in Bethesda, a bank can offer various financial products and services such as savings accounts, credit cards, and investment opportunities to help residents manage their finances effectively. Furthermore, with the city's proximity to Washington, D.C., a bank can offer foreign exchange services to help residents who travel frequently or do business with international clients. Overall, a bank can play a vital role in supporting the financial needs of Bethesda's diverse and dynamic community.

Insurance Broker

Residents of Bethesda, MD can benefit greatly from the services of an insurance broker. With the area being home to many affluent families and individuals, the need for tailored insurance plans is essential. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This includes finding the most comprehensive health insurance plans, as Bethesda is home to several world-renowned medical facilities such as the National Institutes of Health. Additionally, an insurance broker can assist with finding the best homeowners insurance policies, which is important in a community where many residents own high-value properties. With an insurance broker's expertise, residents of Bethesda can rest assured that they have the best coverage possible for their unique situations.

Retirement Planning

Residents of Bethesda, MD can benefit greatly from the services of a retirement planner. Bethesda is a city that is known for its high cost of living, and many residents may struggle to save enough for retirement. A retirement planner can help residents develop a personalized plan to meet their financial goals and ensure they have enough money to retire comfortably. Additionally, Bethesda is home to a large number of government employees and contractors who may have unique retirement benefits and options that a retirement planner can help navigate. With the complexity of retirement planning, including tax implications, investment options, and healthcare costs, having a retirement planner can be invaluable in ensuring that residents of Bethesda are prepared for their golden years.

Financial Advisor

Residents of Bethesda, MD could greatly benefit from the services of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a high cost of living in the area, many residents may struggle to save enough for retirement on their own. A financial advisor can help them create a personalized plan that takes into account their current financial situation, future goals, and potential risks. Additionally, with many residents working in high-paying jobs in the technology and healthcare industries, a financial advisor can help them navigate complex compensation packages, stock options, and other benefits. Furthermore, Bethesda is home to many small business owners and entrepreneurs, who may need guidance on how to manage their finances and invest in their businesses. A financial advisor can help them create a solid financial plan that allows them to grow their business while also securing their personal finances. Overall, a financial advisor can provide invaluable assistance to residents of Bethesda, MD as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Bethesda, MD can greatly benefit from the services of a mortgage loan officer. These professionals can offer expert advice on the best type of mortgage for each individual's unique financial situation. With the current housing market in Bethesda, MD being highly competitive, a mortgage loan officer can assist in securing the best possible interest rates and terms for a home loan. Additionally, they can provide guidance on the various government programs available to residents, such as the Maryland Mortgage Program, which offers down payment assistance and other benefits. With the complex and ever-changing regulations surrounding mortgages, a mortgage loan officer can help navigate the process and ensure a smooth transaction. Overall, the expertise and knowledge of a mortgage loan officer can be invaluable to residents of Bethesda, MD looking to purchase a home in this bustling and desirable area.

Tax Services

Residents of Bethesda, MD can benefit greatly from the expertise of a tax advisor. With the high cost of living in this affluent area, many individuals and families may be looking for ways to maximize their tax deductions and minimize their liabilities. A tax advisor can help them navigate the complex tax laws and regulations, identify deductions and credits that they may be eligible for, and develop a tax strategy that aligns with their financial goals. For example, a tax advisor can advise residents on how to take advantage of the state and local tax (SALT) deduction limits, which can be particularly important in a high-tax state like Maryland. Additionally, a tax advisor can help residents who own businesses or rental properties in Bethesda to navigate the unique tax laws and regulations that apply to these types of assets, ensuring that they are in compliance and maximizing their tax savings.

Estate Planning Lawyer

Residents of Bethesda, MD can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Bethesda, MD, where the cost of living is high and the residents tend to have significant assets. An estate planning lawyer can also help individuals to minimize their tax liabilities, protect their assets from creditors, and ensure that their healthcare wishes are honored if they become incapacitated. Additionally, an estate planning lawyer can provide guidance on setting up trusts, naming beneficiaries, and creating a plan for long-term care. With so many complex issues to consider, it's essential for Bethesda residents to work with an experienced estate planning lawyer to ensure that their wishes are carried out and their loved ones are protected.

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