Wealth Management in Dunkirk, MD

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Dunkirk, MD Wealth Management Firms

Calvert Wealth Management, Inc.
SEC File# 801-118382
CRD# 115639
Location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Wealth Management in Dunkirk, MD

Where Wealth Management Advisors in Dunkirk, MD Serve

Dunkirk is located in Calvert County, MD. It is a small town with a population of just over 1,000 people. The main highway in Dunkirk is MD Route 4. Some of the major landmarks in Dunkirk include the Dunkirk Volunteer Fire Department and the Dunkirk United Methodist Church. The top employers in Dunkirk are Calvert Memorial Hospital and Chesapeake Bay Foundation. Some of the neighborhoods in Dunkirk include Heritage Point, Dunkirk Beach, and Water's Edge.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Most people think of banks as places where you go to save money or get a loan. But in Dunkirk, MD, the local banks offer a variety of services that can make your life easier.For example, many banks offer online banking, which allows you to access your account information from any computer with internet access. This can be helpful if you need to check your balance or transfer funds while on vacation.Some banks also offer mobile banking, which gives you the same functionality as online banking but through a mobile app on your smartphone. This can be especially useful if you need to make a quick transaction and don't have time to stop by the bank branch.In addition, many banks offer free checking accounts with no monthly fees and extensive ATM networks that allow you to withdraw cash at any time without paying a fee. So if you're looking for a convenient and affordable way to bank, be sure to check out the services offered by the local banks in Dunkirk, MD.

Retirement Planning

Dunkirk, MD is a town in Calvert County, Maryland. It is located on the Western Shore of Chesapeake Bay. The population was 3,158 at the 2010 census. Dunkirk is known for its large number of retirees. A recent study by Merrill Lynch found that the average American retiree expects to need about $1 million saved up to cover their retirement costs. While that may seem like a lot of money, it's actually less than many people think. Retirement planning in Dunkirk, MD can be difficult because of the high cost of living in the area. However, there are a number of resources available to help you save for retirement and make the most of your golden years.

Tax Services

A tax accountant in Dunkirk, MD is responsible for preparing and filing tax returns for individuals and businesses. They must be familiar with the tax code in order to find all the deductions and credits that their clients are eligible for. Additionally, they may need to represent their clients before the IRS if there is a dispute.

Financial Advisor

A financial advisor is a professional who helps people make sound financial decisions. They can provide advice on everything from retirement planning to insurance to investing. Financial advisors in Dunkirk, MD work with clients in the local community, helping them make the most of their money and reach their financial goals.

Insurance Broker

An insurance broker in Dunkirk, MD helps people find the right type of insurance for their needs. They work with a variety of companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Dunkirk, MD is responsible for helping potential home buyers secure financing for their purchase. They work with a variety of lenders to find the best possible rate and terms for their clients. Mortgage loan officers must be licensed by the state in which they work.

Estate Planning Lawyer

An estate planning lawyer in Dunkirk, MD is a professional who helps individuals and families create wills and trusts. They can also help with the probate process and advise on other estate planning needs. If you are looking for legal assistance to plan your estate, then a lawyer in Dunkirk, MD is a great option.


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