Wealth Management in Hagerstown, MD

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List of Firms

Hagerstown, MD Wealth Management Firms

Northwestern Mutual - Ed Lough
4 out of 5
Location 20 W Washington St Suite #301, Hagerstown, MD 21740, USA
Phone (301) 733-5433
Abeles Flurie Wealth Management Group Of Wells Fargo Advisors
Location 13200 Fountain Head Plaza #102, Hagerstown, MD 21742, USA
Phone (240) 513-2744
Andra Wealth Management
Location 11 Public Square Suite 400A, Hagerstown, MD 21740, USA
Phone (240) 707-6760
Edward Jones - Financial Advisor: Dave Holman, ABFP™|AAMS™
Location 1309 Pennsylvania Ave, Hagerstown, MD 21742, USA
Phone (301) 733-9465
Carson Wealth
5 out of 5
Location 19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742, USA
Phone (301) 739-8505
RBC Wealth Management Branch - Hagerstown
Location 40 S Potomac St Suite 300, Hagerstown, MD 21740, USA
Phone (800) 344-4413
Edward Jones - Financial Advisor
5 out of 5
Location 33 W Franklin St # 101, Hagerstown, MD 21740, USA
Phone (301) 790-1541
First Financial Group-James
Location 12805 Oak Hill Ave Suite 3, Hagerstown, MD 21742, USA
Phone (301) 790-4056
Wealth Management in Hagerstown, MD

Where Wealth Management Advisors in Hagerstown, MD Serve

Hagerstown, MD is a vibrant city that boasts a rich history and a plethora of landmarks. Some of the most notable landmarks in the area include the Hager House, the Maryland Theatre, and the Washington County Museum of Fine Arts. In terms of top employers, Hagerstown is home to several major companies, including Volvo Group Trucks Operations, Meritus Health, and First Data. The city is also well-connected, with major highways like I-70 and I-81 running through the area. When it comes to neighborhoods, Hagerstown has a diverse mix of communities, from the charming downtown district to the sprawling suburban developments on the outskirts of town. Overall, Hagerstown is a dynamic city that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hagerstown, MD would greatly benefit from the services provided by a bank. One of the most common ways a bank can assist the community is by offering financial education and resources to those who may not have access to it otherwise. With a poverty rate of 20.8%, many Hagerstown residents struggle to make ends meet and may not have the knowledge or tools to manage their finances effectively. A bank can provide workshops, seminars, and one-on-one consultations to help individuals learn how to budget, save, and invest their money wisely. Additionally, a bank can offer loans and credit to those who need it, whether it be for a home, car, or small business. This can help stimulate the local economy and provide opportunities for growth and success. Overall, the services provided by a bank can greatly benefit the residents of Hagerstown, MD and help improve their financial well-being.

Insurance Broker

Residents of Hagerstown, MD can benefit greatly from the services of an insurance broker. With the unique economic and demographic makeup of this city, a broker can provide personalized advice and assistance in choosing the right insurance policies for individuals and businesses alike. For example, Hagerstown's location near major highways and interstates may make auto insurance a top priority for many residents. Additionally, the city's aging population may require specialized health and long-term care coverage. An insurance broker can navigate the complex world of insurance options and help residents find the best coverage at the most affordable rates. With their expertise and industry connections, insurance brokers can save residents time and money while ensuring they have the protection they need.

Retirement Planning

Residents of Hagerstown, MD could benefit from a retirement planner in several ways. Firstly, a retirement planner can help residents plan for their future by creating a customized retirement plan that takes into account their unique financial situation and goals. This is particularly important in Hagerstown, MD, where the cost of living is lower than in many other parts of the country, but the average income is also lower. A retirement planner can help residents navigate this economic landscape and make the most of their retirement savings. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, which can all be complex and overwhelming for the average person. By working with a retirement planner, residents of Hagerstown, MD can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Hagerstown, MD can greatly benefit from the services of a financial advisor. With the city's economy being largely driven by manufacturing and healthcare, a financial advisor can assist individuals in creating investment portfolios that align with their financial goals and risk tolerance. Moreover, Hagerstown has a higher than average poverty rate, and a financial advisor can help those struggling to make ends meet by providing guidance on budgeting, debt management, and savings strategies. In addition, Hagerstown has a growing retiree population, and a financial advisor can help them navigate the complexities of retirement planning, including Social Security, Medicare, and tax implications. Overall, a financial advisor can provide invaluable assistance to Hagerstown residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Hagerstown, MD can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage. This is particularly relevant in Hagerstown, MD, where the real estate market can be challenging to navigate due to its unique mix of urban and rural areas. Secondly, a mortgage loan officer can help residents secure the best possible mortgage rates and terms, which can help them save money in the long run. Moreover, a mortgage loan officer can provide residents with valuable advice on how to improve their credit scores and financial standing, which can help them qualify for better mortgage rates and terms in the future. Overall, a mortgage loan officer can be an invaluable resource for Hagerstown, MD residents looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Hagerstown, MD can benefit from the expertise of a tax advisor in numerous ways. Firstly, a tax advisor can assist individuals in navigating the intricacies of Maryland state tax laws, which are notoriously complex. Additionally, Hagerstown residents may be eligible for unique tax breaks and credits based on their occupation or industry, such as the Maryland Film Production Tax Credit. A tax advisor can help residents take advantage of these opportunities and potentially save them thousands of dollars in taxes. Furthermore, Hagerstown is home to a large number of small businesses, and a tax advisor can provide invaluable guidance on tax planning, compliance, and record-keeping to ensure that these businesses remain financially healthy and compliant with state and federal tax laws. Overall, a tax advisor can provide Hagerstown residents with the peace of mind that comes with knowing that their taxes are being handled expertly and efficiently.

Estate Planning Lawyer

Residents of Hagerstown, MD can benefit from the expertise of an estate planning lawyer in several ways. One of the most common areas of assistance is in creating a comprehensive estate plan that includes wills, trusts, and other legal documents. This is especially important in Hagerstown, MD, where the population is aging rapidly and many residents own property or assets that they want to pass down to their loved ones. In addition to creating an estate plan, an estate planning lawyer can also help residents navigate complex tax laws, plan for long-term care, and ensure that their wishes are carried out in the event of incapacity or death. With their bursty and complex knowledge, estate planning lawyers can provide invaluable guidance and peace of mind to residents of Hagerstown, MD.

Hagerstown, MD Financial Resources

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Hagerstown, MD City Hall


Hagerstown, MD Public Library



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