Wealth Management in Lutherville, MD

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List of Firms

Lutherville, MD Wealth Management Firms

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Chesapeake Wealth Management
Location 1301 York Rd # 110, Timonium, MD 21093, USA
Phone (410) 828-5533
Directions
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Merrill Lynch Wealth Management Advisor Steven Prumo
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4339
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Griffin Wealth Management
Location 1954 Greenspring Dr Ste 350, Timonium, MD 21093, USA
Phone (410) 308-1582
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Spring Capital Partners
Location 2330 W Joppa Rd #340, Timonium, MD 21093, USA
Phone (410) 685-8000
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Oracle Capital Strategies, LLC
SEC File# 801-64456
CRD# 135603
Location 2330 W Joppa Rd, Timonium, MD 21093, USA
Phone (410) 878-7002
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
Directions
SEC File# 801-63649
CRD# 133329
4 out of 5
Location 210 Allegheny Ave, Fourth Floor, Towson, MD 21204, USA
Phone (410) 547-2666
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Blair Della-Croce Group - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 296-9200
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Bayspan Wealth Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9515 Deereco Rd Ste 303, Timonium, MD 21093, USA
Phone (410) 823-8933
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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rs wealth management
Location 229 E Ridgely Rd, Timonium, MD 21093, USA
Phone (866) 444-8513
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Morgan Stanley Wealth Management:Mazurek William
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 296-9200
Directions
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Merrill Lynch Wealth Management Advisor Daniel Kent Otakie
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4395
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SEC File# 801-110641
CRD# 155574
Location 9515 Deereco Rd #604, Timonium, MD 21093, USA
Phone (410) 561-3994
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James J Jacobson - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 602-6401
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The Mirvis-Holmes Wealth Management Group
Location 2350 W Joppa Rd, Timonium, MD 21093, USA
Phone (410) 494-6809
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Ameriprise Advisor Services
Location 2219 York Rd # 302, Timonium, MD 21093, USA
Phone (410) 561-8034
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Riley Dopp - Morgan Stanley
Location 2330 W Joppa Rd Ste 255, Timonium, MD 21093, USA
Phone (410) 583-4850
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Justin Retirement Services LLC
Location 2330 W Joppa Rd # 175, Timonium, MD 21093, USA
Phone (410) 296-0600
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Morgan Stanley Wealth Management:Macon John
Location 2330 W Joppa Rd # 225, Lutherville, MD 21093, USA
Phone (410) 296-9200
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Wells Fargo Advisors
Location 2350 W Joppa Rd, Timonium, MD 21093, USA
Phone (410) 494-6800
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Heritage Financial Consultants
Location 1300 York Rd, Timonium, MD 21093, USA
Phone (410) 339-6900
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Duncan Investment Partners
SEC File# 801-99348
CRD# 122320
Location 108 W Timonium Rd #202, Timonium, MD 21093, USA
Phone (410) 560-7990
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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The Zolet Lenet and Fink Group - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 494-8356
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Jacob William Advisory
SEC File# 801-72037
CRD# 155344
Location 9515 Deereco Rd #201, Timonium, MD 21093, USA
Phone (410) 821-6724
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Paladino Financial Group
SEC File# 801-68276
CRD# 103857
Location 1954 Greenspring Dr # 500, Timonium, MD 21093, USA
Phone (410) 252-7630
Directions
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The Fernandez and Feranec Group - Morgan Stanley
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 494-8090
Directions
Wealth Management in Lutherville, MD

Where Wealth Management Advisors in Lutherville, MD Serve

Lutherville, MD is a charming suburban town located in Baltimore County, Maryland. The town is renowned for its historic landmarks, including the Lutherville Historic District, which features beautiful Victorian-style homes that date back to the 19th century. The town is also home to several top employers, such as GBMC HealthCare, T. Rowe Price, and McCormick & Company, which provide jobs to thousands of residents. Major highways and streets that run through Lutherville include I-83, York Road, and Timonium Road, making it easily accessible to neighboring towns and cities. The town is comprised of several neighborhoods, including Seminary Ridge, Mays Chapel, and Lutherville-Timonium, each with their unique charm and character. Whether you're looking for a peaceful suburban retreat or a bustling urban lifestyle, Lutherville has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lutherville, MD would be helped by a bank in numerous ways. Firstly, a bank would provide a safe and secure place for residents to deposit and withdraw money. With the increase in online transactions, having a physical location to conduct transactions can be reassuring for some residents. Secondly, a bank can provide loans and mortgages to residents who are looking to purchase a home or start a business. This is particularly important for Lutherville, MD residents as the area is known for its thriving small business community. Additionally, a bank can offer financial advice and investment opportunities to help residents grow their wealth. With its proximity to Baltimore and Washington D.C., Lutherville, MD residents may have unique investment opportunities that a bank can help them navigate. Finally, a bank can offer community support through charitable donations and volunteer efforts. This is important for Lutherville, MD residents who value community involvement and giving back.

Insurance Broker

Residents of Lutherville, MD can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents understand the nuances of their insurance policies and ensure they have adequate coverage for their unique needs. Additionally, an insurance broker can provide guidance on the best insurance products available in the market and help residents make informed decisions about their insurance purchases. For instance, given the high incidence of flooding in Lutherville, MD, an insurance broker can recommend flood insurance coverage to protect residents from the financial losses associated with flood damage. Furthermore, an insurance broker can assist residents in filing insurance claims and negotiating settlements with insurance companies, which can be a complex and time-consuming process. Overall, an insurance broker can provide invaluable support to residents of Lutherville, MD in navigating the often confusing and overwhelming world of insurance.

Retirement Planning

Residents of Lutherville, MD can benefit greatly from the expertise of a retirement planner. With its high median household income and proximity to Baltimore, Lutherville presents unique financial challenges and opportunities. A retirement planner can help residents navigate the complex tax landscape, maximize their retirement savings, and plan for long-term care. Additionally, with Lutherville's large population of retirees, a planner can help individuals and couples create a customized retirement plan that takes into account their unique goals and needs. From managing investments to creating a comprehensive estate plan, a retirement planner can provide invaluable guidance and support to residents of Lutherville, MD.

Financial Advisor

Residents of Lutherville, MD can benefit from the services of a financial advisor in several ways. One of the most common ways is by providing guidance on retirement planning. With the median age in Lutherville being 45.4 years, many residents are likely to be approaching retirement age or already retired. A financial advisor can help them navigate the complexities of retirement planning, including determining how much they need to save, creating a budget, and selecting the right investment options. Additionally, a financial advisor can assist residents in managing their debt, especially given that the median household income in Lutherville is $95,833, which is higher than the national average. By helping residents develop a debt management plan, a financial advisor can help them achieve financial stability and avoid financial stress. Finally, a financial advisor can also assist residents in creating a comprehensive estate plan, which is particularly important given the high median home value in Lutherville of $458,300.

Mortgage Loan Officer

Residents of Lutherville, MD would benefit from the expertise of a mortgage loan officer in many ways. For instance, a loan officer can help residents navigate the complex mortgage application process to secure the best possible rates and terms. Additionally, a loan officer can provide valuable advice on the local housing market, which can be particularly helpful for residents of Lutherville, MD. This is because Lutherville, MD is a unique community that offers a range of housing options, from historic homes to modern townhouses. A loan officer can help residents understand the nuances of the local market and find the right home for their needs and budget. Furthermore, a loan officer can offer guidance on the various types of loans available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Overall, a mortgage loan officer can provide invaluable support and guidance to residents of Lutherville, MD as they navigate the often complex and confusing world of home buying.

Tax Services

Residents of Lutherville, MD can benefit from the services of a tax advisor in various ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions, especially for those who own businesses or are self-employed. Lutherville, MD is home to many small business owners who may not be aware of all the tax deductions available to them. A tax advisor can help these business owners identify deductible expenses and ensure that they are not overpaying taxes. Additionally, a tax advisor can assist residents in navigating the complex tax laws and regulations specific to Maryland. For example, Maryland has a unique tax structure that includes both state and local taxes, and a tax advisor can help residents understand how to minimize their tax liability while complying with all applicable laws. Overall, a tax advisor can provide valuable guidance and support to residents of Lutherville, MD, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of Lutherville, MD can greatly benefit from the services of an estate planning lawyer. With its affluent population and high property values, Lutherville presents unique challenges that require specialized legal expertise. An estate planning lawyer can assist residents with creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, residents can receive guidance on minimizing estate taxes and protecting their assets from potential creditors. Furthermore, an estate planning lawyer can provide advice on healthcare directives, guardianship arrangements, and other important matters that can affect a person's quality of life. Overall, an estate planning lawyer can help residents of Lutherville, MD navigate the complex legal landscape of estate planning and provide peace of mind for themselves and their loved ones.

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