Best Financial Advisors in Harford County, MD

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List of Firms

Harford County, MD Fiduciary Financial Advisors

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Winner Pauliny Wealth Management
Location 116 S Hays St, Bel Air, MD 21014, USA
Phone (443) 307-8012
Directions
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Fisher Financial Services
Location 130 N Bond St suite 203, Bel Air, MD 21014, USA
Phone (443) 371-6200
Directions
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Andrea Kirk - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2014 S Tollgate Rd Ste 202, Bel Air, MD 21015, USA
Phone (410) 569-9694
Directions
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Kelly Financial Group LLC
SEC File# 801-119450
CRD# 310140
4 out of 5
Location 48 E Gordon St, Bel Air, MD 21014, USA
Phone (410) 893-0560
Directions
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Crossland Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 211 Fulford Ave, Bel Air, MD 21014, USA
Phone (410) 838-7526
Directions
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Hartman Noppinger Financial
Location Bel Air, MD 21014, USA
Phone (410) 879-9952
Directions
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Harford Retirement Planners, LLC
5 out of 5
Location 139 N Main St Suite 202, Bel Air, MD 21014, USA
Phone (443) 567-5322
Directions
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Harford Financial Group
4 out of 5
Location 4169, 836 S Main St #105, Bel Air, MD 21014, USA
Phone (410) 838-2992
Directions
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Edward Jones - Financial Advisor: Hugh McCarthy, ChFC®|CLU®|CRPC®
SEC File# 801-3297
CRD# 250
Location 2107 Laurel Bush Rd Ste 205, Bel Air, MD 21015, USA
Phone (443) 356-4102
Directions
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Harford Financial Inc
Location 1212 E Churchville Rd, Bel Air, MD 21014, USA
Phone (410) 836-0838
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Fritz Ehrsam - Raymond James
Location 5 N Main St Suite 2B, Bel Air, MD 21014, USA
Phone (410) 420-8958
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Fleming Financial Services PC Inc
Location 514 S Main St suite a, Bel Air, MD 21014, USA
Phone (410) 803-9211
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Edward Jones - Financial Advisor: Rory G White, CFP®|AAMS™
5 out of 5
Location 218 S Union Ave, Havre De Grace, MD 21078, USA
Phone (410) 939-5270
Directions
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Chesapeake Financial Planners
SEC File# 801-99348
CRD# 122320
Location 2402 Scotlon Ct, Forest Hill, MD 21050, USA
Phone (410) 652-7868
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Ameriprise Financial Services, Inc. - Bel Air, MD
SEC File# 801-28543
CRD# 6363
Location 309 George St, Bel Air, MD 21014, USA
Directions
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Ryan Townsley, CFP® - Town Capital
5 out of 5
Location 5 S Hickory Ave, Bel Air, MD 21014, USA
Phone (410) 864-0209
Directions
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Sovereign Financial Services, LLC
Location 24 E Pennsylvania Ave #300, Bel Air, MD 21014, USA
Phone (410) 575-3120
Directions
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Ries Financial Group
Location 115 N Main St, Bel Air, MD 21014, USA
Phone (410) 809-6701
Directions
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Gabor Financial Group
Location 1511 Rolling Rd, Bel Air, MD 21014, USA
Phone (410) 879-2322
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Comprehensive Financial Advsrs
Location 139 N Main St #101, Bel Air, MD 21014, USA
Phone (410) 638-1300
Directions
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Merrill Lynch Wealth Management Advisor F. Scott Keck
Location 39 E Churchville Rd, Bel Air, MD 21014, USA
Phone (410) 420-6053
Directions
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EDWARD JONES
SEC File# 801-3297
CRD# 250
Location 15 E Churchville Rd #111, Bel Air, MD 21014, USA
Phone (410) 638-9460
Directions
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Edward Jones - Financial Advisor: Craig R Tilghman, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1201 Agora Dr Suite 1B, Bel Air, MD 21014, USA
Phone (410) 836-8082
Directions
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Edward Jones - Financial Advisor: John H Fisher
SEC File# 801-3297
CRD# 250
Location 1614 Churchville Rd Ste 2-Ll, Bel Air, MD 21015, USA
Phone (443) 787-4819
Directions
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Allworth Financial
SEC File# 801-68255
CRD# 111167
5 out of 5
Location 2231 Old Emmorton Rd, Bel Air, MD 21015, USA
Phone (410) 515-6310
Directions
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Taber Financial Services
Location 1329 Wiley Oak Dr, Jarrettsville, MD 21084, USA
Phone (410) 557-7300
Directions
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Lincoln Financial Group
1 out of 5
Location 905 Deer Ct, Abingdon, MD 21009, USA
Phone (410) 569-1808
Directions
Financial Advisors in Harford County, MD

Where Certified Financial Advisors in Harford County, MD Serve

Harford County, MD is a vibrant and diverse community located in the heart of the Chesapeake Bay region. It is home to a number of iconic landmarks, including the historic Concord Point Lighthouse and the picturesque Rock State Park, which boasts stunning views of the surrounding countryside. The county is also home to a number of top employers, including the Aberdeen Proving Ground and Upper Chesapeake Health, which provide job opportunities for thousands of residents. Major highways and streets, such as I-95 and Route 40, provide easy access to neighboring cities and towns, while charming neighborhoods like Bel Air and Havre de Grace offer a unique blend of small-town charm and big-city amenities. Whether you're looking for a place to call home or simply passing through, Harford County is a destination that is sure to leave a lasting impression.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harford County, MD could greatly benefit from the assistance of a financial advisor in a number of ways. One specific aspect that sets Harford County apart is its strong military presence, with Aberdeen Proving Ground being a major employer in the area. A financial advisor could provide guidance on how to maximize military benefits, such as the GI Bill and VA home loans, as well as help with retirement planning for military personnel. Additionally, with the county's growing population and increasing cost of living, a financial advisor could assist with budgeting and debt management strategies to ensure residents are able to meet their financial goals and maintain financial stability.

Insurance Broker

Residents of Harford County, MD could greatly benefit from the services of an insurance broker. With a population of over 250,000 people, Harford County is one of the fastest-growing counties in Maryland. As such, there is a high demand for insurance coverage for both personal and business needs. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage at the most affordable rates. Specifically, Harford County is home to a large number of small businesses that could benefit from the expertise of an insurance broker to help them secure the right coverage for their unique needs. Additionally, with the county's proximity to major cities like Baltimore and Washington D.C., residents may require specialized insurance coverage for activities such as commuting or travel, which an insurance broker can help them obtain.

Retirement Planning

Residents of Harford County, MD can benefit greatly from the services of a retirement planner. With a significant portion of the population approaching retirement age, a retirement planner can help individuals navigate the complexities of retirement planning, including managing retirement accounts, creating a budget, and maximizing Social Security benefits. Additionally, a retirement planner can provide guidance on estate planning and long-term care options, which are particularly important considerations for Harford County residents given the high cost of healthcare in the area. By working with a retirement planner, residents of Harford County can ensure that they are well-prepared for their golden years and can enjoy a comfortable and secure retirement.

Wealth Management

Residents of Harford County, MD can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. With the cost of living in Harford County being higher than the national average, a wealth manager can provide guidance on how to best allocate resources and investments to achieve financial stability and security. Additionally, a wealth manager can help navigate the complexities of estate planning and tax management, which can be particularly important for residents of Harford County, where property values are high and inheritance taxes can be significant. Overall, a wealth manager can provide valuable support and expertise to help residents of Harford County achieve their financial objectives and secure their financial future.

Mortgage Loan Officer

Residents of Harford County, MD would greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure a mortgage for their dream home or refinancing an existing mortgage to obtain a better interest rate. One specific benefit for Harford County residents is that a mortgage loan officer can provide guidance on the various loan programs available in the area, including those offered by the Maryland Mortgage Program. This program provides affordable financing options for first-time homebuyers, veterans, and others who may not qualify for traditional mortgages. With the help of a mortgage loan officer, residents of Harford County can navigate the complex world of home financing and achieve their homeownership goals.

Tax Services

Residents of Harford County, MD can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on state and local taxes. Harford County residents face unique tax challenges, such as the county's high property tax rates. A tax advisor can help homeowners navigate these rates and ensure they are taking advantage of any available tax breaks. Additionally, small business owners in Harford County can benefit from the expertise of a tax advisor, as they can provide guidance on how to structure their business to minimize tax liabilities and maximize profits. Overall, a tax advisor can provide valuable assistance to residents of Harford County, MD in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Harford County, MD can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after a person passes away. This is especially important in Harford County, MD, where many residents own property and have significant assets. An estate planning lawyer can also help with creating a plan for healthcare decisions in case of incapacity, as well as minimizing taxes and avoiding probate. With the help of an estate planning lawyer, residents of Harford County can have peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Harford County, MD