Best Financial Advisors in Lutherville, MD

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List of Firms

Lutherville, MD Fiduciary Financial Advisors

SEC File# 801-110641
CRD# 155574
Location 9515 Deereco Rd #604, Timonium, MD 21093, USA
Phone (410) 561-3994
Directions
SEC File# 801-10418
CRD# 705
5 out of 5
Location 1954 Greenspring Dr Ste 350, Timonium, MD 21093, USA
Phone (410) 308-1582
Directions
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Valic Financial Advisors Inc
SEC File# 801-54952
CRD# 42803
Location 22 W Padonia Rd, Timonium, MD 21093, USA
Phone (410) 683-7063
Directions
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Joel GalliganStierle - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 201 W Padonia Rd Ste 303, Timonium, MD 21093, USA
Phone (410) 878-2488
Directions
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Edward Jones - Financial Advisor: Sean F Buoye
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1301 York Rd Suite 604, Timonium, MD 21093, USA
Phone (410) 832-5464
Directions
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John Haley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 201 W Padonia Rd Ste 303, Timonium, MD 21093, USA
Phone (410) 716-0962
Directions
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Scott Patterson - Raymond James
Location 1954 Greenspring Dr, Timonium, MD 21093, USA
Phone (410) 308-1582
Directions
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Academy Financial, Inc
SEC File# 801-42530
CRD# 3978
Location 1447 York Rd #801, Timonium, MD 21093, USA
Phone (410) 825-0781
Directions
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Brotman Financial Group
SEC File# 801-56126
CRD# 283330
Location 16 Greenmeadow Dr #201, Timonium, MD 21093, USA
Phone (410) 252-4555
Directions
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Tim Hurtt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2205 York Rd Ste 16, Timonium, MD 21093, USA
Phone (410) 842-0717
Directions
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Sequoia Financial Advisors
Location 1300 York Rd Suite 335, Timonium, MD 21093, USA
Phone (410) 321-0860
Directions
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Harvest
SEC File# 801-111055
CRD# 158043
Location 2345 York Rd, Timonium, MD 21093, USA
Directions
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David M Repko - Private Wealth Advisor, 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
Directions
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Morgan Stanley Financial Advisors
2 out of 5
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 296-9200
Directions
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BFG Financial Advisors
SEC File# 801-56126
CRD# 283330
Location 16 Greenmeadow Dr #201, Timonium, MD 21093, USA
Phone (410) 252-4555
Directions
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Morgan Stanley Financial Advisors
Location 2330 W Joppa Rd Suite 255, Timonium, MD 21093, USA
Phone (410) 296-9200
Directions
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Harbor Investment Advisory
SEC File# 801-70893
CRD# 151085
Location 2330 W Joppa Rd #160, Timonium, MD 21093, USA
Phone (410) 659-8900
Directions
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Duncan Investment Partners
Location 108 W Timonium Rd #202, Timonium, MD 21093, USA
Phone (410) 560-7990
Directions
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Mid-Atlantic Wealth Advisors, LLC
Location 1954 Greenspring Dr #515, Timonium, MD 21093, USA
Phone (410) 823-3399
Directions
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Alan M Vassar - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9515 Deereco Rd Ste 303, Timonium, MD 21093, USA
Phone (410) 828-2715
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
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Summer Financial Inc
Location 1626 Bellona Ave, Timonium, MD 21093, USA
Phone (410) 560-2666
Directions
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Sojourn Wealth Advisory
Location 1818 Pot Spring Rd # 206, Timonium, MD 21093, USA
Phone (410) 941-3005
Directions
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Williams Financial Group, LLC
SEC File# 801-119410
CRD# 310008
4 out of 5
Location 1954 Greenspring Dr #700, Timonium, MD 21093, USA
Phone (410) 938-8298
Directions
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Lincoln Financial Group
SEC File# 801-42530
CRD# 3978
5 out of 5
Location 1300 York Rd, Timonium, MD 21093, USA
Phone (410) 339-6600
Directions
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Snyder Asset Management
5 out of 5
Location 1300 York Rd #110, Timonium, MD 21093, USA
Phone (410) 216-1249
Directions
Financial Advisors in Lutherville, MD

Where Certified Financial Advisors in Lutherville, MD Serve

Lutherville, MD is a charming town that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Lutherville Train Station to the picturesque Lake Roland Park, there is no shortage of sights to see in this quaint community. Top employers in the area include LifeBridge Health, Towson University, and the Baltimore County Public Schools system. Major highways and streets that run through Lutherville include I-83, York Road, and Falls Road. Neighborhoods in the area range from the upscale Ruxton neighborhood to the more affordable neighborhoods of Mays Chapel and Timonium. With its rich history and thriving community, Lutherville is a town that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lutherville, MD can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique goals and circumstances. This can include strategies for saving for retirement, paying off debt, and investing in the local real estate market. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs. With its proximity to Baltimore and easy access to major highways, Lutherville is a popular destination for young professionals and families. A financial advisor can help them navigate the complex financial landscape of the area and make informed decisions about their money.

Insurance Broker

Residents of Lutherville, MD can benefit greatly from the services of an insurance broker. With so many options available, it can be overwhelming to navigate the world of insurance on your own. An insurance broker can help residents of Lutherville find the right coverage for their unique needs, whether it be for home, auto, or health insurance. Additionally, Lutherville is home to many small businesses, and an insurance broker can assist in finding the right coverage for these businesses as well. With their knowledge and expertise, an insurance broker can help residents of Lutherville save time and money while ensuring they have the appropriate coverage for their individual circumstances.

Retirement Planning

Residents of Lutherville, MD can benefit greatly from the services of a retirement planner. With its close proximity to Baltimore and its reputation as a desirable place to live, Lutherville is home to many retirees who want to make the most of their golden years. A retirement planner can help these residents by developing a personalized plan that takes into account their unique financial situation, retirement goals, and lifestyle needs. They can also assist with estate planning, tax optimization, and investment management. For example, a retirement planner can help Lutherville residents navigate the state's tax laws, which can be complex and vary depending on the county. By working with a retirement planner, residents can ensure that they are making informed decisions that will help them achieve their retirement dreams.

Wealth Management

Residents of Lutherville, MD can benefit greatly from the services of a wealth manager. With a median household income of over $100,000, many residents have significant assets that require professional management. A wealth manager can help these individuals create a personalized financial plan that takes into account their unique goals and risk tolerance. They can also provide advice on tax planning, estate planning, and investment strategies that can help residents grow and protect their wealth. In addition, a wealth manager can help residents navigate complex financial situations such as divorce, inheritance, or business ownership. With their expertise and guidance, residents of Lutherville can feel confident in their financial future and enjoy the many benefits of living in this beautiful community.

Mortgage Loan Officer

Residents of Lutherville, MD can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or experienced homeowners looking to refinance. A mortgage loan officer can also provide guidance on the various loan options available, helping residents choose the right loan for their unique financial situation. Additionally, with Lutherville's proximity to Baltimore, a mortgage loan officer can offer valuable insights into the local housing market and provide expert advice on navigating the home buying process in this bustling city. Ultimately, a mortgage loan officer can make the home buying process smoother and less stressful for residents of Lutherville, MD, helping them achieve their homeownership goals with confidence.

Tax Services

Residents of Lutherville, MD can benefit greatly from the services of a tax advisor. With the complexities of the tax code and the ever-changing regulations, it can be challenging for individuals to navigate the system on their own. A tax advisor can help Lutherville residents optimize their tax returns, minimize their tax liabilities, and ensure compliance with all tax laws. Additionally, with many Lutherville residents being homeowners, a tax advisor can provide guidance on deductions related to mortgage interest and property taxes. With the help of a tax advisor, Lutherville residents can feel confident that they are maximizing their tax benefits and minimizing their tax burdens.

Estate Planning Lawyer

Residents of Lutherville, MD can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will. In Lutherville, where the median home value is over $500,000, it is especially important for residents to have a clear plan for how their assets will be distributed after their passing. An estate planning lawyer can also help with setting up trusts, establishing powers of attorney, and navigating the complex tax laws that come with estate planning. By working with an estate planning lawyer, residents of Lutherville can ensure that their wishes are carried out and their loved ones are protected in the event of their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lutherville, MD