Best Financial Advisors in Salisbury, MD

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List of Firms

Salisbury, MD Fiduciary Financial Advisors

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Delmarva Wealth Management, LLC
Location 543 Riverside Dr Ste B, Salisbury, MD 21801, USA
Phone (410) 912-4286
Directions
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PKS Investment Advisors LLC
SEC File# 801-96235
CRD# 110147
3 out of 5
Location 1801 Sweetbay Dr, Salisbury, MD 21804, USA
Phone (410) 546-5600
Directions
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MORR Financial Group
Location 212 W Main St, Salisbury, MD 21801, USA
Phone (443) 210-2269
Directions
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InFocus Financial Advisors, Inc.
Location 31454 Winterplace Pkwy, Salisbury, MD 21804, USA
Phone (410) 677-4848
Directions
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Generations Financial Advisors
Location 801 N Salisbury Blvd, Salisbury, MD 21801, USA
Phone (410) 742-0635
Directions
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CFS, Inc. — Comprehensive Financial Solutions
SEC File# 801-33020
CRD# 10299
5 out of 5
Location 953 Mt Hermon Rd STE 101, Salisbury, MD 21804, USA
Phone (410) 546-0911
Directions
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Ludwig Financial Services, Inc.
Location 1325 Mt Hermon Rd #10a, Salisbury, MD 21804, USA
Phone (410) 742-4515
Directions
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Catalyst Investment Advisors
Location 1340 Belmont Ave, Salisbury, MD 21804, USA
Phone (443) 944-8682
Directions
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Jeffrey Deprisco - Financial Advisor, Ameriprise Financial Services, LLC
Location 2324 North Zion Road Ste 109, Salisbury, MD 21801, USA
Phone (410) 860-1137
Directions
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Shariden Consulting and Wealth Management, LLC
Location 114 Baptist St, Salisbury, MD 21801, USA
Phone (410) 456-3324
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Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1496 Still Meadow Blvd Ste F, Salisbury, MD 21804, USA
Phone (410) 543-7637
Directions
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Edward Jones - Financial Advisor: Jessica A Eisemann, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 106 Milford St Suite 701, Salisbury, MD 21804, USA
Phone (410) 742-3264
Directions
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Danielle Moore - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2324 North Zion Road Ste 109, Salisbury, MD 21801, USA
Phone (410) 860-1137
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 150 W Market St Ste 301, Salisbury, MD 21801, USA
Phone (410) 341-7900
Directions
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Kwiatkowski & Associates
Location 700 E Main St #101, Salisbury, MD 21804, USA
Phone (410) 334-2604
Directions
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Edward Jones - Financial Advisor: Sarah L Edwards, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1304 S Division St Suite 2, Salisbury, MD 21804, USA
Phone (410) 860-9757
Directions
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Edward Jones - Financial Advisor: Kelley Selph, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 100 E Main St Suite 602, Salisbury, MD 21801, USA
Phone (410) 860-1828
Directions
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Osborne Financial Group
Location 106 Circle Ave, Salisbury, MD 21801, USA
Phone (410) 742-1452
Directions
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Heights Financial Group
Location 1203 Pemberton Dr, Salisbury, MD 21801, USA
Phone (410) 546-8445
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Ameriprise Financial
Location 601 E Naylor Mill Rd F, Salisbury, MD 21804, USA
Phone (410) 860-1137
Directions
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Wealthspire Advisors (Formerly StratWealth)
5 out of 5
Location 1405 Wesley Dr Suite 32, Salisbury, MD 21801, USA
Phone (410) 341-0026
Directions
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Edward Jones - Financial Advisor: Randy O'Neal, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 701 E Naylor Mill Rd Suite H, Salisbury, MD 21804, USA
Phone (410) 543-4311
Directions
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Livingston Wealth Management, LLC
5 out of 5
Location 715 Eastern Shore Dr, Salisbury, MD 21804, USA
Phone (410) 742-6413
Directions
Financial Advisors in Salisbury, MD

Where Certified Financial Advisors in Salisbury, MD Serve

Salisbury, MD is a bustling city located on the eastern shore of Maryland, boasting an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Salisbury University, known for its esteemed academic programs, to the historic Ward Museum of Wildfowl Art, the city offers a diverse range of attractions for locals and tourists alike. Additionally, Salisbury is home to major employers such as Peninsula Regional Medical Center, Perdue Farms, and the Wicomico County Public Schools. The city is easily accessible via major highways such as Route 50 and Route 13, while notable streets include Main Street and Riverside Drive. Neighborhoods in Salisbury include the charming Camden Avenue Historic District and the up-and-coming Westside neighborhood. With its rich history, vibrant culture, and thriving economy, Salisbury is a city that truly has it all.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Salisbury, MD can benefit greatly from the services of a financial advisor. With a population of over 30,000 people, Salisbury is a bustling city that offers plenty of opportunities for growth and development. A financial advisor can help residents navigate the complex world of personal finance, offering guidance on everything from budgeting and saving to investing and retirement planning. They can also provide valuable insights into the local economy, helping residents make informed decisions about their financial future. For example, a financial advisor in Salisbury might advise clients on the best ways to take advantage of the city's growing healthcare industry, or help them understand the impact of the local housing market on their financial goals. Overall, a financial advisor can be an invaluable resource for anyone looking to build a solid financial foundation in Salisbury, MD.

Insurance Broker

Residents of Salisbury, MD can benefit greatly from the services of an insurance broker. In a city where severe weather is common, having the right insurance coverage is crucial. An insurance broker can help residents find policies that protect their homes and possessions from damage caused by hurricanes, floods, and other natural disasters. Additionally, an insurance broker can provide guidance on health insurance options, which is especially important in a city with a high population of retirees. With the help of an insurance broker, Salisbury residents can feel confident that they are adequately protected and prepared for any unexpected events that may come their way.

Retirement Planning

Residents of Salisbury, MD can greatly benefit from the services of a retirement planner. A retirement planner can help them navigate the complexities of retirement planning, including creating a budget, saving for retirement, and investing wisely. In Salisbury, MD, where the cost of living is slightly higher than the national average, a retirement planner can help residents make the most of their retirement savings. Additionally, a retirement planner can help residents plan for unexpected expenses, such as medical bills or home repairs, which can be especially important in a city like Salisbury, where severe weather events like hurricanes and flooding are common. Overall, a retirement planner can provide residents of Salisbury, MD with peace of mind as they approach retirement and help them achieve their financial goals.

Wealth Management

Residents of Salisbury, MD may benefit from the assistance of a wealth manager in a variety of ways. For instance, a wealth manager can help Salisbury residents plan for retirement, manage their investments, and create a comprehensive financial plan. Additionally, wealth managers can provide guidance on tax planning and estate planning, which can be especially important for residents of Salisbury who may have unique financial needs and considerations. For example, Salisbury residents may be interested in exploring opportunities for investing in local businesses or real estate, and a wealth manager can help them navigate these opportunities and make informed decisions. Ultimately, working with a wealth manager can help Salisbury residents achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Salisbury, MD can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. With the high cost of living in Salisbury, MD, many residents may struggle to come up with the necessary funds to purchase a home. A mortgage loan officer can help them explore their options and find a loan that fits their unique financial situation. Additionally, many residents of Salisbury, MD may be unfamiliar with the local real estate market and the various lending options available to them. A mortgage loan officer can provide valuable guidance and advice, helping residents make informed decisions about their home financing needs.

Tax Services

Residents of Salisbury, MD can greatly benefit from the services of a tax advisor in various ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to the city. With a tax advisor's help, residents can ensure they are taking advantage of all the deductions and credits available to them, reducing their tax liability and potentially increasing their refund. Additionally, a tax advisor can provide guidance on how to properly report income from multiple sources, such as rental properties or self-employment, to avoid any potential penalties or audits. Overall, a tax advisor can provide invaluable assistance to Salisbury residents in ensuring they are fully compliant with tax laws and maximizing their financial resources.

Estate Planning Lawyer

Residents of Salisbury, 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 creating a will or trust. This is especially important in Salisbury, MD, where many residents own property and have significant assets. Without a proper estate plan in place, these assets could be subject to costly probate proceedings and may not be distributed according to the individual's wishes. Additionally, an estate planning lawyer can assist with other important documents such as power of attorney and healthcare directives, ensuring that residents have a comprehensive plan in place for their future and the future of their loved ones.

Salisbury, MD Financial Resources

Salisbury, MD Chamber of Commerce

https://salisburyarea.com/

Salisbury, MD City Hall

https://salisbury.md/

Salisbury, MD Public Library

https://www.wicomicolibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Salisbury, MD