Best Financial Advisors in Wicomico County, MD

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List of Firms

Wicomico County, MD Fiduciary Financial Advisors

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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
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Edward Jones - Financial Advisor: Kara A Lewis, AAMS™|CRPC™
5 out of 5
Location 1496 Still Meadow Blvd Ste F, Salisbury, MD 21804, USA
Phone (410) 543-7637
Directions
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CFS, Inc. — Comprehensive Financial Solutions
5 out of 5
Location 953 Mt Hermon Rd STE 101, Salisbury, MD 21804, USA
Phone (410) 546-0911
Directions
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InFocus Financial Advisors, Inc.
Location 31454 Winterplace Pkwy, Salisbury, MD 21804, USA
Phone (410) 677-4848
Directions
Financial Advisors in Wicomico County, MD

Where Certified Financial Advisors in Wicomico County, MD Serve

Wicomico County, located in the eastern shore of Maryland, boasts of a rich history and a vibrant community. From the stunning views of the Chesapeake Bay to the bustling streets of Salisbury, Wicomico County has something for everyone. One of the most notable landmarks in the area is the Salisbury Zoo, which houses over 100 animals and is free for visitors. Additionally, the Ward Museum of Wildfowl Art showcases the art and culture of the region's waterfowl hunting traditions. The county is also home to the Wicomico Youth and Civic Center, which hosts a variety of events throughout the year. Top employers in the area include Perdue Farms, Peninsula Regional Medical Center, and Salisbury University. Major highways include US Route 50 and 13, which connect the county to nearby cities such as Ocean City and Annapolis. Downtown Salisbury is known for its charming streets and historic architecture, with neighborhoods such as Newtown and Camden providing a glimpse into the county's past.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wicomico County, MD can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can assist is by providing guidance on retirement planning. With a large percentage of the population in Wicomico County being over the age of 65, it's important for residents to have a solid plan in place for their golden years. A financial advisor can help individuals assess their current financial situation, set realistic retirement goals, and create a strategy to achieve those goals. Additionally, with a significant portion of the county's population employed in agriculture and manufacturing industries, a financial advisor can also offer specialized advice on managing fluctuating incomes and navigating the unique financial challenges that come with these fields.

Insurance Broker

Residents of Wicomico County, MD can benefit greatly from the services of an insurance broker. These professionals are experts in the field of insurance and can help individuals find the best policies to fit their specific needs. For example, Wicomico County is located on the eastern shore of Maryland and is prone to natural disasters such as hurricanes and flooding. An insurance broker can assist residents in finding policies that provide adequate coverage for these types of events. Additionally, they can help residents navigate the complexities of healthcare insurance and find plans that fit their budget and provide the necessary coverage. Overall, an insurance broker can provide valuable assistance to residents of Wicomico County, MD in securing the best insurance policies for their unique situations.

Retirement Planning

Residents of Wicomico County, MD could benefit greatly from the services of a retirement planner. With a population of over 100,000 people, many of whom are nearing retirement age, having a professional guide them through the process of planning for their future can be invaluable. Specifically, Wicomico County has a high percentage of retirees and elderly citizens, which means that there is a greater need for financial planning and assistance with retirement accounts, social security benefits, and healthcare costs. A retirement planner can help residents of Wicomico County navigate these complex issues and develop a personalized plan that meets their individual needs and goals. They can also provide guidance on estate planning and long-term care, which are important considerations for seniors in this area. Overall, a retirement planner can help residents of Wicomico County achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Wicomico County, MD could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a large portion of the population nearing retirement age, a wealth manager can help residents create a plan that ensures they have enough saved to live comfortably in their golden years. Additionally, many residents in Wicomico County work in industries that are heavily reliant on the local economy, such as agriculture and manufacturing. A wealth manager can help these individuals diversify their investments to protect against any potential downturns in these industries. Overall, a wealth manager can provide valuable guidance and support to residents of Wicomico County as they navigate their financial futures.

Mortgage Loan Officer

Residents of Wicomico County, MD can benefit from the services of a mortgage loan officer in a multitude of ways. One of the most common ways a mortgage loan officer can help is by assisting residents in finding the best mortgage rates and terms that fit their unique financial situation. This is particularly important in Wicomico County, MD, where the cost of living is higher than the national average. A mortgage loan officer can also provide guidance on the home buying process, from pre-approval to closing, and help residents navigate any potential obstacles along the way. Additionally, a mortgage loan officer can help residents refinance their current mortgages to take advantage of lower interest rates or to access equity in their homes. Overall, a mortgage loan officer can play a crucial role in helping residents of Wicomico County, MD achieve their homeownership goals and improve their financial wellbeing.

Tax Services

Residents of Wicomico County, MD can benefit greatly from the services of a tax advisor. With the county's economy heavily reliant on agriculture, many residents may have unique tax situations related to their farms or businesses. A tax advisor can assist in navigating these complexities and ensuring compliance with local and federal tax laws. Additionally, Wicomico County has a significant retired population, and a tax advisor can provide guidance on tax-efficient retirement planning strategies. Overall, a tax advisor can help residents of Wicomico County maximize their tax savings and minimize their tax liabilities, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Wicomico County, MD can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Wicomico County, which has a large population of retirees and seniors who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents minimize their tax liability and avoid probate, which can be a lengthy and costly process. With the help of an estate planning lawyer, residents of Wicomico County can ensure that their loved ones are taken care of and their assets are protected.

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