Retirement Planning in Columbia, MD

We did the hard work of finding trustworthy partners in Columbia, MD. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Columbia, MD

generic_business-71
Moriarty Financial Services
SEC File# 801-100512
CRD# 175083
Location 10015 Old Columbia Rd suite b-215, Columbia, MD 21046, USA
Phone (301) 523-3147
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
generic_business-71
Benjamin James - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 8825 Stanford Blvd Ste 200, Columbia, MD 21045, USA
Phone (410) 997-9490
Language https://www.ameripriseadvisors.com/benjamin.a.james/?cid=IP_local_google
Directions
generic_business-71
Brightworks Wealth Management, LLC
5 out of 5
Location 10025 Governor Warfield Pkwy #100, Columbia, MD 21044, USA
Phone (443) 539-3331
Language http://www.bwwealth.com/
Directions
generic_business-71
RSD Financial, LLC
Location 8850 Columbia 100 Pkwy #306, Columbia, MD 21045, USA
Phone (410) 992-4904
Language http://www.rsdfinancial.com/
Directions
generic_business-71
Congress Wealth Management
SEC File# 801-119667
CRD# 310873
Location 6345 Woodside Ct #100, Columbia, MD 21046, USA
Phone (410) 995-6630
Language https://www.congresswealth.com/our-firm/
Directions
generic_business-71
The Foran Group
Location 10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044, USA
Phone (410) 423-2156
Language https://us.rbcwealthmanagement.com/theforangroup?utm_source=GMB&utm_medium=Yext
Directions
generic_business-71
DAY Financial Group
Location 7230 Lee Deforest Dr Suite 203, Columbia, MD 21046, USA
Phone (410) 290-1000
Language https://www.daywm.com/
Directions
generic_business-71
Theus Wealth Advisors
1 out of 5
Location 9175 Guilford Rd #204a, Columbia, MD 21046, USA
Phone (443) 718-6310
Language http://theuswealthadvisors.com/
Directions
generic_business-71
AXA Advisors
4 out of 5
Location 6200 Old Dobbin Ln, Columbia, MD 21045, USA
Phone (410) 309-3600
Directions
generic_business-71
Richard Plant - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8825 Stanford Blvd Ste 200, Columbia, MD 21045, USA
Phone (410) 715-2506
Language https://www.ameripriseadvisors.com/richard.m.plant/?cid=IP_local_google
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
generic_business-71
Keeney Financial Group
SEC File# 801-106762
CRD# 281333
5 out of 5
Location 6811 Benjamin Franklin Dr #100, Columbia, MD 21046, USA
Phone (410) 730-7933
Directions
generic_business-71
Badger Kathryn
Location 10320 Little Patuxent Pkwy # 1, Columbia, MD 21044, USA
Phone (410) 884-6600
Language https://fa.ml.com/maryland/columbia/badgerleon/
Directions
generic_business-71
Merrill Lynch Wealth Management
3 out of 5
Location 10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, USA
Phone (410) 884-6600
Language https://www.local.ml.com/COLUMBIA_MD
Directions
generic_business-71
The Financial Insider
Location 10440 Little Patuxent Pkwy, Columbia, MD 21044, USA
Phone (877) 265-6739
Language http://thefinancialinsider.com/contact-us.html
Directions
generic_business-71
Planning Solutions Group
Location 6250 Old Dobbin Ln # 140, Columbia, MD 21045, USA
Phone (410) 872-1152
Language http://psgplanning.com/
Directions
generic_business-71
David Solomon - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8825 Stanford Blvd Ste 200, Columbia, MD 21045, USA
Phone (410) 715-2506
Language https://www.ameripriseadvisors.com/david.k.solomon/?cid=IP_local_google
Directions
generic_business-71
Kirk Financial Group
Location 9520 Berger Rd STE 212, Columbia, MD 21046, USA
Phone (410) 381-8007
Language http://www.kirkfg.com/
Directions
generic_business-71
Harbour Pointe Wealth Management
4 out of 5
Location 10500 Little Patuxent Pkwy #650, Columbia, MD 21044, USA
Phone (571) 408-2300
Directions
generic_business-71
Daniel LeRoy: Financial Advisor
Location 6200 Old Dobbin Ln #100, Columbia, MD 21045, USA
Phone (443) 832-1926
Language http://www.danleroy.net/
Directions
generic_business-71
Phoenix Private Wealth
4 out of 5
Location 6200 Old Dobbin Ln #100, Columbia, MD 21045, USA
Phone (443) 832-1908
Language http://www.phoenixprivatewealth.com/
Directions
generic_business-71
Michael Bowden - Morgan Stanley
Location 6230 Old Dobbin Ln Suite 100, Columbia, MD 21045, USA
Phone (443) 259-3006
Language https://advisor.morganstanley.com/michael.bowden?y_source=1_MTA4Mjc0NTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
generic_business-71
Lim Financial Group
SEC File# 801-66892
CRD# 137945
5 out of 5
Location 9250 Rumsey Rd #103, Columbia, MD 21045, USA
Phone (410) 415-5000
Language http://www.limfinancialgroup.com/
Directions
generic_business-71
TIAA Financial Services
1 out of 5
Location 10980 Grantchester Wy Suite 340, Columbia, MD 21044, USA
Phone (855) 200-0277
Language https://locations.tiaa.org/md/columbia/10980-grantchester-way?tc_mcid=bn_yextglocal_0618
Directions
generic_business-71
Leo Mercer, Financial Consultant
Location 6200 Old Dobbin Ln #100, Columbia, MD 21045, USA
Phone (443) 832-1955
Language http://www.leomercer.net/
Directions
generic_business-71
R. Steven Staley, CFP®, MBA
Location 6200 Old Dobbin Ln, Columbia, MD 21045, USA
Phone (212) 314-4600
Language http://www.rstevenstaley.com/location.cfm?subPage=directions
Directions
Retirement Planning in Columbia, MD

About Columbia, MD for Those Planning to Retire

Columbia, MD is a vibrant and diverse community located in Howard County, Maryland. It boasts a variety of landmarks, including the Merriweather Post Pavilion, a renowned outdoor concert venue, and the Mall in Columbia, a popular shopping destination. The town is also home to top employers such as Johns Hopkins Applied Physics Laboratory, MedStar Health, and Howard County Public Schools. Major highways and streets in Columbia include I-95, Route 29, and Route 32, providing easy access to nearby cities such as Baltimore and Washington, D.C. The town is divided into 10 villages, each with its own unique character and amenities. Popular neighborhoods include Hickory Ridge, Kings Contrivance, and River Hill. With its strong sense of community, excellent schools, and abundant recreational opportunities, Columbia, MD is a great place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Columbia, MD can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to residents who may need to secure loans for various purposes such as home renovation or business expansion. Moreover, banks can offer savings and investment options that can help residents grow their wealth. Additionally, banks can provide financial education to residents, especially those who are new to managing their finances, to help them make informed decisions about their money. Columbia, MD being a planned community with a high standard of living, banks can also offer specialized services such as wealth management to cater to the financial needs of the affluent population. With a bank's support, residents of Columbia, MD can achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Columbia, MD can benefit from the services of an insurance broker in several ways. First, an insurance broker can help residents navigate the complex insurance landscape, ensuring they have the right coverage for their needs. This is particularly important in Columbia, MD, where the city's proximity to both Baltimore and Washington, DC, means residents may face unique risks and insurance requirements. Additionally, an insurance broker can help residents save money on their insurance premiums by shopping around for the best rates and negotiating with insurers on their behalf. Finally, an insurance broker can provide peace of mind to Columbia, MD residents, knowing that they have the right coverage in place to protect their homes, cars, and other assets in the event of an unexpected loss or accident.

Wealth Management

Residents of Columbia, MD can benefit greatly from the expertise of a wealth manager. With a wealth manager, residents can receive personalized advice on investment strategies, retirement planning, and estate planning. One specific way a wealth manager can assist Columbia residents is by navigating the unique tax laws in Maryland. For example, Maryland has a state estate tax that can be complex to navigate, and a wealth manager can help residents plan their estates in a tax-efficient manner. Additionally, Columbia residents can benefit from a wealth manager's knowledge of the local real estate market, which can be highly competitive and require careful consideration when making investment decisions. Overall, a wealth manager can provide invaluable guidance to Columbia residents looking to secure their financial futures.

Financial Advisor

Residents of Columbia, MD could greatly benefit from the expertise of a financial advisor in a variety of ways. With its affluent population and high cost of living, Columbia residents may face unique financial challenges that require specialized guidance. For example, a financial advisor could assist residents in creating a comprehensive retirement plan that takes into account the high cost of healthcare in the area. Additionally, a financial advisor could help Columbia residents navigate the complex tax laws of Maryland and ensure they are taking advantage of all available deductions. With the abundance of technology companies in the area, a financial advisor could also provide guidance on investing in the tech industry and managing stock options. Overall, a financial advisor can provide invaluable assistance to Columbia residents in achieving their financial goals and navigating the unique financial landscape of the area.

Mortgage Loan Officer

Residents of Columbia, MD can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist them in identifying the most suitable mortgage product that aligns with their financial objectives and creditworthiness. Additionally, Columbia, MD is a rapidly growing community with a diverse population, and a mortgage loan officer can provide guidance on the local real estate market and help residents navigate the home buying process. This includes providing information on the various neighborhoods and school districts, as well as connecting them with local real estate agents and other professionals in the industry. Furthermore, a mortgage loan officer can help residents understand the intricacies of mortgage applications, including documentation requirements and the underwriting process. With their expertise, a mortgage loan officer can help residents secure the best possible mortgage terms and rates, ultimately making their dream of homeownership a reality.

Tax Services

Residents of Columbia, MD can benefit greatly from the expertise of a tax advisor. One specific way in which a tax advisor can assist is by navigating the complex tax laws and regulations specific to Maryland. For example, Maryland is one of only a handful of states that collects both state and county income taxes. This can lead to confusion and potential errors when filing taxes. A tax advisor can provide guidance on how to properly file taxes in Columbia, MD to ensure compliance with all applicable laws and regulations. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially resulting in significant tax savings. With the help of a tax advisor, residents of Columbia, MD can feel confident that their taxes are being handled correctly and efficiently.

Estate Planning Lawyer

Residents of Columbia, MD can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Columbia, MD, where the population is growing rapidly and there is a high demand for housing and other resources. An estate planning lawyer can also help residents of Columbia, MD with other important tasks, such as drafting wills, setting up trusts, and establishing powers of attorney. Additionally, an estate planning lawyer can provide guidance on tax planning and other financial matters, which can be especially helpful for residents of Columbia, MD who are looking to maximize their wealth and minimize their tax liabilities. Overall, an estate planning lawyer can be an invaluable resource for anyone living in Columbia, MD who wants to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Columbia, MD are comprehensive and tailored to meet the specific needs of each individual. Whether it's creating a retirement income plan, managing investments, or developing a long-term care strategy, a retirement planner can provide invaluable guidance and expertise. One unique aspect of Columbia, MD is its thriving arts scene, with a variety of galleries, theaters, and music venues. A retirement planner in Columbia, MD can help clients incorporate cultural activities into their retirement plans, ensuring they have the resources and support to pursue their passions and interests in retirement. With a burst of creativity and complexity, a retirement planner in Columbia, MD can help clients achieve their retirement goals while also enjoying the vibrant cultural offerings of this dynamic city.

Columbia, MD is the perfect place to find a retirement planner due to its vibrant community and diverse range of financial professionals. This planned community boasts a plethora of amenities, including top-rated restaurants, world-class shopping, and scenic outdoor spaces. Its proximity to both Baltimore and Washington, D.C. also provides access to a wide range of financial planning resources. Furthermore, Columbia's commitment to sustainability and innovation means that its retirement planners are well-versed in the latest trends and technologies. With a strong emphasis on education and community involvement, Columbia's retirement planners are dedicated to helping their clients achieve their financial goals and live fulfilling, stress-free lives in retirement. Overall, Columbia, MD is the ideal place to find a retirement planner who can help you navigate the complexities of retirement planning and secure your financial future.