Retirement Planning in Howard County, MD

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List of Firms

Top Retirement Planners in Howard County, MD

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Larry T Singer - Financial Advisor, Ameriprise Financial Services, LLC
Location 3300 N Ridge Rd #340, Ellicott City, MD 21043, USA
Phone (410) 418-9800
Language https://www.ameripriseadvisors.com/team/morgan-associates/financial-advice-team/Lawrence.T.Singer/?cid=IP_local_google
Directions
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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
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The Patuxent Group - Morgan Stanley
2 out of 5
Location 6230 Old Dobbin Ln Suite 100, Columbia, MD 21045, USA
Phone (443) 259-3019
Directions
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CBC Retirement Partners
4 out of 5
Location 9841 Broken Land Pkwy Suite 120, Columbia, MD 21046, USA
Phone (443) 276-0025
Language http://www.columbiabenefits.com/
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Adair & Associates
Location 2205 Warwick Way Suite 300, Marriottsville, MD 21104, USA
Phone (443) 782-3253
Language http://www.adairadvisory.com/
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Capital Investment Management
SEC File# 801-76972
CRD# 113917
5 out of 5
Location 1459 Underwood Rd, Sykesville, MD 21784, USA
Phone (410) 997-6755
Language https://www.capitalmanage.net/
Directions
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RBC Wealth Management Branch - Columbia
Location 10500 Little Patuxent Pkwy Suite 350, Columbia, MD 21044, USA
Phone (800) 730-7488
Language https://us.rbcwealthmanagement.com/columbia?utm_source=GMB&utm_medium=Yext
Directions
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Pro Wealth Management
5 out of 5
Location 1502 Jakes Crk Dr, Woodbine, MD 21797, USA
Phone (410) 552-5852
Language http://www.myprowealth.com/
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Valley Financial
5 out of 5
Location 2470 Longstone Ln Suite J, Marriottsville, MD 21104, USA
Phone (443) 499-3270
Language https://www.valleyfinancialllc.com/
Directions
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Matthew Dunphy - Financial Advisor, Ameriprise Financial Services, LLC
Location 3300 N Ridge Rd #340, Ellicott City, MD 21043, USA
Phone (410) 418-9800
Language https://www.ameripriseadvisors.com/team/morgan-associates/financial-advice-team/Matthew.Dunphy/?cid=IP_local_google
Directions
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StoneBridge Advisors Inc
Location 24 Frederick Rd, Ellicott City, MD 21043, USA
Phone (443) 288-0781
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Sophos Financial
5 out of 5
Location 11755 Bragdon Wood, Clarksville, MD 21029, USA
Phone (410) 528-8688
Language http://www.sophosfinancial.com/
Directions
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Financial Planning & Management Center, Inc.
Location 8850 Columbia 100 Pkwy #306a, Columbia, MD 21045, USA
Phone (410) 461-2411
Language http://www.fpmc.com/
Directions
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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
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Retirement Planning in Howard County, MD

About Howard County, MD for Those Planning to Retire

Howard County, MD is a vibrant and diverse area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Ellicott City to the bustling Columbia, Howard County has something for everyone. The county is home to several landmarks, including the Patapsco Valley State Park, the Merriweather Post Pavilion, and the Robinson Nature Center. These landmarks offer residents and visitors alike the opportunity to explore the natural beauty of the area, as well as enjoy concerts and other events. When it comes to top employers, Howard County is home to a variety of businesses, including Johns Hopkins Applied Physics Laboratory, Howard County General Hospital, and the Howard County Public School System. These employers provide jobs to thousands of people in the area and contribute to the county's strong economy. Major highways and streets in Howard County include Interstate 95, Route 29, and Route 40. These thoroughfares make it easy for residents to commute to work or explore the surrounding areas.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Howard County, MD would benefit from a bank in several ways. Firstly, banks can provide loans and mortgages for residents who are looking to purchase property in Howard County. Given that Howard County is one of the wealthiest counties in the United States, with a median household income of $121,000, many residents may require substantial loans to purchase a home. Additionally, banks can offer savings accounts, checking accounts, and credit cards to residents, which can help them manage their finances better. Furthermore, banks can provide investment advice and services to residents who are looking to grow their wealth. Given that Howard County is home to several large corporations, such as Merkle and Tenable, many residents may be interested in investing in stocks or mutual funds. Overall, a bank can provide a range of financial services that can help residents of Howard County manage their finances better and achieve their financial goals.

Insurance Broker

Residents of Howard County, MD can benefit from the expertise of an insurance broker in various ways. These professionals can provide guidance and assistance in selecting the right insurance policies that cater to the specific needs of individuals and families. Howard County is a diverse area with a growing population, and an insurance broker can help navigate the complex insurance market to find affordable and comprehensive coverage options. They can help residents understand the intricacies of health insurance, life insurance, and other types of coverage, as well as provide advice on how to save money on premiums. Additionally, an insurance broker can assist in filing claims and resolving disputes with insurance companies. With the help of an insurance broker, residents of Howard County can have peace of mind knowing that they have the right coverage to protect themselves and their loved ones.

Wealth Management

Residents of Howard County, MD could greatly benefit from the expertise of a wealth manager. With its high median household income and affluent population, Howard County presents unique financial challenges and opportunities. A wealth manager can assist in creating a comprehensive financial plan that takes into account the county's high cost of living and the potential for significant wealth accumulation. Additionally, a wealth manager can provide guidance on investment strategies that align with the county's economic landscape, which includes a strong technology sector and a growing healthcare industry. With their knowledge of tax laws and estate planning, a wealth manager can also help residents minimize their tax liability and ensure that their assets are passed on to their heirs in a tax-efficient manner. Overall, a wealth manager can provide invaluable assistance to residents of Howard County, helping them navigate the complexities of the local economy and achieve their financial goals.

Financial Advisor

Residents of Howard County, MD could benefit from the guidance of a financial advisor in various ways. One specific aspect of Howard County that a financial advisor could assist with is the high cost of living. Due to the county's proximity to major cities like Baltimore and Washington D.C., the cost of living in Howard County is significantly higher than the national average. A financial advisor could help residents navigate the expenses of living in the area and provide strategies for budgeting and saving. Additionally, Howard County has a large population of retirees, and a financial advisor could offer advice on retirement planning and investment options. With their expertise, a financial advisor could help Howard County residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Howard County, MD can benefit from the expertise of a mortgage loan officer in many ways. With the county's high median household income, residents may be able to afford larger homes, but may still need assistance navigating the complex mortgage process. A loan officer can help them understand the different types of loans available and determine which one is best suited for their needs. Additionally, Howard County has a diverse population, with many residents who speak languages other than English. A loan officer who is fluent in multiple languages can help these residents understand the mortgage process in their native language, making it easier for them to make informed decisions. Furthermore, with the county's strong job market, many residents may be self-employed or have non-traditional income sources. A loan officer who is experienced in working with these types of borrowers can help them qualify for a mortgage and achieve their dream of homeownership.

Tax Services

Residents of Howard County, MD can benefit from the expertise of a tax advisor in various ways. One of the most common ways is through tax planning and preparation services. Howard County is known for its high standard of living, and as such, residents may have complex tax situations that require the assistance of a professional. A tax advisor can help residents navigate the intricacies of tax laws and regulations, ensuring compliance and minimizing tax liabilities. Additionally, a tax advisor can help residents take advantage of tax-saving opportunities such as deductions and credits. With the ever-changing tax landscape, a tax advisor can also provide valuable insights and advice on tax strategies that are specific to Howard County, MD. Overall, the services of a tax advisor can help Howard County residents save time, money, and avoid costly mistakes.

Estate Planning Lawyer

Residents of Howard County, MD can benefit from the services of an estate planning lawyer in several 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 their death. This is particularly important in Howard County, MD, where the population is growing rapidly, and property values are on the rise. An estate planning lawyer can also help residents minimize estate taxes, protect their assets from creditors, and establish trusts for their children or other beneficiaries. Furthermore, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are crucial documents that ensure that individuals' medical and financial decisions are respected in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Howard County, MD, as they navigate the complex and ever-changing legal landscape of estate planning.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Howard County, MD are diverse and comprehensive. From assessing one's current financial situation to creating a customized retirement plan, a retirement planner in Howard County can guide individuals towards a secure and comfortable retirement. The planner can help individuals understand the various investment options available to them, including tax-advantaged retirement accounts like 401(k)s and IRAs. Moreover, the planner can provide guidance on how to maximize social security benefits and minimize taxes during retirement. In Howard County, MD, the retirement planner can also assist individuals in navigating the unique challenges that come with retirement, such as high healthcare costs and expensive long-term care. With their expertise, a retirement planner in Howard County, MD, can help individuals achieve their financial goals and enjoy a stress-free retirement.

Howard County, MD is the ultimate destination for anyone seeking to get a retirement planner. This county is renowned for its top-notch financial advisors who specialize in providing comprehensive retirement planning services. The county boasts of a highly educated workforce, with a large number of professionals and experts in the finance industry. This means that residents can access a wealth of knowledge and expertise when it comes to retirement planning. Additionally, Howard County is home to a diverse population, which means that financial advisors have a deep understanding of the unique needs and challenges that retirees face. With a plethora of retirement planning options available, residents can rest assured that they will receive personalized and tailored advice to help them achieve their retirement goals. Overall, Howard County, MD is the perfect place to get a retirement planner, thanks to its highly skilled workforce, diverse population, and comprehensive financial planning services.