Retirement Planning in Wicomico County, MD

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List of Firms

Top Retirement Planners in Wicomico County, MD

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The Robins Group - Morgan Stanley
Location 150 W Market St Ste 301, Salisbury, MD 21801, USA
Phone (410) 341-7911
Language https://advisor.morganstanley.com/the-robins-group?y_source=1_MTA4MjQ0NzctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Financial Aid
Location 32000 Campus Dr, Salisbury, MD 21804, USA
Phone (410) 334-2905
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Coastal Wealth Management LLC
5 out of 5
Location 10441 Racetrack Rd #1, Berlin, MD 21811, USA
Phone (410) 208-4545
Language http://www.coastalwealthmgmt.com/
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UHY LLP, Certified Public Accountants
5 out of 5
Location 955 Mt Hermon Rd, Salisbury, MD 21804, USA
Phone (410) 742-1328
Language https://uhy-us.com/location/salisbury-md-cpa
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Presley Financial
Location 113 Baptist St STE 4, Salisbury, MD 21801, USA
Phone (443) 366-0405
Language http://presleyfinancial.4eia.com/
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Mallard Landing Retirement Community
5 out of 5
Location 1107 S Schumaker Dr, Salisbury, MD 21804, USA
Phone (410) 749-2848
Language https://www.mallardlandingretirement.net/
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Bankers Life
SEC File# 801-106953
CRD# 281285
5 out of 5
Location 601 E Naylor Mill Rd Ste A, Salisbury, MD 21804, USA
Phone (410) 546-1946
Language https://branches.bankerslife.com/md/salisbury/601-e-naylor-mill-rd?utm_source=google&utm_medium=organic&utm_campaign=Google+My+Business
Time Monday: Closed Tuesday: 8:30 AM – 5:00 PM Wednesday: Closed Thursday: Closed Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Choice Financial
Location 12 E State St, Delmar, MD 21875, USA
Phone (410) 896-9833
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Heights Financial Group
Location 1203 Pemberton Dr, Salisbury, MD 21801, USA
Phone (410) 546-8445
Language https://www.financialheight.com/
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PBJ Investments LLC
Location 1010 Bell Ave, Salisbury, MD 21804, USA
Phone (410) 742-6876
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Key Financial Services
Location 9928 Old Ocean City Blvd STE 2, Berlin, MD 21811, USA
Phone (410) 629-0357
Language http://www.keyfinancialservices.com/
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Glenn Charles Financial
Location 5700 Coastal Hwy suite 306, Ocean City, MD 21842, USA
Phone (443) 664-2797
Language https://glenn-charles-financial.business.site/
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Hammond Wealth Management, LLC
SEC File# 801-41033
CRD# 14169
Location 31400 Winterplace Pkwy STE 100, Salisbury, MD 21804, USA
Phone (443) 944-8025
Language http://www.hammondwealth.com/
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 – 4:00 PM Saturday: Closed Sunday: Closed
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Senior Planning Services
5 out of 5
Location 34554 Railroad Ave, Pittsville, MD 21850, USA
Phone (410) 543-8174
Language https://graysseniorplanning.com/
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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
Language http://pksadvisors.com/
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Ocean City Retirement Educators
Location 9928 Old Ocean City Blvd Suite 2, Berlin, MD 21811, USA
Phone (410) 260-0890
Language http://www.oceancityretirementeducators.com/
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RBC Wealth Management
Location ifrog building, 101 Bay St, Easton, MD 21601, USA
Phone (410) 822-5200
Language http://www.rbcwm-usa.com/
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The Easton Group - Morgan Stanley
Location 28601 Marlboro Ave Ste 201, Easton, MD 21601, USA
Phone (410) 822-3400
Language https://advisor.morganstanley.com/the-easton-group?y_source=1_MTE2MjUyMjctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Retirement Planning in Wicomico County, MD

About Wicomico County, MD for Those Planning to Retire

Nestled in the heart of the Eastern Shore, Wicomico County, MD is a land of scenic beauty and cultural richness. From the rolling hills of Salisbury to the sandy beaches of Ocean City, this county boasts a plethora of landmarks that are sure to captivate visitors and locals alike. Whether you're exploring the historic district of Downtown Salisbury or taking a stroll along the Wicomico River, there's always something new to discover in this vibrant community. As for top employers, Wicomico County is home to a diverse range of businesses, including Perdue Farms, Peninsula Regional Medical Center, and the University of Maryland Eastern Shore. These companies provide thousands of jobs to residents and contribute to the county's thriving economy. In terms of transportation, Wicomico County is crisscrossed by several major highways and streets, including Route 50, Route 13, and Route 12. These thoroughfares connect the county to neighboring communities and make it easy to get around.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Wicomico County, MD would be helped by a bank in a myriad of ways. Firstly, banks in the county provide access to financial services such as checking and savings accounts, loans, mortgages, and credit cards. These services enable residents to manage their finances better and achieve their financial goals. Secondly, banks in the county offer investment services, which are essential for residents looking to grow their wealth. This is particularly important in a county like Wicomico, which has a diverse economy that relies on agriculture, manufacturing, and healthcare. Thirdly, banks in the county provide online and mobile banking services, which make it easy for residents to access their accounts and carry out transactions from the comfort of their homes or offices. Lastly, banks in the county offer financial education and counseling services, which are important for residents looking to improve their financial literacy and make informed financial decisions.

Insurance Broker

Residents of Wicomico County, MD can benefit from the expertise of an insurance broker in many ways. The county's population is predominantly rural, with a significant agricultural industry. An insurance broker can help farmers in the county navigate the complex world of crop insurance, ensuring that they are protected from unexpected losses due to weather or other factors. Additionally, many residents in the area work in manufacturing or healthcare, which can come with unique insurance needs. An insurance broker can help these individuals find the right coverage for their specific needs, whether it be liability insurance for a manufacturing business or malpractice insurance for a healthcare provider. With the rising cost of healthcare, an insurance broker can also help residents find affordable health insurance plans that provide adequate coverage. Overall, an insurance broker can provide invaluable assistance to residents of Wicomico County, MD in navigating the often-confusing world of insurance.

Wealth Management

Residents of Wicomico County, MD can benefit greatly from a wealth manager in multiple ways. One of the most common ways is by helping them navigate through the complex tax laws and regulations that are unique to the state of Maryland. With its high-income tax rates and numerous tax credits and deductions, Wicomico County residents may find it challenging to optimize their tax planning strategies without expert guidance. Wealth managers can also help residents with retirement planning, estate planning, and investment management, taking into account the specific economic conditions and demographics of the county. With a significant percentage of the population being retirees and a relatively low median household income, wealth managers can tailor their services to meet the unique financial needs and goals of Wicomico County residents. By providing personalized and comprehensive financial advice, wealth managers can help residents achieve financial security and peace of mind.

Financial Advisor

Residents of Wicomico County, MD can benefit greatly from the expertise of a financial advisor. With a population of over 100,000 people, the county is home to a diverse range of individuals with varying financial goals and challenges. A financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and debt management. Additionally, given that Wicomico County is a hub for agriculture and manufacturing, a financial advisor can provide specialized guidance on tax planning and business succession planning for farmers and business owners. With the recent economic downturn caused by the COVID-19 pandemic, a financial advisor can also help residents navigate the challenges of unemployment, budgeting, and debt consolidation. Overall, a financial advisor can provide invaluable support and guidance to residents of Wicomico County as they work towards achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Wicomico County, MD can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the county's population of over 100,000 people, the officer can help residents navigate the complex and often confusing world of mortgage financing. This is particularly important in Wicomico County, where the median household income is $57,000, and the median home price is $200,000. The loan officer can assist residents in finding the right mortgage product for their unique financial situation, whether it be a conventional loan, FHA loan, or VA loan. Additionally, the officer can help residents with the pre-approval process, which is especially crucial in Wicomico County, where the housing market is highly competitive. By providing guidance and expertise, the loan officer can help residents secure their dream home and achieve financial stability.

Tax Services

Residents of Wicomico County, MD could benefit greatly from the expertise of a tax advisor. With a population of over 100,000 people, the county is home to a diverse range of individuals with varying financial situations and tax needs. A tax advisor could assist residents in navigating the complex tax laws and regulations specific to Maryland, such as the state's unique tax brackets and deductions. Additionally, residents who own small businesses or are self-employed may require specialized tax advice to ensure compliance with local and federal tax laws. A tax advisor could also provide guidance on tax planning strategies to help residents maximize their deductions and minimize their tax liability. With the recent changes to the tax code, including the Tax Cuts and Jobs Act of 2017, it is more important than ever for residents to seek the help of a qualified tax advisor to ensure they are properly filing their taxes and taking advantage of all available deductions.

Estate Planning Lawyer

Residents of Wicomico County, MD can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Wicomico County navigate the complexities of Maryland's estate laws, which can be particularly challenging due to the state's unique inheritance tax laws. Additionally, an estate planning lawyer can assist with the creation of wills, trusts, and other estate planning documents that can help ensure that a resident's assets are distributed according to their wishes. Furthermore, an estate planning lawyer can provide guidance on how to minimize estate taxes and protect assets from creditors and other potential threats. Overall, the services of an estate planning lawyer can be invaluable for residents of Wicomico County who are looking to protect their assets and ensure that their loved ones are taken care of after they pass away.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Wicomico County, MD can be incredibly beneficial for those looking to secure their financial future. With the unique characteristics of the county, such as its proximity to the Chesapeake Bay and the abundance of agricultural land, a retirement planner can tailor their services to fit the specific needs of the community. From creating a personalized investment portfolio to developing a comprehensive retirement income strategy, the retirement planner can guide clients through the complexities of retirement planning. They can also provide advice on the best ways to maximize social security benefits and navigate the ever-changing tax laws. With their expertise and knowledge, a retirement planner in Wicomico County, MD can help individuals and couples achieve their retirement goals and enjoy the peace of mind that comes with financial security.

Wicomico County, MD is the ideal location to get a retirement planner due to its diverse and growing community. With a population of over 100,000 people, the county offers a range of retirement planning services that cater to the unique needs of its residents. From financial advisors to estate planners, Wicomico County has a wealth of experts who can help individuals plan for their future. Additionally, the county's proximity to major cities like Baltimore and Washington, D.C. provides retirees with access to a wide range of resources and amenities. Whether you're looking for a quiet, rural community or a bustling urban environment, Wicomico County has something for everyone. With its rich history, vibrant culture, and beautiful natural landscapes, this county is the perfect place to start your retirement planning journey.