Retirement Planning in Frederick County, MD

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List of Firms

Top Retirement Planners in Frederick County, MD

Retirement Planning Group
SEC File# 801-119537
CRD# 310647
Location 3532 Urbana Pike UNIT E, Frederick, MD 21704, USA
Language http://www.retirementplanninggrp.com/
Directions
Turning Point Financial
SEC File# 801-116895
CRD# 301282
5 out of 5
Location 7210 Corporate Ct Suite A, Frederick, MD 21703, USA
Phone (301) 846-9336
Language http://www.tpfinancial.com/
Directions
Almacy Investments
Location 50 Citizen's Way Suite 414, Frederick, MD 21701, USA
Phone (301) 698-1405
Language http://www.almacyinvestments.com/
Directions
D Souza Financial Strategies
5 out of 5
Location 120 W Church St, Frederick, MD 21701, USA
Phone (301) 694-3436
Language http://www.dfinancialstrategies.com/
Directions
Benjamin Quirple - Northwestern Mutual
5 out of 5
Location 150 East St, Frederick, MD 21701, USA
Phone (240) 938-4295
Language http://benjaminjquirple.nm.com/
Directions
First Command Financial Advisor - Tim Custer
Location 14 W Patrick St Suite 200, Frederick, MD 21701, USA
Phone (301) 694-8219
Language https://advisor.firstcommand.com/us/md/frederick/tjcuster
Directions
Moore Wealth
5 out of 5
Location 50 Carroll Creek Way STE 335, Frederick, MD 21701, USA
Phone (301) 631-1207
Language https://www.moorewealthinc.com/?utm_source=gmb&utm_medium=gmb_visit_click&utm_campaign=local_tracking&utm_term=Google_My_Business&utm_content=profile
Directions
Key Financial Group, LLC
Location 25 N Court St, Frederick, MD 21701, USA
Phone (240) 215-4709
Language http://www.keyfinancialgrp.com/
Directions
Katz Metzner Financial LLC
4 out of 5
Location 331 S Jefferson St, Frederick, MD 21701, USA
Phone (301) 694-9784
Language http://www.katzmetznerfinancial.com/
Directions
Retirement Planning in Frederick County, MD

About Frederick County, MD for Those Planning to Retire

Frederick County, MD is a vibrant and diverse community located in the heart of Maryland. With a rich history dating back to the Revolutionary War, this county boasts a plethora of landmarks that are sure to impress any history buff. From the historic downtown district, which is home to many unique shops and restaurants, to the breathtaking views of the Catoctin Mountains, there is no shortage of things to see and do in this area. In terms of employment opportunities, Frederick County is home to many top employers, including Fort Detrick, Leidos, and Frederick Health. These companies offer a wide range of job opportunities, from healthcare to defense contracting, making it an attractive place to live and work. Major highways and streets in Frederick County include I-70, I-270, and Route 15, which provide easy access to nearby cities like Baltimore and Washington, D.C. Additionally, the county is home to many neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Frederick County, MD can benefit from a bank in numerous ways. For instance, banks in the county can provide financial assistance to small businesses, which are the lifeblood of the local economy. This can be achieved through business loans, credit lines, and other financial products that can help businesses grow and create more jobs. Additionally, banks can offer personal loans to individuals who need to make large purchases, such as a car or a home. In Frederick County, which is known for its agricultural heritage, banks can also offer specialized agricultural loans to farmers who need to purchase equipment, livestock, or land. Furthermore, banks can provide financial education to residents, helping them make informed decisions about their money and investments. With the support of a bank, residents of Frederick County can achieve their financial goals and thrive in their local community.

Insurance Broker

Residents of Frederick County, MD could benefit from the services of an insurance broker in various ways. For instance, an insurance broker could help residents navigate the complex health insurance market and find the best plan that suits their needs. With the increasing healthcare costs in the county, it is crucial for residents to have access to affordable and comprehensive healthcare coverage. Additionally, an insurance broker could help residents protect their homes, cars, and other valuable assets by finding the best insurance policies with the most comprehensive coverage. Frederick County is home to several historic sites and landmarks, and residents could benefit from an insurance broker's expertise in finding the best insurance policies that cover damages caused by natural disasters such as floods and earthquakes. Overall, an insurance broker could help residents of Frederick County, MD find peace of mind by ensuring that they are adequately covered in case of unexpected events.

Wealth Management

Residents of Frederick County, MD can benefit from the services of a wealth manager in a plethora of ways. One of the most common ways is through retirement planning. With the county's median age being 39.3 years, many residents are thinking about their future and how to ensure a comfortable retirement. A wealth manager can help create a personalized plan that takes into account factors such as income, expenses, and investment options. Additionally, with Frederick County being home to numerous small businesses, a wealth manager can assist business owners with financial planning, tax strategies, and succession planning. Furthermore, with the county's proximity to Washington, D.C., residents may have unique investment opportunities that a wealth manager can help navigate. Overall, a wealth manager can provide invaluable support and guidance to residents of Frederick County, MD in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Frederick County, MD could benefit greatly from the guidance of a financial advisor. With a population of over 250,000, the county is home to a diverse group of individuals with varying financial goals and challenges. A financial advisor can assist residents in creating a comprehensive financial plan tailored to their specific needs, whether it be saving for retirement, purchasing a home, or paying off debt. Additionally, Frederick County is home to a thriving agricultural industry, with over 1,000 farms in the area. A financial advisor with expertise in agricultural finance could assist farmers in managing their finances and navigating the unique challenges of the industry, such as fluctuating crop prices and weather-related risks. Overall, a financial advisor can provide invaluable assistance to the residents of Frederick County, helping them to achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Frederick County, MD can benefit from the expertise of a mortgage loan officer in a variety of ways. With the county's population growing at a rapid pace, the demand for affordable housing options has also increased. A skilled mortgage loan officer can help potential homebuyers navigate the complex process of obtaining a mortgage loan, which can be especially challenging for first-time homebuyers. They can also assist in finding the best loan options for residents with diverse financial backgrounds, including those with lower credit scores or limited savings. Additionally, with Frederick County's proximity to Washington, D.C., a mortgage loan officer can help residents take advantage of government-backed loan programs that offer lower interest rates and down payment requirements. Overall, a knowledgeable mortgage loan officer can be an invaluable resource for Frederick County residents looking to achieve their dream of homeownership.

Tax Services

Residents of Frederick County, MD can benefit from the expertise of a tax advisor in various ways. With the county's diverse economy, ranging from agriculture to technology, tax advisors can help individuals and businesses navigate the complex tax laws and regulations that apply to their specific industry. For example, a tax advisor can assist farmers in understanding the tax implications of crop insurance or help technology startups take advantage of tax credits for research and development. Additionally, with the recent changes to the tax code, a tax advisor can help residents of Frederick County, MD navigate the new deductions and exemptions available to them. With their knowledge and experience, tax advisors can provide invaluable guidance to ensure that residents of Frederick County, MD are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Frederick County, MD can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific way is through the establishment of a trust. Trusts can be tailored to the unique needs of each individual, allowing for the transfer of assets in a tax-efficient manner, while also providing for loved ones in the event of incapacity or death. Additionally, residents of Frederick County, MD can benefit from the guidance of an estate planning lawyer when it comes to the complexities of Maryland state law. For example, Maryland has a state estate tax that applies to estates valued over a certain amount, which an estate planning lawyer can help navigate. With the assistance of an estate planning lawyer, residents of Frederick County, MD can ensure that their assets are protected and their wishes are carried out according to their specific desires.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Frederick County, MD can be extensive and multifaceted. With a deep understanding of the local economy and tax laws, a retirement planner can help clients develop a comprehensive plan to achieve their financial goals. From analyzing retirement income sources to creating a personalized investment strategy, the retirement planner can provide a range of services that cater to the unique needs of clients in Frederick County, MD. Additionally, the planner can assist with estate planning, long-term care, and other critical aspects of retirement planning. With the county's diverse population and growing economy, the retirement planner must stay up-to-date on the latest trends and regulations to provide the best possible advice and guidance to clients.

Frederick County, MD is an ideal place to find a retirement planner due to its thriving community of financial experts and abundance of resources. From the bustling city of Frederick to the serene countryside, the county offers a diverse array of options for retirees. With access to top-notch retirement planning services, such as estate planning, investment management, and tax preparation, Frederick County is the perfect place to ensure a comfortable and stress-free retirement. Furthermore, the county is home to a plethora of retirement communities and senior centers, providing retirees with a supportive and engaging environment. Whether you're looking for a planner to help you navigate the complexities of retirement or simply seeking a community of like-minded individuals, Frederick County has everything you need to make the most of your golden years.