Retirement Planning in Queen Anne's County, MD

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List of Firms

Top Retirement Planners in Queen Anne's County, MD

First Reserve Retirement Services
Location 315 Severn Ave, Annapolis, MD 21403, USA
Phone (410) 267-6710
Directions
Atlantic Financial Planning
Location 1997 Annapolis Exchange #300, Annapolis, MD 21401, USA
Phone (443) 822-5615
Directions
Pat Cotherman - Financial Advisor, Ameriprise Financial Services, LLC
Location 200 Westgate Cir Ste 400, Annapolis, MD 21401, USA
Phone (410) 649-5074
Directions
SEC File# 801-79006
CRD# 169517
Location 1906 Towne Centre Blvd #260, Annapolis, MD 21401, USA
Phone (410) 573-5700
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Sandy Frey
Location 114 Bay St, Easton, MD 21601, USA
Phone (410) 820-7436
Directions
Merrill Lynch Wealth Management Advisor Charles A Pritchett
5 out of 5
Location 114 Bay St building d, Easton, MD 21601, USA
Phone (410) 820-4136
Directions
CAM Wealth Management - Ameriprise Financial Services, LLC
5 out of 5
Location 200 Westgate Cir Ste 400, Annapolis, MD 21401, USA
Phone (410) 649-5070
Directions
Jason LaBarge
Location 7 Riggs Ave, Severna Park, MD 21146, USA
Phone (443) 837-2531
Directions
Chesapeake Investment Advisors
Location Centreville, MD 21617, USA
Phone (410) 758-4648
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Blue Heron Financial Group
Location 1410 Forest Dr # 30, Annapolis, MD 21403, USA
Phone (410) 295-9220
Directions
Wye River Group Inc
1 out of 5
Location 122 Severn Ave, Annapolis, MD 21403, USA
Phone (410) 267-8811
Directions
Wadsworth Financial Consulting, LLC
5 out of 5
Location 65 Old Solomons Island Rd Suite 108, Annapolis, MD 21401, USA
Phone (410) 850-4121
Directions
SEC File# 801-95167
CRD# 123095
5 out of 5
Location 721 Melvin Ave, Annapolis, MD 21401, USA
Phone (410) 626-8198
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
Chris Swatta - RBC Wealth Management Financial Advisor
Location 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Phone (410) 573-6730
Directions
Scott McRoy - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 200 Westgate Cir Ste 400, Annapolis, MD 21401, USA
Phone (410) 649-5071
Directions
RBC Wealth Management
Location ifrog building, 101 Bay St, Easton, MD 21601, USA
Phone (410) 822-5200
Directions
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 121 Cathedral St Suite 1B, Annapolis, MD 21401, USA
Phone (410) 263-8201
Directions
Retirement Planning in Queen Anne's County, MD

About Queen Anne's County, MD for Those Planning to Retire

Nestled in the heart of Maryland's Eastern Shore, Queen Anne's County boasts a rich history and vibrant culture. From the charming streets of Centreville to the bustling waterfront of Kent Island, there's something for everyone in this diverse community. Landmarks abound in Queen Anne's County, from the stunning Chesapeake Bay Bridge to the historic Stevensville Train Depot. Visitors can also explore the sprawling Chesapeake Bay Environmental Center or take a stroll through the picturesque streets of Queenstown. Top employers in the area include the Queen Anne's County Public Schools, Anne Arundel Medical Center, and the Chesapeake Bay Foundation. With a thriving economy and diverse job market, Queen Anne's County is a great place to live and work. Major highways and streets in the area include Route 50, Route 301, and the Kent Island Trail. Whether you're commuting to work or exploring the region, these well-maintained roads make travel easy and convenient.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Queen Anne's County, MD can benefit from a bank in several ways. Firstly, a bank can provide financial services such as savings accounts, loans, and credit cards to help individuals manage their money and achieve their financial goals. Secondly, a bank can offer investment opportunities to help residents grow their wealth and prepare for their future. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their finances. Specifically, Queen Anne's County is known for its thriving agricultural industry, and a bank can offer specialized services to help farmers manage their finances and invest in their businesses. With the help of a bank, residents of Queen Anne's County can achieve financial stability and success.

Insurance Broker

Residents of Queen Anne's County, MD can benefit from the services of an insurance broker in multiple ways. For one, an insurance broker can help residents navigate the complex and ever-changing insurance market, ensuring that they get the best coverage at the most affordable rates. Given that Queen Anne's County is a coastal area, residents may need insurance coverage for flood damage, which can be difficult to obtain without the help of an experienced broker. Additionally, an insurance broker can help residents understand the nuances of different insurance policies and help them choose the one that best suits their needs. With the help of an insurance broker, residents of Queen Anne's County can ensure that they are adequately protected against any unforeseen events that may occur.

Wealth Management

Residents of Queen Anne's County, MD could benefit from the services of a wealth manager in various ways. Firstly, the county has a unique demographic makeup, with a significant portion of its population being retirees or nearing retirement age. A wealth manager could help these individuals plan for their retirement, ensuring that they have enough savings to maintain their lifestyle, pay for healthcare, and leave a legacy for their loved ones. Additionally, Queen Anne's County is known for its thriving agricultural industry, which presents unique challenges and opportunities for business owners. A wealth manager could assist these individuals with tax planning, investment strategies, and risk management to ensure the long-term success of their businesses. Furthermore, with the county's proximity to major metropolitan areas, many residents may have complex financial situations that require specialized expertise. A wealth manager could help these individuals navigate the complexities of estate planning, asset protection, and philanthropic giving.

Financial Advisor

Residents of Queen Anne's County, MD could greatly benefit from the services of a financial advisor. With its close proximity to the Chesapeake Bay, many residents of the county rely on the fishing and boating industries for their livelihoods. A financial advisor could help these individuals navigate the often-unpredictable nature of these industries and create a financial plan that takes into account the fluctuations in income that can occur. Additionally, many residents of Queen Anne's County are retirees or nearing retirement age. A financial advisor could help these individuals plan for their retirement, ensuring that they have adequate savings and investments to support themselves throughout their golden years. Finally, as the county continues to grow and develop, many residents may be looking to invest in local businesses or real estate. A financial advisor could provide valuable guidance on these investments, helping residents make informed decisions and maximize their returns.

Mortgage Loan Officer

Residents of Queen Anne's County, MD can benefit greatly from the services of a mortgage loan officer. With the county's proximity to the Chesapeake Bay, many residents are drawn to the area for its natural beauty and recreational opportunities. However, the high cost of living in the region can make it challenging for residents to purchase a home. A mortgage loan officer can help residents navigate the complex process of securing a loan, providing guidance on everything from credit scores to down payments. Additionally, a loan officer can help residents take advantage of unique programs and incentives available in Queen Anne's County, such as the Maryland Mortgage Program, which offers low-interest loans and down payment assistance to eligible homebuyers. With the help of a mortgage loan officer, residents can achieve their dreams of homeownership and enjoy all that Queen Anne's County has to offer.

Tax Services

Residents of Queen Anne's County, MD could benefit greatly from the expertise of a tax advisor. With the county's strong agricultural industry, tax advisors can provide guidance on the various tax incentives and credits available to farmers and landowners. Additionally, the county's proximity to the Chesapeake Bay means that many residents are involved in the fishing and boating industries, which also have unique tax considerations. A tax advisor can help navigate the complex regulations and deductions related to these industries. Furthermore, with the county's growing population and increasing number of small businesses, a tax advisor can provide valuable advice on tax planning, compliance, and optimization for both individuals and businesses. Overall, a tax advisor can help residents of Queen Anne's County, MD maximize their tax savings and minimize their tax liabilities, allowing them to focus on their livelihoods and enjoying the beauty of the Eastern Shore.

Estate Planning Lawyer

Residents of Queen Anne's County, MD can benefit from the services of an estate planning lawyer in a multitude of ways. One specific way is by ensuring that their assets are distributed according to their wishes upon their passing. This is especially important in Queen Anne's County, MD, where many residents own waterfront properties and other valuable assets. An estate planning lawyer can help residents create a comprehensive plan that takes into account the unique aspects of their property and assets. Additionally, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a time-consuming and expensive process. Overall, working with an estate planning lawyer can provide peace of mind for residents of Queen Anne's County, MD, knowing that their assets will be distributed according to their wishes and their loved ones will be taken care of after they pass away.

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