Wealth Management in Bowie, MD

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List of Firms

Bowie, MD Wealth Management Firms

Calvert Wealth Management, Inc.
SEC File# 801-118382
CRD# 115639
Location 1997 Annapolis Exchange #300, Annapolis, MD 21401, USA
Phone (301) 812-1550
Language http://www.calvertwealthmanagement.com/
Directions
Edward Jones - Financial Advisor: Rochelle S Brown, CFP®|AAMS™
5 out of 5
Location 4201 Northview Dr Suite 223, Bowie, MD 20716, USA
Phone (301) 249-4771
Language https://www.edwardjones.com/us-en/financial-advisor/rochelle-brown?y_source=1_NjQxMjk3LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
The Petros Group, L.L.C.
Location 16701 Melford Blvd #400, Bowie, MD 20715, USA
Phone (301) 385-4180
Language http://thepetrosgroup.com/
Directions
Long & Foster Realtors
Location 3228 Superior Ln, Bowie, MD 20715, USA
Phone (301) 262-6900
Language http://www.longandfoster.com/
Directions
Tom C. O'Farrell - RBC Wealth Management Financial Advisor
Location 1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Phone (410) 573-6732
Language https://us.rbcwealthmanagement.com/thomas.ofarrell?utm_source=GMB&utm_medium=Yext
Directions
Widmann Financial Services
SEC File# 801-111962
CRD# 289106
5 out of 5
Location 4321 Northview Dr, Bowie, MD 20716, USA
Phone (301) 262-2919
Language http://widmannfinancial.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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
PLN & Associates
Location 15400 Jennings Ln, Bowie, MD 20721, USA
Phone (301) 390-0442
Language http://www.pln-inc.com/
Directions
Birch Advisors LLC
Location 12700 Woodmore N Blvd, Bowie, MD 20720, USA
Phone (301) 352-6344
Language http://www.birch-advisors.com/
Directions
Wealth Management in Bowie, MD

Where Wealth Management Advisors in Bowie, MD Serve

Bowie, MD is a vibrant city located in Prince George's County, Maryland, with a rich history and diverse community. The city boasts several landmarks, including the Belair Mansion, which is a historic home that dates back to the 18th century and is a popular tourist destination. Additionally, the Bowie Railroad Museum is another must-see landmark, showcasing the city's history as a railroad hub. Top employers in Bowie include the Bowie State University, which is a historically black university that offers undergraduate and graduate programs, and the Bowie Unified School District, which is responsible for educating the city's youth. Other major employers in the area include the Johns Hopkins Applied Physics Laboratory and the NASA Goddard Space Flight Center. Bowie is easily accessible by several major highways, including the Baltimore-Washington Parkway, which runs north-south through the city, and Route 50, which runs east-west.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bowie, MD can benefit from banks in a multitude of ways. Firstly, banks can provide financial assistance to those who are struggling to make ends meet. Bowie, MD is a city with a diverse population, and many families may face financial difficulties due to unforeseen circumstances. Banks can offer loans, credit cards, and other financial products to help residents manage their finances. Secondly, banks can assist residents in planning for their future. Bowie, MD has a growing population of retirees, and banks can provide investment advice and retirement planning services to help them prepare for their golden years. Lastly, banks can be a source of community support. Bowie, MD is a city that prides itself on its local businesses and community events. Banks can sponsor and participate in these events, helping to foster a sense of community and support for local businesses. Overall, banks are an essential resource for the residents of Bowie, MD, providing financial assistance, planning, and community support.

Insurance Broker

Residents of Bowie, MD can benefit from the assistance of an insurance broker in various ways. For instance, an insurance broker can help residents find the most affordable and comprehensive insurance policies that meet their specific needs. Bowie, MD is a bustling city with a population of over 58,000 people, and as such, residents need insurance policies that cater to their unique lifestyles. An insurance broker can help residents navigate the complex world of insurance by providing them with expert advice and guidance on the different types of insurance policies available, including homeowners, auto, life, and health insurance. They can also help residents compare various insurance providers to find the most competitive rates and ensure they get the best value for their money. Additionally, an insurance broker can help residents file claims and handle any disputes that may arise with their insurance providers.

Retirement Planning

Residents of Bowie, MD can benefit greatly from the expertise of a retirement planner. With the town's median age of 41 years old, many residents are likely starting to think about their retirement options. A retirement planner can help them navigate the complexities of retirement planning, including assessing their current financial situation, creating a personalized retirement plan, and implementing strategies to help them achieve their retirement goals. Additionally, Bowie, MD is home to a diverse population with varying income levels and retirement needs. A retirement planner can provide tailored advice to each individual, taking into account their unique circumstances and goals. With the help of a retirement planner, residents of Bowie, MD can feel confident in their retirement planning and enjoy their golden years to the fullest.

Financial Advisor

Residents of Bowie, MD can benefit from the services of a financial advisor in numerous ways. Firstly, a financial advisor can help them with retirement planning, ensuring that they have enough savings to retire comfortably. Bowie, MD is a city with a high cost of living, and residents need to plan accordingly to ensure they can maintain their lifestyle in retirement. Secondly, a financial advisor can assist with tax planning, helping residents to minimize their tax liability and maximize their refunds. Bowie, MD has a complex tax system, and a financial advisor can help residents navigate through it. Lastly, a financial advisor can help residents with investment planning, ensuring that their investments align with their financial goals and risk tolerance. Bowie, MD has a diverse economy, and a financial advisor can help residents identify investment opportunities in various sectors. Overall, a financial advisor can provide valuable guidance to residents of Bowie, MD, helping them achieve financial stability and success.

Mortgage Loan Officer

Residents of Bowie, MD would greatly benefit from the services of a mortgage loan officer. These professionals can help residents secure a mortgage loan to purchase their dream home in Bowie, which is known for its beautiful parks and excellent schools. With the help of a mortgage loan officer, residents can navigate the complex process of securing a loan and ensure they get the best possible rates. Additionally, a mortgage loan officer can assist residents in refinancing their current mortgage, which can help them save money on their monthly payments and potentially shorten the length of their loan. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Bowie, MD who are looking to purchase or refinance a home.

Tax Services

Residents of Bowie, MD can benefit from the expertise of a tax advisor in a multitude of ways. For instance, Bowie is home to a large number of small business owners who often require assistance in navigating the complex tax codes and regulations. A tax advisor can help these entrepreneurs to optimize their tax strategies, minimize their tax liabilities, and ensure compliance with all applicable laws. Additionally, many Bowie residents are employed in high-paying industries such as healthcare and technology, which can result in complex tax situations involving stock options, bonuses, and other forms of compensation. A tax advisor can help these individuals to understand their tax obligations and make informed decisions about their finances. Overall, the guidance of a tax advisor can be invaluable for Bowie residents looking to maximize their financial well-being and minimize their tax burdens.

Estate Planning Lawyer

Residents of Bowie, MD can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Bowie, MD, where the population is growing rapidly, and many residents have accumulated significant wealth. An estate planning lawyer can also help residents minimize their tax liabilities and protect their assets from creditors. Additionally, they can assist in creating trusts and establishing guardianships for minor children or incapacitated adults. In short, an estate planning lawyer can provide invaluable guidance and support to residents of Bowie, MD, to ensure their loved ones are taken care of and their legacy is preserved.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Bowie, MD can provide a range of comprehensive wealth management services to help clients achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. Bowie, MD is a unique location for wealth management services due to its close proximity to Washington, DC, which is a hub for political and economic activity. This means that a wealth manager in Bowie, MD must be well-versed in navigating complex financial regulations and tax laws. Furthermore, Bowie, MD is home to a diverse and growing population, which requires a wealth manager to take a personalized approach to each client's unique financial situation. With a deep understanding of the local market and a commitment to providing exceptional service, a wealth manager in Bowie, MD can help clients build and protect their wealth for generations to come.

Bowie, MD is the quintessential location to get a wealth manager. The city offers a plethora of financial institutions that cater to different financial needs, ensuring that you get the best advisor for your financial goals. The city's diverse economy and thriving business community make it an ideal location for individuals seeking to grow their wealth. Bowie's strategic location in the Washington Metropolitan Area also provides access to a wide range of investment opportunities, including real estate, technology, and government contracts. Additionally, Bowie's community is known for its commitment to education, with top-rated schools and universities that produce highly skilled professionals in the financial sector. With such a vibrant and supportive environment, Bowie, MD is the perfect place to find a wealth manager who will help you navigate the complex world of finance and achieve your financial objectives.