Wealth Management in Harford County, MD

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List of Firms

Harford County, MD Wealth Management Firms

Fisher Financial Services
Location 130 N Bond St suite 203, Bel Air, MD 21014, USA
Phone (443) 371-6200
Language http://www.ronaldfisherfinancial.com/
Directions
Donohue Hart Associates
4 out of 5
Location 104 Victory Ln, Bel Air, MD 21014, USA
Phone (410) 803-0160
Language http://www.dhtfg.com/
Directions
Sovereign Financial Services, LLC
Location 24 E Pennsylvania Ave #300, Bel Air, MD 21014, USA
Phone (410) 575-3120
Language http://sfsadvisers.com/
Directions
Edward Jones - Financial Advisor: Hugh McCarthy, ChFC®|CLU®|CRPC™
Location 2107 Laurel Bush Rd Ste 205, Bel Air, MD 21015, USA
Phone (443) 356-4102
Language https://www.edwardjones.com/us-en/financial-advisor/hugh-mccarthy
Directions
David A. Flanders, CPA, LLC
4 out of 5
Location 221 Maitland St, Bel Air, MD 21014, USA
Phone (410) 569-4506
Language http://www.flanderscpa.com/
Directions
Multi Management Inc
5 out of 5
Location 2205 Commerce Rd, Forest Hill, MD 21050, USA
Phone (410) 893-1260
Language http://www.multimanagement.net/
Directions
Harford Financial Group
4 out of 5
Location 4169, 836 S Main St #105, Bel Air, MD 21014, USA
Phone (410) 838-2992
Language http://www.harfordfinancialgroup.com/
Directions
Winner Pauliny Wealth Management
Location 116 S Hays St, Bel Air, MD 21014, USA
Phone (443) 307-8012
Language https://advisor.janney.com/winnerpaulinywealthmanagement/
Directions
Michael Shuck - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2014 S Tollgate Rd Ste 202, Bel Air, MD 21015, USA
Phone (410) 569-7050
Language https://www.ameripriseadvisors.com/michael.r.shuck/?cid=IP_local_google
Directions
Ozazewski, Decker, Plunkett of Janney Montgomery Scott
Location 116 S Hays St, Bel Air, MD 21014, USA
Phone (443) 307-8016
Language https://advisor.janney.com/ozazewski-decker-plunkett?utm_medium=yext&utm_source=gmb
Directions
the eagle group financial advisors
Location 1220 E Churchville Rd, Bel Air, MD 21014, USA
Phone (410) 836-8555
Directions
Harford Retirement Planners, LLC
5 out of 5
Location 139 N Main St Suite 202, Bel Air, MD 21014, USA
Phone (443) 567-5322
Language http://harfordretirement.com/
Directions
Creutzer Tax Advisory Group
5 out of 5
Location 139 N Main St, Bel Air, MD 21014, USA
Phone (410) 879-3888
Language http://www.creutzerfinancial.com/
Directions
Michael Niedzwiecki - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 211 Fulford Ave, Bel Air, MD 21014, USA
Phone (410) 838-7526
Language https://www.ameripriseadvisors.com/michael.x.niedzwiecki/?cid=IP_local_google
Directions
Wealth Management in Harford County, MD

Where Wealth Management Advisors in Harford County, MD Serve

Harford County, located in the northeast region of Maryland, is a vibrant and diverse community with a rich history and a promising future. From the rolling hills of the countryside to the bustling streets of the towns and cities, Harford County offers something for everyone. One of the most notable landmarks in Harford County is the Concord Point Lighthouse, which has stood watch over the Chesapeake Bay since 1827. Other notable landmarks include the Havre de Grace Decoy Museum, the Harford County Farm Fairgrounds, and the Ma & Pa Heritage Trail. Harford County is home to several major employers, including Aberdeen Proving Ground, Upper Chesapeake Health, and Harford Community College. These employers provide a wide range of job opportunities in fields such as healthcare, education, and technology. Major highways in Harford County include Interstate 95, which runs north-south through the county, and Route 40, which runs east-west.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Harford County, MD can benefit from a bank in numerous ways. One of the most common ways is through the provision of financial products and services that help them manage their money effectively. Harford County is home to a diverse population with varying income levels, and a bank can help them save, invest, and access credit to meet their financial goals. For instance, a bank can offer low-interest loans to small business owners to help them expand their operations and create jobs in the community. Additionally, a bank can provide financial education to residents to help them make informed decisions about their money. This is particularly important in Harford County, which has a high cost of living compared to neighboring counties. By partnering with a bank, residents can learn how to budget, save for emergencies, and plan for retirement, among other financial skills. Ultimately, a bank can play a critical role in improving the financial well-being of residents in Harford County.

Insurance Broker

Residents of Harford County, MD can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing healthcare system, which can be particularly challenging in Harford County due to the county's aging population and high rates of chronic illnesses such as diabetes and heart disease. Additionally, an insurance broker can assist residents in finding the most affordable and comprehensive insurance policies for their unique needs, whether that be homeowners insurance to protect against natural disasters like hurricanes and floods, or auto insurance to cover the notoriously congested and accident-prone roads of Harford County. Furthermore, insurance brokers can provide valuable advice and guidance on a range of financial matters, such as retirement planning and investment strategies, which can be especially important for residents of Harford County who may be facing economic uncertainty in the wake of the COVID-19 pandemic.

Retirement Planning

Residents of Harford County, MD can benefit from the services of a retirement planner in a multitude of ways. Firstly, the planner can help them navigate the complex world of retirement saving and investing, ensuring that they are making the most of their resources and maximizing their returns. Additionally, the planner can help residents of Harford County, MD to create a comprehensive retirement plan that takes into account their unique financial situation and goals. This might include strategies for paying off debt, saving for healthcare expenses, and planning for the unexpected. Furthermore, the planner can provide valuable advice on tax planning, estate planning, and other financial matters that can impact retirement savings. With the help of a skilled retirement planner, residents of Harford County, MD can feel confident that they are on the right track to a secure and comfortable retirement.

Financial Advisor

Residents of Harford County, MD can benefit greatly from the expertise of a financial advisor. With a population of over 250,000 people, Harford County is home to a diverse range of individuals and families, each with their own unique financial goals and challenges. A financial advisor can help residents navigate complex financial decisions, such as planning for retirement, saving for college, or investing in the stock market. Additionally, with the county's close proximity to major cities like Baltimore and Washington D.C., residents may face higher costs of living and greater financial pressures. A financial advisor can provide guidance on budgeting, debt management, and other strategies to help residents achieve their financial objectives and build a secure future for themselves and their families. Whether it's creating a comprehensive financial plan or simply providing advice on individual financial decisions, a financial advisor can be an invaluable resource for residents of Harford County, MD.

Mortgage Loan Officer

Residents of Harford County, MD can greatly benefit from the services of a mortgage loan officer. With the county's median home value of $281,700, many residents may require financial assistance in securing a mortgage. A mortgage loan officer can provide personalized guidance on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Additionally, with the county's proximity to Baltimore and the surrounding metropolitan area, residents may face unique challenges in navigating the competitive housing market. A mortgage loan officer can provide invaluable insight into the local real estate market and help residents navigate the complex process of buying a home. Overall, the services of a mortgage loan officer can make the home buying process in Harford County, MD more manageable and less overwhelming for residents.

Tax Services

Residents of Harford County, MD can benefit greatly from the expertise of a tax advisor. With the county's diverse economy and growing population, navigating the complex tax laws and regulations can be a daunting task. A tax advisor can assist with a wide range of issues, from preparing tax returns and maximizing deductions to providing guidance on estate planning and retirement savings. For example, Harford County is home to many small business owners who may need assistance with tax planning and compliance. Additionally, the county has a large number of retirees who may require specialized advice on tax-efficient withdrawals from retirement accounts. Overall, a tax advisor can provide invaluable assistance to residents of Harford County, helping them to navigate the complex world of taxation and achieve their financial goals.

Estate Planning Lawyer

Residents of Harford County, MD can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in the creation of a comprehensive estate plan, which is crucial for individuals who want to ensure that their assets are distributed in accordance with their wishes after their passing. This is particularly important in Harford County, MD, where the population is rapidly growing and the real estate market is constantly fluctuating. Secondly, an estate planning lawyer can help residents navigate complex tax laws and minimize their tax liability. This is especially relevant in Harford County, MD, where property taxes are high and can significantly impact an individual's estate. Lastly, an estate planning lawyer can provide guidance on healthcare directives and power of attorney, which can be vital for residents who want to ensure that their medical and financial decisions are made in accordance with their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a Harford County, MD wealth manager are comprehensive and tailored to individual needs. The wealth manager can provide investment advice, estate planning, retirement planning, tax planning, and risk management. Harford County, MD is known for its diverse economy, with industries ranging from agriculture to healthcare. This presents unique opportunities and challenges for wealth management. The wealth manager must have a deep understanding of the local economy and be able to provide customized solutions that align with the client's goals and values. Additionally, Harford County, MD has a high concentration of retirees, which requires specialized retirement planning services. The wealth manager must navigate complex tax laws, market fluctuations, and changing regulations to ensure clients can retire comfortably and with peace of mind. Overall, a wealth manager in Harford County, MD can provide a high level of expertise and personalized service to help clients achieve their financial goals.

When it comes to finding a wealth manager, Harford County, MD is undoubtedly the best place to look. This picturesque county is home to some of the most experienced and knowledgeable wealth managers in the region. What sets Harford County apart from other counties in the state is its unique blend of urban and rural areas. This means that wealth managers in Harford County have experience working with clients from diverse backgrounds, with varying levels of wealth and investment goals. From the bustling city of Aberdeen to the quaint town of Bel Air, Harford County offers a range of investment opportunities that wealth managers can leverage to help their clients grow their wealth. Whether you're looking to invest in real estate, stocks, or bonds, Harford County's wealth managers have the expertise and resources to help you achieve your financial goals. So if you're looking for a wealth manager who can help you build and protect your wealth, look no further than Harford County, MD.