Wealth Management in Wicomico County, MD

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List of Firms

Wicomico County, MD Wealth Management Firms

Eglseder Wealth Management Group
4 out of 5
Location 8694 Commerce Dr #2, Easton, MD 21601, USA
Phone (410) 822-9143
Language http://eglsederwealth.com/
Directions
Essential Accounting, Bookkeeping & Consulting
5 out of 5
Location 6173 Tarry Town Rd, Salisbury, MD 21801, USA
Phone (443) 260-0555
Language http://www.essentialaccounting.net/
Directions
Calvert Wealth Management, Inc.
SEC File# 801-118382
CRD# 115639
Location 3175 W Ward Rd #120, Dunkirk, MD 20754, USA
Phone (301) 812-1550
Language http://calvertwealthmanagement.com/
Directions
BlueHedge Group Inc.
Location 300 Mill St Suite B, Salisbury, MD 21801, USA
Phone (410) 726-0949
Directions
Bay Area Receivables Inc.
2 out of 5
Location 714 Eastern Shore Dr, Salisbury, MD 21804, USA
Phone (410) 860-1600
Language http://www.bayareareceivables.com/
Directions
BBSI
5 out of 5
Location 220 E Main St, Salisbury, MD 21801, USA
Phone (410) 546-2020
Language http://www.bbsi.com/
Directions
OneMain Financial
4 out of 5
Location 411 N Fruitland Blvd #1a, Salisbury, MD 21801, USA
Phone (410) 749-7184
Language https://www.onemainfinancial.com/branches/MD/Salisbury/21801/4412?utm_source=google&utm_medium=local&utm_campaign=google-local
Directions
Gallagher Insurance, Risk Management & Consulting
Location 208 E Main St, Salisbury, MD 21801, USA
Phone (410) 546-1255
Language http://www.ajg.com/locations/
Directions
New York Life
SEC File# 801-118844
CRD# 309234
Location 121 Davis St, Salisbury, MD 21804, USA
Phone (443) 318-7090
Language http://www.newyorklife.com/
Directions
Livingston Wealth Management, LLC
5 out of 5
Location 715 Eastern Shore Dr, Salisbury, MD 21804, USA
Phone (410) 742-6413
Language http://www.livingstonwealth.com/
Directions
Hammond Wealth Management, LLC
Location 31400 Winterplace Pkwy STE 100, Salisbury, MD 21804, USA
Phone (443) 944-8025
Language http://www.hammondwealth.com/
Directions
Bank of America (with Drive-thru ATM)
4 out of 5
Location 1145 S Salisbury Blvd, Salisbury, MD 21801, USA
Phone (410) 742-8651
Language https://locators.bankofamerica.com/md/salisbury/financial-centers-salisbury-11616.html?utm_source=GMBlisting&utm_medium=organic
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Wealth Management in Wicomico County, MD

Where Wealth Management Advisors in Wicomico County, MD Serve

Wicomico County, located in the heart of Maryland's Eastern Shore, boasts a rich history and diverse culture. From the scenic beauty of the Wicomico River to the bustling streets of Salisbury, this county is a hub of activity and innovation. Landmarks abound in Wicomico County, including the Salisbury Zoo, Pemberton Historical Park, and the Ward Museum of Wildfowl Art. These attractions draw visitors from all over the region, and offer a glimpse into the county's past and present. Top employers in Wicomico County include Perdue Farms, Peninsula Regional Medical Center, and Salisbury University. These institutions provide a strong economic backbone for the county, and offer a range of employment opportunities for residents. Major highways and streets in Wicomico County include Route 50, Route 13, and the Salisbury Bypass. These thoroughfares connect the county to the rest of Maryland and beyond, and facilitate commerce and travel throughout the region.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wicomico County, MD would be helped by a bank in several ways. Firstly, banks can provide financial assistance to small businesses in the area, which can help to boost the local economy. This is particularly important in Wicomico County, which has a high poverty rate and a relatively small job market. Additionally, banks can offer loans and mortgages to residents who are looking to buy a home or make improvements to their current property. This is especially important in Wicomico County, which has a high rate of homeownership and a growing population. Finally, banks can provide financial education and resources to residents who may be struggling with debt or financial management. This is crucial in Wicomico County, where many residents may not have access to these resources otherwise. Overall, a bank can play a vital role in helping to improve the financial well-being of residents in Wicomico County, MD.

Insurance Broker

Residents of Wicomico County, MD can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complexities of the healthcare system, which is especially crucial in a county like Wicomico where the population is aging and healthcare costs are rising. Additionally, an insurance broker can provide guidance on the best insurance plans for homeowners, as Wicomico County is prone to natural disasters such as hurricanes and flooding. Furthermore, an insurance broker can assist residents in finding the most affordable and comprehensive auto insurance policies, given the high rate of car accidents in the county. Overall, an insurance broker can be an invaluable resource for Wicomico County residents seeking to protect themselves and their assets from unforeseen events.

Retirement Planning

Residents of Wicomico County, MD can greatly benefit from the services of a retirement planner. With a population of over 100,000, the county is home to a diverse group of individuals with varying financial needs and goals. A retirement planner can provide personalized advice and guidance on topics such as social security, pension plans, and investment portfolios, taking into account the unique economic landscape of the county. Additionally, with a median household income of $55,000, many residents may need assistance in creating a financial plan that allows for a comfortable retirement while also accounting for potential healthcare costs and inflation. A retirement planner can help residents navigate these complex financial decisions and provide peace of mind for their future.

Financial Advisor

Residents of Wicomico County, MD can benefit greatly from the guidance of a financial advisor. With a population of over 100,000 people, many individuals in the county may struggle with managing their finances effectively. A financial advisor can assist with creating a budget and developing a savings plan that is tailored to the unique needs of each client. Additionally, the county has a diverse economy that includes industries such as agriculture, healthcare, and education. A skilled financial advisor can provide insight into investment opportunities that align with these industries and may offer long-term financial benefits. Furthermore, Wicomico County is home to Salisbury University, which attracts a large student population. A financial advisor can help young adults navigate the complexities of student loans and provide guidance on building a strong financial foundation for their future. Overall, the expertise of a financial advisor can be invaluable for residents of Wicomico County, MD, 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 a multitude of ways. Firstly, the county is home to a diverse population with varying financial backgrounds, and a loan officer can help guide residents towards the most suitable mortgage options based on their unique circumstances. Additionally, Wicomico County is known for its thriving agriculture industry, and a loan officer can assist farmers and other rural residents in securing loans for land purchases or equipment upgrades. Furthermore, with the county's close proximity to the Chesapeake Bay, a loan officer can aid residents in accessing specialized mortgage programs for waterfront properties. Overall, a mortgage loan officer can provide invaluable support to residents of Wicomico County, MD in navigating the complex world of home financing.

Tax Services

Residents of Wicomico County, MD could benefit from the services of a tax advisor in numerous ways. Firstly, due to the county's location on the Eastern Shore of Maryland, many residents often work in neighboring states such as Delaware and Virginia, which can lead to complex tax situations. A tax advisor can help navigate these complexities and ensure that residents are not overpaying or underpaying their taxes. Additionally, Wicomico County has a large agricultural industry, which can also lead to unique tax situations for farmers and other agricultural workers. A tax advisor can provide guidance on tax deductions and credits specific to the agricultural industry. Finally, with the recent changes to the tax code, many residents may be unsure of how to properly file their taxes and take advantage of all available deductions. A tax advisor can provide clarity and ensure that residents are maximizing their tax benefits.

Estate Planning Lawyer

Residents of Wicomico County, MD would benefit from the expertise of an estate planning lawyer in several ways. Firstly, due to the county's high population of retirees, an estate planning lawyer would be able to assist in the creation of a comprehensive plan for the management and distribution of assets after death. Additionally, Wicomico County is home to many small business owners, and an estate planning lawyer could provide guidance on succession planning and the transfer of business ownership. Furthermore, the county's proximity to the Chesapeake Bay means that many residents own waterfront property, which can present unique challenges in estate planning. An estate planning lawyer can help navigate these complexities and ensure that property is passed on in accordance with the owner's wishes. Overall, the services of an estate planning lawyer can provide peace of mind and ensure that one's assets are protected and distributed as intended.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Wicomico County, MD offer a range of services to help clients manage their assets and investments. These services include financial planning, investment management, tax planning, and estate planning. With a deep understanding of the local market, wealth managers in Wicomico County, MD can provide clients with tailored investment strategies that take into account the unique economic landscape of the area. For example, Wicomico County is home to a diverse range of industries, including agriculture, healthcare, and manufacturing. A skilled wealth manager can help clients capitalize on these industries by identifying investment opportunities and minimizing risk. Additionally, wealth managers in Wicomico County, MD can provide clients with access to exclusive investment opportunities, such as private equity and hedge funds, that are not available to the general public. Overall, wealth management services in Wicomico County, MD offer clients the expertise and guidance they need to achieve their financial goals and secure their financial future.

Wicomico County, MD is an ideal location to find a wealth manager due to its diverse and growing economy. With a population of over 100,000 people, the county boasts a variety of industries, including healthcare, education, and manufacturing. This economic diversity ensures that wealth managers in the area have experience working with clients from a range of professions and income levels. Additionally, Wicomico County is home to Salisbury University, which offers a top-ranked business school and produces a steady stream of talented graduates. These graduates often stay in the area and work with local wealth management firms, providing clients with fresh perspectives and innovative solutions. Overall, the combination of a strong economy and a skilled workforce make Wicomico County, MD an excellent choice for anyone seeking a knowledgeable and effective wealth manager.