Wealth Management in Calvert County, MD

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List of Firms

Calvert County, MD Wealth Management Firms

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First Command
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 21615 S Essex Dr Ste 52, Lexington Park, MD 20653, USA
Phone (301) 862-4900
Language https://advisor.firstcommand.com/us/md/lexington-park?utm_source=google_my_business&utm_medium=local_search
Directions
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Wealth Management Partners, LLC
SEC File# 801-119566
CRD# 309790
5 out of 5
Location 101 Centennial St Suite D, La Plata, MD 20646, USA
Phone (301) 885-0955
Language http://www.wealthmanagementpartners.biz/
Directions
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Innovative Wealth Building LLC
SEC File# 801-121542
CRD# 314942
Location 23567 Oak View Drive Suite A, California, MD 20619, USA
Phone (240) 237-8086
Language https://www.innovativewealthbuilding.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Pathway Investment Group, LLC
Location 131 Main St Suite 200, Prince Frederick, MD 20678, USA
Phone (443) 968-9318
Language http://www.pathwayinvestor.com/
Directions
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FAI Wealth Management
SEC File# 801-31624
CRD# 104610
1 out of 5
Location 10211 Wincopin Cir, Columbia, MD 21044, USA
Phone (410) 715-9200
Language https://www.faiwealth.com/
Directions
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Carrie Polk Insurance Inc.
5 out of 5
Location 3695 Hallowing Point Rd Suite 5, Prince Frederick, MD 20678, USA
Phone (410) 535-0997
Language https://www.carriepolkagency.com/
Directions
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Edward Jones - Financial Advisor: Lee Ritter
SEC File# 801-3297
CRD# 250
1 out of 5
Location 995 N Prince Frederick Blvd Suite 200, Prince Frederick, MD 20678, USA
Phone (410) 257-6827
Language https://www.edwardjones.com/us-en/financial-advisor/lee-ritter
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MIL Corporation
Location 46655 Expedition Dr #100, Lexington Park, MD 20653, USA
Phone (301) 866-1946
Language https://www.milcorp.com/
Directions
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Merrill Lynch Wealth Management
3 out of 5
Location 10320 Little Patuxent Pkwy Suite 1000, Columbia, MD 21044, USA
Phone (410) 884-6600
Language https://www.local.ml.com/COLUMBIA_MD
Directions
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East Coast Investments LLC
5 out of 5
Location 26530 Three Notch Rd, Mechanicsville, MD 20659, USA
Phone (202) 809-1803
Directions
Wealth Management in Calvert County, MD

Where Wealth Management Advisors in Calvert County, MD Serve

Calvert County, located in the beautiful state of Maryland, is a land of wonder and excitement. This county is home to many famous landmarks such as the Calvert Marine Museum, Annmarie Sculpture Garden and Arts Center, and Battle Creek Cypress Swamp Sanctuary. These landmarks are a testament to the rich history and culture of the county. The top employers in Calvert County are the Calvert Memorial Hospital, Exelon Generation, and the Calvert County Public Schools. These companies provide excellent job opportunities to the residents of the county, making it a great place to live and work. The major highways and streets in Calvert County include Route 4, Route 2, and Route 231. These roads connect the county with the rest of Maryland, making it easy for residents to travel to nearby cities. The neighborhoods in Calvert County are diverse and vibrant, each with its own unique character. Some of the popular neighborhoods include Chesapeake Ranch Estates, Dunkirk, and Huntingtown.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Calvert County, MD can benefit from a bank in various ways. For instance, a bank can provide financial services such as savings accounts, checking accounts, and loans that can help individuals and businesses in the county to manage their money effectively. Moreover, a bank can also offer investment opportunities and insurance services that can help residents to secure their future financially. Calvert County, MD is a relatively small and rural area with a population of about 100,000 people. Therefore, having a bank in the county can be a significant advantage for residents who may not have easy access to financial services in nearby cities. Additionally, a bank can contribute to the economic growth of the county by providing loans to small businesses and supporting local initiatives. Overall, a bank can play a crucial role in helping residents of Calvert County, MD to achieve financial stability and prosperity.

Insurance Broker

Residents of Calvert County, MD can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex and ever-changing insurance industry, ensuring that they get the best coverage at the most affordable rates. In Calvert County, MD, where the population is largely made up of retirees, an insurance broker can help residents find health insurance plans that cover their specific medical needs, such as long-term care, prescription drugs, and preventative care. Additionally, an insurance broker can help residents protect their homes and property from damage caused by natural disasters, such as hurricanes and floods, which are common occurrences in Calvert County, MD. Overall, an insurance broker can provide residents of Calvert County, MD with the peace of mind that comes with knowing they are adequately covered in the event of unforeseen circumstances.

Retirement Planning

Residents of Calvert County, MD would benefit greatly from the assistance of a retirement planner. With a population of just over 92,000, this county is home to a high number of retirees who are looking to make the most of their golden years. A retirement planner could help these individuals navigate the complex world of retirement planning, including things like Social Security benefits, Medicare enrollment, and estate planning. In addition, a retirement planner could help Calvert County residents take advantage of the many unique opportunities available in this area, such as the beautiful parks and waterfront areas, as well as the many cultural events and festivals that take place throughout the year. With so much to see and do in Calvert County, a retirement planner could help residents make the most of their retirement years and enjoy all that this area has to offer.

Financial Advisor

Residents of Calvert County, MD can benefit from the services of a financial advisor in several ways. One of the most common ways is through retirement planning. Calvert County has a large population of retirees, and a financial advisor can help them navigate the complexities of retirement planning, such as choosing the right investment vehicles and managing their income streams. Additionally, a financial advisor can help residents of Calvert County with estate planning, which is particularly important given the county's high median household income. A financial advisor can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Finally, a financial advisor can help residents with tax planning, which is especially important in Maryland, where the tax code can be complex. By working with a financial advisor, residents of Calvert County can maximize their tax savings and keep more of their hard-earned money.

Mortgage Loan Officer

Residents of Calvert County, MD can benefit from the expertise of a mortgage loan officer in several ways. Firstly, due to the county's proximity to Washington D.C, residents may be eligible for various government-backed loans, such as VA loans or FHA loans. Additionally, with the county's growing population, a mortgage loan officer can help residents navigate the competitive housing market and secure favorable interest rates. Furthermore, Calvert County is known for its unique mix of rural and suburban areas, making it essential for residents to work with a loan officer who understands the nuances of the local real estate market. With the help of a skilled mortgage loan officer, residents can achieve their dream of homeownership while also ensuring that they are making sound financial decisions.

Tax Services

Residents of Calvert County, MD would greatly benefit from the services of a tax advisor. With a population of over 90,000 people, the county is home to a diverse range of individuals, including small business owners, retirees, and families. A tax advisor can help these individuals navigate the complex tax laws and regulations that apply to their specific situations. For example, Calvert County is known for its thriving tourism industry, and a tax advisor can help hotel and restaurant owners understand the tax implications of their business operations. Additionally, many residents of Calvert County are employed by the federal government, which can lead to unique tax considerations. A tax advisor can provide guidance on how to maximize deductions and minimize tax liabilities for these individuals. Overall, a tax advisor can provide invaluable support to Calvert County residents as they navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Calvert County, MD can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific area where a lawyer can be of great assistance is in navigating the complex laws and regulations surrounding the Chesapeake Bay Critical Area. This area encompasses over 100,000 acres of land and water in Calvert County alone, and has strict regulations governing development and land use. An estate planning lawyer can help residents ensure that their property is in compliance with these regulations, and can advise on the best course of action for passing down property to future generations while still maintaining compliance with the law. Additionally, a lawyer can assist with creating wills, trusts, and other estate planning documents to ensure that a person's assets are distributed according to their wishes after they pass away. With the help of an estate planning lawyer, residents of Calvert County can have peace of mind knowing that their property and assets are protected and that their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Calvert County, MD is a unique place with a rich history and diverse population. A wealth manager in this area can provide a range of services to help clients achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and more. One specific area of expertise for a wealth manager in Calvert County is navigating the local real estate market. With its proximity to Washington, D.C. and the Chesapeake Bay, Calvert County offers a wealth of opportunities for real estate investment. A skilled wealth manager can help clients identify the best properties to invest in, negotiate favorable terms, and manage their properties for maximum return on investment. Additionally, a wealth manager in Calvert County can provide valuable insights into the local economy and business landscape, helping clients make informed decisions about their investments. Overall, the services of a wealth manager in Calvert County can be an invaluable asset for anyone looking to build and protect their wealth in this dynamic and exciting region.

Calvert County, MD is undoubtedly the best place to get a wealth manager. The county boasts of its serene and picturesque environment, which provides a conducive atmosphere for wealth management. The county's economy is also thriving, with numerous businesses and industries operating within its borders. Additionally, the county has a diverse population, which means that wealth managers have a broad client base to work with. Calvert County is also home to several top-notch educational institutions, which produce highly skilled and knowledgeable professionals that can provide excellent wealth management services. With all these factors in play, it's no wonder that Calvert County, MD is the go-to destination for anyone looking for a reliable and competent wealth manager.