Wealth Management in Cecil County, MD

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List of Firms

Cecil County, MD Wealth Management Firms

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Alliant Financial Management, Inc.
Location 307 Avatar Ct, Havre De Grace, MD 21078, USA
Phone (443) 982-1538
Directions
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Mallard Financial Partners
SEC File# 801-78580
CRD# 169009
4 out of 5
Location 750 Barksdale Rd, Newark, DE 19711, USA
Phone (302) 737-4546
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
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Financial Salvation
5 out of 5
Location 349 E Pulaski Hwy Suite 3A, Elkton, MD 21921, USA
Phone (443) 406-7554
Directions
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Delaware Valley Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 625 Barksdale Rd Ste 105, Newark, DE 19711, USA
Phone (302) 366-1308
Directions
SEC File# 801-110722
CRD# 288512
Location 217 International Cir #200, Hunt Valley, MD 21030, USA
Phone (888) 698-6698
Directions
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Suzanne Alexander-Doncel - TIAA Wealth Management Advisor
Location 200 Continental Dr Suite 401, Newark, DE 19713, USA
Phone (866) 842-2520
Directions
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GTOG Investments, LLC
Location 207 W Main St, Elkton, MD 21921, USA
Phone (443) 406-6555
Directions
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RBC Wealth Management
Location 4550 New Linden Hill Rd #200, Wilmington, DE 19808, USA
Phone (800) 441-7698
Directions
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Cecil County Chamber-Commerce
5 out of 5
Location 216 E Pulaski Hwy #120, Elkton, MD 21921, USA
Phone (410) 392-3833
Directions
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Edward Jones - Financial Advisor: Jason Y Lim
SEC File# 801-3297
CRD# 250
5 out of 5
Location 221 E Main St, Elkton, MD 21921, USA
Phone (410) 398-4214
Directions
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Delaware Valley Wealth Management Group
Location 721 Willington Square Way, Newark, DE 19711, USA
Phone (302) 266-6030
Directions
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Summit Wealth Advisors
Location 5503 Kirkwood Hwy, Wilmington, DE 19808, USA
Phone (302) 468-5004
Directions
Wealth Management in Cecil County, MD

Where Wealth Management Advisors in Cecil County, MD Serve

Cecil County, located in northeastern Maryland, boasts a plethora of landmarks and attractions that are sure to captivate visitors and locals alike. From the breathtaking views of the Chesapeake Bay to the historic architecture of the town of Elkton, there is no shortage of sights to see. In addition, the county is home to several top employers, including Amazon, W.L. Gore & Associates, and the Perry Point VA Medical Center. Major highways and streets such as I-95, US-40, and MD-213 make transportation a breeze, while neighborhoods like North East and Chesapeake City offer a charming small-town feel. With so much to offer, Cecil County is a true gem of the Mid-Atlantic region.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Cecil County, MD could benefit from a bank in numerous ways. For instance, the county has a diverse economy that ranges from agriculture to manufacturing, and a bank can offer loans and credit facilities to farmers and entrepreneurs to help them grow their businesses. Additionally, Cecil County is home to a significant number of retirees who may require financial planning services to manage their retirement funds. A bank can provide investment advice, retirement planning, and other financial services to help retirees achieve their financial goals. Moreover, the county has a vibrant tourism industry, and a bank can offer travel-related services such as foreign exchange, credit card services, and travel insurance to both tourists and residents. In summary, a bank can play a vital role in supporting the financial needs of residents in Cecil County, MD, and contribute to the growth of the local economy.

Insurance Broker

Residents of Cecil County, MD can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in Cecil County, which has a diverse population with varying insurance needs. For example, residents who work in the agricultural industry may require specialized insurance coverage that is not available through standard policies. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or discounts for certain groups, such as veterans or seniors. Finally, an insurance broker can provide ongoing support and advice, helping residents to manage their insurance policies and make informed decisions about their coverage. Overall, working with an insurance broker can be a valuable resource for residents of Cecil County, MD, helping them to protect themselves and their families from financial risks and uncertainties.

Retirement Planning

Residents of Cecil County, MD can benefit greatly from the services of a retirement planner. With the county's population steadily increasing, a retirement planner can help individuals navigate the complexities of planning for retirement. Specifically, Cecil County has a high number of retirees who rely on social security and pensions as their primary source of income. However, with the rising cost of living and healthcare expenses, it is crucial for retirees to have a solid financial plan in place. A retirement planner can assist with creating a budget, identifying potential sources of income, and developing a comprehensive investment strategy. Additionally, with the recent changes in tax laws, a retirement planner can help residents of Cecil County maximize their tax savings and minimize their financial burden. By working with a retirement planner, residents of Cecil County can feel confident that they are well-prepared for their golden years.

Financial Advisor

Residents of Cecil County, MD can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With a significant portion of the population in Cecil County being over the age of 65, a financial advisor can help individuals plan for their retirement years, ensuring they have enough funds to maintain their standard of living. Additionally, with the county's proximity to major metropolitan areas, many residents may have complex financial situations, including owning multiple properties or managing a business. A financial advisor can help navigate these complexities and provide guidance on tax planning, estate planning, and investment strategies. Furthermore, with the county's strong agricultural sector, farmers and other rural business owners can benefit from a financial advisor's expertise in managing cash flow, accessing capital, and navigating government programs. Overall, a financial advisor can provide invaluable assistance to residents of Cecil County, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Cecil County, MD can greatly benefit from the expertise of a mortgage loan officer. With a population of over 100,000, Cecil County has a diverse range of individuals and families with varying financial backgrounds. A mortgage loan officer can help residents navigate the complex world of home buying, from determining the best mortgage options to explaining the intricacies of interest rates and closing costs. Additionally, with its proximity to both Baltimore and Philadelphia, Cecil County is an attractive location for commuters. A mortgage loan officer can assist residents in finding the most affordable and convenient mortgage options for their specific needs, whether they are first-time homebuyers or experienced investors. With the guidance of a skilled mortgage loan officer, residents of Cecil County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Cecil County, MD can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations of the state of Maryland. This is particularly important for Cecil County residents as the state has some unique tax laws that may not be found in other states. For instance, Maryland is one of the few states that imposes both state and county income taxes. Additionally, a tax advisor can help residents take advantage of tax deductions and credits that they may not be aware of. For example, Cecil County residents who donate to local charities or volunteer for certain organizations may be eligible for tax deductions. Finally, a tax advisor can help residents with tax planning, ensuring that they are making the most of their income and minimizing their tax liability. This is especially important for Cecil County residents as the county has a relatively high cost of living compared to other areas in Maryland.

Estate Planning Lawyer

Residents of Cecil County, MD can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is through the creation of a will. A will is a legal document that outlines how a person's assets will be distributed after their death. In Cecil County, MD, where agriculture and farming are significant contributors to the economy, a will can be particularly helpful in ensuring that the family farm is passed down to the next generation. An estate planning lawyer can also assist with setting up trusts, which can be useful in protecting assets from creditors or lawsuits. Additionally, they can help with establishing powers of attorney and healthcare directives, which can provide peace of mind in the event of an unexpected illness or accident. Overall, an estate planning lawyer can provide valuable guidance and expertise to residents of Cecil County, MD, helping them to secure their assets and plan for their future.

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