Wealth Management in Easton, MD

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List of Firms

Easton, MD Wealth Management Firms

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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 218 N Washington St Ste 5, Easton, MD 21601, USA
Phone (410) 690-3909
Directions
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Baird Private Wealth Management
Location 218 N Washington St #37, Easton, MD 21601, USA
Phone (888) 792-9164
Directions
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RBC Wealth Management Branch - Easton
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 819-8010
Directions
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Merrill Lynch Wealth Management Advisor Semene Gilden
Location 114 Bay St, Easton, MD 21601, USA
Phone (410) 820-4172
Directions
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Merrill Lynch Wealth Management Advisor Sandy Frey
Location 114 Bay St, Easton, MD 21601, USA
Phone (410) 820-7436
Directions
SEC File# 801-72862
CRD# 159289
Location 28 S Washington St, Easton, MD 21601, USA
Phone (410) 819-8800
Directions
Wealth Management in Easton, MD

Where Wealth Management Advisors in Easton, MD Serve

Easton, MD is a charming town located in Talbot County on Maryland's Eastern Shore. It is home to numerous landmarks that are steeped in history, including the Tidewater Inn, the Avalon Theatre, and the Academy Art Museum. These landmarks are a testament to the town's rich cultural heritage and provide a glimpse into its past. In terms of top employers, Easton, MD is home to a diverse range of businesses that contribute to the town's thriving economy. Some of the major employers in the area include the Easton Utilities Commission, Memorial Hospital at Easton, and the Talbot County Public Schools. When it comes to major highways and streets, Easton, MD is well-connected to other parts of the state. The town is located along Route 50, which is a major east-west highway that runs from Ocean City to Annapolis. Additionally, Route 322 and Route 33 also pass through the town, making it easy to get around.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Easton, MD would greatly benefit from the services offered by a bank in numerous ways. For instance, a bank can provide residents with access to various financial products and services such as checking and savings accounts, loans, and credit cards. In addition, a bank can help residents manage their finances by offering financial planning and investment services. Furthermore, given the agricultural nature of Easton, MD, a bank can provide farmers with loans to purchase equipment, livestock, and other necessary inputs to sustain their farms. Additionally, a bank can offer residents access to online banking services, which can help them manage their finances from the comfort of their homes. Overall, a bank can play a pivotal role in the economic development of Easton, MD by providing residents with the necessary financial tools and resources to achieve their financial goals.

Insurance Broker

Residents of Easton, MD can greatly benefit from the services of an insurance broker. An insurance broker can offer personalized advice and guidance on the best insurance policies that fit the specific needs of each individual. With the vast array of insurance options available, an insurance broker can help residents navigate through the complex world of insurance and find the most suitable coverage for their unique circumstances. In a town like Easton, MD, which is known for its historic charm and natural beauty, an insurance broker can help residents protect their homes and properties from the unpredictable weather patterns that can occur in the area. Additionally, an insurance broker can also offer guidance on health insurance policies, ensuring that residents have access to the best healthcare options available. Overall, an insurance broker can provide invaluable assistance to residents of Easton, MD, helping them to secure their financial future and protect their assets in the face of unforeseen circumstances.

Retirement Planning

Residents of Easton, MD can benefit from the expertise of a retirement planner in a multitude of ways. Firstly, a retirement planner can help residents of Easton navigate the complexities of retirement planning, including managing retirement accounts, creating a budget, and identifying potential sources of income. Additionally, a retirement planner can help residents of Easton plan for healthcare costs, which can be particularly significant in this area due to the high cost of medical care. Furthermore, a retirement planner can help residents of Easton plan for long-term care, which is especially important given the aging population in the area. With their knowledge and experience, a retirement planner can provide invaluable guidance to residents of Easton, helping them to achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Easton, MD can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by creating a personalized investment plan that takes into account the unique economic landscape of Easton. With its proximity to the Chesapeake Bay and its thriving seafood industry, a financial advisor can help residents invest in local businesses and industries that are likely to experience growth and success. Additionally, a financial advisor can assist residents in navigating the complex tax laws of Maryland, ensuring that they are taking advantage of all available deductions and credits. They can also help residents plan for retirement, which can be especially important in a town with a large population of retirees. Overall, a financial advisor can provide valuable guidance and support to help residents of Easton, MD achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Easton, MD can benefit from the expertise of a mortgage loan officer in various ways. With the town's rich history dating back to the 17th century, many of its residents live in historic homes that require significant maintenance and renovation. A mortgage loan officer can assist these residents in securing a home renovation loan to help finance the necessary repairs and upgrades. Additionally, Easton is a popular tourist destination, and many residents may be interested in purchasing a vacation home or investment property. A mortgage loan officer can provide guidance on the best loan options for these types of purchases, as well as help residents navigate the unique challenges of the local real estate market. Finally, with Easton's proximity to the Chesapeake Bay, many residents may be interested in purchasing waterfront property. A mortgage loan officer can help these residents understand the additional considerations and expenses associated with waterfront property ownership and guide them through the loan process.

Tax Services

Residents of Easton, MD can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help individuals and businesses in Easton navigate the complex tax laws and regulations that are unique to Maryland. For example, Maryland has a state income tax that is separate from federal income tax, and a tax advisor can help ensure that residents are properly reporting and paying both. Additionally, Easton has a thriving small business community, and a tax advisor can help these businesses with tax planning, bookkeeping, and payroll services. A tax advisor can also assist with estate planning, helping Easton residents to minimize estate taxes and ensure that their assets are distributed according to their wishes. Overall, a tax advisor can provide invaluable assistance to residents of Easton, helping them to navigate the often confusing and overwhelming world of taxes and finance.

Estate Planning Lawyer

Residents of Easton, MD can benefit greatly from the assistance of an estate planning lawyer. The lawyer can help them create a comprehensive estate plan that addresses their unique needs and goals. This could include drafting a will, setting up a trust, or creating a power of attorney. In Easton, MD, where the population is largely made up of retirees and wealthy individuals, estate planning is particularly important. The lawyer can help residents protect their assets and ensure that their wishes are carried out after their passing. Additionally, the lawyer can assist with tax planning and minimizing the tax burden on the estate. With the help of an estate planning lawyer, residents of Easton, MD can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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