Wealth Management in Queen Anne's County, MD

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List of Firms

Queen Anne's County, MD Wealth Management Firms

SEC File# 801-70103
CRD# 149777
Location 205 S Cross St, Chestertown, MD 21620, USA
Phone (410) 810-2315
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Ad Astra Wealth Management
Location 145 Greenwood Creek Rd, Queenstown, MD 21658, USA
Phone (410) 903-9455
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Aaron Gabrielian - RBC Wealth Management Branch Director
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 819-8015
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Valliant Wealth Strategies
Location 110 S Queen St, Chestertown, MD 21620, USA
Phone (410) 810-0800
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Saunders Wealth Management - Ameriprise Financial Services, LLC
Location 180 Admiral Cochrane Dr # 550, Annapolis, MD 21401, USA
Phone (443) 837-1079
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Merrill Lynch Wealth Management Advisor Christopher Norkus
Location 1 Park Pl Suite 350, Annapolis, MD 21401, USA
Phone (410) 263-0144
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Chesapeake Investment Planning, LLC
Location 310 Love Point Rd, Stevensville, MD 21666, USA
Phone (443) 249-3514
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RBC Wealth Management Branch - Easton
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 819-8010
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Dillon Wealth Management
Location 326 First St Suite 200, Annapolis, MD 21403, USA
Phone (410) 793-4414
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RBC Wealth Management
Location ifrog building, 101 Bay St, Easton, MD 21601, USA
Phone (410) 822-5200
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Wealth Management in Queen Anne's County, MD

Where Wealth Management Advisors in Queen Anne's County, MD Serve

Queen Anne's County, located in the eastern part of Maryland, is a charming and historic region that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the picturesque Chesapeake Bay Bridge to the stunning Chesapeake Bay Environmental Center, there is no shortage of natural beauty and cultural attractions to explore in this area. Some of the top employers in Queen Anne's County include the Queen Anne's County Public Schools, the Chesapeake College, and the county government. Major highways and streets that run through the area include Route 50, Route 301, and Route 213, providing easy access to nearby cities and towns. Neighborhoods in Queen Anne's County range from quaint and cozy to upscale and luxurious, with options for every lifestyle and budget. Whether you're looking to soak up history and culture, enjoy the great outdoors, or simply relax and unwind, Queen Anne's County has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Queen Anne's County, MD can benefit from a bank in various ways. For starters, a bank can provide them with financial assistance to help them achieve their goals and aspirations. This is especially important in a county like Queen Anne's, which is home to a diverse population with varying financial needs. Additionally, a bank can help residents of Queen Anne's County manage their finances more effectively, by providing them with tools and resources to make informed financial decisions. For instance, banks can offer services like online banking, mobile banking, and financial planning tools that can help residents better understand and manage their finances. Moreover, a bank can help residents of Queen Anne's County access credit and loans, which can be crucial for starting a business, buying a home, or pursuing higher education. Overall, a bank can play a vital role in the financial well-being of residents of Queen Anne's County, MD.

Insurance Broker

Residents of Queen Anne's County, MD can greatly benefit from the services of an insurance broker. With the county's location on the Eastern Shore of Maryland, it is prone to natural disasters such as hurricanes and flooding. An insurance broker can assist residents in obtaining comprehensive coverage for their homes and properties, ensuring that they are protected in the event of a disaster. Additionally, with the county's strong agricultural industry, an insurance broker can help farmers obtain specialized insurance policies for their crops and livestock. The broker can also provide guidance on health insurance options for residents, as the county has a high percentage of retirees who may require additional healthcare coverage. With the help of an insurance broker, residents of Queen Anne's County can have peace of mind knowing that they are adequately protected in all aspects of their lives.

Retirement Planning

Residents of Queen Anne's County, MD could benefit greatly from the services of a retirement planner. With an aging population and a median age of 45, many residents are approaching retirement age and may not have a clear plan in place. A retirement planner can help navigate the complex world of retirement planning, including options for Social Security, Medicare, and retirement savings accounts. Additionally, in a county where the median household income is $85,000, a retirement planner can help ensure that retirees have enough income to maintain their standard of living. With the added complexities of living on the Eastern Shore, including unique tax laws and limited access to healthcare, a retirement planner can provide valuable guidance and peace of mind.

Financial Advisor

Residents of Queen Anne's County, MD can benefit from the guidance of a financial advisor in several ways. Firstly, given the county's proximity to the Chesapeake Bay, a financial advisor can assist residents in making informed decisions about investments in the local fishing and boating industries. Additionally, with the county's economy being largely driven by agriculture, a financial advisor can help farmers navigate complex financial decisions related to crop insurance, land purchases, and equipment financing. Furthermore, with the county's population being largely comprised of retirees and second-homeowners, a financial advisor can provide guidance on estate planning, retirement savings, and tax-efficient investment strategies. Overall, a knowledgeable financial advisor can help residents of Queen Anne's County, MD navigate the unique financial landscape of their community and make informed decisions that will help them achieve their financial goals.

Mortgage Loan Officer

Residents of Queen Anne's County, MD can benefit from the expertise and guidance of a mortgage loan officer in various ways. Firstly, given that the county's population has been steadily increasing over the years, many residents may be looking to purchase their first home, upgrade to a larger property, or invest in a vacation home. A mortgage loan officer can help them navigate the complex process of securing a mortgage, ensuring that they understand the terms and conditions, and that they choose a loan that is tailored to their financial situation. Moreover, Queen Anne's County is known for its thriving agricultural sector, and many residents may be interested in purchasing farmland or rural properties. In such cases, a mortgage loan officer can assist them in finding the right loan programs that cater to these specific needs. With the help of a mortgage loan officer, residents of Queen Anne's County can make informed decisions and achieve their homeownership goals while avoiding costly mistakes.

Tax Services

Residents of Queen Anne's County, MD can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws that apply to residents of the county who own property on the Chesapeake Bay. Due to the unique geography of the area, many residents own waterfront properties that are subject to special tax considerations. A tax advisor can help these residents understand the various deductions and credits that may be available to them, as well as provide guidance on how to properly report any income generated by their properties. Additionally, a tax advisor can help residents of the county plan for their financial future by providing advice on retirement planning, estate planning, and other important financial matters. Overall, a tax advisor can be an invaluable resource for residents of Queen Anne's County, MD who want to ensure that they are making the most of their financial resources and minimizing their tax burden.

Estate Planning Lawyer

Residents of Queen Anne's County, MD can benefit from the expertise of an estate planning lawyer in a multitude of ways. With its unique location on the Eastern Shore of Maryland, Queen Anne's County is home to a large population of retirees and second-homeowners. An estate planning lawyer can help these individuals navigate the complex legal landscape of estate planning, ensuring that their assets are protected and distributed according to their wishes. Specific to Queen Anne's County, an estate planning lawyer can help residents take advantage of the state's favorable estate tax laws, which exempt estates valued at less than $5 million from taxation. Additionally, an estate planning lawyer can assist residents in creating trusts to protect their assets from potential creditors or lawsuits, a particularly important consideration for those who own waterfront property or other valuable assets. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Queen Anne's County as they plan for the future.

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