Wealth Management in Salisbury, MD

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List of Firms

Salisbury, MD Wealth Management Firms

SEC File# 801-49390
CRD# 106181
5 out of 5
Location 1405 Wesley Dr Suite 32, Salisbury, MD 21801, USA
Phone (410) 341-0026
Directions
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Delmarva Wealth Management, LLC
Location 543 Riverside Dr Ste B, Salisbury, MD 21801, USA
Phone (410) 912-4286
Directions
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Hammond Wealth Management, LLC
SEC File# 801-41033
CRD# 14169
Location 31400 Winterplace Pkwy STE 100, Salisbury, MD 21804, USA
Phone (443) 944-8025
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 150 W Market St Ste 301, Salisbury, MD 21801, USA
Phone (410) 341-7900
Directions
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Investment Properties Management, Inc.
4 out of 5
Location 1000 E Main St, Salisbury, MD 21804, USA
Phone (410) 749-3113
Directions
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CFS, Inc. — Comprehensive Financial Solutions
SEC File# 801-33020
CRD# 10299
5 out of 5
Location 953 Mt Hermon Rd STE 101, Salisbury, MD 21804, USA
Phone (410) 546-0911
Directions
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Generations Financial Advisors
Location 801 N Salisbury Blvd, Salisbury, MD 21801, USA
Phone (410) 742-0635
Directions
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State Farm: Greg Reddell
5 out of 5
Location 715 E William St, Salisbury, MD 21804, USA
Phone (410) 742-3101
Directions
Wealth Management in Salisbury, MD

Where Wealth Management Advisors in Salisbury, MD Serve

Salisbury, MD is a charming city with a rich history and a plethora of landmarks that are sure to captivate any visitor. From the iconic Salisbury University to the historic Ward Museum of Wildfowl Art, there is no shortage of cultural attractions to explore. Additionally, the city boasts a diverse array of top employers, including Perdue Farms, Peninsula Regional Medical Center, and Salisbury University. Major highways such as Route 50 and Route 13 make it easy to navigate the city, while streets like Riverside Drive and Main Street offer a charming glimpse into the city's past. Salisbury is also home to a variety of unique neighborhoods, each with its own distinct character and charm, including Camden, Newtown, and Church Street. Overall, Salisbury is a vibrant and dynamic city that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Salisbury, MD can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards to help individuals manage their money and achieve their financial goals. Additionally, a bank can offer investment opportunities and financial advice to help residents grow their wealth. Specifically, Salisbury, MD has a thriving tourism industry due to its proximity to popular destinations such as Ocean City and Assateague Island. A bank can help residents in the tourism industry by providing merchant services to process payments from tourists and offering business loans to help start or expand their operations. Furthermore, with the recent growth of the Salisbury University campus, a bank can provide student loans and financial education to help students manage their finances and prepare for their future. Overall, a bank can play a crucial role in the financial well-being of residents in Salisbury, MD.

Insurance Broker

Residents of Salisbury, MD can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex world of health insurance policies, which can be particularly important in a city like Salisbury, where there are several healthcare providers and hospitals. Additionally, an insurance broker can assist residents in finding the most affordable and comprehensive auto insurance policies, given that Salisbury is a bustling city with a high volume of traffic. Furthermore, an insurance broker can provide guidance on the best home insurance policies to protect residents' homes from natural disasters, such as hurricanes and floods, which are common occurrences in Salisbury. With an insurance broker's help, residents of Salisbury can rest assured that they have the right insurance coverage to protect themselves and their families from unforeseen events.

Retirement Planning

Residents of Salisbury, MD can benefit from the services of a retirement planner in various ways. Firstly, a retirement planner can assist them in creating a personalized financial plan that takes into account their current financial situation, future goals, and potential risks. This plan can help them save for retirement, manage their investments, and ensure that they have enough money to cover their expenses in their golden years. Additionally, a retirement planner can help residents of Salisbury navigate the complex world of Social Security benefits, Medicare, and other retirement-related programs. With the high cost of healthcare in Salisbury, it's crucial to have a retirement planner who can advise on the best healthcare options available. Lastly, a retirement planner can help residents of Salisbury plan for unexpected events such as a medical emergency or the need for long-term care. Overall, a retirement planner can provide invaluable guidance and support to help residents of Salisbury, MD achieve their retirement goals and live a comfortable and stress-free life in their golden years.

Financial Advisor

Residents of Salisbury, MD could greatly benefit from the guidance of a financial advisor in a variety of ways. One specific challenge that many Salisbury residents face is the high cost of living in the area. A skilled financial advisor could help individuals and families create a realistic budget that takes into account the unique expenses associated with living in Salisbury, such as higher-than-average housing costs and transportation expenses. Additionally, a financial advisor could help residents plan for their future by creating a comprehensive retirement plan that accounts for the potential impact of inflation and rising healthcare costs. Furthermore, a financial advisor could provide guidance on investment strategies that align with a client's financial goals and risk tolerance, helping them to build wealth over time. Overall, the expertise of a financial advisor could be invaluable to Salisbury residents looking to improve their financial health and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Salisbury, MD can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, a loan officer can assist residents in navigating the complex process of securing a mortgage, which can be particularly challenging in Salisbury due to the unique zoning laws and regulations in place. Additionally, a loan officer can help residents identify and secure the best possible interest rates and loan terms, which can save them significant amounts of money over the life of their mortgage. Furthermore, a loan officer can provide valuable guidance and support throughout the entire home-buying process, from pre-approval to closing, helping to ensure that residents are well-informed and confident in their decisions. Ultimately, the assistance of a knowledgeable and experienced mortgage loan officer can be invaluable to residents of Salisbury as they navigate the complex and often overwhelming process of purchasing a home.

Tax Services

Residents of Salisbury, MD can benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help individuals navigate the complex tax laws and regulations specific to Maryland. This includes understanding the state's tax brackets, deductions, and credits. Additionally, a tax advisor can assist small business owners in Salisbury with tax planning and compliance. This is especially important given the city's thriving business community, which includes a mix of industries such as healthcare, education, and manufacturing. Furthermore, a tax advisor can provide guidance on estate planning and help residents develop a comprehensive plan for transferring their assets to their heirs. Overall, a tax advisor can offer invaluable support to residents of Salisbury, MD, helping them make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Salisbury, MD can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Salisbury is by assisting them in creating a comprehensive estate plan that takes into account their unique circumstances and goals. This may include drafting wills and trusts, establishing powers of attorney, and developing strategies for minimizing taxes and protecting assets. Additionally, an estate planning lawyer can help residents of Salisbury navigate the complexities of probate and estate administration, ensuring that their loved ones are able to inherit their assets without unnecessary delays or complications. Given the diverse population and economic landscape of Salisbury, an estate planning lawyer can provide invaluable guidance and support to individuals and families from all walks of life.

Salisbury, MD Financial Resources

Salisbury, MD Chamber of Commerce

https://salisburyarea.com/

Salisbury, MD City Hall

https://salisbury.md/

Salisbury, MD Public Library

https://www.wicomicolibrary.org/

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