Wealth Management in Takoma Park, MD

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List of Firms

Takoma Park, MD Wealth Management Firms

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Alcumus Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
Phone (202) 223-3450
Time Monday: 9:30 AM – 5:30 PM Tuesday: 9:30 AM – 5:30 PM Wednesday: 9:30 AM – 5:30 PM Thursday: 9:30 AM – 5:30 PM Friday: 9:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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ACARA Capital Management
Location 4200 Clagett Rd, Hyattsville, MD 20782, USA
Phone (240) 413-6181
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Merrill Lynch Wealth Management
Location 11810 Grand Park Ave, North Bethesda, MD 20852, USA
Phone (301) 468-3000
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MacroView Investment Management, LLC
Location 4800 Hampden Ln Suite 200, Bethesda, MD 20814, USA
Phone (301) 907-6795
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Microvest Capital Management, LLC
Location 7315 Wisconsin Ave #300w, Bethesda, MD 20814, USA
Phone (301) 664-6680
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JEMCO
Location 7304 Carroll Ave #13, Takoma Park, MD 20912, USA
Phone (301) 892-8092
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IFC Asset Management Company
Location 2121 Pennsylvania Avenue NW, Washington, D.C., DC 20433, USA
Phone (202) 473-5395
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The Living Capital Group - Davis Planning Associates, Inc.
Location 7059 Blair Rd NW #204, Washington, DC 20012, USA
Phone (202) 429-9393
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Lifetime Financial
Location 7000 Carroll Ave #201A, Takoma Park, MD 20912, USA
Phone (202) 350-1515
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Advance Financial LLC
1 out of 5
Location The World Building, 8121 Georgia Ave #320, Silver Spring, MD 20910, USA
Phone (301) 495-5554
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Denise Allen - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
Phone (202) 223-3450
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
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Potomac Wealth Advisors
4 out of 5
Location 15245 Shady Grove Rd # 410, Rockville, MD 20850, USA
Phone (301) 279-2225
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Burt Associates Inc
Location 6116 Executive Blvd Suite 500 N, North Bethesda, MD 20852, USA
Phone (301) 770-9880
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Joe Martin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8601 Georgia Ave Ste 910, Silver Spring, MD 20910, USA
Phone (301) 587-6700
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Toler Financial Group
4 out of 5
Location 1100 Wayne Ave #670, Silver Spring, MD 20910, USA
Phone (301) 825-8705
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Merrill Lynch Wealth Management Advisor Terrence Judge
Location 11810 Grand Park Ave # 800, North Bethesda, MD 20852, USA
Phone (301) 230-6663
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Fortegy Financial
Location 1400 Spring St # 420, Silver Spring, MD 20910, USA
Phone (703) 212-9435
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The Capitol Wealth Management Group - Morgan Stanley
Location 1747 Pennsylvania Avenue NW Ste 900, Washington, DC 20006, USA
Phone (202) 778-1381
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SEC File# 801-57896
CRD# 110995
Location 7501 Wisconsin Ave, Bethesda, MD 20814, USA
Phone (240) 482-2900
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The Capital ESOP Group - UBS Financial Services Inc.
Location 1501 K St NW Suite 1100, Washington, D.C., DC 20005, USA
Phone (202) 585-5358
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Morgan Stanley Private Wealth Advisors
5 out of 5
Location 1747 Pennsylvania Avenue NW Ste 900, Washington, D.C., DC 20006, USA
Phone (202) 292-5400
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IntegriGen Wealth Management
Location 2600 Tower Oaks Blvd #220, Rockville, MD 20852, USA
Phone (301) 251-1005
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The Independence Wealth Management Group - Morgan Stanley
Location 1775 I St NW Suite 200, Washington, D.C., DC 20006, USA
Phone (202) 861-5113
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Wealth Management in Takoma Park, MD

Where Wealth Management Advisors in Takoma Park, MD Serve

Takoma Park, MD is a vibrant and diverse city located in Montgomery County. It is home to a number of notable landmarks, including the Takoma Park Community Center, which offers a range of recreational activities and events for residents of all ages. Other popular landmarks include the Takoma Park Farmers Market, which features fresh produce and artisanal goods from local vendors, and the Takoma Park Library, which offers a wide range of resources and services to the community. In terms of top employers, Takoma Park is home to a number of businesses and organizations that contribute to the local economy. These include Adventist Healthcare, which operates a number of hospitals and medical facilities in the area, as well as the Montgomery County Public Schools system, which employs thousands of teachers and staff members. Major highways and streets in Takoma Park include the Capital Beltway (I-495), which provides easy access to Washington, D.C.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Takoma Park, MD would greatly benefit from the services offered by a bank. For instance, a bank could help residents to secure loans for home improvements, which is particularly important in this area where many homes were built in the early 1900s and may require updates to meet modern standards. Additionally, a bank could provide financial education to residents, helping them to better manage their money and plan for the future. This is especially important in Takoma Park, a diverse community with a high percentage of renters and low-income households. Furthermore, a bank could offer small business loans to entrepreneurs in the area, supporting the growth of local businesses and contributing to the economic development of the community. Overall, a bank would be a valuable resource for the residents of Takoma Park, MD, providing them with the financial tools and resources they need to thrive.

Insurance Broker

Residents of Takoma Park, MD could greatly benefit from the services of an insurance broker, especially considering the unique characteristics of this city. With a population of just over 17,000 people, Takoma Park is known for its progressive values and diverse community. An insurance broker could assist residents in finding insurance plans that align with their specific needs and values, such as plans that cover alternative medicine or mental health services. Additionally, Takoma Park is located in Montgomery County, which has some of the highest healthcare costs in the country. An insurance broker could help residents navigate these costs and find plans that are affordable and comprehensive. Overall, an insurance broker could provide invaluable assistance to residents of Takoma Park, MD in finding insurance plans that meet their unique needs and circumstances.

Retirement Planning

Residents of Takoma Park, MD could benefit greatly from the services of a retirement planner. With a population of over 17,000, many individuals in the area are likely approaching retirement age or have already retired. A retirement planner can assist with a variety of tasks, such as creating a comprehensive financial plan, developing an investment portfolio, and ensuring that individuals are taking advantage of all available retirement benefits. Additionally, Takoma Park is known for its progressive values and commitment to sustainability. A retirement planner can help residents align their financial goals with their values, such as investing in socially responsible funds or planning for sustainable living expenses. With the complexities of retirement planning, a skilled professional can help residents navigate the process and achieve their desired retirement lifestyle.

Financial Advisor

Residents of Takoma Park, MD can benefit from the expertise of a financial advisor in a variety of ways. With its diverse population and thriving local economy, Takoma Park presents unique financial challenges and opportunities. A financial advisor can help residents navigate the complexities of retirement planning, investment management, and tax optimization, among other areas. For example, Takoma Park is known for its progressive politics and environmentalism, which may influence investment decisions. A financial advisor can help residents align their investments with their values by recommending socially responsible funds or green energy stocks. Additionally, many Takoma Park residents are self-employed or work in the gig economy, which can complicate their financial situation. A financial advisor can provide guidance on budgeting, saving for taxes, and planning for retirement as a freelancer. Overall, a financial advisor can help Takoma Park residents achieve their financial goals while staying true to their values and navigating the unique challenges of their community.

Mortgage Loan Officer

Residents of Takoma Park, MD are in need of a mortgage loan officer to help them navigate the complex process of purchasing a home. With the city's close proximity to Washington, D.C., many residents are looking to purchase a home in the area to take advantage of the job opportunities and cultural offerings. However, the housing market in Takoma Park is competitive and expensive, making it difficult for residents to secure a mortgage on their own. A mortgage loan officer can help residents understand the various types of loans available, negotiate with lenders, and guide them through the application process. Additionally, the loan officer can assist residents in finding down payment assistance programs and other resources that can make homeownership more affordable. Overall, a mortgage loan officer can be an invaluable resource for residents of Takoma Park, MD looking to achieve the dream of homeownership.

Tax Services

Residents of Takoma Park, MD could greatly benefit from the expertise of a tax advisor. With unique tax laws and regulations that vary from state to state, a tax advisor can help individuals navigate the complexities of the Maryland tax code. For example, Takoma Park is known for its progressive values and commitment to sustainability. A tax advisor could assist residents in taking advantage of tax credits and deductions for environmentally-friendly home improvements or renewable energy investments. Additionally, with a high percentage of Takoma Park residents being self-employed or small business owners, a tax advisor could provide valuable guidance on tax planning and strategy to maximize deductions and minimize tax liabilities. Overall, a tax advisor can provide valuable assistance to residents of Takoma Park, helping them navigate the intricacies of the Maryland tax code and optimize their financial situation.

Estate Planning Lawyer

Residents of Takoma Park, MD can benefit from the services of an estate planning lawyer in numerous ways. For instance, the lawyer can help them establish trusts, wills, and other legal documents that will ensure the proper distribution of their assets after they pass away. This is particularly important for residents of Takoma Park, MD, who may have complex family structures or unique cultural beliefs that impact how they want their assets to be distributed. Additionally, the lawyer can help them navigate the complex tax laws and regulations that apply to estate planning. The lawyer can also assist with healthcare directives, guardianship designations, and other important legal matters that will protect their interests and ensure their wishes are respected. Overall, an estate planning lawyer can provide invaluable assistance to residents of Takoma Park, MD, who want to ensure their assets are protected and their loved ones are taken care of after they pass away.

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