Wealth Management in Talbot County, MD

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List of Firms

Talbot County, MD Wealth Management Firms

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Frederick H Morgan - Morgan Stanley
Location 28601 Marlboro Ave Ste 201, Easton, MD 21601, USA
Phone (410) 770-6142
Directions
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 111 N W St Suite B, Easton, MD 21601, USA
Phone (410) 819-0400
Directions
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The Edgell - Fritzsche Team
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 822-2359
Directions
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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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Miller Grimes Wealth Planning Group
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 822-3693
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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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Merrill Lynch Wealth Management Advisor John F Macielag
Location 114 Bay St, Easton, MD 21601, USA
Phone (800) 380-8614
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Merrill Lynch Wealth Management Advisor Bradley A. Miller
Location 114 Bay St building d, Easton, MD 21601, USA
Phone (410) 820-7437
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Warwick Investment
SEC File# 801-96290
CRD# 226670
Location 129 N W St, Easton, MD 21601, USA
Phone (410) 690-4503
Directions
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Wye Trust
Location 16 N Washington St, Easton, MD 21601, USA
Phone (410) 763-8543
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The Nolan-Russell Investment Group
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 819-8010
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ShoreGate Partners
4 out of 5
Location 29 S Harrison St, Easton, MD 21601, USA
Phone (917) 710-1933
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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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Jennifer N. Edgell - RBC Wealth Management Financial Advisor
Location 30 Goldsborough St Suite 200, Easton, MD 21601, USA
Phone (410) 822-2359
Directions
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Merrill Lynch Wealth Management Advisor Sandy Frey
Location 114 Bay St, Easton, MD 21601, USA
Phone (410) 820-7436
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SEC File# 801-72862
CRD# 159289
Location 28 S Washington St, Easton, MD 21601, USA
Phone (410) 819-8800
Directions
Wealth Management in Talbot County, MD

Where Wealth Management Advisors in Talbot County, MD Serve

Talbot County, located on Maryland's Eastern Shore, is a historic and charming area that boasts a variety of landmarks and attractions. From the stunning Chesapeake Bay Maritime Museum to the picturesque St. Michaels Harbor, there is no shortage of things to see and do in this scenic county. In terms of employment, Talbot County is home to several top employers, including the University of Maryland Shore Regional Health, Easton Utilities, and the Talbot County Public Schools. These organizations provide a range of job opportunities for residents and contribute to the county's robust economy. When it comes to transportation, Talbot County is served by several major highways and streets, including US Route 50, Maryland Route 33, and Maryland Route 404. These thoroughfares connect the county to nearby cities and towns, making it easy for residents and visitors to get around. Finally, Talbot County is home to a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Talbot County, MD can benefit greatly from the services provided by a bank. One of the most common ways that a bank can help the community is by providing financial assistance to small businesses. Talbot County is home to several small businesses that greatly contribute to the local economy. These businesses often require loans to cover their expenses and expand their operations. A bank can provide these loans, which can help these businesses grow and create more job opportunities for the residents of Talbot County. Additionally, a bank can offer financial planning services to residents, which can help them manage their finances and plan for their future. This is especially important for the aging population of Talbot County, who may need assistance in managing their retirement funds. Overall, a bank can play a vital role in supporting the economic growth and financial stability of Talbot County and its residents.

Insurance Broker

Residents of Talbot County, MD can greatly benefit from the services of an insurance broker. With the county being located on the Eastern Shore of Maryland, it is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate through the complexities of insurance policies and ensure that they have coverage for any potential damages caused by these disasters. Additionally, Talbot County is known for its strong agricultural industry, and an insurance broker can assist farmers in obtaining coverage for their crops and livestock. With the constantly changing landscape of insurance policies and regulations, an insurance broker can provide invaluable guidance and support to residents of Talbot County, MD.

Retirement Planning

Residents of Talbot County, MD can greatly benefit from the expertise of a retirement planner. With its population of over 37,000, Talbot County is known for its picturesque landscapes, historic landmarks, and thriving tourism industry. However, many residents may not be fully prepared for retirement. A retirement planner can provide guidance on a variety of financial topics, including investment strategies, tax planning, and estate planning. They can help residents navigate the complexities of Social Security and Medicare, and develop personalized retirement plans tailored to their unique needs and goals. Given the county's high cost of living, especially in areas such as Easton and St. Michaels, a retirement planner can also help residents maximize their savings and investments to ensure a comfortable retirement. With their expertise and knowledge, a retirement planner can be an invaluable resource for residents of Talbot County, MD as they plan for their future.

Financial Advisor

Residents of Talbot County, MD can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique challenges of living in a coastal community. Talbot County is located on the eastern shore of Maryland, which means that residents may have to contend with the financial impact of hurricanes, flooding, and other natural disasters. Additionally, the county's economy is heavily reliant on industries such as agriculture, fishing, and tourism, which can be subject to fluctuations and seasonal variations. A financial advisor can help residents develop strategies for managing these risks and making the most of their financial resources, whether through investments, insurance, or other means. By working with a financial advisor, residents of Talbot County can gain the knowledge and tools they need to achieve their financial goals and protect their assets in the face of uncertainty.

Mortgage Loan Officer

Residents of Talbot County, MD could benefit from the expertise of a mortgage loan officer in a variety of ways. With a population of just over 37,000, Talbot County is known for its picturesque waterfront towns and historic architecture. However, the county's median home value of $427,000 is significantly higher than the national average, making it challenging for many residents to secure a mortgage. A loan officer could assist with navigating the complex process of securing a mortgage, including finding the best interest rates and loan terms for each individual's unique financial situation. Additionally, with a significant portion of the county's economy relying on tourism, a loan officer could also provide guidance on investment properties and vacation home purchases. Overall, the expertise of a mortgage loan officer could be invaluable to residents of Talbot County looking to achieve their homeownership or investment goals.

Tax Services

Residents of Talbot County, MD could benefit from the expertise of a tax advisor in a multitude of ways. For example, Talbot County has a thriving agricultural industry, with many residents owning farms or working in related fields. A tax advisor could assist these individuals with navigating the complex tax laws surrounding agriculture, such as deductions for equipment and livestock, and ensuring compliance with state and federal regulations. Additionally, Talbot County is home to a significant number of retirees, who may have unique tax considerations such as Social Security benefits, retirement account distributions, and property tax exemptions. A tax advisor could help these individuals maximize their retirement income and minimize their tax liability. Overall, a tax advisor can provide valuable guidance and support to the diverse population of Talbot County, ensuring that they are able to navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Talbot County, MD can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is particularly important in Talbot County, MD, where many residents own historic properties that have been passed down through generations. An estate planning lawyer can help these property owners establish trusts and set up plans for their properties to ensure they remain in the family for generations to come. Additionally, an estate planning lawyer can help Talbot County residents minimize estate taxes, protect their assets from creditors, and establish healthcare directives to ensure their medical wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can provide Talbot County residents with peace of mind knowing their assets and loved ones are protected.

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