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United Planners Financial Services of America Website Image
606 Baltimore Ave Towson, MD

www.retplanner.com

Partner Tony Ristaino, CFP ChFC CLU, George Jankiewciz, Jr. CPA CFP and the United Planners Financial Services team use the most sophisticated financial planning techniques available today to help clients achieve their financial goals. Just as importantly, they take a unique approach to client service, which Tony established more than 30 years ago: present brutally honest and carefully explained information, and allow clients to make well informed decisions - rather than sell specific financial products. The result: the United Planners Financial Services team always puts clients' goals first, while providing comprehensive assistance, an outstanding selection of investment choices, and timely, professional service.

Allstate Personal Financial Representative: Christopher Humphries Website Image
6010G Meadow Rdg Ctr Dr Elkridge, MD

https://agents.allstate.com/

As a Personal Financial Representative in Elkridge, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique.That's why when you contact me at my Elkridge office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Noach Schwartz Website Image

As a Personal Financial Representative in Baltimore, I've gotten to know many local families. I understand that when it comes to planning for your financial future, each person's needs are unique. That's why when you contact me at my Baltimore office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Margaret Cole Website Image

As a Personal Financial Representative in Baltimore, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Baltimore office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Cummins & Associates Financial Group Website Image
11350 McCormick Rd Hunt Valley, MD

http://www.caafg.com/

Here at Cummins and Associates Financial Group, our strength is in our commitment to quality. Our firm has developed into one of the leaders in the local financial services industry. We have a wealth of experience and resources that enables our clients to make decisions that lead to better financial outcomes.

Our value lies in our process. We help individuals, families, and businesses who want a trusted advisor that can provide comprehensive advice.

Allstate Life Insurance Specialist: Joseph Feldman Website Image

When it comes to protecting the ones you love from life's uncertainties, each person's needs are unique. When you contact me at my Owings Mills office, you'll receive personalized service based on your unique needs. My priority is to help you to create a strategy to give you and your loved ones the peace of mind you deserve.

Edelman Financial Engines Website Image

The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Ellicott City is here for you, serving Howard County, including Baltimore and points west. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Edelman Financial Engines Website Image

The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Towson is here for you, serving Baltimore and points north, including Pikesville, Timonium and Parkville. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

PBMares, LLP Website Image

A nationally recognized, top 100, middle-market, accounting and consulting firm focused on delivering tax, audit and consulting solutions

Jason S. Sarratea - Morgan Stanley Website Image

Delivering the extensive resources of a global leader in the financial services industry with experience, transparency and personalized customer service.

Link Financial Website Image
8850 Stanford Blvd Columbia, MD

http://linkfin.net

Link Financial provides Retirement Planning, Life Insurance, College Savings Plans, and General Investments for individuals, families and business owners.

Jolles Financial Website Image
5052 Dorsey Hall Drive Ellicott City, MD

https://www.jollesfinancial.com/

Jolles Financial

Palumbo Financial Website Image
1500 Bolton Street Baltimore, MD

http://www.joepalumbocpa.com/

I offer tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with HD Vest Investment Services(SM). In addition to preparing and filing your tax return, I can help develop an investment plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Please also note our location at:
323 Crain Highway South
Glen Burnie, MD 21061

Grigg Financial Website Image
1122 Kenilworth Drive Towson, MD

https://www.griggfinancial.com/

My name is Brian Grigg, owner and founder of Grigg Financial.
Why Do I Do This?
When investing in your future there is one single decision that's essential- who do you work with?

If you want help, do you want to work with a financial services representative that makes money based on commission or would you prefer an advisor/fiduciary who is legally obligated to act in your best interest?

The answer is obvious. And whether you have $100 million or more modest resources, choose an advisor who won't reduce your results with hidden fees or expenses or doesn't have conflicts of interest inherent in commission based sales.

I've been in the industry a long time and while it's changing for the better (for you), it's not changing fast enough. Too many people are unknowingly using commission models that cost too much and don't always deliver advice in your best interest.

I'm passionate about being an advisor, a fiduciary by definition, and treating each and every client with the respect they deserve. My focus is to provide the very best advice, service and products in the industry. Not just because I'm legally obligated to, but because you deserve it.

Liang Schwartz - Prudential Financial Website Image
303 International Circle Hunt Valley, MD

www.prudential.com/us/liang.schwartz?WT.mc_id=Yext

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

JBA Financial Advisors Website Image
30 E Padonia Rd Timonium, MD

www.JBAFinancialAdvisors.com

JBA is an independent investment advisor using a unique approach to financial planning which helps clients find money they may be transferring to financial institutions unknowingly and unnecessarily. For more information visit our website www.JBAFinancialAdvisors.com

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