Investments Financial Planning
Financial planning is the task of determining how an individual or business will afford to achieve their goals and objectives. Financial planners help clients have a better outlook on their financial future.

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Aquino Financial Group, LLC

Aquino Financial Group, LLC

Our planners work as a team to provide clients comprehensive financial, retirement, investment, business succession and estate planning.

www.AquinoFG.com

63 E. Main Street, Suite 102
Westminster, MD 21157
Map

410-857-3331
877-293-4629
Fax: 410-857-3324
Email

  • Investments Financial Planning
  • Insurance: Life & Long Term Care
  • Business Benefits

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Barnes-Bollinger Insurance Services, Inc.

Barnes-Bollinger Insurance Services, Inc.

Long time family owned and operated independent insurance agency specializing in shopping your commercial, personal, health and life insurance needs with many excellent companies.

www.barnesbollinger.com

95 West Main Street
P.O. Box 569
Westminster, MD 21158
Map

410-848-5800
410-876-1210
Fax: 410-876-0015
Email

  • Insurance
  • Investments Financial Planning
  • Insurance: Life & Long Term Care

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Cecil Wealth, LLC

Cecil Wealth, LLC

I am an independent investment advisor. As a Certified Financial Planner™ I provide resources and solutions to families, individuals and business owners for all life stages. I focus on providing simplified wealth management in a new age experience.

www.cecilwealth.com

952 Cambria Drive
Westminster, MD 21157
Map

410-458-6904
Email

  • Investments Financial Planning

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Edward Jones

Edward Jones

Retirement Planning | Education Savings | Preparing for the Unexpected | Estate Planning | Tax Savings

Understanding what is important to my clients helps me better understand their unique situations and how to build a strategy tailored to their long term goals.

https://www.edwardjones.com/financial-advisor/index.html?CIRN=F%2BN3GLNy%2B7FmoRNIZgJQqca6lzgQivPw4f

8415 D Woodsboro Pike
Walkersville, MD 21793
Map

301-304-5712
Email

  • Investments Financial Planning

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Edward Jones Investments

Edward Jones Investments

Full service investment company.

www.edwardjones.com

410 Meadow Creek Drive, Ste 202
Westminster, MD 21158
Map

410-848-5493
Fax: 877-359-1495
Email

  • Investments Financial Planning
  • Insurance: Life & Long Term Care

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Glass Jacobson Financial Group

Glass Jacobson Financial Group

Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, wealth managmeent services, financial planning, and 401k services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your finances and your future. We serve the Baltimore-Washington greater DC metro area, and have clients across the US and worldwide.

www.glassjacobson.com

10711 Red Run Blvd., Suite 101
Owings Mills, MD 21117
Map

410-356-1000
443-789-4427
Email

  • Tax services
  • Accounting - Bookkeeping
  • Investments Financial Planning

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M&T  Bank - Mt. Airy

M&T Bank - Mt. Airy

www.mtb.com

1001 Twin Arch Rd., Ste. 2600
Mt. Airy, MD 21771
Map

301-698-7802

  • Banks - Savings & Loans - Credit Unions
  • Financing
  • Investments Financial Planning

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M&T Bank

M&T Bank

www.mtb.com

410 Meadow Creek Dr., Ste 207
Westminster, MD 21158
Map

410-386-1468
Email

  • Banks - Savings & Loans - Credit Unions
  • Financing
  • Investments Financial Planning

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M&T Bank - Eldersburg

M&T Bank - Eldersburg

www.mtb.com

1325-D Liberty Rd.
Sykesville, MD 21784
Map

410-552-6469

  • Banks - Savings & Loans - Credit Unions
  • Financing
  • Investments Financial Planning

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M&T Bank - Hampstead

M&T Bank - Hampstead

www.mtb.com

1200 N. Main St.
Hampstead, MD 21074
Map

410-507-5800

  • Banks - Savings & Loans - Credit Unions
  • Chimney Sweeps - Chimney Repair
  • Investments Financial Planning

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M&T Bank - Westminster

M&T Bank - Westminster

www.mtb.com

625-A Baltimore Blvd.
Westminster, MD 21157
Map

410-857-4921

  • Banks - Savings & Loans - Credit Unions
  • Financing
  • Investments Financial Planning

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Main Street Advisors, LLC

Main Street Advisors, LLC

Main Street Advisors, LLC is a completely independent, fee-only Registered Investment Advisor firm formed in 1999 by owner and President, David Richard Peloquin, CFP ® based in Westminster, MD and registered with the states of Maryland and Pennsylvania. We provide financial planning and investment advisory services to individuals, families, trusts, estates, and corporations in the greater Maryland-southern Pennsylvania area.  With over 30 years of experience in the financial industry, a strong commitment to always placing client’s interests first, and thorough process built around understanding our clients from the big picture to the finest grain, Main Street Advisors has become an indispensable fixture in the lives of those served. We know it’s the little things that can make all the difference. 

www.mainstadvisors.com

205 East Main Street
Westminster, MD 21157
Map

410-840-9200
Fax: 410-840-9202
Email

  • Investments Financial Planning

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Marcia Duffy Ins. Agency-State Farm

Marcia Duffy Ins. Agency-State Farm

Products offered /Serviced

  • Auto Insurance
  • Home and Property Insurance
  • Life Insurance
  • Health Insurance
  • Banking Products
  • Annuities
  • Mutual Funds

www.marciaduffy.com

P.O. Box 1267
Eldersburg, MD 21784
Map

410-781-4747
Fax: 410-871-6756
Email

  • Insurance
  • Investments Financial Planning

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Montgomery Financial Services

Montgomery Financial Services

We are an Independent, Fiduciary Investment Advisory firm located in Eldersburg, Maryland. Our mission is to coach people to help them achieve True Peace of Mind with their investments. Our services include but are not limited to: Retirement Income Planning, Proactive Tax Planning, Portfolio Analysis & Management, Long-Term Care Strategies and Ongoing Financial Coaching & Education. Our investment philosophy is based on Nobel Prize winning academic evidence. Evidence based investing is a synthesis of 3 academic principles; Efficient-Market Theory, Modern Portfolio theory, and the Three-Factor model. Together these concepts form a powerful, disciplined, and diversified approach to investing for the Long-Term!

www.mfswealth.com

2028 Liberty Road, Ste. 104
Eldersburg, MD 21784
Map

888-343-5485
855-972-6224
Email

  • Investments Financial Planning

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NWSB Bank

NWSB Bank

 

As a division of ACNB Bank, NWSB Bank serves its marketplace with banking and wealth management services, including trust and retail brokerage, via a network of seven community banking offices located in Carroll County, MD. ACNB Bank is a wholly-owned subsidiary of ACNB Corporation, an independent financial holding company headquartered in Gettysburg, PA. Originally founded in 1857, ACNB Bank serves its marketplace via a network of 22 community banking offices, located in the four southcentral Pennsylvania counties of Adams, Cumberland, Franklin and York, as well as loan offices in York, PA, and Hunt Valley, MD. For more information regarding NWSB Bank, visit nwsbbank.com.

Member FDIC

www.nwsbbank.com

P.O. Box 3129
Gettysburg, PA 17325
Map

410-549-1414
844-822-6972
Email

  • Banks - Savings & Loans - Credit Unions
  • Investments Financial Planning
  • Mortgage Lender

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Puckett & Sturgill Financial Group

Puckett & Sturgill Financial Group

Comprehensive Financial Guidance For Any Stage Of Life

We serve as your companion through life’s many stages to help you save wisely, invest intelligently, and enjoy your retirement with confidence.

We are proud to serve the residents of Carroll County since 2002.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

www.pswealth.com

20 Liberty Street
Westminster, MD 21157
Map

410-871-4040
Email

  • Investments Financial Planning
  • Insurance: Life & Long Term Care

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RBC Wealth Management

RBC Wealth Management

OUR VALUE STATEMENT:

Our team is committed to providing families and business owners with strategies and investment opportunities designed to create and preserve wealth.  We maintain a conservative investment philosophy while tailoring plans specific to each client's individual financial needs.  We pride ourselves on establishing long-lasting relationships by building trust, providing high level service, and maintaining the highes ethical standards.

www.yinglinggroup.com

15 South Cranberry Rd., Ste. B
Westminster, MD 21157
Map

410-848-9333
Fax: 410-857-9398
Email

  • Investments Financial Planning
  • Insurance

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Retirement Planning Services, Inc.

Retirement Planning Services, Inc.

We focus on helping retirees and those preparing for retirement to maximize their finances throughout their semi-retired and non-working years.

 

We specialize in:

  • Investments
  • Insurance
  • Annuities
  • Long Term Care
  • Retirement Income Planning
  • Tax Planning

www.rps123.com

10400 Little Patuxent Pkwy., Ste. 430
Columbia, MD 21044
Map

443-308-5200
Email

  • Investments Financial Planning

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The Ford Group @ @ JMS, LLC

The Ford Group @ @ JMS, LLC

With over 50 years combined experience the DeRenzis Ford Group at Janney Montgomery Scott, LLC provides comprehensive financial advice and superior service to individual, corporate, and institutional investors. A full-service, financial services partnership, the DeRenzis Ford Group is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best-suited to help meet their financial goals. DeRenzis Ford Group is equally committed to providing our corporate and institutional clients objective advice for the successful execution of their unique business plans.

www.thefordgroupjanney.com

15 E. Main Street, Ste. 218
Westminster, MD 21157
Map

443-201-2100
Fax: 410-848-1218
Email

  • Investments Financial Planning

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Velnoskey Wealth Management Group

Velnoskey Wealth Management Group

Since 1987, Douglas Velnoskey, CFP® has served as a financial advisor for affluent individuals, their families and their businesses as well as several non-profits locally in Maryland and across the United States. In 2011, Bryan Carney, CFP®, CRPS®, partnered with Doug to provide our clients with enhanced financial planning and retirement services.  In 2018, Coleen Kramer Beal, AWMA®, CLTC® joined the partnership to provide additional advice, estate and insurance services to our valued clients.

The Velnoskey Wealth Management Group is the evolution of our tireless focus and dedication to holistic wealth management; which includes a balanced and thoughtful approach to financial planning, asset management and insurance services. Our vision is to meaningfully enhance the lives and legacies of our clients with trusted, personalized planning and advice through multi-generational relationships.

www.velnoskeywmg-janney.com

15 E. Main St., Ste. 218
Westminster, MD 21157
Map

443-201-2088
Fax: 410-848-1218
Email

  • Investments Financial Planning
  • Insurance: Life & Long Term Care
  • Life Insurance - Annuities

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