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.awfin.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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DeRenzis Ford Group @ Janney

DeRenzis Ford Group @ Janney

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.derenzisfordgroupjanney.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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Edward Jones

Edward Jones

Full service investment company.

https://www.edwardjones.com/carly-weetman

6220 Georgetown Blvd.
Eldersburg, MD 21784
Map

410-549-1829
443-244-2175
Email

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

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Edward Jones Investments

Edward Jones Investments

Full service investment company.

www.edwardjones.com

410 Meadow Creek Drive
Suite 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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Edward Jones Investments

Edward Jones Investments

www.edwardjones.com

79 East Main Street
Westminster, MD 21157
Map

410-848-4830
Fax: 877-222-1560
Email

  • Investments Financial Planning
  • Insurance

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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
  • Real Estate Commercial

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4140Main Street Advisors, LLC

4140Main Street Advisors, LLC

Main Street Advisors  --  a completely independent, fee-only registered investment advisor firm with offices in Westminster, Maryland and Hanover, Pennsylvania.

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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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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Todd Mitchell of Janney Montgomery Scott

www.toddemitchell@janney.com

2800 Quarry Lake, Ste. 160
Baltimore, MD 21209
Map

410-580-5022
410-967-5454
Email

  • Investments Financial Planning

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Velnoskey Wealth Management Group

Velnoskey Wealth Management Group

Since 1987, Doug Velnoskey, CFP®  has served in the Westminster, MD and Baltimore, MD communities as a financial advisor for affluent individuals, their families and their businesses. In 2011, Bryan Carney, CFP®, CRPS®, partnered with Doug to provide our clients with enhanced financial planning and retirement services. 

Today, the Velnoskey Wealth Management Group is the evolution of Doug’s and Bryan's 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 advice through 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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Wells Fargo

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and
consumer and commercial finance.

www.wellsfargo.com

7 Saint Paul Street
Balitmore, MD 21202
Map

410-332-5443
Fax: 410-332-5855

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

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Wells Fargo Advisors Financial Network, LLC

Wells Fargo Advisors Financial Network, LLC

At Wells Fargo Advisors, we are committed to providing you with top-notch service and attention that you expect and deserve.   This includes getting to know you and understanding your interests, goals, and concerns before drawing up an investment plan or recommending specific products and services. We work closely with you to see where you are and where you want to be in five years, ten years, twenty years, and all the years in between. We provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.

www.wellsfargoadvisors.com

10461 Mill Run Circle, Ste. 855
Owings Mills, MD 21117
Map

410-654-0114
Fax: 410-356-5493
Email

  • Investments Financial Planning

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