Edward Jones - Financial Advisor: Jeff Wooton

Linda Gomez Dyster - State Farm Insurance Agent

At Linda Gomez Dyster - State Farm Insurance Agent, we strive to make every policyholder part of our family. Our commitment to providing excellent customer service and the best claims process in the industry are our top priorities. With over 25 years of combined State Farm experience, we offer a range of services to meet your needs, including automobile, home, renters, life and health insurance as well as financial products for retirement planning. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Chisholm Financial Planning

At Chisholm Financial Planning, we are dedicated to helping you reach your financial goals. Our comprehensive services offer guidance and solutions for retirement planning, divorce planning, money management, and investment management. Our experienced team will work with you to develop a financial vision and provide you with the tools and information necessary to help you reach your objectives. We understand the complexities of personal investment management, as well as the financial implications of a divorce. Our services are designed to provide our clients with the knowledge and resources they need to make sound financial decisions. With our expertise and support, we can help you manage and grow your finances.

Edward Jones - Dylan King

As a financial advisor for Edward Jones - Dylan King, I consider it essential to invest my time in understanding your objectives before you invest your money. It's important to comprehend the level of risk you are willing to take when investing, so that we can balance it with the steps necessary to accomplish your long-term goals. Whether you are planning for retirement, saving for college for your children or grandchildren, or just trying to secure the financial future of those you care for, we can collaborate to craft specific strategies to help you realize your aims. We can also keep track of your progress to make sure you're on track or if any changes are needed. Throughout the process, we are committed to providing you with excellent client service. Our office is supported by thousands of people and advanced technology to ensure you are receiving up-to-date and comprehensive advice. Additionally, we are glad to join forces with your lawyer, accountant or other trusted professionals to form a comprehensive strategy that can maximize everyone's expertise. Working together, we can develop a tailored strategy to help you achieve your financial goals.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Omotosho & Associates

Omotosho & Associates is a certified provider of investment consulting and financial planning services. We specialize in helping individuals and businesses reach their financial goals through retirement planning, estate and business succession planning, and insurance consulting. Our team also provides general ledger and financial statement preparation, bookkeeping, accounting system setup for new businesses, business tax return preparation, personal financial statements and litigation support. In addition, we are QuickBooks Online Advisors, providing further assistance for businesses using this popular accounting software. Our mission is to provide meaningful advice and help enable our clients to make the best decisions for their future financial well-being. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Valley Financial

Valley Financial is a Financial & Healthcare Consultant based in Ellicott City, MD. Our mission is to provide quality service at an affordable price. We specialize in a variety of financial services, such as retirement consulting, healthcare consulting, personal financial services, and business financial services. Our team of experts is dedicated to helping our clients achieve their retirement goals. We strive to be the trusted partner for financial consulting and retirement planning.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Galileo Fiduciary Wealth Management

Galileo Fiduciary Wealth Management offers a variety of financial services for retirement planning, such as mutual funds, social security, pensions, Medicare, 401(k) and more. They also provide retirement income planning and insurance planning to help clients prepare for their future.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Marquis Wealth Group

Cristinha Furtado, a financial advisor for over two decades, has been providing guidance to those going through life's transitions. She has seen how elderly parents often require help when their children are nearing retirement or are retired. From sudden medical issues to cognitive diseases like Alzheimer's and dementia, being able to provide financial strategies for families facing an elder-care crisis is her mission. Her goal is to optimize resources, reduce asset depletion and minimize risk. At the Marquis Wealth Group, Ms. Furtado is a professional in the field of elder-care finance, providing tailored plans that best suit each family's needs. With her help, families can access resources and handle complex situations with peace of mind knowing that their investments are secure. Her team is experienced in estate, inheritance, and retirement planning, which has enabled them to develop a comprehensive approach to financial planning.