Edward Jones - Financial Advisor: Rita Borzym

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.

Todd Financial & Insurance Services

Todd Financial & Insurance Services, Inc. is a full-service firm devoted to giving our clients top-notch financial advice and retirement planning services, along with excellent insurance products. We are committed to providing personal, one-on-one service that makes us stand out from the crowd. Our team of experts can help you plan for the future, protect your family, property, employees or business, and offer tailored solutions to meet all of your needs. Our professionals are here to assist you every step of the way.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.

Latitude Financial Group

At our firm, we understand the importance of having a trusted financial advisor for all the stages and milestones of life. That's why we strive to serve as lifelong partners in your financial life, creating relationships that last generations. We provide comprehensive investment and financial management services to individuals, families, professionals and business owners. Our team of experienced advisors are here to provide you with objective guidance and help you manage your investments and finances. We bring a wide variety of knowledge to the table and can assist you with every aspect of financial planning. By working with us, we believe you can take control of your financial future. We will create a plan tailored to your unique situation and help you make informed decisions about your money. With our help, you can look towards tomorrow with confidence.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Charles Schwab

Charles Schwab was founded with a mission to provide a more contemporary approach to wealth management. Charles Schwab believes that putting clients first, rather than profits and losses, is the key to success. For over 40 years, Charles Schwab has provided personalized financial advice and retirement planning, as well as expert investment research, to help clients make informed decisions about their investments. In addition, Charles Schwab offers complimentary workshops covering everything from investing basics to complex trading strategies. Charles Schwab provides a wide range of wealth management services, from brokerage products and retirement planning to financial advising. Their team of experienced professionals strive to provide the best customer service experience possible and ensure that clients’ investments are managed with their best interests in mind.

Charles Schwab

Charles Schwab started a company with the mission to revolutionize the investment industry. He believed in providing clients with personalized services, innovative wealth management strategies, and a commitment to their financial success. Today, Schwab provides a wide array of services including financial advising and retirement planning, as well as complimentary workshops covering investing basics and complex trading strategies. They also offer brokerage products which are not FDIC insured, have no bank guarantee and may lose value. 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.