Baltimore, MD 19 Financial Planners near you

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Rowan Financial LLC

Rowan Financial LLC

5.0 (4)
www.RowanFinancial.com https://www.linkedin.com/in/dave-rowan-64941/ Dave Rowan, MBA, CFP® is the founder of Rowan Financial, LLC.  He is passionate about helping individuals and entrepreneurs discover and implement the money decisions that they can make NOW and in the next 1-2 years that will enable them to pursue their dreams and create the lives they were meant to lead.   Rowan Financial attracts clients who are currently contemplating or experiencing a financial transition.  This can include starting up or expanding your small business, embarking on your encore career in semi-retirement, or giving birth to your first ch ... View Profile
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BeamaLife Corporation

BeamaLife Corporation

BeamaLife helps high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent “outside of the box” financial planning. BeamaLife will also help to reduce their taxes with “little known” IRS-approved strategies. Our GALIP-based investment strategy helps you enhance your return and reduce your risk. Read More at https://beamalife.com/ ... View Profile
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Glass Jacobson Financial Group

Glass Jacobson Financial Group

Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. 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, investment advisory, financial planning, and 401(k) 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 financ ... View Profile
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Caldwell & Company

Caldwell & Company

Caldwell & Company provides individuals and businesses with the expertise, relliability and experience of a well-established firm, but the custom, high-touch service of a family friend. We provide tax planning, tax preparation services, audit review, estate planning, financial planning, small business management advisory services, and outsourced bookkeeping – all tailored to your needs. Our metropolitan Washington, D.C. location is close to embassies and multinational organizations. This proximity, our multilingual tax experts and our deep expertise in the financial challenges faced by foreign nationals working in the U.S. allows us ... View Profile
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Vision Financial Group CPAS

Vision Financial Group CPAS

Vision Financial Group is an industry leading firm of Certified Public Accountants and Consultants.  Our client base focuses on prominent firms in the retail, manufacturing, industrial, construction, and professional service sectors, as well as individual personal taxes.  We can help you meet the demands of your competitive business or personal environment.  The quality of service you will receive at Vision Financial Group is of the highest caliber.  We pride ourselves on the responsiveness and professionalism of our firm.  If your business or personal taxes require special expertise, we can h ... View Profile
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Stephen & Associates, CPA  P.C.

Stephen & Associates, CPA P.C.

We are a Certified Public Accounting and Certified Management Accounting firm . As such, we are a full service accounting firm. Our philosophy and approach is to provide client  organizational accounting support from the two optimal points of everyday internal accounting (Certified Management Accounting) and external accounting/reporting (Certified Public Accounting). Our approach is particularly effective as we are able to understand our clients' needs more deeply. We are therefore able to offer the most relevant services that satisfy each client's unique needs. CERTIFICATIONSCertified Business Enterpr ... View Profile
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Mazer & Mayr, PA

Mazer & Mayr, PA

 I spent 8 years working as an IRS Revenue Agent. In addition to normal audits, I spent 2 years in a special frauds group. Additionally, I was an on the job trainer and classroom instruction for new agent hires. I was also a fiduciary tax speclist for MD and DC. I taught graduate and under graduate level courses at Loyola College and Towson University. I am an Enrolled Agent, Accredited Tax Advisor and  Certified Tax Professional. Im hold a BS in Accounting and a Masters of Science Degree in Taxation. In addition to may tax expertise, I hold a Series 6, 22 and 63 security license along with a MD Insurance license. I am a very outgoi ... View Profile
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Scarborough Capital Management

Scarborough Capital Management

CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ providing wealth management & flat-fee 401(k) help to individuals across America.SPECIALTIES:-Our Savings Plan Management program offers personalized management of your workplace 401(k), 403(b) or TSP-Financial Planning for Individuals and Business Owners-Investment & Wealth Management -Pension Buyout Analysis-401(k) / IRA Rollover Specialist-Retirement Income PlanningACTIVITIES:-Forbes.com & US News & World Report contributor-US News & World Report contributor-Served as panelist on AARP's LifeTuner.org, teaching Millenn ... View Profile
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Legacy Tax & Financial Services

Legacy Tax & Financial Services

Legacy has almost two decades of experience pioneering and refining flexible solutions designed to work for any client – from the individual to the organization. We have the capability and experience to review and assess an entire organization, a particular line of business, or an individual’s needs. Whether conducting financial coaching or professional development sessions, collaborating on business plans for start-ups, development of an organizational strategic plan or process improvement measures, our team will address and support any planning, implementation or operational issues you may encounter. ... View Profile
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Linthicum Tax Service

Linthicum Tax Service

Business and Personal Accounting. Visit out website at LinthicumTax.com We have a staff of three CPAs to handle the day-to-day activities of our practice. I handle the IRS audit representation work and am admitted to practice before the IRS at all levels, including Appeals, in all 50 states. I hope that I have the pleasure of speaking with you personally in the near future. Call me directly if you would like to confidentially discuss your situation further. Paul Mianulli EA, CFP Managing Partner 410-949-7673 direct ... View Profile
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Charles Carroll Financial Partners

Charles Carroll Financial Partners

Fee-Only - We Do Not Accept or Solicit Commissions  Individual Securities Practice Tax preparation as part of service Financial Planning as a compliment to Investment Management Served as a Commissioner on the CFP(R) Board of Standards Disciplinary & Ethics Commission
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