Mutual Funds in Lake Shore, MD

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1. Edward Jones - Financial Advisor: Jeffrey Shapiro

Edward Jones - Financial Advisor: Jeffrey Shapiro

4100 Mountain Rd Ste B, Pasadena, MD 21122

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

2. Edward Jones - Financial Advisor: Dawn Edgerton-Cameron

Edward Jones - Financial Advisor: Dawn Edgerton-Cameron

550 Ritchie Hwy Ste D, Severna Park, MD 21146

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

3. Jenny Logsdon, CFP®, RICP® - Wilmington Advisors @ M&T

Jenny Logsdon, CFP®, RICP® - Wilmington Advisors @ M&T

8493 Fort Smallwood Rd, Pasadena, MD 21122

CLOSED NOW:9:00 am - 5:00 pm

From Business: Jenny specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance solutions.…

4. Nationwide Insurance

Nationwide Insurance

537 Ritchie Hwy, Severna Park, MD 21146

CLOSED NOW:9:00 am - 5:00 pm

From Business: Nationwide Insurance Agent Timothy Hall is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.

5. Aaron J. Burleson - Wilmington Advisors @ M&T

Aaron J. Burleson - Wilmington Advisors @ M&T

568 Ritchie Hwy, Severna Park, MD 21146

CLOSED NOW:9:00 am - 5:00 pm

From Business: Aaron specializes in helping individuals, business owners, and multigenerational families thrive over the long term, providing customized investment and insurance…

6. Stephen Michael Schad - Financial Advisor, Ameriprise Financial Services

Stephen Michael Schad - Financial Advisor, Ameriprise Financial Services

877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Steven Ackerson - Financial Advisor, Ameriprise Financial Services

Steven Ackerson - Financial Advisor, Ameriprise Financial Services

877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Larry Lavorini - Financial Advisor, Ameriprise Financial Services

Larry Lavorini - Financial Advisor, Ameriprise Financial Services

877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146

CLOSED NOW:9:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Anthony Langello - Financial Advisor, Ameriprise Financial Services

Anthony Langello - Financial Advisor, Ameriprise Financial Services

877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146

CLOSED NOW:9:30 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Modera Wealth Management - Financial Advisors & Financial Planners - Annapolis, MD

Modera Wealth Management - Financial Advisors & Financial Planners - Annapolis, MD

582 Bellerive Dr Ste 4D, Annapolis, MD 21409

CLOSED NOW:9:00 am - 5:00 pm

From Business: Modera Wealth Management (previously Bay Point Wealth) is a fee-only wealth management firm in Annapolis, Maryland. We offer comprehensive wealth management and investment…

12. Green, Renee, AGT

Green, Renee, AGT

1786 Generals Hwy, Annapolis, MD 21401

OPEN NOW:9:00 am - 8:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Edelman Financial Engines

Edelman Financial Engines

900 Bestgate Rd Ste 407, Annapolis, MD 21401

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

14. Stephen P. O'Connor - M&T Bank

Stephen P. O'Connor - M&T Bank

170 Jennifer Rd Ste 300, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: Stephen P. O'Connor has invested more than 15 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

15. Scott McRoy - Private Wealth Advisor, Ameriprise Financial Services

Scott McRoy - Private Wealth Advisor, Ameriprise Financial Services

200 Westgate Cir Ste 400, Annapolis, MD 21401

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Pat Cotherman - Private Wealth Advisor, Ameriprise Financial Services

Pat Cotherman - Private Wealth Advisor, Ameriprise Financial Services

200 Westgate Cir Ste 400, Annapolis, MD 21401

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Kevin Collison - Private Wealth Advisor, Ameriprise Financial Services

Kevin Collison - Private Wealth Advisor, Ameriprise Financial Services

200 Westgate Cir Ste 400, Annapolis, MD 21401

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. The Baum Jackson Investment Group

The Baum Jackson Investment Group

1906 Towne Centre Blvd Ste 375, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

19. The Carter Group

The Carter Group

1906 Towne Centre Blvd Ste 375, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

20. Steele Point Investment Group

Steele Point Investment Group

1906 Towne Centre Blvd Ste 375, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

21. Generational Planning Solutions Group

Generational Planning Solutions Group

1906 Towne Centre Blvd Ste 375, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. Fidelity Investments

Fidelity Investments

1901 Towne Centre Blvd, Annapolis, MD 21401

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

23. David A. Saffran - Wilmington Advisors @ M&T

David A. Saffran - Wilmington Advisors @ M&T

6707 Ritchie Hwy, Glen Burnie, MD 21061

CLOSED NOW:9:00 am - 5:00 pm

From Business: David understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and…

24. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

410 Severn Ave, Annapolis, MD 21403

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Annapolis, Md., it offers a range of services in the categories,…

25. RCS Financial Planning

RCS Financial Planning

130 Admiral Cochrane Dr Ste 200, Annapolis, MD 21401

CLOSED NOW:9:00 am - 5:00 pm

From Business: RCS Financial Planning in Annapolis, MD, offers expert financial advisory services tailored to high-income professionals and retirees. With over 20 years of experience, our…

26. John Murphy - Private Wealth Advisor, Ameriprise Financial Services

John Murphy - Private Wealth Advisor, Ameriprise Financial Services

130 Admiral Cochrane Dr Ste 102, Annapolis, MD 21401

CLOSED NOW:8:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Murphy and Associates - Ameriprise Financial Services

Murphy and Associates - Ameriprise Financial Services

130 Admiral Cochrane Dr Ste 102, Annapolis, MD 21401

CLOSED NOW:8:00 am - 4:00 pm

From Business: At Murphy and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

28. Robert E Saunders III - Private Wealth Advisor, Ameriprise Financial Services

Robert E Saunders III - Private Wealth Advisor, Ameriprise Financial Services

180 Admiral Cochrane Dr Ste 550, Annapolis, MD 21401

CLOSED NOW:8:00 am - 6:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Russell R Harada - Financial Advisor, Ameriprise Financial Services

Russell R Harada - Financial Advisor, Ameriprise Financial Services

180 Admiral Cochrane Dr Ste 550, Annapolis, MD 21401

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services

J.W. Thomas II - Private Wealth Advisor, Ameriprise Financial Services

180 Admiral Cochrane Dr Ste 550, Annapolis, MD 21401

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 63 results for Mutual Funds in or near Lake Shore, MD.They also appear in other related business categories including Financial Planners, Investment Advisory Service, and Investment Management. 6 of these businesses have an A/A+ BBB rating. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Southeastern Baltimore, Fells Point, and Brewer's Hill.