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State DirectoryFinancial Planners in Millersville, MD
1. Greg Roemer - Thrivent
1205 Regal Ln, Crownsville, MD 21032
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Greg Roemer is committed to providing financial advice,…
3. Ameriprise Financial
8638 Veterans Hwy Ste 201, Millersville, MD 21108
4. Edward Jones - Financial Advisor: Peter Ocasio IV
1111 Benfield Blvd Ste 240, Millersville, MD 21108
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…
5. Crystal Ball Economics
1207 Dicus Mill Rd, Millersville, MD 21108
From Business: Crystal Ball Economics, Inc was founded in September 2003 by Dr. Stanley F. Duobinis at the request of several major construction organizations. All of these organizations were…
6. Bay Financial Services
1307 Revolution Way, Crownsville, MD 21032
From Business: The firm works with individuals and businesses to manage risks and develop retirement income programs. The practice is built on attention to the needs of each client. Some have…
7. Jim Polucha, CFP® - Wilmington Advisors @ M&T
2637 Brandermill Blvd, Gambrills, MD 21054
From Business: Jim has developed and refined a process that provides customized financial planning solutions designed to help his clients accumulate, protect, and distribute wealth. This…
13. Annuity General
Serving the Millersville Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
14. Pratik Bhavsar, MBA - Wilmington Advisors @ M&T
1351 Blair Dr, Odenton, MD 21113
From Business: Pratik knows your goals and circumstances are unique, which is why he’ll work with you to build a personalized plan that puts your most important goals front and center. He’ll…
18. Wells Fargo Advisors
2661 Riva Rd Ste 1020, Annapolis, MD 21401
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
19. First Command Financial Advisor - Allen Osterloh
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term…
20. First Command Financial Advisor - Jeremy Peloquin
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: Jeremy Peloquin joined First Command Financial Services as a Financial Advisor in June 2020. He is excited about the opportunity to help people make the smart financial…
21. First Command Financial Advisor - Harvey Pullen
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: Harvey Pullen joined First Command Financial Services as a Financial Advisor in Hinesville, Georgia, after completing his initial training in Laurel, Maryland, in August 1989.…
22. First Command
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: First Command's Financial Advisors in Odenton, MD are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially…
23. First Command Financial Advisor - Jim Manon
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term…
24. First Command Financial Advisor - Jesse Rodriguez
2288 Blue Water Blvd Ste 311, Odenton, MD 21113
From Business: Jesse Rodriguez joined First Command Financial Services as a Financial Advisor in August 2023, following a 21-year career in the United States Navy, where he attained the rank…
25. SECU Credit Union
8055 Jumpers Hole Rd, Pasadena, MD 21122
From Business: SECU ("see-Q") is Maryland's largest credit union. Over 230,000 customers (called members) rely on us for their everyday financial needs - including checking accounts, credit…
26. Steven Ackerson - Financial Advisor, Ameriprise Financial Services
877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146
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. Larry Lavorini - Financial Advisor, Ameriprise Financial Services
877 Baltimore Annapolis Blvd Ste 315, Severna Park, MD 21146
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…
28. Edelman Financial Engines
900 Bestgate Rd Ste 407, Annapolis, MD 21401
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…
29. Charles Schwab
1901 Towne Centre Blvd, Annapolis, MD 21401
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
30. Lee Bollhorst - Financial Advisor, Ameriprise Financial Services
711 Bestgate Rd Ste 201, Annapolis, MD 21401
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…