34 Local Investment Advisors
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Sample Listing of Maryland, MD Financial Advisor
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WMA Securities
650 Hungerford Drive Suite201 Rockville, MD
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We deal in financial services from investment strategies, retirement planning, college funding, and insurance planning for individuals and businesses.
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AXA Advisors, LLC
15800 Crabbs Branch Way Suite 330 Rockville, MD
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My business is all about fulfilling my clients' life goals through Financial Planning. Provide financial, retirement and estate planning services for businesses and individuals. Provide full range of investment and risk management products that include individual securities, mutual funds, Qualified Retirement Plans, Section 529 education plans, annuties, executive bonus plans, life & health insurance, disability income insurance, long term care insurance.
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J. E. Henderson Financial Services
6315 Seabrook Rd Seabrook, MD
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James E. Henderson, M.B.A.,CFC., principal executive at J. E. Henderson Financial, approaches financial planning from a holistic perspective. To maximize the potential of a financial plan, he believes in a fully integrated approach. A well-designed plan, for example, often requires coordination of many variables such as wills, trusts, qualified retirement plans and investments. For those specialized areas, he draws upon the expertise of the professionals in their respective fields. His team of specialists follows a system that can ensure clients a high standard of excellence.
J. E. Henderson offers a diverse range of investment instruments such as mutual funds, variable annuities, and variable universal life insurance products. Other life, health, disability, group, and long term care insurances are also available. Additional programs include deferred compensation, stock redemption, key-person insurance, disability buy-out, pension and profit-sharing plans (401-k, 403-b, etc.). The team also offers estate liquidity, survivorship planning, and tuition funding ideas. Institutional money management is also offered through Money Concepts Capital.
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Freddie H. Cook, CPA
3212 Dunwood Ridge Terrace Bowie, MD
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Retirement Planning
Insurance
Estate Planning
Eldercare
Tax Planning and Preparation
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