Best Financial Advisors in Columbia, MD

The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Columbia area.

Michael Basch - Loan Officer [mortgage Lender]

Michael Basch - Loan Officer [mortgage Lender]

(30)
  • Financial
  • Information
  • Pleasure
“He went above and beyond and always made himself available for any questions/concerns even during the off hours to make sure that we have smooth and pleasant transactions..”
Transparent Fees & Pricing
Emergency Services
Offers Financing Options
Licensed
11000 Broken Land Pkwy Suite 105, Columbia, MD
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Columbia Accounting and Tax Services

Columbia Accounting and Tax Services

(9)
“Best Accounting And Tax Services Available In Howard County Area , I Was With Nation Accounting And Tax Services Since Last 15 Year They Cost Me So Much Money And Legal Hassel Throughout The Entire Years So Someone Recommend Me To Columbia Accounting...”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2019
5921 Norway Ct, Columbia, MD
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Harry C. Hearn

Harry C. Hearn

(13)
Bankruptcy Options, Innocent Spouse Relief, Your IRS File
“As a small business owner he makes sure to keep your business on track giving support and advice as your staring out of even if you been in business for many years.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2020
10015 Old Columbia Rd Suite K-141, Columbia, MD
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Financial 1 Tax Services

Financial 1 Tax Services

(29)
Ask Tax Questions Online, Client Portal: Find Forms, Make Payments, Important Dates and Tax Strategies
“Reading the reviews about Tatyana were all true so I am simply paying it forward and HIGHLY RECOMMENDING this firm based on my most pleasurable, professional and cordial experience.”
Free Initial Consultation
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2009
8850 Columbia 100 Pkwy STE 403, Columbia, MD
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Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors

Financial Planning For Business Owners, Financial Planning For Executives, Tax Planning
“The Markets (as of market close January 27, 2022) Wall Street ended last week higher on favorable inflation, economic, and corporate earnings data. Traders now must await the Federal Reserve's meeting this week to see whether the Fed will soften…”
Remote Consultations Available
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1991
5950 Symphony Woods Rd # 600, Columbia, MD
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Shalini Gupta & Associates, PA

Shalini Gupta & Associates, PA

(17)
Specializations, For Individuals, Tax Services
“SGA is the best thing that happened to our business as both Rajiv and Shalini are very pro active and help us with every aspect of the business you can think of and go that extra mile to give a hassle free experience.”
In Business Since 1998
7230 Lee Deforest Dr Suite 104, Columbia, MD
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Drown Financial Services

Drown Financial Services

(1)
“Great service”
Licensed, BBB Rating: A+
In Business Since 2014
10490 Little Patuxent Pkwy #200, Columbia, MD
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Providence Law Group

Providence Law Group

(30)
  • Family
  • Seminar
  • Decisions
“My husband and I can now be comfortable in knowing that if the unthinkable occurs, our loved ones won't have the added burden of dealing with probate court at an already stressful time!!”
In Business Since 2019
6990 Columbia Gateway Dr Suite 240, Columbia, MD
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Integrity Financial Solutions

Integrity Financial Solutions

(16)
  • Life
  • Retired
  • The Future
“She also pointed out an investing mistake I was making by leaving rollover funds in a Money Market account, which I corrected and have since been able to grow that account because of her great advice.”
In Business Since 2011
10015 Old Columbia Rd b215, Columbia, MD
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Charm City Financial Group

Charm City Financial Group

(1)
Credit 2 Keys, Financial Literacy, Student Loan Services
“Thank you Taneeka with assisting me in filing I had no clue on what to do but she helped me and walked me through understanding things I didn't know when I filed myself I would definitely recommend her!!”
Free Initial Consultation
In Business Since 2021
6700 Alexander Bell Dr Suite 200, Columbia, MD
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Etax Corporation

Etax Corporation

(2)
Financial Planning, Tax Preparation, Tax Planning
“They do great with accounting/taxes needs.”
In Business Since 1997
8860 Columbia 100 Pkwy #306, Columbia, MD
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Metropolitan Wealth Advisors

Metropolitan Wealth Advisors

(1)
Wealth Management Process, Financial Planning, Business Owner Resources
“Wealth Management Firm”
In Business Since 2017
6811 Benjamin Franklin Dr suite 160, Columbia, MD
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Athlon Wealth Advisors

Athlon Wealth Advisors

(1)
“If whomever I'm speaking to doesn't have the answer, they find out from someone else in their highly trained staff.”
Free Initial Consultation
In Business Since 2019
10715 Little Patuxent Pkwy #120, Columbia, MD
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Peace of Mind Solutions

Peace of Mind Solutions

(5)
  • Mom
“When I came to her with my situation with my Mom she was down to earth, grounded and most importantly, removed from the situation and could give unbiased advice.”
In Business Since 2017
10632 Little Patuxent Pkwy Ste 119, Columbia, MD
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Phoenix Private Wealth

Phoenix Private Wealth

“The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between th...”
Transparent Fees & Pricing
Licensed
In Business Since 2018
6200 Old Dobbin Ln #100, Columbia, MD
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Turn Key Office

Turn Key Office

Consolidated Reporting, Tax Services, Outsourced CFO
“5950 Symphony Woods Rd. Suite 600 Columbia, MD 21044”
Licensed, BBB Rating: A+
In Business Since 2014
5950 Symphony Woods Rd, Columbia, MD
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Tribridge Partners

Tribridge Partners

(3)
“Very good building Pnc is in this building”
In Business Since 2012
6721 Columbia Gateway Dr Suite 100, Columbia, MD
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Theus Wealth Advisors

Theus Wealth Advisors

(2)
“I was pleasantly impressed by J'Neanne; not only has she served our country, she has over an incredible track record of holistic financial planning that puts your needs first.”
In Business Since 2014
9175 Guilford Rd #204a, Columbia, MD
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White Oak Wealth Management

White Oak Wealth Management

(1)
“I went to them with a vague idea of what I wanted to do, and they came back to me with a detailed plan.”
In Business Since 2016
8840 Stanford Blvd Suite 4000, Columbia, MD
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Capitol Metro Financial Services

Capitol Metro Financial Services

(1)
“This place is great I have used them for years and they know what they are doing.”
In Business Since 2013
7230 Lee Deforest Dr # 105, Columbia, MD
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Premier Financial

Premier Financial

(1)
“They communicated clearly throughout the process, were very professional, and assisted me with a complex matter.”
In Business Since 2014
6395 Dobbin Rd Suite 102, Columbia, MD
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BFJ Financial Group

BFJ Financial Group

“Welcome to BFJ Financial Group. We are a full-service tax and accounting firm located in Columbia, MD. We offer a broad range of services for business owners, executives, and independent professionals. We work to develop close working relationships w...”
Licensed, BBB Rating: A+
In Business Since 2021
10500 Little Patuxent Pkwy #710, Columbia, MD
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Lim Financial Group

Lim Financial Group

“Without any conflicts of interest we put your needs first. When dealing with something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial pl...”
In Business Since 2015
9250 Rumsey Rd #103, Columbia, MD
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Financial Planning & Management Center

Financial Planning & Management Center

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to the following pages to individuals residing in states ...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1985
8850 Columbia 100 Pkwy #306a, Columbia, MD
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Retirement Planning and Investment Management Services in Columbia, MD Cost Estimates

Minimum cost
$1168
Maximum cost
$9928
National Average
$3504
Avg Per Hour Rates
$351
$2336
$6424
Typical price range is based on 346 cost profiles
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Average Cost $3504
Minimum cost $1168
Maximum cost $9928
Avg Per Hour Rates $351

Typical range $2336 to $6424 is based on 346 cost profiles.

Why these companies made our list

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