Best Financial Advisors in Dundalk, MD

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Dundalk area.

C & E Financial Services

C & E Financial Services

(29)
  • Car
  • Insurance
  • Needs
“He is very helpful at any given time and work beyond his way to find us best insurance carriers and help us for all our business needs and I recommend this institute to all my businesses friends also 🙏”
In Business Since 2000
7324 Holabird Ave, Dundalk, MD
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Wise Financial Group

Wise Financial Group

(1)
“They've been doing our taxes for over 20 years.”
Accepts All Major Credit Cards
In Business Since 1997
Transparent Fees & Pricing
7715 Trappe Rd, Dundalk, MD
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Taylor & Company

Taylor & Company

(2)
Tax Strategy, Estate & Trusts, Tax Preparation
“Information is easy to access but also high level of security.”
In Business Since 2008
401 Jefferson Ave, Towson, MD
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PL Consulting

PL Consulting

(27)
Clean-Up Process, Payroll Services, Accounts Payable and Receivable
“Michael and Phillip are extremely knowledgeable and will assist you in growing your business,my wife and i a very satisfied with their services and we would recommend them to others .”
Licensed
In Business Since 2014
Accepts Debit, All Major Credit Cards, Check
Serving Dundalk Area
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Charles Krengel, PA

Charles Krengel, PA

(2)
Tax Planning, Tax Preparation
“He is the most proficient CPA and very honest and helpful.”
Licensed, BBB Rating: A+
In Business Since 1991
Free Initial Consultation
Serving Dundalk Area
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VM TAX & Financial Services

VM TAX & Financial Services

(30)
  • Expert
  • Questions
  • Company
“And that is because, they offer new features, like "the client portal", which makes it extremely easy, convenient, and safe (amidst this COVID situation) to file your taxes from the comfort (and safety) of your own home.”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
Serving Dundalk Area
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A1 Taxperts

A1 Taxperts

(12)
“Been working with A1 taxes for over 8 years Always a pleasant atmosphere no extensive long waits guarantee moneyback pleasant experience Ron is the best...”
Licensed, BBB Rating: A+
In Business Since 2006
Accepts All Major Credit Cards
Serving Dundalk Area
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Invested Advisory

Invested Advisory

(8)
Review Your Budget (If Needed) and Assets/Liabilities., Discuss Your Financial Goals., Create an Action Plan For You to Reach Your Financial Goals.
“Their staff of financial advisers is intelligent, yet down to earth, making them an excellent resource for anyone who is a newbie to finances and looking for somewhere to start.”
Transparent Fees & Pricing
In Business Since 2020
Coupons & Offers
345 N Charles St, Baltimore, MD
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Lichtenberg & Associates

Lichtenberg & Associates

“M. L. Lichtenberg & Associates is no exception. And similarly, we believe that every clients' needs must be put into its proper vantage point, as well. Knowing how to service clients of a certain size, level of need and/or complexity is critical towa...”
Licensed, BBB Rating: A+
In Business Since 1994
215 Washington Ave UNIT 205, Towson, MD
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Hosse Financial Services

Hosse Financial Services

(6)
Tell A Friend, Featured Links
“I am writing this review tonight because, after six years of having Andy do my taxes, I once again noticed that he went above and beyond my expectations.”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
600 Crain Hwy S, Glen Burnie, MD
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Ms. B Credit Queen

Ms. B Credit Queen

(20)
  • Phone
  • Questions
  • Education
“I Called the Car dealership that morning and gave them my terms, then submitted my application online, they called me that early afternoon told me my terms were accepted and “come pick up my car”..”
In Business Since 2014
16 W 25th St #206, Baltimore, MD
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Moshe Pelberg CPA

Moshe Pelberg CPA

(1)
Accounting Services, Retirement Planning, Free 90-Day Bookkeeping Challenge
“Not only is this accountant knowledgeable, he also spent time explaining to me the extra complications that had arisen with my taxes.”
Licensed, BBB Rating: A+
In Business Since 2016
Transparent Fees & Pricing
Serving Dundalk Area
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Levy Cpas

Levy Cpas

(13)
Tiered Services
“He is always quick to respond and answer any questions I may have about taxes throughout the year, setting up payroll for my business, providing other referrals, and more.”
In Business Since 2018
110 West Road Suite 227, Towson, MD
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Tang Zeng & Associates

Tang Zeng & Associates

(8)
Accounting Services, Business Consultation, Tax Services
“My tax return was completed the following day, and all I had to do was go to the firm with my original documentation to verify and sign the tax documents.”
Free Initial Consultation
In Business Since 2018
1420 E Joppa Rd, Towson, MD
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Schiff & Associates

Schiff & Associates

(3)
Schiff Videos, Podcasts, Books Written
“Very grateful for Allen Schiff and associates for not only helping me stay afloat during these unchartered times, rather helping me thrive during this pandemic.”
Transparent Fees & Pricing
In Business Since 2011
Remote Consultations Available
100 West Road, Towson, MD
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Conkling and Foster CPA

Conkling and Foster CPA

(1)
Business Services, Services For Individuals, Quickbooks Services
“Very nice and helpful”
Transparent Fees & Pricing
In Business Since 1975
Free Initial Consultation
740 Stevenson Rd A, Severn, MD
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Cap Ex Management Group

Cap Ex Management Group

(5)
Asset Management, Commercial Loan, Business Consulting
“It has reliable and very professional personnels.”
Offers Financing Options
In Business Since 2012
31 Light St Suite 205, Baltimore, MD
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Abel Financial: Certified Financial Planner Baltimore

Abel Financial: Certified Financial Planner Baltimore

(8)
Financial Planning, Investment Management
“Steve ensures that I am included, helping develop my financial literacy, making it a comfortable environment to learn and ask questions without judgement.”
In Business Since 2006
101 E Chesapeake Ave #203, Towson, MD
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WPG Financial Group

WPG Financial Group

(1)
“The detailed reporting and projections they provided afterwards really helped me see where I stood and offered tweaks to my investment and spending strategies to keep me on track.”
Licensed, BBB Rating: A+
In Business Since 2009
Accepts Cash
3600 O'Donnell St #860, Baltimore, MD
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Edward J. Gill & Associates

Edward J. Gill & Associates

(3)
Industries, Business Services, Services For Quickbooks
“He is so intelligent and his ability to break down complex accounting for someone who is just getting his feet wet in the American Free Market is greatly appreciated.”
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Dundalk Area
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Parker

Parker

(4)
“If you want your taxes done correctly- I highly suggest you make an appointment with Nakeita.”
Accepts Paypal
In Business Since 2007
Transparent Fees & Pricing
1829 Reisterstown Rd, Baltimore, MD
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Diverse Financial Partners

Diverse Financial Partners

(10)
Services Offered, Advanced Planning, Products
“If you have been putting off these important things because of your schedule or the hassle of "paperwork," this team makes everything easy and we trust them to take good care of us.”
In Business Since 2017
Serving Dundalk Area
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Hcfl

Hcfl

(2)
“It took me a long time to find a competent accountant for my large Home Health Care Company.”
Transparent Fees & Pricing
Family Business
In Business Since 2011
Offers Financing Options
Serving Dundalk Area
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Kingdom Vision Consulting

Kingdom Vision Consulting

(7)
  • Business
“If you are a small business owner or just looking for guidance on how to build wealth for you and your family, you NEED Kingdom Vision Consulting on your money team.”
In Business Since 2020
4709 Harford Rd #119, Baltimore, MD
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Retirement Planning and Investment Management Services in Dundalk, MD Cost Estimates

Minimum cost
$1083
Maximum cost
$9198
National Average
$3247
Avg Per Hour Rates
$325
$2165
$5952
Average price range is based on 481 cost profiles
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Average Cost $3247
Minimum cost $1083
Maximum cost $9198
Avg Per Hour Rates $325

Average range $2165 to $5952 is based on 481 cost profiles.

Why these companies made our list

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