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Michael Basch - Loan Officer [mortgage Lender]

(49)

Financial
Team
Information

“As a first time home buyer there was a lot of things that I was unsure about but he did a fantastic job breaking things down and making sure that everything was clear and I understood it.”

Featured

Introducing First Home Advantage – leveling the playing field when it comes to credit scores! This new program will give eligible first-time homeowners substantial reductions in offered rates. • Eligibility depends on a borrower’s annual income and geography • Different income limits in different counties • In certain high-cost regions, annual incomes as high as $168,000 are eligible! With the launch of the First Home Advantage program, you’re one step closer to your first home! Contact First Home Mortgage today to see if you’re eligible!

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Financial 1 Tax

(48)

Ask Tax Questions, Tax Brackets and Guides, Important Dates and Tax Strategies

“She's a highly intelligent, knowledgeable, and experienced financial expert, one who possesses a unique ability to communicate ideas in an easily understood manner.”

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Columbia Accounting and Tax Services

(14)

Questions

“I have had issues in the past with other accountants unfortunately and I have to say this has been the smoothest and most satisfying process that I ever had to go through.”

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Providence Law Group

(50)

Information
Seminar
Team

“They provided originals for my safe and an extensive binder containing copies of all documents, along with comprehensive checklist of what accounts needed their beneficiaries changed to my Trust.”

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Harry C Hearn

(23)

Understanding
CPA
Integrity

“I just finished signing our documents, and paid our invoices, and this is one of the first years I've felt this was just a huge weight off of my shoulders.”

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Baltimore-Washington Financial Advisors

(6)

Tax Planning, Financial Planning Services, Mergers and Acquisitions

“They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals.”

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Drown Financial Services

(2)

“Great service”

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Shalini Gupta & Associates, PA

(17)

Financial
Future
Planning

“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.”

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Invested Advisory

(8)

Create an Action Plan For You to Reach Your Financial Goals., Review Your Budget (If Needed) and Assets/Liabilities., Discuss Your Financial Goals.

“They provide more personalized and detailed oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms.”

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Integrity Financial Solutions

(15)

Ifsi Products, Ifcg Services

“Not only does she provide the financial tools/knowledge I need to consistently crush my financial goals but she helps with my mindset, which I personally think is the most important.”

FAQs

Do I need to bring anything to my first financial consultation?

All you need to bring is your yourself and a mindset ready for change. Documents will be needed for future sessions, but your financial consultant will let you know when and what documents are needed

What forms of payment do you accept?

Our payment portal accepts visa, mastercard, discover, and AMEX, you may also pay with banking account and routing number. Once your payment is processed, you will receive a receipt. This is only applicable to financial consulting appointments; as there is no fee for insurance and annuity appointments

Where do the appointments take place?

We are grateful to be able to meet clients all across the United States. Appointments can be scheduled at our office in Columbia, MD or online via zoom.

What if I need to re-schedule or cancel my Financial Consulting appointment?

While we recognize that life happens and schedules change; we kindly and respectfully ask for at least 48 hours advance notice if you to schedule or change an appointment. This will allow other customers an opportunity to fill the slot and get the help they need. No-shows and/or reschedule requests received with less than 48 hours notice will be subject to the $50 late cancellation charge.

Get the answers to more questions on the FAQ page on our website.

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Etax Corporation

(2)

Financial Planning, Tax Preparation, Tax Planning

“They do great with accounting/taxes needs.”

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Charm City Financial Group

(1)

Tax Preparation, Student Loan Services, Credit Repair

“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!!”

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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.”

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Pointer Financial Advisors

(1)

Investment Management, Financial Planning

“As someone who values financial security and prudent investment strategies, I can confidently say that my decision to work with Tim Mudd has been one of the best choices I've made for my financial well-being.”

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CBC Retirement Partners

(1)

Plan Design, Record Keeping, Plan Benchmarking and Fee Analysis

“This is a great company they help you get your finances in order would recommend this place.”

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Metropolitan Wealth Advisors

(1)

Medicare, Financial Planning, Wealth Management Process

“Wealth Management Firm”

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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.”

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Phoenix Private Wealth

A Personalized Roadmap For Attaining Those Goals, An In-Depth Understanding of Financial Goals

“We all come from different backgrounds, but we all share one common goal: to be a trusted resource for the communities we are a part of and help the people around us achieve financial independence. We are a team of professionals from unlike walks of ...”

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Turn Key Office

Consolidated Reporting, Tax Services, Outsourced CFO

“5950 Symphony Woods Rd. Suite 600 Columbia, MD 21044”

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Tribridge Partners

(3)

“Very good building Pnc is in this building”

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Lowe & Associates Financial Services

(2)

“Provided us with summary letter including recommendations.”

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Premier Financial

(1)

“They communicated clearly throughout the process, were very professional, and assisted me with a complex matter.”

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Capitol Metro Financial Services

(1)

“This place is great I have used them for years and they know what they are doing.”

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DAY Financial Group

“For some investors, the value of working with an advisor provides financial confidence. For others, working with an advisor can add to net returns when following a framework for wealth management. We can help take the mystery out of preparing for tod...”

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Average Cost	$3504
Minimum cost	$1168
Maximum cost	$9928
Avg Per Hour Rates	$351

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]

Financial 1 Tax

Columbia Accounting and Tax Services

Providence Law Group

Harry C Hearn

Baltimore-Washington Financial Advisors

Drown Financial Services

Shalini Gupta & Associates, PA

Invested Advisory

Integrity Financial Solutions

Etax Corporation

Charm City Financial Group

Peace of Mind Solutions

Pointer Financial Advisors

CBC Retirement Partners

Metropolitan Wealth Advisors

Athlon Wealth Advisors

Phoenix Private Wealth

Turn Key Office

Tribridge Partners

Lowe & Associates Financial Services

Premier Financial

Capitol Metro Financial Services

DAY Financial Group

Retirement Planning and Investment Management Services in Columbia, MD Cost Estimates

Why these companies made our list

Wealth Management Advisors near Columbia

Popular in Columbia