Best Financial Advisors near Dundalk, MD

We have one firm in Dundalk on file, and it is on this list, along with 14 from towns including Towson (6, 11 mi), Baltimore (5, 7 mi) and Essex (1, 2 mi).

Data verified October 26, 2026

Wise Financial Group

Wise Financial Group

5.0 2 reviews
“They've been doing our taxes for over 20 years.”
Since 1994Prices online
7715 Trappe Rd
i
Fresh Start Tax & Accounting

Fresh Start Tax & Accounting

4.9 49 reviews
“This company's great, they take the time to know their client and personalize thier experience.”
BBB A+Since 2015FinancingPrices online
Baltimore, MD · 7 mi from Dundalk
i
Estabrook & Co

Estabrook & Co

4.5 9 reviews
“So much knowledge under one roof and with offices in Timonium and Belair in addition to the original Harford Rd location, it has become easier to meet with my preparer.”
Free phone consultationVirtual consultationsServes Baltimore metro areaSince 1996BBB A+
Baltimore, MD · 7 mi from Dundalk
i
Hosse Financial Services

Hosse Financial Services

4.6 8 reviews
“He even looked at some upcoming issues I have coming up in 2025 via phone and email with no extra fees.”
BBB A+Since 1997
Glen Burnie, MD · 10 mi from Dundalk
i
Chesapeake Financial Advisors

Chesapeake Financial Advisors

4.8 20 reviews
“They make the process of doing taxes very smooth and easy with great communication through the whole process.”
Responds within 24 hoursSince 2009
Towson, MD · 11 mi from Dundalk
i
WPG Financial Group

WPG Financial Group

4.6 9 reviews
“WPG's team and service has been outstanding; they are responsive and provide sound financial advice beneficial to our family's needs.”
6 attorneysSince 2005BBB A+
Baltimore, MD · 7 mi from Dundalk
i

The 15 firms listed for Dundalk, MD provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Dundalk, MD

The 15 firms on this page are rated from 4.5 to 5.0 across 265 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (88%) and responsiveness (88%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". The services the firms on this page list most often on their websites are investment management (2), payroll services (2), retirement planning (2), tax planning (2) and tax services (2). 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Dundalk take financial planning bookings online?

8 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Invested Advisory

Invested Advisory

4.7 8 reviews
“They provide more personalized and detailed oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms.”
Free phone consultationSince 2020Prices online
Columbia, MD · 20 mi from Dundalk
i
Tang Zeng & Associates

Tang Zeng & Associates

5.0 8 reviews
“Tang Zeng & Associates team provide Chinese Cantonese and Mandarin as well as English which is very helpful for non-English speakers.”
Free phone consultationSince 2018
Towson, MD · 11 mi from Dundalk
i
Abel Financial: Certified Financial Planner Baltimore

Abel Financial: Certified Financial Planner Baltimore

5.0 10 reviews
“He is organized, very open to answering all questions about keeping us financially secure from necessary insurance, trust information, wills, etc.”
Since 2006
Towson, MD · 11 mi from Dundalk
i
Schiff & Associates

Schiff & Associates

5.0 2 reviews
“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.”
Since 2011Virtual consultationsPrices online
Towson, MD · 11 mi from Dundalk
i
Northbrook Financial

Northbrook Financial

4.9 11 reviews
“Elliott is by far the best financial planner and partner I have ever worked with!”
Since 2017
Baltimore, MD · 7 mi from Dundalk
i
Levy Cpas - Dental Cpas and Consultants

Levy Cpas - Dental Cpas and Consultants

5.0 17 reviews
“Ryan has been very helpful navigating and putting a team in place to help me on the business side of dentistry.”
Free consultationSince 2018
Towson, MD · 11 mi from Dundalk
i
Adair Advisory Group

Adair Advisory Group

4.7 16 reviews
“I have been very satisfied with the service from John and everyone at the Adair Advisory Group.”
Since 2013
Essex, MD · 2 mi from Dundalk
i
Fusco Financial Associates

Fusco Financial Associates

5.0 3 reviews
“We met with Kevin Fusco who also welcomed us with this kind trusting personality that was confident and yet just made us feel relaxed knowing he will take care of our finacial worries and any questions we had.”
Since 1990
Towson, MD · 11 mi from Dundalk
i
Technomart Investment Advisors

Technomart Investment Advisors

5.0 2 reviews
“I have nothing but positive things to comment on in terms of what matters most which in my view is communication, and results.”
Since 1996
Baltimore, MD · 7 mi from Dundalk
i

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top