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

(2)
“They've been doing our taxes for over 20 years.”
Accepts All Major Credit Cards
In Business Since 1995
Transparent Fees & Pricing
7715 Trappe Rd, Dundalk, MD
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Fresh Start Tax & Accounting

Fresh Start Tax & Accounting

(49)
Retirement Planning, Personal Financial Planning
“If you're looking for a CPA whom has your best interest at heart and one whom will fight tooth and nail to save you every dollar then Fresh Start is the route to take.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2015
4414 Bayonne Ave, Baltimore, MD
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VM TAX & Financial Services

VM TAX & Financial Services

(49)
  • Prices
  • Expert
  • Company
“I was a 1st time customer and coming from having a family member handle my business this was an amazing experience quick and any questions i had answered!”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2018
Transparent Fees & Pricing
Serving Dundalk Area
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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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Estabrook & Co

Estabrook & Co

(9)
Accounting/Bookkeeping, Wealth Management, Tax Services
“Estabrook & Co is family to us, we have used Jay and Steven and Family for our tax prep every year and now is our accounting firm for the business I work for.”
Licensed, BBB Rating: A+
In Business Since 1998
4904 Harford Rd Apt B, Baltimore, MD
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Keiser & Keiser CPA

Keiser & Keiser CPA

(13)
Business Services, Quickbooks Services, Services For Individuals
“From my initial phone calls and contact with the Receptionist to the timely turnaround on my tax returns I highly recommend Keiser & Keiser to anyone needing Accounting Services.”
Licensed, BBB Rating: A+
In Business Since 1986
Transparent Fees & Pricing
7 Allegheny Ave, Towson, 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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WPG Financial Group

WPG Financial Group

(9)
  • Financial Advice
  • Team
“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 2011
Accepts Cash
3600 O'Donnell St #860, Baltimore, MD
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Jacob William Advisory

Jacob William Advisory

Private Client Services, Tax Planning, Retirement Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
Serving Dundalk Area
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Chesapeake Financial Advisors

Chesapeake Financial Advisors

(20)
Investment Management, Financial Planning, Tax Preparation
“Excellent service: precision, openness to questions, informative (always providing the right information at the right time),, resourcefulness (finding wonderful ways to make the process easier and user-friendly, even for the less tech savvy) and extr...”
In Business Since 2009
401 Jefferson Ave, Towson, MD
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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 1989
Free Initial Consultation
Serving Dundalk Area
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Hosse Financial Services

Hosse Financial Services

(8)
Tell A Friend, Featured Links
“Simply the best 👌 The girl at the front desk heather Is literally the nicest and professional human beings I have ever met in my life a true asset to her company.”
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

(21)
  • Phone
  • Questions
  • Credit Scores
“Initially, she told me I did not need her services, gave me a game plan to follow and since then my scores continue to increase and I have not been denied any loans or leases.”
In Business Since 2014
16 W 25th St #206, Baltimore, MD
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Aims Group

Aims Group

(1)
“Excellent accountant”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1969
Accepts All Major Credit Cards
Serving Dundalk Area
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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 2018
Transparent Fees & Pricing
Serving Dundalk Area
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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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L & M Tax Group

L & M Tax Group

Covid-19 Help, Business Services, Quickbooks Services
“Take a look at our Home page. L & M Tax Group is a full service tax, accounting and business consulting firm located in Annapolis, MD.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
Offers Financing Options
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
10320 Little Patuxent Pkwy #930, Columbia, MD
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Carroll Frank & Plotkin

Carroll Frank & Plotkin

(1)
“Kate and Fred are the best.”
Licensed, BBB Rating: A+
In Business Since 1982
Accepts Cash
Serving Dundalk Area
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Chesapeake Tax & Financial Services

Chesapeake Tax & Financial Services

(9)
Industries, Business Services, Services For Quickbooks
“We have used them for years, they are wonderful and perfect.”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
Serving Dundalk Area
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Schiff & Associates

Schiff & Associates

(2)
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 2013
Remote Consultations Available
100 West Road, Towson, MD
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Gary T Mott & Associates PA

Gary T Mott & Associates PA

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”
Licensed, BBB Rating: A+
In Business Since 1995
Accepts All Major Credit Cards
Serving Dundalk Area
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Diverse Financial Partners

Diverse Financial Partners

(10)
Services Offered, Advanced Planning Resources, 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.”
Licensed
In Business Since 2017
Serving Dundalk Area
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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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