Salisbury, MD

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Salisbury, MD
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Best Financial Advisors in Salisbury, MD

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Salisbury area.

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MB Advisors

MB Advisors

(1)
Industries, Services For Individuals, Tax Services
“Thank You Louise For serving us so many years.”
In Business Since 2000
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
105 Pine Bluff Rd STE 9, Salisbury, MD
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Kim & Associates PA

Kim & Associates PA

Computer Consulting, Outsourced CFO, Accounting & Bookkeeping
“"I've known Andy for over 30 years both on a personal and professional level. His knowledge and experience is unparalleled in the Delmarva professional market, whether the issue is taxation, computer technology or an overall business/accounting issue...”
In Business Since 1988
Transparent Fees & Pricing
Accepts All Major Credit Cards
525 Naylor St, Salisbury, MD
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Infocus Financial Advisors

Infocus Financial Advisors

(2)
Meet Your Team, Mission + Vision
“In an uncertain financial climate, through Covid and recessionary times, they managed our holdings to achieve a very impressive growth .”
In Business Since 2014
31454 Winterplace Pkwy, Salisbury, MD
FAQs
What kind of process do you follow in managing my investments?
We have a regular, formal investment committee and process. Our investment philosophy is one of growth with an underlying focus on risk-management. To manage portfolio risk, we periodically trim positions with significant profit and buy into markets to navigate periods of volatility. Over-time, we believe this will reduce overall portfolio volatility and risk. We thoroughly research investment solutions prior to implementing them in client portfolios using a fiduciary criteria and due diligence process.
What aspects of my financial life can I expect you to assist?
We primarily focus on helping people transition into retirement. Our regular process and investment philosophy is geared towards individuals at this life stage. We also work closely with our clients families, including younger generations to help them get on the right track to build their own wealth.
Do you work with other professionals?
Not only can we refer you to other local professionals, we work in tandem with them to provide the best all around solutions for our clients. We pride ourselves on being part and leading local professional organizations to further team-based client solutions and our own knowledge base.
How are you compensated?
Our first hour is of no cost to you. Working together after the first meeting, we pride ourselves on transparent fees and relationship. We mostly work clients on a fee basis, depending on the size of your account and planning complexity. That means our fees are either deducted directly from your account that we are managing or billed on an hourly basis. These fees are discussed and agreed upon in advance of any plan or relationship implementation.
This information can be found on the FAQ page on our website.
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CFS

CFS

(5)
“Excellent”
In Business Since 1999
Accepts All Major Credit Cards
953 Mt Hermon Rd Ste. 101, Salisbury, MD
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Livingston Wealth Management

Livingston Wealth Management

David Livingston, Company Focus, Kyle E. Livingston
“Future financial stability rests on what is done today. From planning for your children's education to preparing for retirement, we work by your side to develop and implement a life-time financial strategy seeking to protect your interests and pursui...”
In Business Since 2004
Accepts Financing available
715 Eastern Shore Dr, Salisbury, MD
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Onus Merchant Solutions

Onus Merchant Solutions

“A Variety of Payment Solutions To Fit Your Business Needs OUT WITH THE OLD, IN WITH THE NEW! ONUS Merchant Solutions is here to help transform your business into a high-performing machine that gets paid and grows. Through our virtual terminal for acc...”
In Business Since 2021
Remote Consultations Available
Transparent Fees & Pricing
212 W Main St #400, Salisbury, MD
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Heights Financial Group

Heights Financial Group

Estate, Retirement, Business Retirement Plans
“Like many things in life, no two plans are the same. Each set of circumstances and goals determines the tools used to craft a strategy. Our deep financial knowledge and experiences our advisors have, inform our every decision. We have only one goal i...”
In Business Since 2021
1203 Pemberton Dr, Salisbury, MD
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Atlantic Commonwealth Advisors & Delmarva Investments

Atlantic Commonwealth Advisors & Delmarva Investments

Tell A Friend, Advisor/Employee Biographies, Client Only Access: Personal Financial Website
“Atlantic Commonwealth Advisors is a financial services and investment management firm founded by Brian East, CFP in 2012. The company has locations in Accomac, Virginia and Salisbury, Maryland. Call 757-769-8699 to schedule a complimentary consultati...”
In Business Since 2012
2324 W Zion Rd #104, Salisbury, MD
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Hammond Wealth Management

Hammond Wealth Management

“Have you been searching for a wealth management firm but don't know who to choose? At Hammond Wealth Management, we take our client relationships very seriously. We want to form a long lasting, trusting relationship with each of our clients so that w...”
In Business Since 2012
31400 Winterplace Pkwy STE 100, Salisbury, MD
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Delmarva Wealth Management

Delmarva Wealth Management

“Robert G. “Bob” Anderson founded Delmarva Wealth Management on one core principle: to provide honest communication and caring guidance to his clients. With more than 20 years of experience in the financial services industry, including more than 10 ye...”
In Business Since 2011
543 Riverside Dr # B, Salisbury, MD
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Osborne Financial Group

Osborne Financial Group

“Osborne Financial Group, LLC is an independent financial services firm located in Salisbury, Maryland. Our team of financial professionals has a combined experience of over sixty years in the financial industry. Our mission is to educate clients abou...”
In Business Since 2010
106 Circle Ave, Salisbury, MD
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Todd's

Todd's

(1)
Accounting, Commercial Services, Bookkeeping
“Excellent service, very knowledgeable, great employees”
In Business Since 1996
Licensed, BBB Rating: A+
Serving Salisbury Area
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Coastal Wealth Management

Coastal Wealth Management

(3)
Individuals & Families, Businesses & Organizations
“I am confident that I am in good hands and can make life changing decisions based on good advice, complete understanding and transparency.”
In Business Since 2009
Serving Salisbury Area
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Killian Tax, Payroll & Accounting Services

Killian Tax, Payroll & Accounting Services

(1)
Why Quickbooks, Quickanswers, IRS Liens
“Very happy with his work and will be using him again!”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Serving Salisbury Area
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Guardian Investments

Guardian Investments

(2)
Insurance, Lifestyle, Blog Perspectives
“He explains all the options out there for you and helps guide you to the best decision for your individual situation.”
In Business Since 2018
Serving Salisbury Area
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Creative Wealth Management

Creative Wealth Management

“Our mission is to offer not just financial guidance, but a sense of confidence and clarity as you envision the future. We're partners in building a future where memories are honored, ambitions are realized, and every financial decision is made with a...”
In Business Since 2011
Transparent Fees & Pricing
Serving Salisbury Area
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Leatherbury Broache

Leatherbury Broache

(2)
Tax Planning & Preparation, Consulting Services, Accounting Services
“I have used them the last couple of years to do my taxes.”
In Business Since 2004
Serving Salisbury Area
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Montgomery Financial

Montgomery Financial

(3)
“Jeff is great, and full of know,edge and made it easy for me to just let go and let him do his thing.”
In Business Since 2011
Serving Salisbury Area
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Round2it Financial

Round2it Financial

Videos, Articles, Flipbooks
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2015
Serving Salisbury Area
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Penninsula Financial Group

Penninsula Financial Group

Managing Your Finances, Charitable Giving, Overview
“At Peninsula Financial Group and KMR Financial Network, we firmly believe that people seeking financial independencecan be best served when their investments, insurance plans and taxes are coordinated.You can rest assured that our“fiduciary” professi...”
In Business Since 2004
Serving Salisbury Area
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PKS Investment Advisors

PKS Investment Advisors

“With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide ...”
In Business Since 2005
Serving Salisbury Area
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Key Financial Services

Key Financial Services

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2014
Serving Salisbury Area
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Diehl Foraker Cpas

Diehl Foraker Cpas

(3)
Virtual Currency, Services For Individuals, Tax Services
“It's one thing to lose your parents then to have to worry if you are going to be in trouble with the IRS because of taxes due to someone else's error”
In Business Since 2014
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
Serving Salisbury Area
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Blue Rock Financial Group - Financial Planning

Blue Rock Financial Group - Financial Planning

(16)
  • Questions
  • Team
  • Attention
“We appreciate the personal attention and easy conversations about seemly complicated finical planning.”
In Business Since 2012
Serving Salisbury Area
Featured

An enlightening evening spent at Philadelphia's Moulin venue, where Theo had the privilege to engage with over 100 esteemed e Bay sellers. As a Certified Financial Planner with Blue Rock Financial Group, and an e Bay business owner himself, the event provided a valuable platform to discuss critical aspects of retirement planning with fellow entrepreneurs. He was also fortunate to converse with e Bay's CEO, Jamie Lannone, who underscored the necessity of financial literacy among business owners—a sentiment I wholeheartedly share. A notable interaction was with Alex Carrera, founder of the non-profit e Bay store, Save A Suit. His organization sells men's clothing to fund interview attire for veterans in need. As a retired veteran engaged in pro bono work for his fellow servicemen, Theo looks forward to future collaborations with Alex to make a positive impact on our community. #e Bay #financialplanning #retirementplanning #veteransupport #bluerockfinancialgroup #professionalnetworking...

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

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 341 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 341 cost profiles.

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Wealth Management Advisors near Salisbury

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