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Financial 1 Tax
“Professional, efficient & knowledgeable are qualities which best describe the outstanding service I received to file inheritance taxes!”
Best Financial Advisors near Severn, MD
There are no firms listed in Severn itself yet; the 15 below are the closest options, from towns including Columbia (5, 10 mi), Laurel (2, 9 mi) and Ellicott City (2, 12 mi).
2 open weekends · 12 rated 4.5+
Data verified October 18, 2026
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Dapa Multiservices Advisors
“Thanks to all the DAPA team because the experience is very professional and easy.”
Randolph C Ruckert
Harry C Hearn
“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.”
Mdrn Capital
“He has demonstrated an excellent understanding if my financial needs and goals.”
Baltimore-Washington Financial Advisors
“Also personable and thoughtful as they help their clients navigate a financial landscape that is often intimidating and challenging”
The 15 firms listed for Severn, 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: Severn, MD
14 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 336 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "efficient", "knowledge" and "understanding". 2 are open on Saturdays. 9 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers remote or virtual consultations; 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 9 list a public email and 5 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 Severn take financial planning bookings online?
5 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.
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Dearden Financial Services
“She has a suite of online tools to make working with her seamless.”
Hosse Financial Services
“He even looked at some upcoming issues I have coming up in 2025 via phone and email with no extra fees.”
WPG Financial Group
“Through all of the ups and downs in the market, they have done a great job with my portfolio.”
Drown Financial Services
“They explain everything well, they go over all the accounts each year so that I understand it and their website is easy to use.”
Shalini Gupta & Associates, PA
“SG&A helped my business get organized just in time for taxes!”
Invested Advisory
“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.”
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Harmon Financial Coaching
“Harmon was amazing as he fully engaged with his audience and motivated them to make changes in their lives as it relates to their finances and their financial future.”
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Prostatis Financial Advisors Group
“Some of the nicest people I've ever met!”
Gary T Mott & Associates PA
Why these companies made our list
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