Laurels

Best Financial Advisors in Frederick
2022

Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors

  • Tax Planning

Established in 1986, Baltimore-Washington Financial Advisors is a wealth management firm that serves clients in Frederick. The firm offers a wide range of services, including financial planning, investment management, tax planning, charitable giving, and mergers and acquisitions. Its planning solutions suit individuals, executives, and business owners, which covers education savings, estate planning, retirement projections, and debt management. To give back to the community, the firm supports local organizations, such as the American Cancer Society and the Make-A-Wish Foundation.

5950 Symphony Woods Road Suite 600
Columbia, MD 21044

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Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Bestgate Wealth Advisors. LLC

Bestgate Wealth Advisors. LLC

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Bestgate Wealth Advisors. LLC serves clients in the Frederick metro. The fiduciary financial advisory firm incorporates tax planning into the financial plans and strategies it offers its clients. It helps individuals develop a financial plan, pay fewer taxes, and plan their retirement. It utilizes an insurance strategy that protects families from the financial consequences of unexpected events. Its investment strategy, meanwhile, is designed to pursue risk tolerance and time horizon. Greg Will, the company's CEO, is a CFP with over 10 years of experience in financial and tax services.

321 Ballenger Center Dr Suite 202
Frederick, MD 21703

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Comprehensive Financial Planning Group, LLC

Comprehensive Financial Planning Group, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Comprehensive Financial Planning Group, LLC, caters to the needs of clients in the Frederick area. For over two decades, the firm has been guiding clients to invest their assets to help them maximize income, reduce debt, and preserve funds for the future. Its services include special needs, retirement, insurance, investment, and estate planning. It also helps in the development of consistent savings or investment plans. President Brian S. Young holds both the Certified Financial Planner and Chartered Special Needs Consultant designations.

1413 Pennsylvania Avenue
Hagerstown, MD 21742

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Divergent Planning

Divergent Planning

  • Certified Financial Planner (CFP)
  • Retirement Planning

Divergent Planning is a fiduciary registered investment advisor that serves the residents of Frederick and the surrounding areas. It offers wealth management services, which include cash flow planning, retirement planning, risk management, and Social Security and Medicare analysis. Its investment philosophy emphasizes risk-focused and goals-based portfolio construction, rebalancing, and tax-centered strategies. Divergent Planning has been in operation for more than a decade. The company is a member of the National Association of Personal Financial Advisors.

6701 Democracy Boulevard, Suite 300,
Bethesda, MD 20817

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

J Allen & Associates

J Allen & Associates

  • Estate Planning

J Allen & Associates offers financial planning solutions to residents of Frederick and neighboring communities. Its college financial planning specialists help clients obtain financial assistance even if they don’t meet the qualifications. It also provides estate planning services to help people prepare for the future based on their individual needs and situations. The firm's owner, Jennifer Allen, is a certified public accountant who began her career preparing tax returns. She has been a certified Profit First professional since 2019.

801 Toll House Ave Unit A2
Frederick, MD 21701

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Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

29 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jacques Financial

Jacques Financial

  • Certified Financial Planner (CFP)

Jacques Financial is a family-owned firm that serves the Frederick area. It helps individuals address their financial needs, build their wealth, and preserve their assets by creating retirement plans and providing investment strategies. It also assists clients in the areas of education and estate planning, risk management, and tax compliance. Its products include 529 college savings plans, actively managed investment accounts, long-term care insurance, mutual funds, tax-deferred annuities, and tax-free bonds. Jacques Financial was established in 1978.

1700 E. Gude Drive
Rockville, MD 20850

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kilner Capital Advisors

Kilner Capital Advisors

  • Estate Planning
  • Tax Planning

Kilner Capital Advisors serves clients in the Frederick metro and the surrounding communities. It offers various financial services to not-for-profit organizations, businesses, families, and individuals. Its team of financial advisors carries out investment planning, implementation, monitoring, adjustment, and reporting. It also provides tax preparation, estate and retirement planning, and risk management services. Wealth advisor Joseph F. Kilner is a CPA with more than two decades of experience in taxation, financial accounting, business consulting, and strategic planning.

438 N Frederick Ave, Suite 465
Gaithersburg, MD 20877

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Legacy Financial Associates

Legacy Financial Associates

  • Certified Financial Planner (CFP)

Legacy Financial Associates caters to clients in communities around the Frederick area. It offers life guides that help individuals and families, as well as pre-retirees and retired couples, in matters concerning asset preservation, Medicare, and college and estate plans. One of the firm's associates, Scott H. Geisbert, is a CFP who has been serving in the finance industry for at least 30 years. Through a tailored approach, he assists clients in identifying their long-term needs for investment management, retirement planning, and the creation of trusts.

149 West Patrick Street
Frederick, MD 21701

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

McCaskill Financial

McCaskill Financial

  • Certified Financial Planner (CFP)

McCaskill Financial serves residents of the Frederick metro. Its team helps clients secure clients' life goals by providing financial planning services, including retirement, tax, estate, and college plans. It also assists them with their investment management needs, such as variable annuities, bonds, and common stocks. Additionally, clients can access life, disability income, and long-term care insurance products through McCaskill Financial. The firm's team has over 100 years of collective experience. Team member Scott A. McCaskill holds a Certified Financial Planner designation.

220 West Patrick Street
Frederick, MD 21701

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Moore Wealth

Moore Wealth

  • Certified Financial Planner (CFP)

Moore Wealth is an independent financial advisory firm that serves Frederick and its neighboring metros. It caters to individuals, executives, business owners, retirees, growing families, and government contractors. The company offers a wide range of financial planning solutions, such as wealth transfer, employee benefits optimization, cash flow management, and real estate strategies. It also provides wealth management, divorce analysis, and estate and business planning. Its founder, Shabri Moore, is an Accredited Investment Fiduciary professional and a Certified Financial Planner.

50 Carroll Creek Way, Suite 335
Frederick, MD 21701

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

OnPlane Financial Advsiors

OnPlane Financial Advsiors

  • Certified Financial Planner (CFP)

OnPlane Financial Advisors is a fiduciary financial planning firm that serves clients in Frederick and neighboring areas. The firm specializes in providing financial planning services that cover cash flow, investments, college planning, employee stock compensation, and tax planning for married professionals working toward retirement. Its sole financial planner, Darren Straniero, holds the CFP designation and is a member of the NAPFA. He was recently nominated as one of the top fiduciary financial advisors by Washingtonian Magazine.

Darnestown, MD 20878

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Plan 2 Retire

Plan 2 Retire

  • Certified Financial Planner (CFP)

Plan 2 Retire is an advisory company that maximizes the financial assets of individuals, families, and businesses in Frederick and the surrounding communities. It offers retirement planning services so that clients can achieve a better financial future. It also provides 401(k) services to help employers and business owners promote the well-being of their employees. The company's founder and CEO, Jeff Bowers, is a CFP who has more than 30 years of industry experience. Plan 2 Retire is a registered investment advisor.

1380 Dual Hwy
Hagerstown, MD 21740

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Potomac Financial Consultants

Potomac Financial Consultants

  • Certified Financial Planner (CFP)
  • Retirement Planning

Potomac Financial Consultants is an advisory firm that caters to clients in Frederick and the surrounding areas. The company has been in the industry for over 30 years, serving woman investors, families, and individuals nearing retirement. It offers financial and retirement planning, investment management, and insurance review. Its monetary planning solutions consider the clients' future long-term decisions, creating a pathway to manage and invest their assets appropriately. This solution involves saving for college, purchasing a home, and minimizing taxes.

20251 Century Boulevard Suite 350
Germantown, MD 20874

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Turning Point Financial

Turning Point Financial

  • Retirement Planning
  • Insurance Products

Turning Point Financial serves clients in Frederick and the neighboring communities. Through its COMPASS program, it assists individuals and families in identifying options involving retirement and college planning, as well as strategies for investment decisions and asset allocation. The process involves consultations that help clients pinpoint their long-term goals and create an appropriate plan that adapts to certain scenarios for asset preservation and risk minimization. The firm also offers assistance with tax reduction strategizing, annual filings, IRS audits, and business valuations.

7210 Corporate Court Suite A
Frederick, MD 21703

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

73 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealth Management Institute Limited

Wealth Management Institute Limited

  • Certified Financial Planner (CFP)
  • Retirement Planning

Wealth Management Institute Limited serves clients in Frederick and nearby communities. It creates retirement, investment, estate, tax, and risk protection plans based on individuals' objectives. Its advisors assist customers in developing behavioral finance practices and habits that help in making financial decisions. The firm offers a financial planning technology called The Knot, which consolidates financial data, monitors cash flow, and updates users on their progress. Executive director C. Cameron Bell holds a CFP designation. He has been in the industry for over two decades.

3534 Urbana Pike, Suite E
Frederick, MD 21704

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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