Laurels

Best Financial Advisors in Glen Burnie
2022

And Wealth Partners LLC

And Wealth Partners LLC

  • Certified Financial Planner (CFP)

And Wealth Partners LLC is a financial advisory firm that caters to women in Glen Burnie and nearby areas. It accommodates clients managing major life events and their own finances. The company provides comprehensive financial-planning services, which include analyzing retirement plans, preparing budget and net worth sheets, and recommending insurance policies. It also deals with investment and asset management matters. Founder Dorie Fain is a member of the Financial Planning Association. The firm was established in 2009.

1629 Thames St Unit 300
Baltimore, MD 21231

Website

Website

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+

Athlon Advisors

Athlon Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Athlon Advisors is a financial advisory firm that serves clients in Glen Burnie and the surrounding metros. It offers a wide range of services, including estate and education planning, wealth management, and retirement income strategies. These solutions aim to grow and protect the client's wealth and manage their risk. The company also provides tax preparation and planning through the company CPA services, including payroll, bookkeeping, and insurance solutions. It is affiliated with Cambridge Investment Research, Inc., a leading independent broker-dealer.

10715 Little Patuxent Parkway, Suite 120
Columbia, MD 21044

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+

BFG Financial Advisors

BFG Financial Advisors

  • Certified Financial Planner (CFP)

BFG Financial Advisors serves individuals and families in Glen Burnie and the nearby areas. Since 2003, this firm has been offering financial planning and wealth management services to help clients achieve their financial objectives. It provides education planning, retirement planning, and portfolio management. Founder Eric Brotman started his financial practice in 1994. He is a Certified Financial Planner and Private Wealth Advisor.

16 Greenmeadow Drive Suite 201
Timonium, MD 21093

WebsiteInstagram

Website
Black Diamond Financial

Black Diamond Financial

  • Certified Financial Planner (CFP)

Black Diamond Financial caters to individuals, families, and business owners in Glen Burnie. It provides comprehensive and holistic investment management services, which include portfolio creation, long-term investment strategy evaluation, and strategic partnership implementation. The company also offers charitable giving, alternative asset review, and estate and college planning. In addition, it deals with 401(k) advisory issues. Founder Matthew Goethe is a Certified Financial Planner and Divorce Financial Analyst. He is a member of the CFA Society of Baltimore.

305 West Pennsylvania Avenue
Towson, MD 21204

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+

Campbell Financial Services

Campbell Financial Services

  • Certified Financial Planner (CFP)

Campbell Financial Services is an advisory firm that helps Glen Burnie clients plan for their future. It has been providing retirement planning, estate planning, investment management, and risk management services since 1983. It educates clients about retirement investing and distribution strategies to help them make informed decisions. The company's founder and principal, Ron Campbell, is a Certified Financial Planner and a Registered Financial Consultant. He has been featured in various talk shows and magazines, such as Newsweek, Forbes, USA Today, and NBC.

7310 Ritchie Highway Suite 700
Glen Burnie, MD 21061

Website

Website

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: --

GGM Wealth Advisors

GGM Wealth Advisors

  • Estate Planning
  • Private Wealth Advisor

GGM Wealth Advisors caters to families and business owners in Glen Burnie and nearby areas. It assists clients by managing and growing their wealth through its selection of financial services. The independent advisory company provides customized solutions, which include investment portfolio creation and asset allocation. Its agents also deal with education, retirement, estate, and cash flow planning. President and managing director Jeffrey Johnson is a CFP. He has been in the financial service industry for over two decades.

1801 Porter Street, Suite 500
Baltimore, MD 21230

Website

Website
Greenspring Advisors

Greenspring Advisors

  • Certified Financial Planner (CFP)

Greenspring Advisors is a fiduciary firm serving clients in Glen Burnie and the surrounding locations. Its team develops custom financial plans, catering to clients who need help with planning cash flow and investing in the community through charitable donations. The financial advisors also offer investment management services for individuals, families, corporations, and nonprofits. They establish risk tolerance and customize portfolios, whether clients aim to preserve assets or retire soon. Senior financial advisor Robert Bogue Jr. is a CFA with over 50 years of experience.

One West Pennsylvania Ave Suite 500
Towson, MD 21204

WebsiteInstagram

Website

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+

Harbor Investment Advisory

Harbor Investment Advisory

  • Retirement Planning

Harbor Investment Advisory is an independent wealth management company serving clients in Glen Burnie. It offers financial planning and investment management services to high-net-worth individuals, business owners, and corporate executives. Its team also designs custom investment portfolios for private foundations and nonprofit organizations. Harbor Investment Advisory has been in service since 2009. With a commitment to giving back to the community, its team members have supported and volunteered for various organizations, including the Arbor Dog Foundation and the American Cancer Society.

2330 West Joppa Road, Suite 160
Lutherville, MD 21093

Website

Website
Hosse Financial Services, Inc.

Hosse Financial Services, Inc.

  • Certified Financial Planner (CFP)

Hosse Financial Services, Inc., serves clients in Glen Burnie. It helps individuals and businesses achieve their financial objectives through tax planning, investment management, income tax preparation, retirement strategies, and estate conservation. The company works with other financial advisory companies to provide a variety of tax and financial services and products tailored to the individual needs of clients. Andrew G. Hosse is a CPA and an investment adviser representative of Equity Services, Inc., which is a member of FINRA and SIPC.

600 Crain Highway South
Glen Burnie, MD 21061

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:

4.6 / 5 ( Best)

Total Reviews:

10 (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: --

Offit Advisors

Offit Advisors

  • Certified Financial Planner (CFP)

Offit Advisors works with clients in the Glen Burnie area. Its team teaches individuals about organizing their finances through savings and debt management. The company also assists with planning taxes and setting up estates so that beneficiaries can be protected in case the client dies. In addition, people can seek help with planning their retirement so that their finances can be secured for the future. Founder Ben Offit is a Certified Financial Planner with more than ten years of experience.

9030 Red Branch Rd
Columbia, MD 21045

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+

Wadsworth Financial Consulting, LLC.

Wadsworth Financial Consulting, LLC.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Wadsworth Financial Consulting, LLC., serves individuals and families in Glen Burnie. Its financial advisors seek to understand clients' financial situation, risk tolerance, and investment objectives to create financial plans that meet their needs. It assists with retirement income strategies, life insurance planning, asset protection, wealth management and investments, long-term care strategies, and IRA legacy planning. President and CEO Jeffrey M. Wadsworth is a CFP and is a member of the National Association of Insurance and Financial Advisors. The firm has been in business since 1992.

678 Ritchie Highway, Suite B
Severna Park, MD 21146

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:

6 (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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