DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > maryland > dunkirk

Find The Best Financial Advisors in Dunkirk, Maryland

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Dunkirk is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Dunkirk & pick the one as per your needs

How To Find The Best Financial Advisors in Dunkirk, Maryland
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Dunkirk, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 18 vetted financial advisors and non-vetted financial advisors in Dunkirk, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Dunkirk, Maryland have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Dunkirk, Maryland

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

410-263-1313

Address

61 Cornhill Street,
Annapolis, MD 21401 See Details

Scarborough Capital Management

410-573-5700

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

Jessica Light

Prudential

301-861-8503

Address

PO Box 481,
Charlotte Hall, MD 20622 See Details

Adam Paffenroth

Cornerstone Private Wealth Planning

571-206-1824

Address

2000 Duke Street,
Suite 312,
Alexandria, VA 22314 See Details

Scott Morrello

Edelman Financial Engines, LLC

703-991-1647

Address

1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details

Mark Standard

Ubs

202-942-2899

Address

1501 K Street NW,
Suite 1100,
Washington, DC 20005 See Details

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

14 Ridge Square NW,
3rd Floor,
Washington, DC 20016 See Details

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Kevin Hamel

Edelman Financial Engines, LLC

571-257-1671

Address

Diamond Chaflawee

Prudential

301-547-4003

Address

909 Rose Ave.,
Suite 650,
North Bethesda, MD 20852 See Details

Savant Wealth Management

703-288-0500

Address

Doug Miller J.D.

Northwestern Mutual

443-956-1216

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

Frank Barkanic

Edelman Financial Engines, LLC

703-251-0156

Address

Ashley Zephir

Edelman Financial Engines, LLC

410-823-0747

Address

901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204 See Details

Allworth Financial

888-242-6766

Address

2231 Old Emmorton Road,
Bel Air, MD 21015 See Details

Top Financial Advisor Firms in Dunkirk, Maryland (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CALVERT WEALTH MANAGEMENT, INC. 3175 West Ward Road, Suite 120 Dunkirk, MD, 20754	115639	$126,773,750	713	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Dunkirk, Maryland to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Dunkirk, Maryland

How To Find The Best Financial Advisors in Dunkirk, MarylandLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Dunkirk, Maryland

NTS Bearing-Total Wealth Management.

Address

Address

Prudential

Address

Cornerstone Private Wealth Planning

Address

Edelman Financial Engines, LLC

Address

Ubs

Address

Glover Park Wealth Management, LLC

Address

Egan, Berger and Weiner, LLC

Address

Edelman Financial Engines, LLC

Address

Prudential

Address

Address

Northwestern Mutual

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Address

Top Financial Advisor Firms in Dunkirk, Maryland (Ranked by AUM)

Select other cities around Dunkirk, Maryland to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Dunkirk, Maryland
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy