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Fidelity Investments

1901 Towne Centre Blvd # 135
Annapolis, MD 21401 443-332-0001

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Highly recommend Ally Harrison at this office. - Feb 17, 2018

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Merrill Lynch Wealth Management

1 Park Pl Ste 350
Annapolis, MD 21401 410-263-0100

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All they want is your money. After they get it, you are ignored, - Jan 18, 2020

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Merrill Lynch Wealth Management

60 West St Ste 300
Annapolis, MD 21401 410-263-0182

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No raters have left a written comment.

A American Debt Consolidation

9 Northwest St
Annapolis, MD 21401 410-626-6006

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Helpful and good customer service - Jul 27, 2022

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Morgan Stanley Wealth Management

410 Severn Ave Bldg B #211
Annapolis, MD 21403 410-268-5700

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No raters have left a written comment.

Northwestern Mutual Financial

2594 Riva Rd
Annapolis, MD 21401 443-221-0722

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No raters have left a written comment.

UBS Financial Services

2021 Monticello Dr
Annapolis, MD 21401 443-949-0472

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No raters have left a written comment.

Ameriprise Financial

180 Admiral Cochrane Dr #550
Annapolis, MD 21401 443-837-1060

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If a client is willing to drive to Annapolis, he is a very good advisor. Always... - Sep 10, 2018

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Charles Schwab

170 Jennifer Rd #110
Annapolis, MD 21401 410-224-5600

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No raters have left a written comment.

RBC Wealth Management

1906 Towne Centre Blvd #375
Annapolis, MD 21401 410-573-6700

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No raters have left a written comment.

Wells Fargo Advisors

2661 Riva Rd
Annapolis, MD 21401 410-224-0020

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We got a free consult with an advisor who provided with great information about... - Jul 22, 2022

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American Express Financial

180 Admiral Cochrane Dr Ste 240
Annapolis, MD 21401 301-261-8065

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They have done everything that I have asked of them. They invest in mutual... - Sep 15, 2013

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Ameriprise Financial

1835 Forest Dr #D
Annapolis, MD 21401 410-571-6289

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No raters have left a written comment.

Bay Point Wealth Management

582 Bellerive Rd #4-D
Annapolis, MD 21409 410-626-8198

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Bill Hufnell and his team guided my wife and I through the retirement process... - Jan 30, 2016

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First Command Financial Planning

121 Cathedral St
Annapolis, MD 21401 410-263-8201

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No raters have left a written comment.

Hopkins Investment Management

12 Francis St
Annapolis, MD 21401 410-757-7980

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No raters have left a written comment.

Mac Kenzie Equity Partners

415 Fourth St #201
Annapolis, MD 21403 410-216-9333

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No raters have left a written comment.

Morgan Stanley Wealth Management

125 West St #201
Annapolis, MD 21401 410-268-4700

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Could be a whole lot better in research. - Dec 11, 2013

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Nationwide Insurance

420 Chinquapin Round Rd #1-Feb
Annapolis, MD 21401 410-990-0999

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No raters have left a written comment.

Navy Federal Financial Group

825 Bestgate Rd
Annapolis, MD 21401 410-972-0904

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Marnie Hagberg is our advisor and she has been a fantastic support and guide.... - Apr 19, 2020

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.