Stock & Bond Certificate Collecting Catonsville MD

Welcome to the DirectoryM (v8) Local Pages. Here you will find local resources about Stock & Bond Certificate Collecting in Catonsville, MD and other similar resources that may be of interest to you. In addition to a number of relevant services we can help you with online, we have compiled a list of businesses and services around Catonsville, including Stock Brokers and Financial Planners that should help with your search. Before you look through our local resources, please browse our site. You may just find all you need online!

Howard R. Pinson (RFC®), CFP, CLU, CSA, LUTCF
(410) 580-1212
1700 Reisterstown Rd., Suite 207
Baltimore, MD
Company
ING Financial Partners, Inc.
Qualifications
Education: Bachelor of ScienceCertified Financial Planner, PractitionerRegistered Financial ConsultantCertified Life UnderwriterLife Underwriter Training Council Fellow
Years of Experience: 21
Membership
IARFC, MDRT, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, BuySell, Compensation Plans

Data Provided By:
Mr. Allen J. Kampf (RFC®), CSA, MBA
(410) 527-1171
954 Ridgebrook Road, Suite 300
Sparks, MD
Company
First Financial Group
Qualifications
Years of Experience: 13
Membership
IARFC, MDRT, AALU
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Morgan Stanley
(800) 676-3376
250 W. Pratt Street 14Th Floor
Baltimore, MD
 
Michael Kelly
Michael R. Kelly, CFP, EA
(410) 747-0708
1172 St. Agnes Lane
Baltimore, MD
Expertises
Ongoing Investment Management, Tax Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Timothy Chase
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Charitable Giving - Trusts & Foundations, Insurance Related Issues, including Annuities, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CLU, CPA/PFS

Hon. Gary T. Padussis (RFC®), CSA, PHD
(410) 576-3200
500 East Pratt St 11th Floor
Baltimore, MD
Company
UBS Financial Services, Inc.
Qualifications
Education: MS phd
Years of Experience: 23
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided By:
Mr. Victor Simon (RFC®), CHFC, LUTCF
(410) 518-6823
605 Baltimore Annapolis Blvd
Severna Park, MD
Company
Lifetime WealthCare
Qualifications
Education: BS Degree form Slippery Rock State UniversityEd Slott IRA School Trained. Learning Institute for Executives. ChFC Designation through The American College
Years of Experience: 24
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection

Data Provided By:
Morgan Stanley
(800) 915-5222
303 International Circle Ste 500
Hunt Valley, MD
 
Kirk Kinder
Picket Fence Financial
(410) 878-2999
300 E. Lombard St.
Baltimore, MD
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Hourly Financial Planning Services, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Martin Eby
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Data Provided By:
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