Financial Services

Edward Jones

Edward Jones

I became an Edward Jones client in 2009 and experienced the high-quality, long-term family feel of Edward Jones firsthand. I lost my job to the 2008 financial crisis and received critical advice during the toughest time in my life. My financial advisor had an amazing impact on me and my family and I determined that I wanted to help people and change their lives in a meaningful way. Joining Edward Jones is one of the best decisions I made. As a financial advisor, I put my clients’ interests first and am committed to providing advice and education so my clients feel confident and comfortable reaching their goals. I want to know what is important to you. Once we have identified your goals, I use an established process to build a personalized financial strategy to help you meet them and I will partner with you throughout your lifetime to make sure you stay on track. Together, we will make adjustments when necessary or when life’s unexpected turns get in the way.

301-360-9973
Member First Name:
Matt
Member Last Name:
Owens
(0)
10 N. Jefferson Street, Suite 201, Frederick, MD 21701
Claim This Listing
You are not currently logged in. Please login or register first. When registering, you will receive an activation email. Be sure to check your spam if you don't see it in your email within 60 minutes.
Edward Jones

Edward Jones

For financial strategies and one-on-one advice contact Laura A Beall, your Walkersville MD Edward Jones financial advisor.

301-304-5712
Member First Name:
Laura
Member Last Name:
Beall
(0)
8415 D Woodsboro Pike, Walkersville, MD 21793
Claim This Listing
You are not currently logged in. Please login or register first. When registering, you will receive an activation email. Be sure to check your spam if you don't see it in your email within 60 minutes.
Higher Ground Financial Group

Higher Ground Financial Group

Our purpose is to honor God by serving others. We find out what you want financially and help you get it. Imran Razvi founded Higher Ground Financial Group to help clients focus on their own definition of success rather than conventional financial thinking. Imran, his son, Daniel, and the rest of our team at Higher Ground Financial Group are here to help build a unique and comprehensive strategy for you and your family.

240-393-3842
Member First Name:
Raz
Member Last Name:
Razvi
(0)
5970 Frederick Crossing Land, Suite 100, Frederick, MD 21704
Claim This Listing
You are not currently logged in. Please login or register first. When registering, you will receive an activation email. Be sure to check your spam if you don't see it in your email within 60 minutes.
Key Financial Group

Key Financial Group

Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. Our LPL Financial Advisors work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 35 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to seek maximum results for our client strategies. Key Financial is completely objective and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals.

240-215-4709
Member First Name:
David
Member Last Name:
Morders
(0)
25 North Court Street, Frederick, MD 21701
Claim This Listing
You are not currently logged in. Please login or register first. When registering, you will receive an activation email. Be sure to check your spam if you don't see it in your email within 60 minutes.
Turning Point Financial

Turning Point Financial

For over a decade, we have been putting people before investments. We believe that every life journey is unique and we get excited about finding your path to financial clarity.

301-846-9336
Member First Name:
Jason
Member Last Name:
Topper
(0)
7210 Corporate Court, Suite A, Frederick, MD 21703