Financial Advisors in or around Baltimore, Maryland

Geoffrey Burroughs (CRD#:5379858) is an experienced financial advisor with Harbor Investment Advisory, located at 100 Light St, Baltimore, MD 21202. Geoffrey has over 6 years of experience as a financial services professional/consultant.

About the Firm: I take a collaborative approach helping my clients navigate through the complex and emotional financial decisions that surround their lives.I focus on doing three things for my clients and expect one in return.

Geoffrey's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Socially Responsible Investments (SRI), Annuities, Insurance. Geoffrey is licensed for the following insurance and annuities products: Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life.

Geoffrey's portfolio size requirement is $250,000. Geoffrey's compensation methods: Based on Assets.

Geoffrey can be reached at (410)415-3834 and is generally available for a meeting at firm's office, at your home, at your office, via phone.

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WiserAdvisor >   Maryland >   Baltimore 

Premium Financial Advisors Listing

Geoffrey Burroughs, Financial Advisor from Baltimore, Maryland Geoffrey Burroughs


(410) 415-3834
100 Light St,
Baltimore, MD   21202
Distance : 1 miles

I take a collaborative approach helping my clients navigate through the complex and emotional financial decisions that surround their lives. I focus on doing three things for my clients and expect one in return. I help them: - Simplify their financial lives - Generate the necessary returns and income to sustain the lifestyle they desire now and.......

Jason Harris, Financial Advisor from Baltimore, Maryland Jason Harris


(410) 769-5214
100 West Road,
Suite 200,
Towson, MD   21204
Distance : 8 miles

As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas........

Michael Balakirsky MBA, Financial Advisor from Baltimore, Maryland Michael Balakirsky MBA


(410) 528-8688
12051 Little Patuxent Pwky,
Columbia, MD   21044
Distance : 15 miles

Michael Balakirsky MBA is the LPL Branch manager, independent Wealth Manager and financial Planner in Columbia, Maryland . Our job is to take anxiety out of your life thru holistic financial planning , wealth management, independent financial advice. Michael Balakirsky's extensive experience in the US financial industry, as well as major emergi.......

Chris Schipske, Financial Advisor from Baltimore, Maryland Chris Schipske


(410) 992-6961
5052 Dorsey Hall Dr,
Suite102,
Ellicott City, MD   21042
Distance : 15 miles

Four offices conveniently located in
Ellicott City
Odenton
Bethesda
Rockville.......

J'Neanne Theus, Financial Advisor from Baltimore, Maryland J'Neanne Theus


(443) 718-6310
9841 Broken Land Parkway,
Ste 206,
Columbia, MD   21046
Distance : 15 miles

Marathon Financial is an independent advisory firm, with a fiduciary responsibility to our clients. We create confident investors. We offer ongoing investor education, designed to offer each client a basic foundation in sound investment and financial principles, using Nobel Prize winning academic research and the science of capital markets.

Jordan Schlick, Financial Advisor from Baltimore, Maryland Jordan Schlick


(443) 266-4074
6080 Falls Road, Suite 200,
Ellicott City, MD   21042
Distance : 15 miles

Jordan Schlick is the founding member and managing director of Compass Capital. Jordan has over 25 years of experience in actively managing investments. Jordan's initially served as an equity and fixed income analyst, before moving into management of mutual funds, hedge funds, pensions, and now portfolio management for individuals, families, ret.......

Brian Kuhn CFP, CLU, CLTC, Financial Advisor from Baltimore, Maryland Brian Kuhn CFP, CLU, CLTC


(301) 543-6035
8161 Maple Lawn Blvd, Ste 400,
Fulton, MD   20759
Distance : 19 miles

Planning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all as.......

Nilos T. Sakellariou, CFM, Financial Advisor from Baltimore, Maryland Nilos T. Sakellariou, CFM


(410) 513-9619
58 Cornhill Street,
Annapolis, MD   21401
Distance : 21 miles

NTS Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou, CFM, who for over 20 years has helped high net worth individuals and prominent familes achieve their financial goals, preserve their wealth and build lasting legacies for their future generations and loved ones. Using a private family office model.......

Other Financial Advisors Listing

Silas, Winfield Cain, Financial Advisor from Baltimore, Maryland Silas, Winfield Cain
Mount Vernon Associates Inc

575 S Charles Street, Ste 401,
Baltimore, MD   21201
Jack, Symington Griswold, Financial Advisor from Baltimore, Maryland Jack, Symington Griswold
Alex. Brown Realty, Inc.

300 East Lombard Street,
Suite 1200,
Baltimore, MD   21202
Norris L. Brodsky CFP,PFS, Financial Advisor from Baltimore, Maryland Norris L. Brodsky CFP,PFS
Morgan Stanley Smith Barney

2650 Quarry Lake Drive,
Baltimore, MD   21209

I concentrate on working with successful people who: - Enjoy open, honest and genuine personal relationships - Are committed to implementing a written financial strategy in order to pursue impo.......

Ethan Schuchman, CFP , Financial Advisor from Baltimore, Maryland Ethan Schuchman, CFP
Financial Network Investment Corporation

10451 Mill Run Circle,
Suite 400,
Owings Mills, MD   21117

Financial Network Investment Corporation is a full service financial management firm that deals in a wide range of investment vehicles to support every aspect of my clients investment needs. I work cl.......

Richard C. Osman CFP, CLU, ChFC, CASL, Financial Advisor from Baltimore, Maryland Richard C. Osman CFP, CLU, ChFC, CASL
Integrated Financial Partners

529 Benfield Road Suite 250,
Severna Park, MD   21146

I help individuals and small business owners by providing unique solutions that help you build, preserve and protect your wealth. When you retain Richard Osman and his team at Integrated Financial Pa.......

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