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Find Top Financial Advisors in Boonsboro, Maryland

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Boonsboro, Maryland. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

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Qualified Financial Advisors in Boonsboro, Maryland
Financial Advisor Office Location Phone Number
John Zinaich CFP®,ChFC®,CLU®, AIF®
Zinaich Capital and Risk Management
9243 Mountain Meadow Drive,
Boonsboro, MD  21713
(240) 285-1911

Information on Qualified Financial Advisors in Boonsboro

Qualifications CRD# 4121001
FirmCRD# 137945
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 9243 Mountain Meadow Drive,
Boonsboro,
MD 
21713
Phone Number (240) 2851911

John has been in the Financial Services industry for 29 years, having worked at one of the world's largest insurance companies, one of the world's largest brokerage houses, and a small community bank. This varied experience, when combined with the fact that he is a Certified Financial Planner® certificant, a Chartered Financial Consultant®, a Chartered Life Underwriter®, and an Accredited Investment Fiduciary®, makes him uniquely positioned to provide his clients with the utmost holistic financial planning advice. He attended Youngstown State University on both partial academic and athletic scholarships, and finished his business degree at Frostburg State University. He resides in Maryland, and has been blessed with a wonderful wife, four incredible children, and three amazing host children! He has been a member of the Financial Planning Association and The Frederick Estate Planning Council, as well as being a former church Board Member. He has been an avid coach for many years in both basketball and soccer, and believes greatly in the life lessons that young men and women can gain from playing sports--team work, loyalty, patience, hard work, determination, and goal setting. He holds the FINRA sponsored Series 7 and 66 securities licenses, and also holds Life, Health, and Variable licenses in the insurance arena. Securities and Investment Advisory Services offered through Founders Financial Securities, LLC Member FINRA , SIPC and Registered Investment Advisor.

About Zinaich Capital and Risk Management

Our mission is to have a positive and inspiring effect upon those we are blessed to serve. As an independent, fee-based, holistic financial planning enterprise, we apply servant leadership with a deep understanding of our private clientele to achieve their dreams. Growing up in WV, just outside of Pittsburgh, PA, I learned quite a bit about the value of strong relationships. Playing team sports through college, and coaching for close to 15 years has also taught me a great deal about working with others. There is no higher compliment than when my current clients help me grow my business by introducing me to their colleagues, family, and friends. I thoroughly enjoy providing the highest quality service and individualized, risk managed, advice to my private client group. The fact that I control the growth of my practice (by working with a select group of clients that I mesh well with in the areas of values, traditions, family focus, and life philosophy) will enable me to never sacrifice my level of service, or contact, with my clients! Please reach out to us and discover how a risk managed approach to financial planning can provide you peace of mind. We look forward to meeting with you!



List of Additional Financial Advisors in or around Boonsboro, Maryland
Financial Advisor Office Location Phone Number
William Price
William Price, CPA, CFP, MS
21800 Beallsville Rd,
Barnesville, MD  20838
(301) 428-8191

Information on Additional Financial Advisors in or around Boonsboro, Maryland

William Price

William Price, CPA, CFP, MS

Qualifications CRD# 1994415

Tel: (301) 4288191
21800 Beallsville Rd,
Barnesville,
MD 
20838


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?