Baltimore  Financial Advisors

in Baltimore , MD

Sample Reviews

A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.
A

Rating
I have worked with
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.

Baltimore Financial Advising Articles

Financial Advising reviews in Baltimore

A

Rating
Baltimore  Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Baltimore  Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Baltimore  Financial Planners Provider Name Locked
,
Baltimore  Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Baltimore  Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Baltimore  Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Baltimore  Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Baltimore  Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Baltimore  Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Baltimore  Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Baltimore  Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Baltimore  Financial Planners Provider Name Locked
notified me that since
Baltimore  Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Baltimore  Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Baltimore  Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Baltimore  Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Baltimore  Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Baltimore  Financial Planners Provider Name Locked
. (
Baltimore  Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Baltimore  Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Baltimore  Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Baltimore  Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Baltimore  Financial Planners Provider Name Locked
,
Baltimore  Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Baltimore  Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners in Baltimore , MD

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

2 S MAIN ST
Bel Air, MD

A G EDWARDS & SONS INC

4 N PARK DR
Cockeysville, MD

A G EDWARDS & SONS INC

8865 STANFORD BLVD
Columbia, MD

A G EDWARDS & SONS INC

111 S CALVERT ST
Baltimore, MD

A G EDWARDS & SONS INC

2661 RIVA RD
Annapolis, MD

abc

abc
Columbia, MD

ABSOLUTELY ORGANIZED

76 CRANBROOK RD
Cockeysville, MD

Academy Mortgage

6960 Aviation Blvd Ste E
Glen Burnie, MD

Ace Real Estate Investmetns LLC

1005 Hallimont RD
Catonsville, MD

Adam Martin @ Accomplishment Coaching

502 Hunters Run Dr
Bel Air, MD

AIG FINANCIAL ADVISORS

588 BELLERIVE DR
Annapolis, MD

AIG ROYAL ALLIANCE

9515 DEERECO RD
Lutherville Timonium, MD

ALEXANDER LIM

3635 OLD COURT RD
Pikesville, MD

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

ALLEN INVESTMENTS

17 GWYNN LAKE DR
Gwynn Oak, MD

ALVIN H VNEUNABER

22 W PENNSYLVANIA AVE
Towson, MD

American Health Value

671 E Riverpark Ln
Boise, ID

AMERICAN PORTFOLIOS

1710 Jonafree Ct
Odenton, MD

AMR Financial Planning

11901 Tarragon Rd
Reisterstown, MD

ANDERSON & IRELAND CO

1202 BOLTON ST
Baltimore, MD

ANDREW G HOSSE & CO

600 CRAIN HWY S
Glen Burnie, MD

ANNAPOLIS ACCOUNTING SERVICES

2014 RENARD CT
Annapolis, MD

Annapolis Merchant Processing Systems

100 State Cir
Annapolis, MD

ANNAPOLITAN INVESTMENT GROUP

801 COMPASS WAY
Annapolis, MD

ARK Financial Solutions LLC

6600 Rockledge Drive 6th floor
Bethesda, MD

ARMATA PARTNERS LP

300 E LOMBARD ST
Baltimore, MD

ASSET MANAGEMENT TECH SOLUTION

11155 RED RUN BLVD
Owings Mills, MD

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego, CA

BANC OF AMERICA INVESTMENT SVC

901 Dulaney Valley Rd Ste 516
Towson, MD

BARNEY SMITH

1030 BALTIMORE BLVD
Westminster, MD

BDE Appraisal - 1/2 PRICE APPRAISALS - MARYLAND

1017 Shore View Circle
Crownsville, MD

BENEFIT WATCH

1410 CRESTWAY CT
Fallston, MD

BetaFrontier, LLC

2 Hilltop Road
Kinnelon, NJ

BLACK ROCK INC

3114 EVERGREEN WAY
Ellicott City, MD

Bookkeeping Solutions

8189 Del Haven Rd
Dundalk, MD

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bootes, Dr. Robert L.

5412 Wending Ct
Louisville, KY

BOULDER VENTURE

4750 OWINGS MILLS BLVD
Owings Mills, MD

BOVARO PARTNERS LLC

334 N CHARLES ST
Baltimore, MD

Bryan and Strange Inc

622 N Pine St
Deridder, LA

BULL & ASSOC

308 W JOPPA RD
Towson, MD

BVFR & ASSOC

343 N CHARLES ST
Baltimore, MD

BWFA Inc

5950 Symphony Woods Rd
Columbia, MD

Calvert's Tax Debt Experts

7929 Eastern Avenue
Baltimore, MD

CAMDEN PARTNERS HOLDING LLC

500 E PRATT ST
Baltimore, MD

CAMELOT INVESTMENT GROUP

8208 YARBOROUGH RD
Towson, MD

Cape Investment Management

502 Washington Ave. Suite 600
Towson, MD

CAPITAL ONE INVESTMENTS

10 N CALVERT ST
Baltimore, MD

Capitol Benefits LLC

220 Main Street
Gaithersburg, MD

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Carrick Accounting Services

6304 Homewood Rd
Linthicum Heights, MD

cashtexters.net

6462 Westwood St
Moorpark, CA

Catalano, Caboor & Company

101 West 22nd Street
Lombard, IL

CAVANAUGH CAPITAL MGMT INC

901 S Bond St Ste 400
Baltimore, MD

Central Lending Services Inc

668 Woodbourne Rd Ste 104
Langhorne, PA

CHECK FREE INVESTMENT SVC

25 CROSSROADS DR
Owings Mills, MD

Chesapeake Consulting Group, LLC

1010 Edgewood Road | Suite 106
Edgewood, MD

Chesapeake Tax & Financial Services

1721 Edmondson Avenue
Catonsville, MD

Christopher Oxenham Financial Advisor

3881 Ten Oaks Rd. Suite 2E
Glenelg, MD

CLIFTON INVESTMENT

3439 CLIFTON AVE
Baltimore, MD

CoCard of Maryland

9051-K Red Branch Road
Columbia, MD

COLORADO FEDERAL SAVINGS BANK

47 RANDALL ST
Annapolis, MD

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

COMMUNITY FOUNDATION-CARROLL

255 Clifton Blvd Ste 313
Westminster, MD

COMPASS INVESTMENT MGMT LLC

11505 STARDUST LN
Ellicott City, MD

Concrete Insurance

6405 Belair Rd
Baltimore, MD

Conscientious Debt Consolidation

18 East Baltimore Street
Baltimore, Ma

CovingtonAlsina

204 Duke of Gloucester
Annapolis, MD

Credit Dr.

115A East Main Street
Farmington, NM

Credit Repair Baltimore

100 N Calvert St
Baltimore, Ma

Cromwell & Company, LLC

7305 Baltimore Avenue
College Park, MD

CWR ASSOC

28 ALLEGHENY AVE
Towson, MD

DAVENPORT & CO LLC

8600 LASALLE RD
Towson, MD

Day Global, LLC

111 Mohawk Trail, #7
Crestview, FL

DEAN SPRAGUE - State Farm INSURANCE

11450 PULASKI HWY
White Marsh, MD

DIVERSIFIED INVESTMENT ADVISOR

410 COLONIAL RIDGE LN
Arnold, MD

Don Fitch, CPA

74-478 Highway 111 #3
Palm Desert, CA

DRS SUMNER CO INC

610 EDMONDSON AVE
Catonsville, MD

EDWARD JONES

1 NEWPORT DR
Forest Hill, MD

EDWARD JONES

4231 N WOODS TRL
Hampstead, MD

EDWARD JONES

1607 YORK RD
Lutherville Timonium, MD

EDWARD JONES

3208 MAIN ST
Manchester, MD

EDWARD JONES

2127 ESPEY CT
Crofton, MD

EDWARD JONES

550 RITCHIE HWY D
Severna Park, MD

EDWARD JONES

79 E MAIN ST
Westminster, MD

EDWARD JONES

1 STONEHENGE CIR
Pikesville, MD

EDWARD JONES

7623 BELAIR RD
Nottingham, MD

EDWARD JONES

1390 CAPE SAINT CLAIRE RD
Annapolis, MD

Embrace Home Loans

800 King Farm Blvd
Rockville, MD

Emerald Financial Group

3 Bethesda Metro Center
Bethesda, MD

Everest Wealth Management, Inc

100 West Road Suite 405
Towson, MD

EVERGREEN CAPITAL LLC

9256 Bendix Rd Ste 300
Columbia, MD

FALLSTAFF FINANCIAL CORP

5906 Park Heights Ave Apt 107
Baltimore, MD

FERRIS BAKER WATTS INC

10500 LITTLE PATUXENT PKWY
Columbia, MD

FERRIS BAKER WATTS INC

295 E MAIN ST
Westminster, MD

FERRIS BAKER WATTS INC

111 FULFORD AVE
Bel Air, MD

FERRIS BAKER WATTS INC

100 LIGHT ST
Baltimore, MD

FERRIS BAKER WATTS INC

888 BESTGATE RD
Annapolis, MD

FERRIS BAKER WATTS INC

201 INTERNATIONAL CIR
Cockeysville, MD

FERRIS BAKER WATTS INC

901 DULANEY VALLEY RD
Towson, MD

FIDELITY & GUARANTY LIFE INS

1001 FLEET ST
Baltimore, MD

FIDELITY FIRST HOME MORTGAGE

707 BESTGATE RD
Annapolis, MD

FIDELITY INVESTMENTS

2360 W JOPPA RD
Lutherville Timonium, MD

FIDELITY INVESTMENTS

610 York Rd
Towson, MD

Financial Consulate

307 International Circle
Cockeysville, MD

FINANCIAL DIMENSIONS INC

1215 YORK RD
Lutherville Timonium, MD

FINANCIAL PLANNING & MGMT CTR

9191 BALTIMORE NATIONAL PIKE
Ellicott City, MD

First Command Financial Planning

3314 Paper Mill Road
Phoenix, MD

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500
Fairfax, VA

Fusco Financial Associates Inc

505 Baltimore Ave
Towson, MD

G C LEYDORF CPA

909 ECHO BAY CT
Gambrills, MD

Gardiner & Appel Group Inc

570 Baltimore Annapolis Blvd
Severna Park, MD

GIDEON FINANCIAL

1419 FOREST DR
Annapolis, MD

Harford Financial Group

836 S MAIN ST
Bel Air, MD

Hayes Financial Advisors

14307 JARRETTSVILLE PIKE
Phoenix, MD

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heir Advance Company Inc.

Laguna Niguel, CA

HILB ROGAL & HOBBS

303 INTERNATIONAL CIR
Cockeysville, MD

Hittinger Financial

514 FULLERTON AVE
Whitehall, PA

I F SECURITIES

2065 YORK RD
Lutherville Timonium, MD

iBank

3090F Pullman St
Costa Mesa, CA

INVESTORS PROPERTIES INC

3724 THOMAS POINT RD
Annapolis, MD

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Jacques Financial CPA's

15430 AVERY RD
Rockville, MD

Jamie Waldren, Wells Fargo

10490 Little Patuxent Parkway, Suite 500
Columbia, MD

Jeremy J Schwendeman

650 S Exeter St
Baltimore, MD

JOHN R SACHS

5100 FALLS RD
Baltimore, MD

JOLLES INSURANCE

5052 DORSEY HALL DR
Ellicott City, MD

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110
Albuquerque, NM

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kansas City Credit Services

2016 Swift Ave
Kansas City, MO

KAO INVESTMENT CORP

4921 TEN MILLS RD
Columbia, MD

KELLY CAREY INC

1616 DENNIS AVE
Towson, MD

Kortright Partners Inc

2829 S 88th St
Omaha, NE

LAFAYETTE GROUP

1701 PLEASANT PLAINS RD
Annapolis, MD

LAMONTE INVESTMENTS LLC

7529 PERRYMAN CT
Curtis Bay, MD

Landman and Associates Consulting, LLP

23 Dorchester Court
Annapolis, MD

Larson Financial Planning

400 East Pratt St
Baltimore, MD

Latshaw Wealth Management

600 Wyndhurst Ave
Baltimore, MD

LEE FINANCIAL ASSOCIATES, INC.

5018 DORSEY HALL DR
Ellicott City, MD

Legacy Financial

888 Bestgate Rd
Annapolis, MD

LEGG MASON

100 International Dr
Baltimore, MD

LEGG MASON

1030 BALTIMORE BLVD
Westminster, MD

LEGG MASON

600 WASHINGTON AVE
Towson, MD

LEGG MASON INC

100 LIGHT ST
Baltimore, MD

LEGG MASON WOOD WALKER INC

11350 MCCORMICK RD
Hunt Valley, MD

LEGG MASON WOOD WALKER INC

125 WEST ST
Annapolis, MD

Lifelock

60 E Rio Salado Pkwy
Tempe, AZ

LINSCO PRIVATE LEDGER

1833 FOREST DR
Annapolis, MD

LOMBARD SECURITIES

PO BOX 4106
Crofton, MD

LZ Financial, Inc.

8160 maple lawn blvd, suite 200,
Fulton, MD

Mainstreet Financial Planning

2327 Sandy Walk Way
Odenton, MD

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.
Falls Church, VA

MANY HAPPY RETURNS

112 2ND AVE SW
Glen Burnie, MD

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Marcy Kelly CPA

1916 Crain Hwy S
Glen Burnie, MD

MC NOR GROUP

1301 YORK RD
Lutherville Timonium, MD

MENTOR CAPITAL PARTNERS

2808 Glen Elyn Way
Baldwin, MD

Michael Balakirsky MBA at Sophos Financial

12051 Little Patuxnet Parkway
Columbia, MD

Michael Obeya & Associates

10015 Old Columbia Rd Ste B215
Columbia, MD

Michael Obeya & Associates

10015 Old Columbia Rd
Columbia, MD

ML-THREE

3635 OLD COURT RD
Pikesville, MD

MOAG & CO

4723 FALLS RD
Baltimore, MD

MODELL VENTURES LLC

621 E PRATT ST
Baltimore, MD

MORGAN STANLEY

2105 LAUREL BUSH RD
Bel Air, MD

MORGAN STANLEY

410 SEVERN AVE
Annapolis, MD

Morgan Stanley

650 S. Exeter Street
Baltimore, MD

Nationwide Student Aid

333 N Oakley Ave
Chicago, IL

New York Life Insurance and Annuity Corporation

1954 Greenspring Dr., Suite 700
Timonium, MD

NEXT FINACIAL GROUP INC

1 N PARK DR
Cockeysville, MD

NORTHERN INVESTORS

1230 DRUID HILL AVE
Baltimore, MD

NORTHSTAR GROUP INC

1023 WAGNER RD
Towson, MD

OCG Insurance Agency

100 W 25th Street, 1st Floor
Baltimore, MD

OLD MUTUAL FINANCIAL NETWORK

1001 FLEET ST
Baltimore, MD

OWL INVESTORS

2217 ROBB ST
Baltimore, MD

OWNDirection

120 E 13065 S
Draper, UT

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Paradigm Property Management

7748 Middlegate Ct
Pasadena, MD

PARCHMAN VAUGHN & CO

717 LIGHT ST
Baltimore, MD

PHILLIPS SEAFOOD

6191 OLD DOBBIN LN
Columbia, MD

PinPoint Insurance Services - Nationwide

5115 Douglas Fir Rd
Calabasas, CA

PL Consulting

3715 Clarks Lane
Baltimore, MD

POMERANTZ FAMILY INVESTMENT

7111 PARK HEIGHTS AVE
Baltimore, MD

Prime National Credit Repair

535 N. Brand Blvd
Glendale, CA

Primerica Financial Services

1120 Benfield Blvd
Millersville, MD

R K TONGUE CO

212 E LEXINGTON ST
Baltimore, MD

RAYMOND JAMES FINANCIAL SVC

523 BENFIELD RD
Severna Park, MD

RAYMOND JAMES FINANCIAL SVC

780 RITCHIE HWY
Severna Park, MD

RAYMOND JAMES FINANCIAL SVC

806 Frederick Rd
Catonsville, MD

RBC DAIN RAUSCHER

115 WEST ST
Annapolis, MD

RED ABBEY INC

10751 Falls Rd Ste 300
Lutherville Timonium, MD

Rescue One Financial

Business Center Dr
Irvine, CA

RIDERWOOD GROUP

1107 KENILWORTH DR
Towson, MD

ROCK SOLID INVESTMENTS INC

8 PHYLLIS DR
Glen Burnie, MD

Rudolph Financial Planning

5457 Twin Knolls Road
Columbia, MD

S P Johnson Group

293 Mulberry St
Buffalo, NY

S.T. Funding Services LLC

400 East Pratt St, 8th Floor
Baltimore, MD

SCOTT R HAMMER CFS

306 BOURBON ST
Havre De Grace, MD

SCOTTRADE

1901 Towne Centre Blvd Ste 143
Annapolis, MD

SECURITIES AMERICA INC

5026 DORSEY HALL DR
Ellicott City, MD

SECURITIES AMERICA INC

5550 STERRETT PL
Columbia, MD

SECURITIES AMERICA INC

100 WEST RD
Towson, MD

Sensible Financial

203 Crescent St
Waltham, MA

SHALEM HOLDINGS

4300 OLD MILFORD MILL RD
Pikesville, MD

Shapiro Financial Advisors, LLC

8 Reservoir Cir., Suite 200
Baltimore, MD

SIGNAL HILL CAPITAL GROUP

300 E LOMBARD ST
Baltimore, MD

SMITH BARNEY

11350 MCCORMICK EP 3 RD
Hunt Valley, MD

SMITH BARNEY

6230 OLD DOBBIN LN
Columbia, MD

SMITH BARNEY

2330 W JOPPA RD
Lutherville Timonium, MD

SMITH BARNEY

650 S EXETER ST
Baltimore, MD

SMITH BARNEY

100 LIGHT ST
Baltimore, MD

SMITH BARNEY

1777 REISTERSTOWN RD
Pikesville, MD

SMITH BARNEY

303 International Cir Ste 500
Cockeysville, MD

SMITH BARNEY

410 Severn Ave Ste 211
Annapolis, MD

SMITHBARNEY

1030 BALTIMORE BLVD
Westminster, MD

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

St. Casimirs Savings Bank

2703 Foster Ave
Baltimore, MD

Stansberry & Associates Investment Research

1217 St Paul St
Baltimore, MD

Stansberry Radionetwork

1217 St. Paul Street
Baltimore, MD

Sunray Advisors

4 Park Center Ct
Owings Mills, MD

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR
Fairfax, VA

SYNDICATED COMMUNICATION INC

10420 LITTLE PATUXENT PKWY
Columbia, MD

T ROWE PRICE

11550 CRONRIDGE DR
Owings Mills, MD

T ROWE PRICE INVESTOR CTR

105 E LOMBARD ST
Baltimore, MD

Tacka Financial

8062 High Castle Rd
Ellicott City, MD

TERRENCE & ALEXANDER LLC

401 CHATTOLANEE HILL RD
Owings Mills, MD

The Accountant's Pen

595 Macon Hwy
Athens, GA

The Aims Group Inc

422 Eastern Blvd
Essex, MD

The Herrington Group, P.I.C.

20343 N Hayden Rd
Scottsdale, AZ

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Organizer

3505 Clarks Lane
Baltimore, MD

The PNC Financial Services Group Inc

3712 Norrisville Rd
Jarrettsville, MD

THOMSON CGR MEDICAL CORP

10150 OLD COLUMBIA RD
Columbia, MD

TOWER FEDERAL CREDIT UNION

PO BOX 123
Annapolis Junction, MD

TRIDENT INVESTMENTS

185 VILLAGE SQ
Baltimore, MD

TUCK CAPITAL INVESTMENTS

5153 BALTIMORE NATIONAL PIKE
Baltimore, MD

UNITED BANK CARD OF VIRGINIA

8000 TOWERS CRESCENT DR
Vienna, VA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

Virtual Resources Group LLC

2068 Delhi St NE
Holt, MI

VLD INC

8831 Satyr Hill Rd Ste 210
Parkville, MD

WACHOVIA SECURITIES

250 W PRATT ST
Baltimore, MD

WACHOVIA SECURITIES

24 S MAIN ST
Bel Air, MD

WACHOVIA SECURITIES

200 INTERNATIONAL CIR
Cockeysville, MD

WACHOVIA SECURITIES

10500 LITTLE PATUXENT PKWY1
Columbia, MD

WACHOVIA SECURITIES

2350 W JOPPA RD
Lutherville Timonium, MD

WACHOVIA SECURITIES

10461 Mill Run Cir Ste 855
Owings Mills, MD

WACHOVIA SECURITIES

913 RIDGEBROOK RD
Sparks Glencoe, MD

WACHOVIA SECURITIES

7 SAINT PAUL ST
Baltimore, MD

WADDY ACCOUNTING SERVICES

2117 GWYNN OAK AVE
Gwynn Oak, MD

WATER OAK REALTY LTD

4326 MOUNTAIN RD
Pasadena, MD

WEALTH ADVOCACY PARTNERS LLC

216 SCHILLING CIR
Hunt Valley, MD

Wealth Engineers

600 17th St., Suite 2800 South
Denver, CO

WELLS FARGO

1728 N ROLLING RD
Windsor Mill, MD

WESTHEIMER GROUP

100 LIGHT ST
Baltimore, MD

Widespread Concierge Services

1223 Allview Dr
Hampstead, MD

WINDSOR INVESTMENT SVC

444 WMC DR
Westminster, MD

WOLFE & FIEDLER PA

634 FREDERICK RD
Catonsville, MD

Wright Consulting Group

9829 Kraft Hill Road
Perry Hall, MD

WYE RIVER CAPITAL INC

7 KING CHARLES PL
Annapolis, MD

ZJD Company Inc

Baltimore, MD

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