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Over 359 reviews for
Churchton Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Churchton

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Churchton

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Churchton, 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&D Life Consultants

6907 Glen Ridge Circle
Glen Burnie

abc

abc
Columbia

Academy Mortgage - Glen Burnie, MD

6960 Aviation Blvd
Glen Burnie

Accelerated Benefits

5880 Venture Drive

Ace Real Estate Investmetns LLC

1005 Hallimont RD
Catonsville

Adam Martin @ Accomplishment Coaching

502 Hunters Run Dr
Bel Air

Allegiant Group Inc

189 W Clarkston Rd

AMR Financial Planning

11901 Tarragon Rd
Reisterstown

ANNAPOLIS ACCOUNTING SERVICES

2014 RENARD CT
Annapolis

BDE Appraisal - 1/2 PRICE APPRAISALS - MARYLAND

1017 Shore View Circle
Crownsville

Bookkeeping Solutions

8189 Del Haven Rd
Dundalk

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BRIDGES & ASSOCIATES, CPA'S

835 HOLLINS STREET
Baltimore

Calvert's Tax Debt Experts

7929 Eastern Avenue
Baltimore

Campbell Insurance & Investments, LLC

1754 E Joppa Rd
Baltimore

Cape Investment Management

502 Washington Ave Ste 620
Towson

Capitol Benefits LLC

220 Main St
Gaithersburg

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia

Chesapeake Consulting Group, LLC

1010 Edgewood Road
Edgewood

Chesapeake Tax & Financial Services

1721 Edmondson Avenue
Catonsville

Christopher Oxenham Financial Advisor

3881 Ten Oaks Rd. Suite 2E
Glenelg

CoCard of Maryland

9051-K Red Branch Road
Columbia

Concrete Insurance

6405 Belair Rd
Baltimore

Conscientious Debt Consolidation

18 East Baltimore Street

CovingtonAlsina

204 Duke of Gloucester
Annapolis

Credit Repair Baltimore

100 N Calvert St

Cromwell & Company, LLC

7305 Baltimore Avenue
College Park

DEAN SPRAGUE - State Farm INSURANCE

11450 PULASKI HWY
White Marsh

DiamondCut Premium Services

5406 Reisterstown Road, Lower Level
Baltimore

Disability Support Services

1020 Stiles Street
Baltimore

DRS SUMNER CO INC

610 EDMONDSON AVE
Catonsville

Eukairos Business Consultants, LLC.

1665 N. Forest Park Avenue Suite B3
Gwynn Oak

Everest Wealth Management, Inc

100 West Road Suite 405
Towson

F.A.T. Freedom

4/41 Meinzinger Ave.

First Command Financial Planning

3314 Paper Mill Road
Phoenix

First Option Debt Reduction

3125 Persimmon Tree Court
Woodstock

Freyman CPA, P.C.

57 Washington Ave

Guidewell Financial Solutions

757 Frederick Road
Catonsville

Harford Financial Group

836 S MAIN ST
Bel Air

Hayes Financial Advisors

14307 JARRETTSVILLE PIKE
Phoenix

Hosse Financial Services

600 Crain Hwy S
Glen Burnie

iBank

3090F Pullman St

Insurance Masters, Inc.

6030 Marshalee Dr #579
Elkridge

INTERNATIONAL MARKETING SYSTEMS

529 CHATTERTON RD
Lutherville Timonium

Intrepid Executive Group

10320 Little Patuxent Parkway

IRS Tax Help Team

1201 S Beach Blvd

JOLLES INSURANCE

5052 DORSEY HALL DR
Ellicott City

KELLY CAREY INC

1616 DENNIS AVE
Towson

Landman and Associates Consulting, LLP

23 Dorchester Court
Annapolis

Latshaw Wealth Management

600 Wyndhurst Ave
Baltimore

Lee Financial Associates, Inc.

5018 Dorsey Hall Dr #204
Ellicott City

Lee Talbot Insurance Agency

170 Ritchie Hwy
Severna Park

Lendinero

848 Brickell Ave 603

Lex Levin, LLC

7665 Stony Creek Lane Unit B

Lima One Capital

400 East Pratt Street, 8th Floor
Baltimore

Lost Angels International, Inc.

1170 Peachtree Street NE

LZ Financial, Inc.

8160 maple lawn blvd, suite 200,
Fulton

MANY HAPPY RETURNS

112 2ND AVE SW
Glen Burnie

Marcy Kelly, CPA

1916 Crain Hwy S
Glen Burnie

Max Score Credit LLC

1700 Reisterstown Road
Pikesville

Michael Balakirsky MBA at Sophos Financial

12051 Little Patuxnet Parkway
Columbia

Michael Obeya & Associates

10015 Old Columbia Rd
Columbia

Morton & Morton Associates, LLC

1413 N Potomac Street
Baltimore

Mr. Disputer Credit Repair

1 Olympic Place
Baltimore

New York Life Insurance and Annuity Corporation

1954 Greenspring Dr., Suite 700
Timonium

NLC Loans - Baltimore

1818 Eastern Ave, Suite 2
Baltimore

OCG Insurance Agency

100 W 25th Street, 1st Floor
Baltimore

PREMIER PLANNING GROUP

115 West St.
Annapolis

Primerica Financial Services

1120 Benfield Blvd
Millersville

Rainman Group

1829 Racertown Road
Pikesville

RETIRE100 Planning & Management

10 Gerard Ave
Lutherville Timonium

Shapiro Financial Advisors, LLC

8 Reservoir Cir., Suite 200
Baltimore

Solar Energy World LLC

5681 Main St
Elkridge

St. Casimirs Savings Bank

2703 Foster Ave
Baltimore

Sunrise Financial and Insurance

6400 Baltimore National Pike #145
Catonsville

Sunrise Planning

6101 Liberty Rd,
Windsor Mill

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR

Superpawn

10119 Washington Blvd
Laurel

Tacka Financial

8062 High Castle Rd
Ellicott City

The Aims Group Inc

422 Eastern Blvd
Essex

THE BALTIMORE LIFE COMPANIES

10075 RED RUN BLVD
Owings Mills

The Next Chapter

2876 Mahla Ct
Manchester

The Organizer

3505 Clarks Lane
Baltimore

The Ready Group

1521 Concord Pike

Tracey S. Peters, CPA, LLC

4833 Ellicott Woods Lane
Ellicott City

United Gold Direct

2945 Townsgate Road

VNMutual Solutions Inc

1 Lincoln Centre

WADDY ACCOUNTING SERVICES

2117 GWYNN OAK AVE
Gwynn Oak

WATER OAK REALTY LTD

4326 MOUNTAIN RD
Pasadena

WOLFE & FIEDLER PA

634 FREDERICK RD
Catonsville

Wright Consulting Group

9829 Kraft Hill Road
Perry Hall

Young & Company Wealth Management Strategies, LLC

1910 Towne Centre Blvd., Ste. 250
Annapolis

ZJD Company Inc

Baltimore

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