INVESTED
345 North Charles Street, Baltimore, MD 21201 Directions
Since 2015
Here’s The Deal:
"InvestEd has over seventy years of collective financial investment and advisor experience. They are expertise in sound money management for high-net-worth clients. They are dedicated to changing the face of financial advising. They provide educational, financial seminars on a topic specific to your employees' interests. They believe in the fiduciary standard of putting the client's interests first and avoiding potential conflicts-of-interest. Their annual fee is just 0.95%, with no hidden fees or trading costs. Get a complimentary financial planning meeting."
SPECIALTY:
Budgeting, Investment Goals, Money and Debt Management, Education, 401K and Estate Planning, Retirement Plans for Businesses & Organizations
TBR® Inspection Report:
CAPLAN FINANCIAL GROUP , LLC
841 East Fort Avenue, Suite 315, Baltimore, MD 21230 Directions
Since 1992
Here’s The Deal:
"'Caplan Financial Group, LLC' is a nationally respected wealth management firm committed to delivering to its clients customized planning for the entirety of their financial affairs. Their planners have over seventy combined years of technical experience in key financial planning disciplines. Their investment management approach is a long-term, disciplined, goals-based approach with careful consideration given to a client's risk. They offer planning and care for elderly family members and special needs children. They provide various prepaid programs, savings programs, Section 529 plans, and less well-known, but effective, tax-advantaged programs available to their clients."
SPECIALTY:
Income Tax and Estate Strategies, Philanthropic and Multi-Generational Planning, Cash Flow Needs, Employer Retirement Plans, Asset Allocation, Disability Income, Life and Long-Term Care Insurance, Debt and Asset Management, Rebalancing Portfolios, International Consulting, Education Funding & Insurance Analysis
TBR® Inspection Report:
PARTNERSHIP WEALTH MANAGEMENT
2809 Boston Street, Suite 509, Baltimore, MD 21224 Directions
Since 2005
Here’s The Deal:
"Partnership Wealth Management is a Baltimore-based company that helps clients in Washington, DC. Their holistic advice aims to help their clients to improve everything from their day-to-day finances. The firm evaluates current cash holdings and looks for opportunities to increase returns on cash accounts. They help their clients plan for their future through their financial planning strategies. They meet with their clients in a relaxed, comfortable, and professional environment. They provide information about the tax-planning approach. The firm offers the option for appointments via their live meeting connection for those who cannot meet them in person."
SPECIALTY:
Personal Financial Planning, Investment Management, Cash Flow and Money Management, Retirement Planning, Financial Planning for Women, 401(k), 403(b) or Other Retirement Plan Options, Insurance Review, Saving for College & Estate Planning
License #0C40217