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Financial Advisors in Ellicott City, MD

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Edelman Financial Services

Financial Advisor
6011 University Blvd Ellicott City, MD 21043
Closed

9.8

Score Details

Location
Great
Ratings
Great
Recency
Ok

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(888) 752-6742

Referral from Mar 09, 2019

ThePunPundit:

Financial Advisor recommendations in the area? Does anyone know of or recommend a financial advisor in the NoVA or DC area? Mostly...

rastel:

I have been using Rick Edelman ([Ricedelman.com](https://Ricedelman.com)) for about 10 years. His group charges about the same as others...

See all recommendations 3 1

Financial advisor referral in Ellicott City, MD

Referral from November 3, 2012

5.0

Elizabeth Y. asked:

Does anyone have recommendations for a good financial planner/financial advisor?

Glenn G. replied:

Phil Grandis 714 658 7060

Tom T. replied:

http://www.ricedelman.com/

Walter H. replied:

Francine Lai. You can reach her through my FB.

Lisa Q. replied:

Elizabeth: Janice Ng is wonderful and so sweet! She's not like many financial planers who you want to run from.

See all responses 14

Financial advisor referral in Ellicott City, MD

Referral from February 26, 2014

5.0

Julie M. asked:

Is anyone a financial advisor ?

D'Alan B. replied:

I am not But I can point you in the right direction. Call Rob Zimmer (410) 693-9827. Tell him I sent you. Hope your well! !

Calvin F. replied:

http://youtu.be/VsEpjTcWkyw

Gretchen M. replied:

Aaron LeKarz!!

See all responses 12

Financial advisor referral in Ellicott City, MD

Referral from March 9, 2019

5.0

ThePunPundit asked:

Financial Advisor recommendations in the area? Does anyone know of or recommend a financial advisor in the NoVA or DC area? Mostly focused on wealth management and...

julietscause replied:

VTSAX and call it a day (or VTI if you cant drop the 3 k right off the start) From your friendly /r/financialindependence subreddit

_Sasquat_ replied:

I recommend the book The Boglehead’s Guide to a Three-fund Portfolio. It will tell you exactly what to do for retirement and it’s a very easy read. I would read that first, and if it doesn’t satisfy you, *then* hire a advisor. The ebook only cost me about $10 if I remember correctly.

tuvda replied:

Personally I would not pay anyone to manage my money you can invest on your own.

See all responses 4

Financial advisor referral in Ellicott City, MD

Referral from November 12, 2013

5.0

MaryEllen S. asked:

Does anyone know of a reputable and reasonably priced financial advisor?

Lauren K. replied:

Jessica Peerwani

Pat C. replied:

I use Edelman Financial (ricedelman.com)

See all responses 6

Financial advisor referral in Ellicott City, MD

Referral from November 13, 2013

5.0

Shawn L. asked:

Can anyone recommend a good financial advisor in the greater Baltimore area. I've been trying to use one here in Ellicott City but it seems I'm not important enough to...