Mon-Fri 8am - 4:30pm | Office Hours: Tues & Thurs 8am - 4:30pm

Broad Bookkeeping
Listing Title
Phone
443-783-4748
Address
105 Broad St., Berlin, MD
21811
Charles Adams, AAMS™- Edward Jones Financial Advisor
Short Description
Our office provides financial planning for individuals, families and businesses to meet the unique needs of our clients. We discover what's most important to our clients, create a personalized strategy, and partner together
to ensure our clients are financially independent prior to and throughout their retirement years.
Phone
410-641-1248
Address
10776 Grays Corner Rd., Suite 5 Berlin, MD
21811
Short Description
Financial Advisor
Mr. Thomas Sweeney CRPC

I believe that money isn't just about dollars and cents; it's about dreams and goals. I grew up loving numbers and solving money puzzles. This led me to study finance at West Virginia University. After that, I went to work in the financial industry to learn all about investing and saving. I wanted to help people understand money better. My goal is to make money stuff easy for you. No confusing words or complicated charts. Just simple, clear advice. Whether you're retired or saving for a dream vacation, a cozy home or your kid's education, I'm here to help you make a plan. I have earned the Chartered Retirement Planning Counselor designation and have been helping people make smart money decisions for over 30 years. Outside of work, I'm a family guy. I love spending time with my three sons and our golden retriever, Buddy. We enjoy golfing, playing with Buddy and going to Assateague Island. I believe that being happy isn't just about money it's about the people you share your life with. Remember, I'm not just your financial advisor; I'm your partner on this money journey. Let's work together to turn your financial dreams into reality. Can't wait to meet you!nnhttp://www.linkedin.com/in/thomasesweeney
Phone
410-629-0690
Address
29 Broad St. Ste 101B, Berlin MD 21811
Phone
410-651-2110
Address
30386 Mt. Vernon Road, Princess Anne, MD 21853
State Farm Insurance – Claudia Nicholls
Short Description
Insurance and Financial Services; auto, home, life, health, bank and mutual funds
Phone
410-641-4030
Address
29 Broad Street Unit 103 Berlin MD
21811

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