Financial/Investment Services

Broad Bookkeeping Co.
Business Name
Long Business Description

Money can be complicated, but it doesn’t have to be! I like to keep things casual, simple, and straightforward.
I’m passionate about helping small businesses and individuals organize their dollar signs and decimal points without feeling lost and confused during the process.
I enjoy implementing positive changes for my clients that make a real difference in their bottom line. Small changes make the biggest difference, especially when crunching numbers.
I AIM FOR THE FINANCIAL SUCCESS OF EVERYONE I SERVE.
My work saves my clients money by ensuring their business and personal finances are in tip-top shape.
Whether you’re a parent, business owner, senior, young professional, etc., you can reap the benefits of better money management.

Business Website Address
Business Phone Number
443-783-4748
Contact Name
Cindi Krempel
Business Address
105 Broad St., Berlin, MD
21811
Charles Adams – Edward Jones Financial Advisor
Long Business Description

Edward Jones Financial provides financial planning for families and businesses with IRA’s, retirement accounts, college savings plans, etc.

Business Phone Number
410-641-1248
Business Fax
855-832-9503
Contact Name
Charles Adams
Business Address
10776 Grays Corner Rd., Suite 5
Berlin, MD
21811
Long Business 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!

http://www.linkedin.com/in/thomasesweeney

Business Phone Number
410-629-0690
Business Address
29 Broad St. Ste 101B, Berlin MD 21811
Long Business Description

Landmark Insurance & Financial Group has been serving customers in the Mid-Atlantic area for over 40 years. As an independent agency, we don’t work for an insurance company; we work for YOU to find the best product at the best price for your auto, home, life, health, business, farm or retirement planning. Our clients have helped build our business through their generous referrals. In return, we give back to local charities that serve our mutual community. We are the agency that is Large Enough to Serve You, Small Enough to Care!

Business Website Address
Business Phone Number
410-651-2110
Business Address
30386 Mt. Vernon Road, Princess Anne, MD 21853
State Farm Insurance – Claudia Nicholls
Long Business Description

Insurance and Financial Services; auto, home, life, health, bank and mutual funds

Business Phone Number
410-641-4030
Business Fax
410-641-4032
Contact Name
Claudia Nicholls
Business Address
29 Broad Street Unit 103
Berlin MD
21811