?? Moore Financial is proud to sponsor the #2025CatoctinAffair - A Party with Purpose! At #MooreFinancial, we understand that #financialwellness and #mentalhealth are deeply interconnected. Financial stress can significantly impact mental wellbeing, and mental health challenges can affect financial decision-making. That's why we're committed to supporting the Mental Health Association of Frederick County (MHA)'s vital work in our community. In 2024 alone, #MHA: ? Answered 57,109 crisis calls ? Served 1,332 clients through walk-in services ? Provided 6,880 therapy sessions When our community members have access to #mentalhealthsupport, they're better equipped to manage all aspects of their lives, including their financial future. Join us on April 12, 2025, as we invest in our community's mental wellness. To learn more click here: https://lnkd.in/eJs8Mu6K
Moore Financial
金融服务
Frederick,Maryland 453 位关注者
Full-service advisory firm offering financial guidance to help clients confidently navigate life's pivotal moments!
关于我们
At Moore Financial, we understand that life is full of transitions and pivotal decision points. Our mission is to guide you through these moments with confidence, providing expert financial advice tailored to your unique circumstances. As a full-service financial advisory firm based in Frederick, Maryland, we offer a comprehensive range of products and services designed to support your financial journey. What sets us apart is our commitment to delivering high-touch, personalized service that goes beyond the standard offerings of typical advisory firms. Our team of seasoned professionals brings a wealth of industry expertise to the table. We're proud to hold important credentials including, Million Dollar Round Table (MDRT), Life Underwriters Training Council Fellow (LUTCF), Life and Annuity Certified Professional (LACP). These qualifications underscore our dedication to maintaining the highest standards of knowledge and ethical practice in the financial industry. At Moore Financial, we believe that true financial success comes from a deep understanding of each client's unique goals and challenges. That's why we take the time to build lasting relationships, offering personalized strategies that evolve with you as your life and financial needs change. Choose Moore Financial for a partner who will stand by your side, providing expert guidance and unwavering support through every financial milestone. Let us help you navigate your financial future with confidence and clarity! Visit our website for important disclosures: https://www.moorefin.com/Disclosures.12.htm
- 网站
-
www.moorefin.com
Moore Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Frederick,Maryland
- 类型
- 私人持股
- 创立
- 1976
- 领域
- Retirement、Investments、Financial Planning、Life Insurance、Education Planning、Estate Planning、Small Business Panning、Annuities、Rollovers、Stocks、Bonds、Mutual Funds、ETFs、Tax Management、Long Term Care、Medicare Supplement、401(k) Planning、IRA Strategies、Roth Strategies和Wealth Management
地点
-
主要
8118 Overlook Dr
US,Maryland,Frederick,21702
Moore Financial员工
动态
-
We are proud to announce that Timothy J. Moore, Sr has been named to the prestigious 2025 #CambridgeSignatureClub! This exclusive recognition is awarded to a select group of #financialprofessionals who demonstrate an unwavering commitment to serving their clients while embodying #Cambridge's core values of integrity, commitment, flexibility, and kindness. With over 45 years of experience and a wealth of industry credentials, Tim continues to demonstrate his dedication to excellence in #financialplanning. His commitment to serving our community and maintaining the highest professional standards makes this recognition well-deserved. Congratulations, Tim!??? ???? Cambridge Investment Research, Inc.
-
-
?? For Government Employees & Contractors Facing Uncertainty ?? Job transitions can bring a lot of unknowns, and if you've been impacted by recent furloughs or workforce changes, you may be wondering about your next steps. At Moore Financial, we understand these challenges and are here as a resource if you need guidance. Our team can help with: Financial Check-Ins – Reviewing your budget and expenses to help you adjust to any changes with clarity and confidence. Preserving What You've Built – Evaluating your savings and investments to help ensure stability during this time. Understanding Benefits & Coverage – Navigating unemployment benefits and insurance options to help you stay protected. Planning for What’s Next – Whether it’s retirement decisions, job offers, or new opportunities, we can help you weigh your options. If you ever have questions or want to talk through your financial situation, we’re here to help—no pressure, just support.
-
-
?We are proud to announce that our own Kevin Moore, CFP?, has been appointed as the 2025 President of The Federated Charities Corporation of Frederick, Frederick's premier #nonprofitcenter! "By providing essential resources, fostering collaboration, and offering support, #FederatedCharities plays a pivotal role in amplifying the impact of nonprofit organizations. I am excited to be part of a group that understands the intricate needs of nonprofits and actively works towards creating an environment where they can thrive," says Kevin. As a lifelong #Frederick resident and local business owner, Kevin is deeply committed to serving the community that has supported the family's financial advisory business. He brings his extensive leadership experience and deep community roots to this role, serving also on the Board of Directors for the Frederick County Chamber of Commerce and the Rotary Club of Carroll Creek. Join us in congratulating Kevin on this meaningful appointment!?
-
-
?? #SuperBowlSunday is almost here! While teams compete for the championship in New Orleans, we're here competing for your #financialfuture! Just like the big game needs a playbook, your #finances need a game plan. At #MooreFinancial, we're your financial coaching staff with a 40+ year winning record. Our championship lineup includes: ?? Offensive Strategy: ? Investment Planning ? Retirement Savings ? College Planning ? Business Growth ??? Defensive Line: ? Insurance Protection ? Estate Planning ? Tax-Efficient Strategies ? Risk Management Don't watch from the sidelines when it comes to your financial future. Let our experienced team help you develop your winning strategy!
-
-
?? Ready to make 2025 your strongest financial year yet? Start the new year with confidence by partnering with #MooreFinancial for your #financialplanning needs. Whether your goals include #retirementplanning, #investmentmanagement, or securing your family's future, we're here to help you succeed. Let's make this your best year yet! ??
-
-
?? From our #MooreFinancial family to yours, we wish you a very #MerryChristmas and joyful holiday season! Thank you for trusting us with your #financialjourney throughout the year. May your holidays be filled with warmth, love, and precious moments with family and friends. ????
-
-
From our family to yours, #MooreFinancial wishes you a #HappyThanksgiving! ?? May this day be filled with warmth, laughter, and cherished moments with your loved ones. We're grateful for your trust and the opportunity to be part of your #financial journey. Wishing you a wonderful holiday season ahead! ??
-
-
#BlackFriday is almost here! While the deals can be tempting, it's important to approach this shopping event with a plan. Here are some #financialtips from our team: 1? Set a #budget and stick to it. Don't overspend chasing discounts. 2? Make a list beforehand and avoid #impulsepurchases. 3? Compare prices across retailers for the best #deals. 4? Use cash instead of credit cards to avoid racking up #debt. 5? Ask about #pricematching policies at stores. A little preparation can help you make the most of #BlackFriday (and #CyberMonday) while staying in control of your #finances. Happy shopping!
-
-
?? Congratulations to the Frederick County Chamber of Commerce 2024-2025 #BoardofDirectors! We're excited to see such a dynamic group of leaders stepping up to guide our business community forward. Your dedication and expertise will be invaluable in: ??? Amplifying the voice of local businesses ?? Providing strategic leadership ?? Fostering community engagement ??? Shaping Frederick's economic future As a proud #Chamber member with Kevin R. Moore, serving on the board, #MooreFinancial looks forward to supporting your efforts in driving innovation, collaboration, and growth in #FrederickMD. Here's to a year of progress, prosperity, and positive change for our vibrant business community: https://lnkd.in/ezjdg3ix