It’s tax season! Let us help you maximize your returns and minimize your stress. Schedule a tax planning session with us today! https://lnkd.in/ew-gpAQ4 #PaladinAdvisorGroup #TaxSeason #FinancialPlanning
Paladin Advisor Group
金融服务
Elkridge，MD 121 位关注者
Independent wealth management, financial planning and investment services for Maryland and DC.
关于我们
Paladin Advisor Group, The PlanMember Financial Center in Columbia, Maryland, is part of an exclusive network of PlanMember Financial Centers located across the country that deliver financial plan solutions to individuals and employers. We have been serving the needs of local employers and their employees since 1994 and understand the unique needs of Maryland residents, especially those who work in the field of education. The Paladin team helps people at every stage of their working life plan and manage their retirement in a successful way. First, we customize a savings and investment plan that may enable each client to save enough money for their unique financial goals. The experience of the team, combined with PlanMember's Proven Approach to Retirement Investing, creates a powerful client-advisor synergy based on trust, accessibility, and investment choice. Founded by Mike and Toni Whaley after more than 35 years in the Financial Services industry, the Paladin Advisor Group team of independent advisors has the common goal of helping employers and individuals alike reach their financial goals. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Paladin Advisor Group and PlanMember Securities Corporation are independently owned and operated companies.
- 网站
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https://www.paladinadvisorgroup.com
Paladin Advisor Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Elkridge，MD
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Retirement Planning、Investment Services和Financial Planning
地点
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主要
获取路线
8178 Lark Brown Road
Suite 201
US，MD，Elkridge，21075
Paladin Advisor Group员工
动态
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As we welcome the holy month of Ramadan, we extend our warmest wishes to our cherished clients and community. May this month be a time of peace, deep reflection, and shared moments with loved ones. May each evening’s Iftar bring comfort, joy, and a sense of unity to your home. We're here for you as always – if there's anything you need during this blessed season, please reach out. Ramadan Mubarak! ??
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Our very own Toni Whaley, President and CEO of Paladin Advisor Group and last year’s NTSA President reflects on a year of impact, from boosting membership engagement to launching Rai$e Her, a game-changer for women’s financial confidence. Catch the highlights from the #NTSASummit! https://ow.ly/kA9350V6ggK #RetirementPlanning #Leadership #NTSA
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February is Financial Aid Awareness Month, making it the perfect time to highlight a common scenario for parents of current and future college kids. Planning for retirement and college savings simultaneously may feel daunting, but a balanced approach can help you reach both goals. ?? Explore four key strategies, designed to help families manage these essential goals ?? And as always, reach out with any financial planning questions. We’re here to help at 443-283-3482! https://lnkd.in/ew-gpAQ4
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Choosing the right financial advisor for you starts with understanding their role in your investment journey. ?? It’s all about finding the right balance—one that works for you and sets the stage for success. ?? Ready to make the first move? Watch the full breakdown on what to look for in a financial advisor! https://lnkd.in/eWyFf7Cr
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In honor of Presidents’ Day, we thought it would be fun to reflect on some lesser-known facts about past U.S. presidents. From Abraham Lincoln’s wrestling prowess to Calvin Coolidge’s fondness for raccoons, history holds many surprises beyond the politics! https://lnkd.in/ew-gpAQ4
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Your financial advisor works for YOU. ?? Asking the important questions helps build a solid foundation of trust and clarity. ?? Ready to learn more? Click the link below to watch the full video on YouTube! ?? https://lnkd.in/eWyFf7Cr
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Wishing each of you a very Happy Valentine’s Day! ?? Today and every day, we're grateful for our community of clients, colleagues, and friends. You all make what we do so meaningful. Thank you for being part of our journey! Need anything? We’re just a phone call away and always here to help at 443-283-3482. https://lnkd.in/ew-gpAQ4
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As we celebrate Valentine's Day, it’s a great time to reflect on what matters most: protecting your loved ones, no matter what happens. One of the best ways to do this is by ensuring you have the right life insurance in place ?? Swipe through for three simple steps you can take to make sure your loved ones are financially protected. This February, give your family the ultimate gift — peace of mind. If you'd like support reviewing your life insurance or discussing options, we’re here to help. Reach out anytime at 443-283-3482 or visit us online at: https://lnkd.in/ew-gpAQ4.
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Sports and finance share a love for numbers! ?? As we gear up for the big game, let’s break down some incredible stats that show how numbers drive the biggest night in professional football. Swipe through to learn more. And if you're ready to plan for your next big financial win, our team is here to help. Contact us today at 443-283-3482. https://lnkd.in/ew-gpAQ4
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