Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

More documents

Recommendations

Info

T he SPECIAL ADVERTISING SECTION THE DYER KRONEBERGER GROUP usiness o Business Se endo Business Servic Our Primary Focus Is on Helping Clients Achieve Their Income Goals in Retirement • Understanding clients’ financial objectives • Developing smart, time-tested strategies • Implementing thoughtful and creative solutions Dyer Kroneberger Group was founded by Julius Westheimer. “Westy” was recognized as one of the most influential financial advisors in the mid-atlantic region. Although Westy has since passed, his investment philosophy still lives on with The Dyer Kroneberger Group. Our team consists of eight individuals with more than 100 years of combined Left to right: FIVE STAR Wealth Managers Brian Kroneberger and Mark Dyer Our primary area of focus is on helping individuals achieve fi nancial security before and in retirement FS-14 / baltimoremagazine.net / FEBRUARY 2011 2011 FIVE STAR WEALTH MANAGERS escendo Business Services investment experience. We are dedicated to helping individuals, families and corporations meet their investment objectives. Mark has been advising individuals since 1975 and Brian since 1991. Brian is currently a financial commentator for WBAL Radio and can be heard daily at 7:50 AM and every Saturday morning at 11 AM. Crescendo Business Servic 201 International Circle • Hunt Valley, MD 21030 Phone: (410) 785-6999 brian.kroneberger@rbc.com • mark.dyer@rbc.com • www.dkgroup-rbc.com RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. scendo Business ndo Busin Bu Crescendo Business Se ©2011 Crescendo Business Services
C harles SPECIAL ADVERTISING SECTION CHARLES FREELAND usiness o Business Se endo Business Servic Left to right: FIVE STAR Wealth Manager Charles Freeland and Kimberly S. Freeland 2011 FIVE STAR WEALTH MANAGERS Thank You to Our Clients. It Is an Honor to Be Selected. • Proudly celebrating 40 years of helping people with tax-advantaged investments • Limited number of clients to ensure personalized service that meets unique needs • Estate and income tax focused financial strategies to create and preserve wealth Areas of Focus: Taxation Specialist Focusing on Tax Compliance and Tax-Advantaged Investment Strategies Designations: Attorney and Certifi ed Public Accountant escendo Business Services Freeland is an attorney and Certified Public Accountant who has served the taxation and wealth management needs of individuals and corporations primarily in the Baltimore and Washington area for more than 40 years. He began helping clients make smart financial decisions after beginning his career as a financial executive and consultant for international companies as an Assistant Baltimore City Solicitor and as an attorney in the Office of the Judge Advocate General of the U.S. Navy. Both he and daughter Kimberly have worked to develop long-term relationships and provide Charles Freeland, PC 1300 York Road, Suite 180 • Lutherville, MD 21093 Office : (410) 339-7907 charlesfreeland@attorney-cpa.com Past performance does not guarantee future results. Your experiences may vary. superior service in the areas of taxes, estate planning, probate of estates; estate and income taxation and asset investment strategies. Charles is a member of the American Institute of CPAs, Maryland Association of CPAs, American Association of Attorneys and CPAs, American Bar Association and Maryland Bar Association. He has served on the Federal Taxation Committee of the MACPA and Tax Committee of the ABA. He enjoys serving clients with his daughter who is licensed to practice in Maryland and Illinois. Kimberly’s area of practice includes real estate, contracts and litigation. Crescendo Business Servic Crescendo Business Se www.fivestarprofessional.com FEBRUARY 2011 / baltimoremagazine.net / FS-15 scendo Business ndo Busin Bu
Page 1 and 2: SPECIAL ADVERTISING SECTION usiness
Page 3 and 4: BUSINESS PLANNING BUSINESS PLANNING
Page 5 and 6: FINANCIAL PLANNING Beth Rosenwald R
Page 7 and 8: INVESTMENTS Lauren Rebbel Slavie Fi
Page 9 and 10: W ell, SPECIAL ADVERTISING SECTION
Page 11 and 12: B rian SPECIAL ADVERTISING SECTION
Page 13: A s SPECIAL ADVERTISING SECTION ERI
Page 17 and 18: P rior SPECIAL ADVERTISING SECTION
Page 19 and 20: K issinger SPECIAL ADVERTISING SECT
Page 21 and 22: • Act out of fiduciary standard
Page 23 and 24: T hank SPECIAL ADVERTISING SECTION
Page 25 and 26: T emenos SPECIAL ADVERTISING SECTIO
Page 27 and 28: SPECIAL ADVERTISING SECTION BENJAMI
Page 29 and 30: SPECIAL ADVERTISING SECTION MARCY A
Page 31 and 32: SPECIAL ADVERTISING SECTION F or SH
Page 33 and 34: JEFFREY D. CARLSON Tailored Advice
Page 35 and 36: I n ELADIO A. SANTIAGO 6230 Old Dob
Page 37: J.W. THOMAS II 180 Admiral Cochrane

Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional

Create successful ePaper yourself

Delete template?

Save as template?