Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
Baltimore 2011 FIVE STAR Wealth Managers - Five Star Professional
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DONALD L.<br />
MOORE<br />
Chesapeake Financial<br />
Strategies, LLC<br />
7501 Greenway Ctr. Dr., Ste. 420<br />
Greenbelt, MD 20770<br />
Phone : (301) 474-8300<br />
www.chesapeakefinancial<br />
strategies.com<br />
Financial and Retirement Planning<br />
ODesignations: CLU®, ChFC®<br />
ur pledge to clients combines<br />
cutting-edge resources,<br />
independent investment advice and<br />
exemplary service to help them reach<br />
their wealth management goals.<br />
Securities and Investment Advisory Services<br />
offered through Capital Analysts Incorporated:<br />
Member FINRA, SIPC. Chesapeake Financial<br />
Strategies, LLC and Capital Analysts Incorporated<br />
are independent non-affiliated entities.<br />
B en<br />
BENJAMIN G.<br />
PROCTOR, III<br />
2330 W Joppa Rd.<br />
Lutherville, MD 21093<br />
Office: (410) 494-8097<br />
fa.smithbarney.com/benproctor<br />
CERTIFIED FINANCIAL PLANNER<br />
Proctor’s practice is focused<br />
on providing customized, goaloriented<br />
wealth management services<br />
to successful professionals, families<br />
and organizations. His emphasis<br />
is on long-term, multigeneration<br />
relationships with clients.<br />
© <strong>2011</strong> Morgan Stanley Smith Barney<br />
LLC. Member SIPC.<br />
Law Offices of<br />
Richard W. Moore<br />
2300 York Rd., Ste. 213<br />
Timonium, MD 21093<br />
Office : (410) 825-1790<br />
dick@moorelawyers.net<br />
MarylandEstatePlanners.com<br />
Estate and Business Planning<br />
I<br />
SPECIAL ADVERTISING SECTION<br />
RICHARD W.<br />
MOORE<br />
strive to know our clients’<br />
family dynamics, goals and<br />
business interests. Only then<br />
can I develop and implement<br />
a suitable plan that meets<br />
each client’s unique estate<br />
and business concerns<br />
and objectives.<br />
BERNARD<br />
RICHARDS<br />
3700 O’ Donnell St.<br />
<strong>Baltimore</strong>, MD 21224<br />
Direct : (443) 957-6177<br />
bwrichards@metlife.com<br />
Designation: CRPC®<br />
Since 2005, I have been<br />
successfully working with<br />
my clients to help them identify<br />
their financial goals and dreams<br />
and then by working with<br />
my team of highly educated<br />
advisors to achieve those goals<br />
and dreams.<br />
DAVID G.<br />
MUELLER<br />
Mueller and Company, LLC<br />
1015 S Main St.<br />
Bel Air, MD 21014<br />
Office : (410) 893-1901<br />
dgm@davemuellercpa.com<br />
www.davemuellercpa.com<br />
Individual and Business Taxation,<br />
Accounting and Planning<br />
DCPA, Registered Rep.<br />
avid has more than<br />
30 years of tax and<br />
accounting services experience.<br />
Our goal is to assist our clients<br />
in every aspect of their financial<br />
lives. Servicing individuals and<br />
a diverse spectrum of small<br />
business clients.<br />
usiness<br />
o Business Se<br />
endo Business Servic<br />
FS-36 / baltimoremagazine.net / FEBRUARY <strong>2011</strong><br />
THOMAS J.<br />
SCHETELICH<br />
Ferguson, Schetelich &<br />
Ballew, P.A.<br />
100 S Charles St., Ste. 1401<br />
<strong>Baltimore</strong>, MD 21201<br />
Phone : (410) 837-2200<br />
tschetelich@fsb-law.com<br />
Estate and tax plng., business<br />
plng., tax-exempt organizations,<br />
Ofamily and Medicaid issues<br />
ur “commitment to<br />
professional excellence”<br />
is evident in the quality of<br />
service and attention we give to<br />
our clients. You will find these<br />
qualities in everything we do,<br />
and in the people who comprise<br />
our firm.<br />
<strong>2011</strong><br />
<strong>FIVE</strong> <strong>STAR</strong><br />
WEALTH MANAGERS<br />
MARK CHRISTIAN<br />
PALLACK<br />
1954 Greenspring Dr., Ste. 700<br />
Timonium, MD 21093<br />
Direct: (410) 938-8221<br />
Cell: (410) 302-5821<br />
Registered Representative<br />
W ealth<br />
gives people more<br />
choices and freedom<br />
in life. I aspire to help my<br />
clients live for today and plan<br />
for tomorrow. Crystalize<br />
your vision — plan — follow<br />
through. When was your last<br />
financial EKG?<br />
MALCOLM E.<br />
STEIGERWALD<br />
escendo Business Services<br />
303 International Cir.<br />
Hunt Valley, MD 21030<br />
Office : (410) 229-8200<br />
malcolm.e.steigerwald@mssb.com<br />
CRPS®, Financial Advisor<br />
Backed by the extensive<br />
resources of Morgan Stanley<br />
Smith Barney, The Steigerwald/<br />
Longanecker Group is committed<br />
to finding that unique combination<br />
of products and services that helps<br />
you meet your goals.<br />
© <strong>2011</strong> Morgan Stanley Smith Barney<br />
LLC. Member SIPC.<br />
Crescendo Business Servic<br />
scendo Business<br />
ndo Busin<br />
Bu<br />
Crescendo Business Se<br />
©<strong>2011</strong> Crescendo Business Services
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