Early CD Withdrawal Penalities Annapolis MD

If you withdraw funds from a certificate of deposit or other deferred interest account before maturity, you may be charged a penalty. The Form 1099-INT or similar statement given to you by the financial institution will show the total amount of interest in box 1 and will show the penalty separately in box 2.

Thaddeus Toal
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Brian Booth
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

James Ludwick
MainStreet Financial Planning, Inc.
(410) 695-1556
2327 Sandy Walk Way
Odenton, MD
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Sherry A Saucerman, CFP®
(410) 224-6262
2350 Solomons Island Rd
Annapolis, MD
Firm
SunTrust Investment Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Joshua P Goldsmith, CFP®
(410) 573-5700
441 Defense Hwy.
Annapolis, MD
Firm
Scarborough Capital Management, Inc.
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided by:
Martin Hopkins
Hopkins Investment Management, LLC
(410) 757-7980
12 Francis Street
Annapolis, MD
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Patricia Currey
Currey Financial Consulting, LLC
(410) 956-0655
810 Caroline Lane
Edgewater, MD
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®

Mr. Stephen I. James, CFP®
(410) 266-7100
1610 West Street
Annapolis, MD
Firm
Severn Financial Advisors LLC

Data Provided by:
Mr. Sean O'Neill, CFP®
(410) 573-6723
1906 Towne Centre Blvd Ste 375
Annapolis, MD
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Paul E. Peck Jr., CFP®
(410) 224-4848
1997 Annapolis Exchange Pkwy Ste 450
Annapolis, MD
Firm
Private Wealth Partners, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, General Financial Planning, Government and Military

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