Early CD Withdrawal Penalities Frederick 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.

Mr. Chris M. Moran, CFP®
(240) 855-0007
3535 Urbana Pike
Frederick, MD
Firm
PRIME Wealth Management/ Commonwealth Financial Network

Data Provided by:
Mr. Dario Cavazos, CFP®
(301) 360-9973
10 N Jefferson St Ste 201
Frederick, MD
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. Brian L. Runkles, CFP®
(301) 360-9840
30 W Patrick St Ste 501
Frederick, MD
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management

Data Provided by:
Ms. Jean M. Joyce, CFP®
(301) 663-8833
Morgan Stanley
Frederick, MD
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Investment Planning, Life Transitions, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Jennifer L. Johnson, CFP®
(301) 898-7824
11302 Daysville Rd
Frederick, MD
Firm
TurningPoint Benefit Group, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Government and Military, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Government Employees

Data Provided by:
Mrs. Josephine E. Hoffman, CFP®
(301) 698-4732
30 W Patrick St 4th Floor
Frederick, MD
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Shabri G. Moore, CFP®
(301) 631-1207
50 Carroll Creek Way
Frederick, MD
Firm
Moore Wealth Inc
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Scott A Mccaskill, CFP®
(301) 668-7366
220 West Patrick Street
Frederick, MD
Firm
McCaskill Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Lee R. Kramer, CFP®
(240) 379-6929
9099 Ridgefield Dr
Frederick, MD
Firm
Kramer Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, General Financial Planning, Investment Management

Data Provided by:
Nathan S Harris, CFP®
(301) 698-4730
30 West Patrick Street
Frederick, MD
Firm
Merrill Lynch

Data Provided by:
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