Investment Counselors


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Blue Coast Wealth Partners - Kelley Selph

www.bluecoastwealth.com

1325 Mount Hermon Road
Suite 10A
Salisbury, MD 21804

443-486-1618
Fax: 443-486-1618
Email

  • Financial Services, Advisors, Estate Planners
  • Stocks & Bonds Brokers
  • Insurance
  • Investment Counselors

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Karen Davis - State Farm Insurance

www.karendavisagency.com

State Farm Insurance provides Business, Auto, Fire, Life, Health insurance as well as retirement planning with services, car finance plans and competitive mortgage options. We are here to help make life go right.

106 W. Ruark Drive
Unit A
Salisbury, MD 21801

410-749-8800
410-251-6572
Fax: 410-749-7668
Email

  • Insurance
  • Financial Services, Advisors, Estate Planners
  • Investment Counselors

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Landmark Insurance & Financial Group

https://landmarkinsuranceinc.com/

We offer a complete line of insurance products including

employee benefits, Auto, Home, Boat, Commercial Insurance, Life, Health and Retirement Plans.

Landmark Insurance & Financial Group has been serving Delmarva since 1979.

We are a family run business. Our motto is "Large Enough to Serve You, Small Enough to Care!"

30386 Mt. Vernon Road
Princess Anne, MD 21853

410-651-2110
443-219-4667
Fax: 410-651-9288
Email

  • Insurance
  • Financial Services, Advisors, Estate Planners
  • Investment Counselors
  • Stocks & Bonds Brokers

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Livingston Wealth Management, LLC

www.LivingstonWealth.com

715 Eastern Shore Dr
Ste B
Salisbury, MD 21804

410-742-6413
800-322-8121
Fax: 410-742-5650
Email

  • Financial Services, Advisors, Estate Planners
  • Investment Counselors
  • Notary Public

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Northwestern Mutual

https://timprocita.nm.com/

Tim Procita specializes in working with physicians, business owners, entrepreneurs, and retirees.  He is a Certified Financial Planner (CFP®) and a fiduciary for his clients.  His firm provides fee-based financial planning, tax strategies, investment management, estate planning, life insurance, disability insurance, long-term care insurance, employee benefits, executive benefits, and more.  Tim’s mission is to help local families make wise financial decisions to create the greatest income, independence, and impact for themselves and those they love and care about the most. 

5542 King Stuart Dr
Salisbury, MD 21801

304-671-4551
Email

  • Financial Services, Advisors, Estate Planners
  • Insurance
  • Investment Counselors
  • Stocks & Bonds Brokers
  • Employee Benefits & HR Consultants

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PKS & Company, P.A.

www.pkscpa.com

An independent investment advisor and financial planning firm with offices in Salisbury and Ocean City, MD and Lewes, DE.

1801 Sweetbay Drive
PO Box 72
Salisbury, MD 21803-0072

410-546-5600
Fax: 410-548-9576

  • Accountants-Certified-Public
  • Accounting, Payroll & Tax Services
  • Financial Services, Advisors, Estate Planners
  • Investment Counselors

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PKS Investment Advisors, LLC

pksadvisors.com

By developing a complete understanding of each clients financial goals and aspirations, their circumstances and their concerns, we strive to live our mission and to become their trusted financial advisor for all aspects of their financial lives.

1801 Sweetbay Dr.
Salisbury, MD 21804

410-546-5600
Fax: 410-548-9576
Email

  • Financial Services, Advisors, Estate Planners
  • Investment Counselors

Profile

Truist Financial

www.truist.com

With 3 locations in Salisbury, we offer a wide range of services including retail, small business and commercial banking & real estate; asset management; capital markets; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management.

4604 Coastal Highway, 2nd Fl
Ocean City, MD 21842

410-202-3200

  • Banks & Banking Associations
  • Mortgage Services, Loans, Bankers
  • Investment Counselors

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