Systems Alliance

Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

31 Years

in Business

(410) 329-9664Call Visit WebsiteVisit Website Map & DirectionsDirections11350 McCormick Road, Suite 1203Hunt Valley, MD 21031 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Hunt Valley with Investment Securities

Cockeysville (2 miles)
Phoenix (5 miles)
Sparks Glencoe (5 miles)
Lutherville Timonium (6 miles)
Monkton (10 miles)
Towson (11 miles)
Owings Mills (13 miles)
Pikesville (14 miles)
Reisterstown (15 miles)
Glen Arm (15 miles)

More Info

Email

Extra Phones

Phone: (410) 785-0022

Phone: (410) 584-8387

Phone: (410) 584-8388

Phone: (410) 527-0203

Brands

dell, hp

AKA

Empire Mortgage

Summit Financial Insurance

WPG Financial LLC

WPG Financial

Other Link

http://www.systemsalliance.com

Categories

Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Retirement Planning Services

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Details

Phone: (410) 329-9664

Address: 11350 McCormick Road, Suite 1203, Hunt Valley, MD 21031

Website: http://www.systemsalliance.com

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Systems Alliance

Tax Planning
Tax planning isn’t just something you think about when filing, it requires year-round attention if done properly. Surely, your accountant should play a large role in this, but consider working with a financial advisor who can recommend tax-efficient investment strategies as well.
Charitable Giving
Charitable giving strategies. The amount and timing of charitable giving can have an impact on your tax bill. A financial advisor can help you determine when and how much to give so you can deduct your charitable contributions from your adjusted gross income. An advisor may help you time gifts to charity so deductions can offset other big taxable events, like a financial windfall, a salary raise, or a large bonus at work.
Tax Deductions
Tax planning involves a lot of moving parts from annual adjustments to IRA contribution to charitable deductions to staying abreast of local tax laws. Working with a financial advisor on year-round tax planning can help ensure you’re maximizing tax deductions, taking advantage of tax credits, and using tax-efficient investment vehicles effectively. An advisor can

Investment Management
As a Wealth Management firm, we offer in-depth experience in financial planning and investment management. With multiple CFP®’s (Certified Financial Planners) employed at WPG, we are able to offer comprehensive financial plans and solutions to meet our clients goals.
Wealth Management
At WPG, our team uses a holistic planning approach to meet the complex needs of our clients. We are able to accomplish this by implementing our broad range of strategies and capabilities. Wealth management is more than just investment advice. It encompasses all parts of a family’s financial life

Financial Planning
As a Financial Advisor, Patrick helps clients simplify the complicated in order to achieve their financial goals. His specialties include comprehensive financial planning, tax-advantaged investments, life insurance solutions, executive benefits, and retirement plan consulting to corporate and tax-exempt organizations. His team works diligently to ensure they provide optimal solutions and peace of mind to those they serve.
Retirement Planning
WPG Financial Group firmly believes that the Certified Financial Planner CFP® designation is the gold standard of financial planning. The focus area of discipline are Retirement Planning, Education Planning, Tax Planning, Estate Planning, Insurance Planning.
Long Term Care
College Funding
Asset Protection
Insurance is powerful tool for asset protection, tax-mitigation, and most importantly... peace of mind. We negotiate for best possible underwriting classification through dozens of insurance companies, to assure the most competitive pricing. The diligence process can make a tremendous impact on our client’s overall financial plan.

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