Jamie Waldren, CFP

Managing Director - Investments

Services

  • Business ServicesBusiness Services

    Business Services

    Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

  • Estate Planning StrategiesEstate Planning Strategies

    Estate Planning Strategies

    Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

  • Advisory ServicesAdvisory Services

    Advisory Services

    Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

contact us

Contact

410.715.5026
Jamie Waldren, CFP®, 
10490 Little Patuxent Pkwy, 
Suite 500, 
Columbia, MD  21044
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Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CO, CT, FL, MD, MI, SC, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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