Jamie Waldren, CFP

Managing Director - Investments

Services

  • Planning for RetirementPlanning for Retirement

    Planning for Retirement

    Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

  • Changing Jobs or Retiring401(k) Distribution Options

    401(k) Distribution Options

    If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

  • 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.

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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
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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.  

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