Review Puckett & Sturgill Financial Group - LPL Financial Advisors In maryland, united-states

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Puckett & Sturgill Financial Group - LPL Financial Ad


20 Liberty Street


Carroll,Others


Maryland,United-states - 21157

Detailed description is Independent Financial Services Firm Local Financial Advisors . . The independent financial advisors at Puckett & Sturgill Financial Group use a holistic perspective and take a personalized approach to financial planning. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives. Read below to learn more about our qualified staff: . Aaron M. Puckett, MBA, CFP® . LPL Financial Planner – Aaron@pswealth.com . . Aaron Puckett began his career in the financial services industry in 1998 and has served as a financial advisor since 2002. He founded Puckett & Sturgill Financial Group in 2007 to provide independent financial services to a diverse clientele. Additionally, Aaron maintains meaningful relationships with several CPAs and attorneys in the community to assist clients in coordinating various components of their financial plan. Aaron earned a B.A. in Business Finance from Frostburg State University and then an MBA in Finance from Loyola College. He is also a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards. . A lifelong resident of Carroll County, Aaron lives with his wife and three children on a small family farm. For many years he has served the community through his involvement with various charitable, community, and recreational organizations. Additionally, Aaron is an adjunct professor at UMUC (University of Maryland University College) where he teaches undergraduate finance courses. . Deborah A. Williams, CFP® . LPL Financial Planner – Deborah@pswealth.com . . Deborah Williams is an experienced advisor with a distinctive ability to identify the financial solution that best fits each client’s need. She started her career in the financial services industry in 1994 after graduating from the University of Maryland. She then worked with Ferris, Baker Watts, Inc. and Legg Mason/Smith Barney before joining Puckett & Sturgill. As a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards since 2002, Deborah takes pride in providing a comprehensive planning approach, and believes it is vital to providing financial advice. . Deborah has worked in Carroll County since 1994 and has called it home since 1999. She believes in giving back to the community and has volunteered her time for various organizations such as The Academy of Finance, RCIS, Adopt a Homeless Animal, and Seniors Keep in Touch. . . David A. Hemler, CFP® . LPL Financial Planner – David@pswealth.com . . David Hemler began his career in financial services in 2000 as an advisor for Farmers and Mechanics Bank. He transitioned to become an independent advisor in 2009, founding Hemler Financial Group. He joined Puckett & Sturgill to partner with colleagues and provide a distinctive level of comprehensive financial planning to clients. David is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association. In addition to becoming a Certified Financial Planner™(CFP®) practitioner through the Certified Financial Planner Board of Standards, David holds a degree in Management from Ottawa University. . He and his wife live in Carroll County, where David grew up, and where they are active in the community. He serves as a member of the Carroll Hospital Foundation Planned Giving Committee, and is a member of St Joseph’s Taneytown Knights of Columbus, and Cardinal James Gibbons Assembly of Fourth Degree Knights. . . Jacob L. Sturgill, CFP® . LPL Financial Planner – Jacob@pswealth.com . . Jake Sturgill began his career in financial services with T. Rowe Price in 2010, where he was recognized with several performance awards, before becoming an advisor with Puckett & Sturgill. In addition to earning a B.S. degree from James Madison University, he became a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards in 2014. Clients will benefit from his knowledge, skills, and dedication to providing excellent service and support. . Jake represents the third generation of his family to dedicate their career to providing financial services in Carroll County. Outside the office, he enjoys playing soccer, boating, snowboarding and taking care of his dogs.

Established in the recent years Puckett & Sturgill Financial Group - LPL Financial Advisors in carroll , maryland in united-states.

This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.

Over the course of its journey , this business has establihed a firm hold in the [category].

The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day

Foods is provided with high quality and are pretty much the highlight in all the events in our lives.

Sweets and food are the ideal combination for any foodies to try and this Puckett & Sturgill Financial Group - LPL Financial Advisors is famous for the same.

This has helped them build up a loyal customer base.

They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.

As they are located in favourable location , becomes the most wanted space for the tourist.

For any kind and assistance , it is better to contact them directly during their business hours.

Premises has a wide parking area and need to avail special permissions for parking.

Pets inside the premises are not allowed and require additional permission.

Cashless payments are available and extra charges for the credit cards are levid.

They are listed in many of the food delivery networks for home delivery with appropriate charges.

They accept cards , cash and other modes of payments

Tips are not actually encouraged but customers are willing to offer any benefit as needed.

There you can find the answers of the questions asked by some of our users about this property.

This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.

It is a effortless task in communiting to this establishment as there are various modes available to reach this location.

The establishment has flexible working timings for the employees and has good hygene maintained at all times.

They support bulk and party orders to support customers of all needs.

Frequently Asked Questions About This Location

Qus: 1).what is the mode of payment accepted ?

Ans: Cash , Credit Card and Wallets

Qus: 2).What are the hours of operation ?

Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.

Qus: 3).Do they have online website?

Ans: Yes . They do have. Online website is - Website Link

Qus: 4).What is the Latitude & Longtitude Of the location?

Ans: Latitude of the location is 39.574636425967 Longtitude of the location is - -76.99707649852

Qus: 5).What is the phone number Of the location?

Ans: Phone number of the location is - (410) 871-4040

Qus: 6).What is the email of the business?

Ans: Email address is - info@pswealth.com