Trusted Advisors

Mason and Carter – Baltimore, MD
Phone: (410) 560-3553
Website: https://www.masoncarter.com/md/
Phone: (410) 539-6767

 Since our beginnings in 1901, Mason & Carter, Inc. has become a leader in providing quality protection for thousands of individuals & families throughout our region. Our basic belief in providing only the best in coverage and personal service is just one of the many reasons why today, more than ever, people are moving up to the difference of quality insurance protection Mason & Carter, Inc. can uniquely provide.

 By offering world class protection means that you’re covered today as well as in the future with an agency whose dedication to service is strictly paramount. To do this we evaluate your specific needs, find the company that will give you the best value for your dollar, while supplying an unyielding standard of protection. The companies we represent offer superior products and excellent customer service, in addition to outstanding reputations for fast, fair claims service.

Harford General Insurance Agency – Lutherville, MD
Website: https://harfordgeneral.com/
Phone: (410) 560-3553
Email: info@harfordgeneral.com 

Since 1964 Harford General Insurance Agency has protected families and businesses throughout Maryland, Pennsylvania, Delaware, and Virginia. As an independent, full-service insurance agency, we represent a select group of financially sound, reputable insurance companies, and will place your policy with the company offering the best coverage at a competitive price so you don’t have to spend hours price shopping. 

Wolf Insurance and Associates – Baltimore, MD
Website: https://insurance-agent.safeco.com/find-an-insurance-agency/app/agent/6821451
Phone: (410) 529-7865
Email: wolfinsurance@comcast.net

In business since 1992, 20+ years of Close Personal Attention

StatonWalsh – Baltimore, MD
Website: https://www.statonwalsh.com/
Phone: (410) 777-9487

StatonWalsh is financial planning and insurance firm that builds trusting client relationships through transparency. We are setting the standard for the future of the financial industry. A standard that expects completely transparent and client-focused financial advice. Our services go beyond industry traditions and focus on what matters most – our clients. StatonWalsh makes financial planning easy-to-understand and empowers our clients to make the best financial decisions for their specific needs. We are committed to providing the ultimate client experience and services that the industry has never seen before.

Atlantic Financial Federal Credit Union (AFFCU) – Baltimore, MD
Website: https://www.affcu.org/
Phone: (410) 584-7474
Podcast: https://www.affcu.org/financial-power-podcast/

We’re Atlantic Financial Federal Credit Union. Sure, we’re like a bank or other financial institution, in that we offer checking, savings, credit cards, loans and more, but that’s where the similarities end.

We are a Credit Union – A Not-for-profit financial institution with a focus on and commitment to you! Our profits are returned to you, as a member, in the form of reduced fees, higher savings rates and lower loan rates, and more everyday rewards. We also provide comprehensive financial wellness services with personal attention and service.

Paylocity
Website: https://www.paylocity.com/
Phone: (410) 539-6767

Paylocity is an American company which provides cloud-based payroll and human capital management software. It has been based in Illinois since its founding in 1997.

BenefitMall
Website: https://www.benefitmall.com/

With a dedicated focus on the broker community, BenefitMall leverages innovative technology backed by our human expertise to provide the very best in broker services nationwide.

Through our network of brokers and carriers, we deliver efficient, secure, digital benefits solutions. Our ultimate goal is to empower each broker partner to maximize their full potential and grow their business.

Smith and Downey – Baltimore, MD
Website: https://www.smithdowney.com/
Phone: (410) 321-9000
Email: contact@smithdowney.com 

Smith & Downey is one of the nation’s leading law firms concentrating in employee benefits, executive compensation, and human resources law. The firm’s attorneys are among the most respected in their fields. Founded in 1992 by three attorneys from a large, multi-national law firm, Smith & Downey is built on the belief that “Wall Street” level services can be available at “Main Street” rates through utilization of the boutique law firm format. The firm provides exceptional, cost-effective legal services within their practice areas, leading to long-term, gratifying client relationships.

NS Capital LLC- Stamford, CT
Website: https://www.nscadvisor.com/
Phone: (866) 676-6002

NS Capital was formed in 2010 to offer a new standard of investment advisory and portfolio management services. Everything we offer has been developed and paid for using our own resources. That fact means that we have no third-party affiliations that could influence or distort our independence and objectivity. This makes it possible for NS Capital – unencumbered by the legacy thinking and conflicts of the status quo financial services industry – to offer fully transparent and conflict-free investment advice and portfolios to individuals and small businesses.