Warner Companies

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32 Years

in Business

Accredited

Business

(410) 252-0808Call Visit WebsiteVisit Website Map & DirectionsDirections9690 Deereco Rd Ste 650Lutherville Timonium, MD 21093 Write a ReviewWrite Review

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Hours

Regular Hours

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

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General Info

Founded in 1992, The L. Warner Companies Inc. is one of the leading full-service financial consulting firms serving corporations and individual clients of substantial net worth throughout the United States. Based in Timonium, Md., it is a registered investment advisor. The company offers a wide range of services, including wealth strategies, financial, estate, retirement and investment planning, as well as core employee and executive benefit planning. The L. Warner Companies Inc. is a member of the M Financial Group, a national network of 110 financial services firms exclusively serving the upscale market.

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BBB Rating

Extra Phones

Phone: (410) 252-7564

Fax: (410) 252-8563

TollFree: (888) 866-0808

Payment method

paypal

Neighborhood

Lutherville - Timonium

AKA

The Warner Companies, Inc.

L Warner Co Inc

The Warner Companies

Warner Companies, Inc., The

14 Commerce Inc

Other Links

https://www.lwarner.com

http://lwarner.com

Categories

Business Coaches & Consultants, Accounting Services, Financial Planning Consultants, Tax Return Preparation

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Details

Phone: (410) 252-0808

Address: 9690 Deereco Rd Ste 650, Lutherville Timonium, MD 21093

Website: https://www.lwarner.com

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Warner Companies

Tax Planning
As Chairman, Mr. Warner provides corporate leadership to the organization for company expansion, strategic alliance relationship development, contractual negotiations, and financial controls. Mr. Warner has specialized in comprehensive financial consulting for affluent individuals, public and privately held companies since 1977, with a specific focus on creative estate tax planning, executive benefit and compensation design.
Estate Taxes
Tax Services
Income Tax
Tax Deferral
Communication and education are the heart of a strong retirement plan. We provide clearly written and attractive materials that make understanding the plan easy for your employees. Our enrollment materials are designed to educate your employees about qualified plan basics, such as the benefits of tax-deferral and the power of compound earnings over time. We also provide materials that offer investment guidance about the risk/reward trade-offs of various investments, and basic asset allocation planning. This information can be provided in a mixed media format including print, web and video.

Investment Management
The ï¬ rm advises clients in every aspect of ï¬ nancial planning and beneï¬ ts services. Our services involve wealth strategies, and include comprehensive ï¬ nancial, estate, retirement, and investment planning; sports management; executive benefit planning; core employee beneï¬ t planning; and, voluntary beneï¬ t planning.
Mutual Funds
The Warner Companies has the experience to develop an informed funding strategy consistent with your corporate objectives. Our clients rely on our advice to evaluate mutual funds, COLI, company stock and hybrid solutions. The strategy utilized is commonly driven by...
Wealth Management
To access your aggregated account balances, click the following link. You will be asked to enter a user name and password.

Accounting Services
Payroll Services

Financial Planning
As financial planning professionals, we understand the changing tax laws, new investment options, rapidly evolving insurance products, and volatile economic scenarios that encompass the financial planning process. We devote significant time and resources to the due diligence function because it serves as the framework for designing and managing your financial needs. This involves performing a comprehensive analysis of your exposures and goals, and consolidating all aspects of your financial life into one coordinated plan.
Retirement Planning
We assist in the design and implementation of retirement strategies that meet the needs of businesses, their owners, and employees. Through our Registered Investment Advisor and selected Third Party partners firms, we provide fiduciary services, objective investment selection and advice customized to meet the requirements of each client.
Long Term Care
Asset Management

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