Apprise is located in Phoenix, MD about 20 miles north of Baltimore. Apprise serves local clients face-to-face and also works with people virtually.

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We welcome your questions regarding financial planning and investment management.

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations