Representative Search

Financial and Investment Services
 
Support Unlimited, Inc.
3 West Frederick St, Suite A
Walkersville, MD 21793
Phone: 301-845-0766
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Providing bookkeeping services to the small to medium sized business as well as individuals. The service provided is customized directly to the needs of the client and designed to return the clients focus to building and growing their business and future. Strict confidentiallity and respect for privacy are strongly adheared to.
Member Since: 2005

See Also Accounting
Bank of America
Frederick West Center
1070 W Patrick St
Frederick, MD 21702
Phone: 301-698-6080
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Through our integrated universal banking platform, we offer: Investment banking, Equity & debt-capital raising, Research, Trading, Risk Management, Financial advisory services and a full range of credit, deposit & other traditional bank services.
Member Since: 2006

See Also Banks and Credit Unions, Residential and Consumer Services
Branch Banking & Trust Co.(BB&T Frederick)
7200 Bank Ct
Frederick, MD 21703
Phone: 301-644-6340
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Commercial and retail banking.
Member Since: 1976

See Also Banks and Credit Unions, Residential and Consumer Services
Business Management Company, Inc.
295 B Bucheimer Rd
Frederick, MD 21701
Phone: 301-698-0795
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Full Service Accounting Firm, specializing in small business. Payroll, Taxes, Financial Statement, Consulting, Review work, Financial Planning, New Business Startup, Office Outsourcing.
Member Since: 2008

See Also Accounting
Colbert Ball Tax Services
124 West Church Street
Frederick, MD 21701
Phone: 301-378-9219
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Professional Tax Services
Member Since: 2016

See Also Accounting
DCB - your community bank
26500 Ridge Road
Damascus, MD 20872
Phone: 301-368-9103
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Member Since: 2007

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DeLeon & Stang, CPAs & Advisors
100 Lakeforest Blvd., Suite 650
Gaithersburg, MD 20877
Phone: 301-948-9825
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Since 1984, DeLeon & Stang has been providing the highest quality accounting, tax, audit, advisory, financial and business services to both individuals and organizations in the Mid-Atlantic region. Our success can be attributed to our ability to build long term relationships with our clients, by utilizing integrity, trust and innovation.
Member Since: 2014

See Also Accounting
Direct Connect
3901 Centerview Drive, Suite W
Chantilly, VA 20151
Phone: 703-481-7000
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We are the largest provider of Financial Payment Solutions in the mid-Atlantic area specializing in gift and loyalty cards, check approvals, ATM's, client funding and merchant services.
Member Since: 2013
Draper & McGinley, P.A.
365 W Patrick St
Frederick, MD 21701
Phone: 301-694-7411
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Certified Public Accountants - financial consultants.
Member Since: 2002

See Also Accounting
Edward Jones - Damiano
119 West Patrick Street
Frederick, MD 21701
Phone: 301-698-7090
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Our branch partners with individuals and families in Frederick to make good financial decisions.
Member Since: 2017
Edward Jones - Dario Cavazos, Financial Advisor
10 N Jefferson Street, Suite 201
Frederick, MD 21701
Phone: 301-360-9973
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For more than 50 years, Edward Jones has brought its unique brand of service to communities across the country. Our one-broker office strategy runs counter to that of virtually every other major securities firm in the United States and has helped fuel remarkable growth for the company. The firm focuses on serving the serious, long-term individual investor.
Member Since: 2016
Edward Jones - Kueberth
9099 Ridgefield Drive
Suite 105
Frederick, MD 21701
Phone: 301-668-1672
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Financial advising with a personal value of getting to know you, your family and your goals and what's important to you. Tim will spend time educating you on investment topics, answer questions, and make recommendations.
Member Since: 2016

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Edward Jones, Financial Advisor - Laura Beall
8415 D Woodsboro Pike
Walkersville, MD 21793
Phone: 301-304-5712
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We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.
Member Since: 2014
Embrace Home Loans
30 W Patrick St Ste 300
Frederick, MD 21701
Phone: 301-712-9700
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Embrace Home Loans is a national mortgage lender with offices throughout the country. We are an approved Fannie Mae and Freddie Mac HARP lender, approved by HUD for FHA insured loans, approved by VA, and an issuer for Ginnie Mae. We have been helping people purchase/refinance homes and consolidate debt since 1983. Embrace is an Equal Housing Lender/NMLS#2184
Member Since: 2011

See Also Real Estate, Residential and Consumer Services
Employee Benefit Services of MD
575 S Charles Street, Suite 300
Baltimore, MD 21201
Phone: 443-438-1157
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Employee Benefit Services of Maryland (EBS) is a full service benefits consulting firm located in downtown Baltimore. Our deepest commitment is to our clients. At EBS, we don’t just say this. We live it and prove it through each interaction with our clients and their employees.
Member Since: 2017

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The Family Heritage Trust Co.
30 W Patrick St, Ste 100
Frederick, MD 21701
Phone: 301-631-5900
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Based in Frederick, The Family Heritage Trust Company is an independent non-depository trust company offering personal trust and investment management services to individuals, families, business owners and charitable organizations throughout the Mid-Atlantic region.
Member Since: 2008
Farmers Insurance
600 Red Brook Blvd Ste 200
Owings Mills, MD 21117
Phone: 410-559-5700
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Farmers Insurance has aggressively entered the Maryland market and we are looking for highly-motivated people.
Member Since: 2012

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First Command Financial Services, Inc.
14 W Patrick St, Ste 200
Frederick, MD 21701
Phone: 301-694-8219
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First Command’s mission is: coaching those who serve in their pursuit of financial security. We focus on building trusting Client-Advisor relationships by meeting face-to-face with clients to learn what’s important to them, helping them establish meaningful and specific goals that reflect their values, and then constructing comprehensive financial plans for protecting their loved ones and pursuing their goals.
Member Since: 2013

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Frederick County Bank
7 N Market St, 3rd Floor
Frederick, MD 21701

Phone: 301-620-1400
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Frederick County Bank (FCB) is a locally owned, independent full-service bank headquartered in the City of Frederick. FCB is dedicated to providing superior customer service and true community banking.
Member Since: 2001

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Freedmont Mortgage Funding
5112 Pegasus Court, Suite M
Frederick, MD 21704
Phone: 800-955-8508
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The Freedmont team makes your mortgage progress fast and easy. Contact us today to learn how to buy a home in today's market.
Member Since: 2017

See Also Real Estate
Higher Ground Financial Group, Inc.
4 S McCain Dr. #9
Frederick, MD 21703
Phone: 240-393-3842
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We provide unique and uncommon strategies to protect, grow and transfer wealth. Our goal is to find out what our clients want and help them get it. We address everything financial from college funding, retirement maximization, life and disability to business continuation.
Member Since: 2014

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Jacob William Advisory
9515 Deerco Road, Suite 201
Timonium, MD 21093
Phone: 410-821-6724
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Jacob William Advisory is a Baltimore based wealth management firm serving affluent individuals, families and businesses. Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed, Life Defined” process. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default. Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.
Member Since: 2017
The Kelley Allstate Agency
5 Hillcrest Dr, Ste B101
Frederick, MD 21703
Phone: 301-662-4400
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Insurance: Home, auto, commercial, employee voluntary benefits, life insurance, annuities, mutual funds
Member Since: 2010

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Legacy Financial Associates
149 W Patrick St
Frederick, MD 21701-5586
Phone: 301-624-1717
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Striving to provide WISE Retirement and Insurance Solutions. Wealth Management, Income Planning, Security Protection, Estate Planning
Member Since: 2011

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Legal & General America
3275 Bennett Creek Ave
Frederick, MD 21704
Phone: 301-279-4800
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Legal & General America (LGA) is a nationally recognized market leader in individual life insurance and is in business to provide financial protection (life insurance) for American families. Banner Life and William Penn Life of NY make up LGA. The companies both hold an A+ (superior) rating from A.M. Bast and an A+ (strong) rating from Standard & Poors.
Member Since: 2011

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Lighthouse Wealth Management
164 West Main St., Ste F
New Market, MD 21774
Phone: 301-865-9740
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Comprehensive financial and retirement planning for high net worth individuals through our compass program which provides a unique financial service solution all under one roof. The program includes customized financial planning investment advisory services, annual tax preparation, and estate planning documents. We provide a holistic approach to financial planning.
Member Since: 2008
LSWG CPAs
201 Thomas Johnson Dr
Frederick, MD 21702
Phone: 301-662-9200
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Certified public accountants and business and financial advisors providing organizations and individuals with solutions to business problems. Services include management consulting, financial planning, tax services, accounting and auditing, and benefits.
Member Since: 1976

See Also Accounting, Business and Commercial Services
Maryland Financial Planners, Ltd.
201 Thomas Johnson Dr Ste 101
Frederick, MD 21702
Phone: 301-663-5454
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Fee-based financial planning, retirement and estate planning; Wealth Management services. CRN-1794509-051017
Member Since: 2003
McCaskill Financial
220 W Patrick St
Frederick, MD 21701
Phone: 301-668-7366
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Financial planning and investment management company.
Member Since: 1984

See Also Attorneys and Legal Services
Merrill Lynch
P.O. Box 841
Frederick, MD 21705
Phone: (301) 694-7300
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Investment services, personal and business financial planning, estates.
Member Since: 1979

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Middletown Valley Bank
24 West Main Street
Middletown, MD 21769
Phone: 301-371-6700
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Middletown Valley bank has been a community bank since 1908 with six branches located in the valley and surrounding areas. We offer commercial and retail banking services to business and consumers in Frederick and Washington Counties. It is our mission to provide you with Absolutely Exceptional Experience.
Member Since: 2013

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Money Mentor Group, LLC
597 Cawley Drive #3B
Frederick, MD 21703
Phone: 301-418-1488
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We partner with our individual clients to take meaningful and consistent steps to achieve a life of financial well-being. We provide corporate Financial Wellness programs and Financial Literacy classes to the community.
Member Since: 2017

See Also Education, Training, Coaching
Moore Wealth Inc.
50 Carroll Creek Way Ste 335
Frederick, MD 21701
Phone: 301-631-1207
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Wealth management firm, providing financial advisory and financial planning services to small businesses and individuals. Expect Moore. We listen to your goals. We are invested in your future.
Member Since: 2003
Morgan Stanley Wealth Management
30 W Patrick St 7th Fl
Frederick, MD 21701
Phone: 800-634-0072
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Member Since: 2007
New York Life Insurance Company - Frederick
6901 Rockledge Dr., Suite 500
Bethesda, MD 20817
Phone: 301-214-6600
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Good Times. Bad Times. We're Built For All Times. The Frederick Satellite Office is an extension of our Baltimore General Office. Our financial advisors provide innovative and patented solutions and products to help families and businesses with the problems they face. We provide insurance, investments and retirement income.
Member Since: 2014

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Offutt, Horman, Burdette & May P.A.
22 W Second St
Frederick, MD 21701
Phone: 301-662-8248
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Full service Law firm.
Member Since: 1960

See Also Attorneys and Legal Services
OnTrack 401(k)
47 E All Saints St
Frederick, MD 21701
Phone: 855-401k-338
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Financial & Investment Services
Member Since: 2011
PNC Bank - Frederick
30 W. Patrick Street, Suite 200
Frederick, MD 21701-5654
Phone: 301-644-4445
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PNC Bank offers a wide range of services for all, from individuals and small businesses, to corporations and government entities. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary for financial success.
Member Since: 1976

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Purcell Communications, Inc.
4112 Celtic Way
Frederick, MD 21704
Phone: 443-690-6482
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Purcell Communications helps financial firms better communicate with their clients. We offer a combination of top-tier content development resources and superior process and project management, to ensure targeted messaging, high quality, and met dead lines.
Member Since: 2014

See Also Consulting
RBC Wealth Management
150 South East Street #300
Frederick, MD 21701
Phone: 301-662-6488
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RBC Wealth Management is the sixth-largest full service investment, advisory and wealth management firm in the United States. Provides attentive service and customized strategies to help build, preserve, enjoy and share wealth. We deliver world-class wealth management solutions, expertise and tools to help accomplish financial goals throughout all stages of your life.
Member Since: 2011
RSM US LLP
5291 Corporate Dr Ste 100
Frederick, MD 21703-8351
Phone: 301-712-9600
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RSM US LLP is a leading provider of audit, tax and consulting services focused on the middle market. RSM guides clients through business challenges by understanding their needs and bringing together the right team to address them. With 8,000 professionals and associates in 80 cities nationwide and access to more than 37,500 people in 110 countries through membership in RSM International, RSM can meet your needs wherever in the world you do business.
Member Since: 1976

See Also Accounting
Ryan & Wetmore, PC
9099 Ridgefield Dr #107
Frederick, MD 21701
Phone: 301-668-7860
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Certified Public Accountants and management consulting firm whose mission is to provide clients with financial and business guidance based on real time industry information. Regarded as trusted, unbiased advisors, we provide innovative, results-oriented solutions.
Member Since: 1999

See Also Accounting
Santos, Postal & Company, P.C.
7101 Guilford Dr Ste 200
Frederick, MD 21704
Phone: 301-620-9101
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Tax planning and preparation for individuals, S-corporations, C-corporations, partnerships, estate and gift taxes (including business valuations). We can help with business start-up, the growth period and through to succession planning, multi-state, IRS audits, tax research and strategies. We also are a full-service accounting firm providing businesses with audit and review financial reporting, business valuations, strategic performance management and government contract accounting.
Member Since: 1995

See Also Accounting, Business and Commercial Services, Consulting
The Law Offices of Jeanne F. Singer, P.A.
129-4 West Patrick Street
Frederick, MD 21701
Phone: 240-356-0140
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Tax and estate planning attorneys.
Member Since: 2003

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SONABANK
37 N Market St
Frederick, MD 21701
Phone: 301-662-5086
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"The best business checking in town"
Member Since: 2007

See Also Banks and Credit Unions
TriBridge Partners, LLC
5280 Corporate Drive, Suite C250
Frederick, MD 21703-8508
Phone: 301-418-6630
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FranklinMorris, Allied Resource Management and Foster, Soltoff & Love have recently joined forces. We are proud to introduce you to TriBridge Partners, LLC. TriBridge Partners brings together three highly regarded firms. This creates an enhanced technical expertise that increases our ability to create opportunities for our clients. Our alliance offers an extensive range of experience in comprehensive solutions ranging from employee benefit plans, retirement plans, insurance protection and financial planning.
Member Since: 2007

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V. W. Brown Insurance
617 West Patrick Street
Frederick, MD 21701
Phone: 301-652-5320
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V.W. Brown Insurance Service, LLC is an independent agency with locations in Bethesda, MD; Columbia, MD; and Frederick, MD and provides personal commercial
Member Since: 2009

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Veridian Capital Partners
7101 Guilford Drive, Suite 104
Frederick, MD 21704
Phone: 301-620-0149
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Veridian Capital Partners is a team of highly trained and experienced financial professionals. We work with clients to plan, execute solutions, and build confidence towards financial security.
Member Since: 2017
Wealth Advisors Group
50 Carroll Creek Way, Ste 270
Frederick, MD 21701
Phone: 301-695-7366
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Wealth Advisors Group is an independent financial services firm. We provide comprehensive financial planning, investment advisory services, retirement planning, and estate planning through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. At Wealth Advisors Group, we seek a long-term partnership with you and your family. We welcome both individual and corporate clients. Wealth Advisors Group is not an affiliate of Lincoln Financial Advisors.
Member Since: 2012

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Williams & Associates Allstate Insurance
7913 Fingerboard Road
Frederick, MD 21704
Phone: 240-436-3276
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Allstate Agency that specializes in auto, home and life with a strong local presence in the Frederick community, which allows us to offer more personalized service.
Member Since: 2017

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Frederick County Chamber of Commerce