Representative Search

Financial and Investment Services
 
Support Unlimited, Inc.
212 Braeburn Dr
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
Allstate Insurance - Cochrane Agency
19 N Court St Ste 202
Frederick, MD 21701
Phone: 301-696-0555
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Also located in the Villages of Urbana at 3508 Worthington Blvd., Suite 101. We are a locally owned business with a wide array of insurance products to meet your needs. We specialize but are not limited to auto, home, life and retirement needs.
Member Since: 2010

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Bank of America
1070 W Patrick St
Frederick, MD 21702
Phone: 301-698-4820
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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
Bankers Life
7215 Corporate Ct #202
Frederick, MD 21702
Phone: 301-788-0971
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Independent agent for Bankers Life & Colonial Penn, providing insurance and financial solutions to retirees, seniors and baby boomers.
Member Since: 2014

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BluePoint Financial
6901 Rockledge Drive, #710
Bethesda, MD 20817
Phone: 301-214-6790
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Blue Point Financial was formed in 2012 to combine three employee benefits and financial advisory practices into a single team. This allows our clients to tap into expanded capabilities within our combined expertise, which includes employee benefits, asset management, as well as financial, retirement and estate planning.
Member Since: 2014

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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
Chandler, O'Rear & Associates
47 E All Saints St
Frederick, MD 21701
Phone: 703-969-3039
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Financial & Investment Services
Member Since: 2011
Checkmate
2100 Old Farm Dr Ste A
Frederick, MD 21702
Phone: 301-631-5234
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CheckMate provides our clients with a complete payroll service, pre-tax benefit plans and worker's comp. We are locally owned and operated by people that are interested in the growth and prosperity of area businesses. Our service to clients is second to none.
Member Since: 2001

See Also Business and Commercial Services
Corridor Mortgage Group
11085 Stratfield Court
Marriottsville, MD 21104
Phone: 410-313-9900
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Corridor Mortgage Group is a local full service mortgage banker located in Marriottsville, MD. We are dedicated to fostering robust interactions with our clients and business relationships to ensure that every customer is satisfied with their home financing experience.
Member Since: 2013

See Also Real Estate
Damascus Community Bank
23400 Frederick Rd
Clarksburg, MD 20871
Phone: 301-482-2402
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Member Since: 2007

See Also Banks and Credit Unions
Deborah Wallace, Allstate Exclusive Agent
36 W Frederick St
Walkersville, MD 21793
Phone: 301-898-5377
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Insurance and Financial Services
Member Since: 2011

See Also Insurance Agents and Brokers
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
Divorce Financial Solutions
135 W Patrick Street, Suite #1
Frederick, MD 21701
Phone: 301-829-8603
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Coming from a solid financial planning background we are able to analyze and provide expertise on the financial issues of divorce. We will become part of your divorce team and deliver verifiable and undisputable financial data. We clearly identify the financial issues you will face and provide the best case financial scenario that will impact you long after the final settlement.
Member Since: 2014

See Also Consulting
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 - Beall
201 Thomas Johnson Drive, Suite 206
Frederick, MD 21702
Phone: 301-694-7770
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Financial investment company working one on one with the long term investor to reach their financial goals.
Member Since: 2014
Edward Jones - Jay Wandalowski
8420 Gas House Pike, Suite C-Front
Frederick, MD 21701
Phone: 301 228-3677
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Financial Advising, Retirement Planning for Individuals and Business, Estate Planning, Education Savings, and Life and Long Term Care Insurance.
Member Since: 2013

See Also Insurance Agents and Brokers
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
Excalibur Title and Escrow, LLC
11 W Patrick St
Frederick, MD 21701
Phone: 301-620-1194
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Excalibur Title is a Maryland Title Company providing title, insurance, escrow and settlement services. We specialize in residential and commercial transactions. Our focus is to offer the lowest prices to real estate closings and title services, while providing the excellent service you would expect from a local company.
Member Since: 2011

See Also Real Estate
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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Since 1928, Farmers has been insuring customers and families. We have exclusive agents in 30 states, more than 20 million policies-in-force, and provide outstanding opportunities for our more than 15,000 exclusive agents and 20,000 employees.
Member Since: 2012

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The Financial Boutique
7913 River Run Ct
Frederick, 21701
Phone: 301-668-8284
The Financial Boutique, LLC provides accounting and bookkeeping services to businesses in a number of industries including but not limited to government contracting, IT consulting and online marketing. We have successfully helped businesses manage and track their finances.
Member Since: 2013

See Also Accounting
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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First Guaranty Mortgage Corporation
5280 Corporate Dr, Ste B200
Frederick, MD 21703
Phone: 240-422-8143
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First Guaranty Mortgage Corporation is a national mortgage lender, licensed in over 40 states, with Fannie Mae and Ginnie Mae approval
Member Since: 2013

See Also Real Estate
First Home Mortgage - Foss
5100 Buckeystown Pike, Ste 250
Frederick, MD 21704
Phone: 301-644-0300
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First Home Mortgage was founded in 1990 and has been voted one of Baltimore's "Best Places to Work" as recently as 2012. Our goal is to help our customers find the appropriate mortgage that best suits their needs.
Member Since: 2014

See Also Real Estate
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

See Also Banks and Credit Unions
Glass Jacobson CPAs
1901 Research Blvd Ste 300
Rockville, MD 20850
Phone: 301-917-3040
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Tax, financial planning, investment management, accounting and audit, retirement plan services, insurance solutions, cost reduction and spend management, business planning and valuation services, litigation support/forensic accounting.
Member Since: 2012

See Also Accounting
Gregory A. Barford, CPA, P.C.
11801 Fingerboard Rd #11
Monrovia, MD 21770
Phone: 301-865-4648
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Certified Public Accountant and financial advisor.
Member Since: 1998

See Also Accounting, Consulting
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

See Also Insurance Agents and Brokers
Hildebrand, Limparis & Associates, CPAs, PC
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
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

See Also Insurance Agents and Brokers
LifeTyme Financial Group, LLC
5103 Pegasus Ct, Ste A
Frederick, MD 21704
Phone: 301-696-5961
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Through education, investigation, and creation we can prepare a Lifetime Financial Strategy exclusively for you. It provides your wealth formula for creating, building and optimizing your wealth. CSP Financial Groups wealth strategists will provide you with the financial solutions to life's two biggest challenges of what happens if I die too soon or live too long.
Member Since: 2011

See Also Insurance Agents and Brokers
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
Linton Shafer Warfield & Garrett, P.A.
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; investment management services.
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
McGladrey LLP
5291 Corporate Dr Ste 100
Frederick, MD 21703
Phone: 301-712-9600
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McGladrey LLP operates under the McGladrey brand as the fifth largest U.S. provider of assurance, tax and consulting services, with nearly 6,500 professionals and associates in more than 70 offices nationwide. McGladrey is a licensed CPA firm, and is a member of RSM International, the sixth largest global network of independent accounting, tax and consulting firms. Learn More
Member Since: 1976

See Also Accounting
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

See Also Banks and Credit Unions
MidAtlantic Farm Credit
925 N East St
Frederick, MD 21701
Phone: 301-663-4192
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Our Country Mortgages program has all the products you need to build or buy the home of your dreams. Apply online today at farmcreditmortgage.com.
Member Since: 1976

See Also Banks and Credit Unions
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 five 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

See Also Banks and Credit Unions
Mlend
8803 Baltimore National Pike
Middletown, MD 21769
Phone: 301-662-LOAN
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We realize that home financing is one of the largest financial decisions anyone makes in their lifetime. Whether you are a first time homebuyer, refinancing your existing home, or moving into your dream home, our mortgage team is committed to making your home financing experience "fast and easy"!
Member Since: 2013

See Also Real Estate
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
1954 Greenspring Dr, Ste 700
Timonium, MD 21093
Phone: 410-307-2205
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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

See Also Insurance Agents and Brokers
Nymeo Federal Credit Union
5210 Chairmans Ct
Frederick, MD 21703
Phone: 240-436-4000
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Federal credit union.
Member Since: 2000

See Also Banks and Credit Unions
Nymeo Federal Credit Union - Frederick
1041 West Patrick St, Ste A
Frederick, MD 21702
Phone: 240-436-4000
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Nymeo is a strong, well-capitalized financial institution serving the Frederick County community.
Member Since: 2014

See Also Banks and Credit Unions, Nonprofit
Offutt, Horman, & Burdette, 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
PNC Bank - Frederick
110 Thomas Johnson Dr Ste 100
Frederick, MD 21702
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

See Also Banks and Credit Unions
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
365 W Patrick St 2nd Fl
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
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
Safe Harbor Advisors LLC
100 West Church Street
Frederick, MD 21701
Phone: 301-238-4657
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Corporate retirement plan consultant
Member Since: 2014
Santander Bank
5099 Corporate Drive
Frederick, MD 21703
Phone: 301-644-2010
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Full service personal and commercial bank with experts in lending, deposits and investments.
Member Since: 2000

See Also Banks and Credit Unions
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

See Also Attorneys and Legal Services
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
State Farm Insurance - Tim Winter
5828 Ballenger Creek Pike
Frederick, MD 21703
Phone: 301-846-9699
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Full Service Insurance and Financial Services Agency.
Member Since: 2005

See Also Insurance Agents and Brokers
State Farm Insurance Agent Will Ehrenpreis
1003 W. 7th St, Suite B
Frederick, MD 21701
Phone: 301-620-2422
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Local Frederick agency specializing in insurance and financial services. It is our mission to help families and individuals manage the risks of everyday life and prepare for the unexpected, all while given the local, hands-on customer service that all of my customers have come to expect.
Member Since: 2014

See Also Insurance Agents and Brokers
Stifel, Nicolaus & Company, Inc.
30 W Patrick St, Ste 500
Frederick, MD 21701
Phone: 410-659-2345
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Stifel Nicolaus and Company is full service retail and institutional brokerage and investment banking. Stifel offers a full range of products in investments insurance and financial planning. It subsidises Stifel, Bank and Trust and Stifel Trust.
Member Since: 2012

See Also Banks and Credit Unions
TriBridge Partners, LLC
5216 Chairmans Court, Suite 101
Frederick, MD 21703
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

See Also Insurance Agents and Brokers
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 our relationship with Capital Securities Management. At Wealth Advisors Group, we seek a long-term partnership with you and your family. We welcome both individual and corporate clients.
Member Since: 2012

See Also Insurance Agents and Brokers
The Will Group @ Merrill Lynch
30 W. Patrick Street Ste 400
P.O. Box 841
Frederick, MD 21705
Phone: 301-698-4747
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Wealth Management - Investments and Retirement Planning
Member Since: 2010
Frederick County Chamber of Commerce