Frederick County Financial and Investment Services

Northwestern Mutual

150 S. East St, Ste 200
Frederick, MD 21701

Ariel Rodriguez Mercado

3015120442

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ACNB Bank

P.O. Box 3129
Gettysburg, PA 17325

Ms. Stephanie Fitch

888.334.2262

717.339.5103

ACNB Bank is your local source for banking expertise, products, services and technology to achieve your financial goals.

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Almacy & Co, CPAs, PA

50 Citizen's Way
Frederick, MD 21701

Ms. Terri Almacy

301-698-1400

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Bank of America

1070 W Patrick St
Frederick, MD 21702

Mr. Jack Fernandez

301-698-6080

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Business Management Company, Inc.

295 B Bucheimer Rd
Frederick, MD 21701

Mr. Brett Hess

301-698-0795

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Capital River Wealth Management

150 S. East Street, Suite 303
Frederick, MD 21701

Annette Tinder

(301) 698-8955

301-662-1412

Member Since: 2022

Dan Schiffman, CFP(R), CLU(R), CLTC is a Wealth Management Advisor & founder of Capital River Wealth Management. Backed by the strength of Northwestern Mutual, Dan & his team can help you achieve security by reducing risk and being more tax efficient.

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Charles Schwab & Co., Inc.

18045 Garland Groh Blvd
Hagerstown, MD 21740

TJ Roccograndi

240-329-2021

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DeLeon & Stang CPAs & Advisors - Frederick

150 S. East Street, Suite 103
Frederick, MD 21701

Dara Rivera

301-250-7400

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DeLeon & Stang, CPAs & Advisors

100 Lakeforest Blvd
Gaithersburg, MD 20877

Morgan Ingraham

301-250-400

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Edward Jones

5205 Chairmans Court
Frederick, MD 21703

Donna M Nugent

(301) 732-5802

Member Since: 2023

Helping individual investors as they navigate some of life's milestones, from saving for college to building a new business, to retirement.

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Embrace Home Loans

30 W Patrick St Ste 300
Frederick, MD 21701

Mr. Tom Trott

301-712-9700

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Hildebrand, Limparis & Associates

7101 Guilford Drive, Suite 200
Frederick, MD 21704

Ms. Jamie Sweeney

301-620-9101

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Hummingbird Wealth Management

21 West Pennsylvania
Walkersville, MD 21793

Laura Johnson

(301) 304-9757

Member Since: 2022

Financial Planning and Investment Management

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Jillco Investments Inc.

7401 Round Hill Rd
Frederick, MD 21702

Skkot Cody

(301) 639-6591

Member Since: 2024

Real estate investments

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Key Financial Group LLC

25 North Court Street
Frederick, MD 21701

Mr. Alex Villegas

240-215-4709

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Legal & General America

3275 Bennett Creek Ave
Frederick, MD 21704

Ms. Barbara Esau

301-279-4800

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LSWG CPAs

201 Thomas Johnson Dr
Frederick, MD 21702

Mr. Jon Holmes

301-662-9200

Modern Accounting Solutions for Individuals & Businesses For more than 55 years, the skilled team at LSWG has offered exceptional certified public accounting and business consulting services to individuals, businesses, and organizations in central Maryl

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Maryland Financial Planners, Ltd.

201 Thomas Johnson Dr Ste 200
Frederick, MD 21702

Mr. Brad W. Young

301-663-5454

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McCaskill Financial

220 W Patrick St
Frederick, MD 21701

Mr. Scott McCaskill, CFP

301-668-7366

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Middletown Valley Bank

24 West Main Street
Middletown, MD 21769

Mr. BJ Goetz

301-371-6700

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Moore Financial

8118 Overlook Drive
Frederick, MD 21702

Kevin Moore

240-344-0957

Independent financial planning and investment management firm located in Frederick, Maryland.

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Morgan Stanley Wealth Management

30 W Patrick St 7th Fl
Frederick, MD 21701

Kiyanna Kemp

301-631-7116

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Mutual of America Financial Group

1306 Concourse Dr
Linthicum , Maryland 21090

Marc Reilley

(443) 564-6192

Member Since: 2023

At Mutual of America, we offer a wide variety of retirement savings and investment solutions personalized to your organization and needs. We offer products such as 401(k) plans, 403(b) plans, 457 plans and more. Supporting Nonprofit Organizations, Busine

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New York Life Insurance Company

5283 Corporate Dr, Suite 205
Frederick, MD 21703

Joel T. Albert

(301) 214-6600

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Norberg Wealth Management

420 West Patrick St
Frederick, MD 21701

John Norberg

(301) 799-5530

Member Since: 2024

Financial Planning for Entrepreneurs

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Offutt, Horman, Burdette & May P.A.

5109 Cap Stine Road
Frederick, MD 21703

George T. Horman

301-662-8248

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OnTrack 401(k)

47 E All Saints St
Frederick, MD 21701

Mr. Douglas M. O'Rear

855-401k-338

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Patriot Federal Credit Union

800 Wayne Avenue
Chambersburg, PA 17201

John Kilduff

(717) 263-4444

Member Since: 2021

At Patriot, we are dedicated to serving individuals, families, employers, and the community. Today more than 200 Patriot employees seek to provide the best value in financial services. We do so by being passionate about providing great member service to

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PNC Bank - Frederick

30 W. Patrick Street, Suite 200
Frederick, MD 21701 5654

Ms. Stacey Collins

301-698-4625

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Randall, CAP

200 East Patrick Street
Frederick, MD 21701

Mr. Will Randall

301-960-3281

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RBC Wealth Management

150 South East Street #300
Frederick, MD 21701

Mr. Sean Murphy

301-662-6488

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RS Will Wealth Management

154 North Market Street
Frederick, MD 21701

Laurynn Burks

(301) 360-4477

Member Since: 2023

We simplify financial well-being through sound, personalized advice and transparent communication.

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Ryan & Wetmore, PC

9099 Ridgefield Dr #107
Frederick, MD 21701

Ms. Traci Getz

301-668-7860

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Sterling Financial Management

6919 Baltimore National Pike
Frederick, Maryland 21702

Kelly Batey

(301) 473-7777

Member Since: 2024

Unbiased, down to earth financial services

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Support Unlimited, Inc.

212 Braeburn Drive
Walkersville, MD 21793

Ms. Linda Morgan

301-845-0766

(240) 367-7664

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The Calara Agency - Financial Services and Insurance

7820B Wormans Mill Road
Frederick, MD 21701

Ms. Jennifer Calara

301-703-2555

3013810612

We’re your partner in crafting strategies to meet your financial goals, protect assets, and support senior health. With expertise in finance, insurance, and Medicare, we’re passionate about helping you. Our SUPERPOWER IS PROTECTING & GROWING YOUR DOLLAR!

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The Family Heritage Trust Co.