Frederick County Financial and Investment Services

ACNB Bank

P.O. Box 3129
Gettysburg, PA 17325

Ms. Stephanie Fitch

888.334.2262

717.339.5103

Member Since: 2001

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

Member Since: 2018

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Bank of America

1070 W Patrick St
Frederick, MD 21702

Mr. Jack Fernandez

301-698-6080

Member Since: 2006

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Business Management Company, Inc.

295 B Bucheimer Rd
Frederick, MD 21701

Mr. Brett Hess

301-698-0795

Member Since: 2008

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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

Member Since: 2019

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DeLeon & Stang CPAs & Advisors - Frederick

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

Dara Rivera

301-250-7400

Member Since: 2017

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DeLeon & Stang, CPAs & Advisors

100 Lakeforest Blvd
Gaithersburg, MD 20877

Morgan Ingraham

301-250-400

Member Since: 2014

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Edward Jones

5205 Chairmans Court
Frederick, MD 21703

Nick Cheadle

(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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Hildebrand, Limparis & Associates

7101 Guilford Drive, Suite 200
Frederick, MD 21704

Ms. Jamie Sweeney

301-620-9101

Member Since: 2019

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Hummingbird Wealth Management

21 West Pennsylvania
Walkersville, MD 21793

Laura Beall

(301) 304-9757

Member Since: 2022

Financial Planning and Investment Management

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Jillco Investments Inc.

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

Member Since: 2009

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Legal & General America

3275 Bennett Creek Ave
Frederick, MD 21704

Ms. Barbara Esau

301-279-4800

Member Since: 2011

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LSWG CPAs

201 Thomas Johnson Dr
Frederick, MD 21702

Mr. Jon Holmes

301-662-9200

Member Since: 2024

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

Member Since: 2003

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McCaskill Financial

220 W Patrick St
Frederick, MD 21701

Mr. Scott McCaskill, CFP

301-668-7366

Member Since: 1984

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Middletown Valley Bank

24 West Main Street
Middletown, MD 21769

Mr. BJ Goetz

301-371-6700

Member Since: 2013

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Moore Financial

8118 Overlook Drive
Frederick, MD 21702

Kevin Moore

240-344-0957

Member Since: 2020

Independent financial planning and investment management firm guiding individuals, families, and business owners through life's pivotal financial decisions

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Morgan Stanley Wealth Management

30 W Patrick St 7th Fl
Frederick, MD 21701

Kiyanna Kemp

301-631-7116

Member Since: 2007

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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

Member Since: 2022

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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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Northwestern Mutual

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

Ariel Rodriguez Mercado

3015120442

Member Since: 1986

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Offutt, Horman, Burdette & May P.A.

5109 Cap Stine Road
Frederick, MD 21703

George T. Horman

301-662-8248

Member Since: 1960

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Patriot Federal Credit Union

800 Wayne Avenue
Chambersburg, PA 17201

Karla Tellez

(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

Member Since: 1976

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Porch Swing Funding

3290 Bennet Creek Avenue
Frederick, MD 21704

Marco Bario

2408202880

Member Since: 2023

Our firm purchases seller-financed real estate notes and installment contracts — and provides investment opportunities for passive investors looking to earn above-average returns backed by real estate notes. Noteholders who want to free up capital, red

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Randall, CAP

200 East Patrick Street
Frederick, MD 21701

Mr. Will Randall

301-960-3281

Member Since: 2018

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RBC Wealth Management

150 South East Street #300
Frederick, MD 21701

Mr. Sean Murphy

301-662-6488

Member Since: 2011

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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

Member Since: 1999

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SageView Advisory Group

109 BROAD ST
Middletown, MD 21769

Doug O'Rear

2402534706

Member Since: 2011

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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.

Ms. Linda Morgan

Member Since: 2005

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The Calara Agency - Financial Services and Insurance

530 Gaither Road, Suite 350
Rockville, MD 20850

Ms. Jennifer Calara

301-703-2555

3013810612

Member Since: 2018

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.