Frederick County Financial and Investment Services

Northwestern Mutual

150 S. East St, Ste 303
Frederick, MD 21701

Mr. Joshua Parish

301-698-8955

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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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Almacy Investments

50 Citizens Way Suite 414
Frederick, MD 21701

Trish Davies

(301) 698-1405

Member Since: 2022

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Bank of America

1070 W Patrick St
Frederick, MD 21702

Mr. Jack Fernandez

301-698-6080

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Behnam & Associates

6010 Executive Blvd
Rockville, MD 20852

Anna Behnam

(301) 284-8800

Member Since: 2022

We specialize in helping families and small businesses plan for their financial future

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Bellwether Insurance Partners IIP - Wiles

50 Citizens Way, Suite 204
Frederick, MD 21701

Ms. Jennifer Wiles

240-575-3227

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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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Campos Financial Group

2401 Research Boulevard, Suite 115
Rockville, MD 20850

Daniel Campos

240-207-3618

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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

Ms. Jeanie Price

301-250-7400

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DeLeon & Stang, CPAs & Advisors

100 Lakeforest Blvd., Suite 650
Gaithersburg, MD 20877

Ms. Jeanie Price

301-948-9825

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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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Farmers Insurance - The Calara Agency

1706 W. 7th Street
Frederick, MD 21702

Ms. Jennifer Calara

301-703-2555

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FCB Bank

P.O. Box 3129
Gettysburg, PA 17325

Ms. Lauren Muzzy

301.620.1400

1.844.413.5463

FCB Bank is committed to Frederick!

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Hildebrand, Limparis & Associates

7101 Guilford Drive, Suite 200
Frederick, MD 21704

Melody Ohler

301-620-9101

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Hummingbird Wealth Management

9624 Woodsboro Rd
Frederick, MD 21701

Laura Johnson

(301) 304-9757

Member Since: 2022

Financial Planning and Investment Management

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Jacob William Advisory

9515 Deerco Road, Suite 201
Timonium, MD 21093

Ryan Cooley

410-821-6724

Jacob William Advisory is a wealth management firm serving affluent individuals, families, and businesses.

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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. Kevin Hessler CPA

301-662-9200

(301) 663-5122

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Maryland Financial Planners, Ltd.

201 Thomas Johnson Dr Ste 200
Frederick, MD 21702

Mr. Brad 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 Wealth

50 Carroll Creek Way Ste 335
Frederick, MD 21701

Shabri Moore

301-631-1207

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Morgan Stanley Wealth Management

30 W Patrick St 7th Fl
Frederick, MD 21701

Mr. Rob Tinsley

301-631-7116

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New York Life - Amer

1954 Greenspring Drive, Suite 700
Timonium, MD 21093

Mr. Mohammad Amer M.A, CLTC

301-800-8879

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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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Offutt, Horman, Burdette & May P.A.

10 W College Ter, Suite 220
Frederick, MD 21701

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 A N. Market Street
Frederick, MD 21701

Ian Eversull

(301) 360-4477

Member Since: 2021

The Will Group

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Ryan & Wetmore, PC

9099 Ridgefield Dr #107
Frederick, MD 21701

Ms. Traci Getz

301-668-7860

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SkyPoint Federal Credit Union

19785 Crystal Rock Dr, Suite 201
Germantown, MD 20874

Audra Pettus

(301) 250-5862

Member Since: 2021

SkyPoint Federal Credit Union is one of the premier financial institutions serving Montgomery County, MD; Frederick County, MD; Arlington County, VA; Alexandria and Falls Church, VA and the District of Columbia.