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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ACNB Bank

P.O. Box 3129
Gettysburg, PA 17325

Ms. Lauren Muzzy

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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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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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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Chesapeake Financial Advisors

5100 Buckeystown Pike, Suite 250
Frederick, MD 21704

Lauren Dobzinski

(410) 823-5442

Member Since: 2023

Local Fee-Only Fiduciary Financial Planning, Investment Management, and Tax Preparation

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DeLeon & Stang CPAs & Advisors - Frederick

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

Morgan Ingraham

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

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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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

220 N. Market St
Frederick, MD 21702

Ms. Jennifer Calara

301-703-2555

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Freedom Financial Advisors of Maryland

6430 Rockledge Drive
Bethesda, United States 20817

Mark Schlossenberg

(301) 530-1174

Member Since: 2022

We consider it a privilege to help educate our clients about insurance and investment products.

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Freedom Force Group

14107 Four County Drive
Mount Airy, MD 21771

Michael Schermer

(410) 755-5882

601-479-3831

Member Since: 2023

Provide services to educate families on how money works and to protect family wealth and retirement.

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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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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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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. 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 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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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

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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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