Frederick County Financial and Investment Services

Comprehensive financial planning for individuals, families and small businesses, with special concentration on military professionals and federal government employees.

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First Home Mortgage - Foss

50 Carroll Creek Way, Ste 210
Frederick, MD 21701

Brian Foss

240-474-5407

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First Home Mortgage - Parraga

11000 Broken Land Pkwy, Ste 105
Columbia, MD 21044

Patrick Parraga

443-725-9451

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Higher Ground Financial Group, Inc.

5970 Frederick Crossing Lane, Ste 100
Frederick, MD 21704

Imran Razvi

240-393-3842

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Hildebrand, Limparis & Associates

7101 Guilford Drive, Suite 200
Frederick, MD 21704

Anna Luebkemann

301-620-9101

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It All Adds Up Bookkeeping and Business Solutions

105 Hibiscus Ct
Walkersville, MD 21793

Shannon Humphreys

(240) 446-3386

Member Since: 2020

Bookkeeping Services

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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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Lafayette Federal Credit Union

2701 Tower Oaks Blvd
Rockville, MD 20852

Henry Molina

301-929-7990

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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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Merrill Lynch

P.O. Box 841
Frederick, MD 21705

Mr. T.J. Atkinson

(301) 694-7300

(800) 753-3113

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Merrill Lynch Wealth Management

1152 15th Street NW
Washington, DC 20005

Danielle Thibault

(202) 617-7361

Member Since: 2020

A Certified Financial Planner(r) and Investment Advisor providing guidance to lead you through the different stages of your life and to help you meet your desired financial planning goals and investment objectives.

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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 Inc.

50 Carroll Creek Way Ste 335
Frederick, MD 21701

Ms. 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 - Frederick

6901 Rockledge Dr., Suite 500
Bethesda, MD 20817

Ariel Rodriguez Mercado

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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Old Line Bank

26500 Ridge Road
Damascus, MD 20872

Ms. Linda Sardella

301-368-9101

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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