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Frederick County Financial and Investment Services
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City
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
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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
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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.
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State Employees Credit Union
_
17239 Cole Road
Hagerstown
,
MD
21740
Maria Jimenez
301-739-3316
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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 Family Heritage Trust Co.
_
30 W Patrick St, Ste 100
Frederick
,
MD
21701
Ms. Ashley Goldsborough
301-631-5900
855-869-5900
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The Kelley Allstate Agency
_
5 Hillcrest Dr, Ste B101
Frederick
,
MD
21703
Mr. Gary W. Kelley
301-662-4400
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The Law Offices of Jeanne F. Singer, P.A.
_
129-4 West Patrick Street
Frederick
,
MD
21701
Ms. Jeanne Singer
240-356-0140
(301) 797-2485 (Hagerstown)
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The Patriot Team powered by NEXA Mortgage, LLC
_
220 N. Market St., Ste 202
Frederick
,
MD
21701
Debra Guiffre
(240) 478-0088
Member Since: 2022
Mortgages
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Timothy J. Moore, Sr. Insurance & Financial Services
_
8118 Overlook Drive
Frederick
,
MD
21702
Kevin Moore
240-344-0957
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V. W. Brown Insurance
_
617 West Patrick Street
Frederick
,
MD
21701
Ms. Tanya Crawford
301-652-5320
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Wells Fargo - Clemson Corner
_
7860 Wormans Mill Rd
Frederick
,
MD
21701
Yolany Osorio
301-631-3600
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