Membership Directory

Financial Services / Planning


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Beltway Merchant Services

bup.cardconnectpartners.com

Credit Card Processing


Member-to-Member Discount:Call for Details

11140 Rockville Pike
#550-C
Rockville, MD 20852

301-789-3210

  • Financial Services / Planning

Profile

Charles Schwab & Co.

https://www.schwab.com/public/schwab/client_home

Our purpose is to champion every client’s goals with passion and integrity. This purpose drives us to help our clients take ownership of their financial futures, helping people at all levels of income and every stage of life, because investing for the future is one of the most important things people can do for themselves and their families. We believe it is critical to the health of our communities and to our society.

108 Ellington Blvd
Gaithersburg, MD 20878

301-947-1102

  • Financial Services / Planning

Profile

Edward Jones

www.edwardjones.com/shay-thomson

One Church Street
Suite 603
Rockville, MD 20850

301-978-7758
Fax: 888-604-7073

  • Financial Services / Planning

Profile

iPlan

www.iplan4wealth.com

iPlan works with individuals and businesses who want the security of knowing their planning and investment strategies will protect their lifestyle, assets and needs.

2275 Research Blvd
Suite 500
Rockville, MD 20850

202-600-9605
Email: info@iplan4wealth.com

  • Financial Services / Planning

Profile

LifeTyme Financial Advisors, LLC

www.ltfusa.com

3627 S. Leisure World Blvd.
Silver Spring, MD 20906

240-595-1538
Fax: 602-680-4999

  • Financial Services / Planning

Profile

MassMutual Capitol District

www.capitoldistrict.massmutual.com

As a General Agency of Massachusetts Mutual Life Insurance Company Capitol District, we are backed by a mutually owned company that has helped people keep their promises, protect their families, and support their communities since 1851. MassMutual calls it Living Mutual, and it’s in their DNA. Ours too: along with MassMutual, we are committed to helping you secure your future and protect the ones you love.

1593 Spring Hill Rd.
Suite 500 E
Vienna, VA 22182

301-219-3652

  • Financial Services / Planning

Profile

Medallion Financial Group, LLC

www.medalliongroup.com

Founded in 1987, Medallion Financial Services is a regionally based, comprehensive financial services firm specializing in estate, investment and retirement planning.


Member-to-Member Discount:Complimentary Consultation

13 East Deer Park Drive
Gaithersburg, MD 20877

301-990-9704
Fax: 301-975-9505
Email: info@medalliongroup.com

  • Financial Services / Planning

Profile

Morgan Stanley

www.morganstanleyfa.com/lavonne.patterson/

We help clients define what's most important to them and then identify the strategies and vehicles to meet those goals. Whether you are accumulating wealth, investing for income, solidifying your retirement, or leaving a legacy our goal is to understand you as an individual and your unique story. We align this with our wealth of resources here at Morgan Stanley to help you meet and/or exceed your goals.

12505 Park Potomac Ave.
Suite 200
Potomac, MD 20854

301-279-6477
Fax: 301-279-6485

  • Financial Services / Planning

Profile

Morgan Stanley Wealth Management

1747 Pennsylvania Ave.
Washington, DC 20006

202-292-5332

  • Financial Services / Planning

Profile

Morgan Stanley Wealth Management

https://fa.morganstanley.com/theveridicalgroup/

As a Financial Advisor with The Veridical Group at Morgan Stanley, I help individuals and families navigate the complex world of investments, insurance, estate planning strategies, taxes and retirement. My primary focus lies in financial planning and relationship management.

702 King Farm Boulevard
Suite 500
Rockville, MD 20850

301-556-2375
Fax: 240-252-6247

  • Financial Services / Planning

Profile

New York Life

www.newyorklife.com/careers

New York Life Insurance Company offers insurance and financial service to help individuals, families and businesses with college funding, retirement planning, lifetime income strategies, and managing the costs of extended periods of care, to name a few. One of only three Triple A rated companies by all four credit agencies and 171 years old, we focus on four pillars - financial strength, mutuality, honesty and integrity. New York Life also offers a career opportunity with the best training in the industry and the chance to take control of your career with guidance and support of the the most respected names in the business.

6901 Rockledge Drive
Suite 250
Bethesda, MD 20817

301-356-8989
Fax: 301-214-6788
Email: Scarvounis@ft.newyorklife.com

  • Financial Services / Planning

Profile

Potomac Financial Group

http://potomacfinancialgroup.com/about-us/our-team/chris-heald/

Retirement plans for businesses and friends.  Financial estate planning professional, investments, insurance, long-term care & disability.

Member-to-Member Discount:  Call for Details


Member-to-Member Discount:Call for Details

11505 Farmland Drive
North Bethesda, MD 20852

301-595-8600
Fax: 301-595-0669

  • Financial Services / Planning

Profile

Primerica Financial Services

www.primerica.com/quick

Primerica takes an educational approach, and we offer sophisticated financial tools to the Middle Market for free. We teach people how to:

· Get out of debt
· Save money
· Send their children to college
· Obtain proper protection
· Prepare for retirement
· And become financially independent
While…
· Reducing their stress level
· Improving their quality of life
· Helping them enjoy life

On a scale from 1 to 10, with 10 being the highest, how motivated are you to accomplish some or all of the things above?

2147 Priest Bridge Drive
Suite 1
Crofton, MD 21114

301-455-3173
Fax: 866-612-3870
Email: royquickjr@gmail.com

  • Financial Services / Planning

Profile

PSA Insurance & Financial Services

www.psafinancial.com

11311 McCormick Rd.
Suite 500
Hunt Valley, MD 21031

410-821-7766

  • Financial Services / Planning

Profile

Rock Creek Financial

www.rcfwealth.com

In 2018, PJ teamed with two other experienced advisors to found Rock Creek Financial. This new partnership allows for a much more robust practice to help our clients live their best lives.

530 Gaither Rd. Suite 350
Rockville, MD 20850

301-332-7714
Fax: 301-355-5872

  • Financial Services / Planning

Profile

Savant Capital Management

www.savantcapital.com

Savant Capital Management is a nationally recognized fee-only wealth management firm that has been helping build ideal futures for clients since 1986. Since inception, we have been committed to one key principle: all financial advice should be offered in the best interests of the client. At Savant, our goal is to help people live the way they want in retirement. We provide personalized portfolio management and planning, while considering the tax implications over a lifetime. We believe our unique characteristics combine to form an advantage for each client we are privileged to serve. Savant offers integrative investment management and financial planning solutions to individuals, families, foundations, trust funds, retirement plans, and nonprofit organizations

1430 Spring Hill Road
Suite 400
McLean, VA 22102

703-288-0500
Fax: 703-288-0900

  • Financial Services / Planning

Profile

Randy Scritchfield and Associates

Randy Scritchfield and Associates

www.randyscritchfield.com

Our firm has been in the financial services industry for more than 30 years, offering complete retirement planning services to families and individuals in Central Maryland and surrounding areas.

From the moment you get in touch with us, you’ll experience the personal, individualized attention that sets us apart from the crowd. We’ll address your situation with the same focus we would have if we were planning our own retirement. You deserve a comfortable retirement. We want to help you achieve that. Contact us today.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.

26005 Ridge Road
Suite 201
Damascus, MD 20872
Map

301-253-5030
Fax: 301-253-0200

  • Financial Services / Planning

Profile

Sherman Wealth

www.shermanwealth.com

Our approach to financial planning isn’t piecemeal. Rather, we take a holistic approach, incorporating all the aspects of your financial life. Part of that process is holding an ongoing conversation about the milestones you foresee for your life—marriage, children, career change—and creating strategies to help you prepare for when those milestones arise. The result is a customized blueprint so you can more effectively and efficiently build your wealth and meet your goals and needs.

 

We work with you to meet a wide range of needs, including:

 

-Budgeting and Savings

-Retirement Planning

-Investment Management 

-Insurance Planning

-Tax Planning

-Estate Planning 

 

We customize everything we do at Sherman Wealth Management to meet your unique needs. In building and managing your financial plan we consider a range of factors including: 

 

-Your marital status and plans for children

-A potential career change or job move

-Your current financial resources

-Your projected earning potential over the next five to ten years

-Your risk tolerance

-Your goals and dreams 

 


Member-to-Member Discount:Complimentary Consultation

9841 Washingtonian Blvd. #247
Suite 247
Gaithersburg, MD 20878

240-428-1622

  • Financial Services / Planning

Profile

Wells Fargo Bank N.A.

www.wellsfargo.com

19708 Germantown Road
Germantown, MD 20874

301-972-1591
Fax: 301-972-5382

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