Financial Services / Planning
Profile
Campos Financial Group
www.camposfinancialgroup.com
A full-service independent wealth advisory practice offering investment management, life insurance, and financial planning for individuals and businesses.
2401 Research BoulevardSuite #115Rockville, MD 20850
240-207-3618Fax: 877-540-0527
Edward Jones - Rayburn
6010 executive blvdApt 504Rockville, MD 20852
301-881-8068Email: tigh.rayburn@edwardjones.com
Edward Jones - Rebecca Cathcart
8420 Gas House Pike C FrontFrederick, MD 21701
240-401-1728Email: rebeccaicathcart@gmail.com
Freedom Force Group
www.freedomforcegroup.com
Licensed agent who focuses on wealth and retirement strategies through financial literacy for families and individuals. I provide free services completing a thorough analysis to determine the appropriate amount of insurance needed for catastrophic events and to properly structure policies to meet the financial goals of my clients. I assist families with 401(k) rollovers and help small businesses with a 401(k) alternative.
14107 Four County DriveMount Airy, MD 21771
410-755-5882Email: michael.schermer.php@gmail.com
Merrill
advisor.ml.com/sites/md/rockville-md/jill-e-spiegelberg
I believe that wealth management is about more than investing; it’s about helping you pursue your most cherished goals and aspirations, such as funding an income stream in retirement, sending a child or grandchild to college, or creating a lasting legacy.My relationships begin by evaluating every aspect of your financial life to gain a thorough understanding of your resources, lifestyle, and goals for your wealth, family, or business. The resulting knowledge and insight help me develop customized, disciplined strategies designed to pursue your financial goals.Please contact me at 301-230-6612 or email me at jill.e.spiegelberg@ml.com to schedule an appointment.
11810 Grand Park AveSuite 800North Bethesdsa, MD 20852
240-381-0186Email: jill.e.spiegelberg@ml.com
Northwestern Mutual
jaredbailey.nm.com
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be. Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
766 Summer Walk DrGaithersburg, MD 20878
865-310-1933Email: jared.bailey@nm.com
PBMares, LLP
https://www.pbmares.com
PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, the firm serves clients across the United States from 12 offices located in Virginia, Northern Virginia, Maryland, and North Carolina. PBMares represents companies ranging from closely-held private businesses to leading non-profits to Fortune 500 multinationals. The Firm has industry practices specializing in construction, financial institutions, government contracting, healthcare, hospitality, insurance, manufacturing, not-for-profit, real estate, restaurant, retail, state and local government, and technology sectors. Its services include cybersecurity, cloud accounting, wealth management, risk advisory and more.
11 North Washington StreetSuite 600Rockville, MD 20850
240-499-1200Email: nikkib@pbmares.com
Potomac Financial Consultants
www.pf-consultants.com
20251 Century Blvd. #350Germantown, MD 20874
301-948-3900
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 RoadSuite 201Damascus, MD 20872Map
301-253-5030Fax: 301-253-0200Email: randy@randyscritchfield.com
Raymond James
Founded by Robert A. James in 1962, our mission has always been to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. We believe that wealth management involves more than facts and figures. It’s about forming a real connection with our clients, one that is always responsive to their individual needs.
Today, we are one of the largest financial services firms in the United States, with the scale and resources to support a wide array of services, from investment banking and commercial banking to professional asset management and trust services.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
1717 Pennsylvania Ave NWSuite 1050Washington, DC 20006
804-955-7236Email: nathan.chen@raymondjames.com
Savant Wealth Management
www.savantwealth.com
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.
1945 Old Gallows RoadSuite 505Vienna, VA 22182
703-288-0500Fax: 703-288-0900
Sherman Wealth Management
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
9841 Washingtonian Blvd.Suite 200Gaithersburg, MD 20878
240-428-1622
SPC Financial, Inc.
www.spcfinancial.com
SPC Financial, Inc. provides wealth management and tax integration services.
3202 Tower Oaks BoulevardSuite 400Rockville, MD 20852
301-770-6800Fax: 301-770-9031Email: psella@spcfinancial.com
