Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES

Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
SPC Financial, Inc.
SPC Financial, Inc.
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3202 Tower Oaks Boulevard
Suite 400
Rockville, MD 20852
Matthew GilchristMatthew Gilchrist
Work Phone: (301) 770-6800(301) 770-6800
Member Since: 2010
SPC Financial, Inc., is a 40 year old, nationally recognized Metropolitan Washington DC based, multi-disciplinary Wealth Management, Estate & Tax Integration Practice
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Wells Fargo Advisors
Wells Fargo Advisors
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7600 Wisconsin Avenue
Suite 900
Bethesda, MD 20814
Jon LindenbergJon Lindenberg
Work Phone: (301) 961-0141(301) 961-0141
Member Since: 1981
We specialize in financial planning and investment management for business owners, institutions, firm partners, individuals and families.
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Raymond James
Raymond James
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1717 Pennsylvania Ave NW
Suite 1050
Washington, DC 20006
Michael FeeleyMichael Feeley
Work Phone: (202) 365-8258(202) 365-8258
Member Since: 2018
Specializing in Business owners, Families, Corporations, and Retirement.
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Washington Retirement Planning Specialists
Washington Retirement Planning Specialists
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6701 Democracy Boulevard
#711
Bethesda, MD 20817
Gautam BoseGautam Bose
Work Phone: (240) 720-0084(240) 720-0084
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MillenniuM Investment & Retirement Advisors
MillenniuM Investment & Retirement Advisors
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6206 Landon Lane
Third Floor
Bethesda, MD 20817
Michael EdbergMichael Edberg
Work Phone: (202) 460-5973(202) 460-5973
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Rebalance IRA
Rebalance IRA
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4800 Hampden Lane
Suite 200
Bethesda, MD 20814
Scott PuritzScott Puritz
Work Phone: (202) 256-3938(202) 256-3938
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Brown | Miller Wealth Management Group of Wells Fargo Advisors
Brown | Miller Wealth Management Group of Wells Fargo Advisors
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5301 Wisconsin Avenue NW
Suite 400
Washington, DC 20015
Christopher W. BrownChristopher W. Brown
Work Phone: (202) 364-1607(202) 364-1607
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Equity Planning , Inc.
Equity Planning , Inc.
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7910 Woodmont Avenue
Suite 900
Bethesda, MD 20814
Marc SchlieferMarc Schliefer
Work Phone: (301) 652-8702(301) 652-8702
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Free initial financial review
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Edward Jones- Financial Advisor: Meagan M. Sexton
Edward Jones- Financial Advisor: Meagan M. Sexton
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17904 Georgia Avenue
Suite 107
Olney, MD 20832
Meagan SextonMeagan Sexton
Work Phone: (301) 774-8500(301) 774-8500
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RBC Wealth Management, Melanie Folstad
RBC Wealth Management, Melanie Folstad
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5425 Wisconsin Avenue
Suite 301
Chevy Chase, MD 20815
Melanie FolstadMelanie Folstad
Work Phone: (301) 907-2729(301) 907-2729
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Coliseum Wealth Management
Coliseum Wealth Management
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2275 Research Blvd #500
Rockville, MD 20850
Scott BermanScott Berman
Work Phone: (301) 468-2330(301) 468-2330
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Sandy Spring Trust
Sandy Spring Trust
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7550 Wisconsin Avenue
Suite 200
Bethesda, MD 20814
Barbara MulitzBarbara Mulitz
Work Phone: (301) 570-8321(301) 570-8321
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Burt Wealth Advisors
Burt Wealth Advisors
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6010 Executive Boulevard
Suite 900
Rockville, MD 20852
Maria CorneliusMaria Cornelius
Work Phone: (301) 770-9880(301) 770-9880
FINANCIAL PLANNING AND INVESTMENT SERVICES
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District Capital Management
District Capital Management
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2055 L Street NW
4th Floor (@Alley)
Washington, DC 20036
Alvin CarlosAlvin Carlos
Work Phone: (571) 210-2121(571) 210-2121
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Behnam and Associates, Ameriprise Financial Services, Inc.
Behnam and Associates, Ameriprise Financial Services, Inc.
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6010 Executive Boulevard
Suite 1000
Rockville, MD 20852
Anna Behnam, Financial AdvisorAnna Behnam, Financial Advisor
Work Phone: (301) 284-8800(301) 284-8800
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Chevy Chase Trust
Chevy Chase Trust
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7501 Wisconsin Avenue
1500W
Bethesda, MD 20814
Andrew MarshallAndrew Marshall
Work Phone: (240) 497-5000(240) 497-5000
FINANCIAL PLANNING AND INVESTMENT SERVICES
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AFS 401(k) Retirement Services
AFS 401(k) Retirement Services
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7700 Old Georgetown Road
Suite 630
Bethesda, MD 20814
Alexander Assaley, III AIF®Alexander Assaley, III AIF®
Work Phone: (301) 576-8585(301) 576-8585
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Lafayette Investments, Inc.
Lafayette Investments, Inc.
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7910 Woodmont Avenue
Suite 905
Bethesda, MD 20814
Scott StroudScott Stroud
Work Phone: (301) 576-4320(301) 576-4320
FINANCIAL PLANNING AND INVESTMENT SERVICES
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​Phone: (301) 652-4900
​​​staff@greaterbethesdachamber.org 
​7910 Woodmont Avenue, Suite 1204
​Bethesda, MD 20814
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