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Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES
Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES
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SPC Financial, Inc.
_
3202 Tower Oaks Boulevard
Suite 400
Rockville
,
MD
20852
Matthew Gilchrist
(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
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7600 Wisconsin Avenue
Suite 900
Bethesda
,
MD
20814
Jon Lindenberg
(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
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1717 Pennsylvania Ave NW
Suite 1050
Washington
,
DC
20006
Michael Feeley
(202) 365-8258
Member Since: 2018
Specializing in Business owners, Families, Corporations, and Retirement.
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Chevy Chase Trust
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7501 Wisconsin Avenue
1500W
Bethesda
,
MD
20814
Stacy Murchison
(240) 497-5000
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Equity Planning , Inc.
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7910 Woodmont Avenue
Suite 900
Bethesda
,
MD
20814
Marc Schliefer
(301) 652-8702
FINANCIAL PLANNING AND INVESTMENT SERVICES
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RBC Wealth Management, Melanie Folstad
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5425 Wisconsin Avenue
Suite 301
Chevy Chase
,
MD
20815
Melanie Folstad
(301) 907-2729
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Brown | Miller Wealth Management, LLC
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8280 Greensboro Drive
Suite 220
McLean
,
VA
22102
Christopher W. Brown
(703) 775-4440
(888) 670-7790
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Rebalance
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4800 Hampden Lane
Suite 200
Bethesda
,
MD
20814
Scott Puritz
(202) 256-3938
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Lido Advisors
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4800 Hampden Lane
Suite 200
Bethesda
,
MD
20814
Scott Berman
(301) 468-2330
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Edward Jones- Financial Advisor: Meagan M. Sexton
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17904 Georgia Avenue
Suite 107
Olney
,
MD
20832
Meagan Sexton
(301) 774-8500
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Sandy Spring Trust
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7550 Wisconsin Avenue
Suite 200
Bethesda
,
MD
20814
Barbara Mulitz
(301) 570-8321
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Burt Wealth Advisors
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6010 Executive Boulevard
Suite 900
Rockville
,
MD
20852
Maria Cornelius
(301) 770-9880
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Behnam and Associates, Ameriprise Financial Services, Inc.
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6010 Executive Boulevard
Suite 1000
Rockville
,
MD
20852
Anna Behnam, Financial Advisor
(301) 284-8800
FINANCIAL PLANNING AND INVESTMENT SERVICES
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XML Financial Group
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One Preserve Parkway
Suite 120
Rockville
,
MD
20852
Carlos Fuentes
(301) 770-5234
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Edward Jones, Brian Turbeville
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1 Church Street
Rockville
,
MD
20850
Brian Turbeville
(843) 364-3538
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AFS 401(k) Retirement Services
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7700 Old Georgetown Road
Suite 630
Bethesda
,
MD
20814
Alexander Assaley, III AIF®
(301) 576-8585
FINANCIAL PLANNING AND INVESTMENT SERVICES
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MV Financial
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3 Bethesda Metro Center
Suite 650
Bethesda
,
MD
20814
Anabel Quintero
(301) 656-6545
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McPherson Financial Partners, LLC
_
6701 Democracy Boulevard
Democracy One Plaza, Suite 300
Bethesda
,
MD
20817
Gary McPherson II
(866) 446-3778
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Who We Are
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