Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES

Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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SPC Financial, Inc.
SPC Financial, Inc.
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3202 Tower Oaks Boulevard
Suite 400
Rockville, MD 20852
Edward SellaEdward Sella
Work Phone: (301) 770-6800(301) 770-6800
Member Since: 2022
SPC Financial, Inc. provides wealth management and tax integration services.
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Brandon White - Northwestern Mutual
Brandon White - Northwestern Mutual
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2001 Pennsylvania Ave NW
10th Floor
Washington DC, DC 20006
Brandon WhiteBrandon White
Work Phone: (301) 741-5650(301) 741-5650
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Free Financial Plan
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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) 961-8401(301) 961-8401
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Rebalance
Rebalance
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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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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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Ameriprise Financial
Ameriprise Financial
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5801 Nicholson Lane
North Bethesda , MD 20852
Yvonne H. Bass, CLTCYvonne H. Bass, CLTC
Work Phone: (301) 640-5112(301) 640-5112
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Burt Wealth Advisors
Burt Wealth Advisors
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6116 Executive Boulevard
Suite 500
North Bethesda, MD 20852
Maria CorneliusMaria Cornelius
Work Phone: (301) 770-9880(301) 770-9880
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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New York Life
New York Life
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6905 Rockledge Drive
Suite 900
Bethesda , MD 20817
Neil TimmonsNeil Timmons
Work Phone: (301) 214-6600(301) 214-6600
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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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Brown | Miller Wealth Management, LLC
Brown | Miller Wealth Management, LLC
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8280 Greensboro Drive
Suite 220
McLean, VA 22102
Christopher W. BrownChristopher W. Brown
Work Phone: (703) 775-4440(703) 775-4440
(888) 670-7790(888) 670-7790
FINANCIAL PLANNING AND INVESTMENT SERVICES
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TritonPoint Wealth
TritonPoint Wealth
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4445 Willard Avenue
Suite 600
Chevy Chase, MD 20815
Peter HalbrookPeter Halbrook
Work Phone: (301) 799-9001(301) 799-9001
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Raymond James & Associates
Raymond James & Associates
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1717 Pennsylvania Avenue NW
Suite 1050
Washington, DC 20006-3947
Yapheth NorrisYapheth Norris
Work Phone: (202) 872-5917(202) 872-5917
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Chevy Chase Trust
Chevy Chase Trust
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7501 Wisconsin Avenue
1500W
Bethesda, MD 20814
Stacy MurchisonStacy Murchison
Work Phone: (240) 497-5042(240) 497-5042
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Kirvan, Pierce, Sweeney Group Merrill Lynch
Kirvan, Pierce, Sweeney Group Merrill Lynch
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1800 K Street NW
Suite 800
Washington, DC 20006
Kelly Foley CFP® Kelly Foley CFP®
Work Phone: (202) 659-6137(202) 659-6137
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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 BehnamAnna Behnam
Work Phone: (301) 284-8800(301) 284-8800
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Potomac Wealth Advisors, LLC
Potomac Wealth Advisors, LLC
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15245 Shady Grove Road
Suite 410
Rockville, MD 20850
Mark AvalloneMark Avallone
Work Phone: (301) 279-2221(301) 279-2221
FINANCIAL PLANNING AND INVESTMENT SERVICES
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King Tide Advisors
King Tide Advisors
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5901 Melvern Drive
Bethesda, MD 20817
Young Park CFP®, CPCUYoung Park CFP®, CPCU
Work Phone: (808) 469-6265(808) 469-6265
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​Phone: (301) 652-4900
​​​[email protected] 
​7910 Woodmont Avenue, Suite 1204
​Bethesda, MD 20814
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