Greater Bethesda FINANCIAL PLANNING AND INVESTMENT SERVICES

Wells Fargo Advisors

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

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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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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XML Financial Group

One Preserve Parkway
Suite 120
Rockville, MD 20852

Carlos Fuentes

(301) 770-5234

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Burt Wealth Advisors

6010 Executive Boulevard
Suite 900
Rockville, MD 20852

Maria Cornelius

(301) 770-9880

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Chevy Chase Trust

7501 Wisconsin Avenue
1500W
Bethesda, MD 20814

Stacy Murchison

(240) 497-5000

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Sandy Spring Trust

7550 Wisconsin Avenue
Suite 200
Bethesda, MD 20814

Barbara Mulitz

(301) 570-8321

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Coliseum Wealth Management

2275 Research Blvd #500
Rockville, MD 20850

Scott Berman

(301) 468-2330

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Equity Planning , Inc.

7910 Woodmont Avenue
Suite 900
Bethesda, MD 20814

Marc Schliefer

(301) 652-8702

FINANCIAL PLANNING AND INVESTMENT SERVICES

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AFS 401(k) Retirement Services

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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Edward Jones- Financial Advisor: Meagan M. Sexton

17904 Georgia Avenue
Suite 107
Olney, MD 20832

Meagan Sexton

(301) 774-8500

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Lafayette Investments, Inc.

7910 Woodmont Avenue
Suite 905
Bethesda, MD 20814

Scott Stroud

(301) 576-4320

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Brown | Miller Wealth Management Group of Wells Fargo Advisors

5301 Wisconsin Avenue NW
Suite 400
Washington, DC 20015

Christopher W. Brown

(202) 364-1607

FINANCIAL PLANNING AND INVESTMENT SERVICES

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RBC Wealth Management, Melanie Folstad

5425 Wisconsin Avenue
Suite 301
Chevy Chase, MD 20815

Melanie Folstad

(301) 907-2729

FINANCIAL PLANNING AND INVESTMENT SERVICES

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Behnam and Associates, Ameriprise Financial Services, Inc.

6010 Executive Boulevard
Suite 1000
Rockville, MD 20852

Anna Behnam, Financial Advisor

(301) 284-8800

FINANCIAL PLANNING AND INVESTMENT SERVICES

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MillenniuM Investment & Retirement Advisors

6206 Landon Lane
Third Floor
Bethesda, MD 20817

Michael Edberg

(202) 460-5973

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