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Greater Bethesda: Banking

Greater Bethesda: Banking

 
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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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First Home Mortgage
First Home Mortgage
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9711 Washingtonian Boulevard
Suite 100
Gaithersburg, MD 20878
Michael ParsonsMichael Parsons
Work Phone: (240) 907-2877(240) 907-2877
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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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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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Flynn Abell Nixon LLC
Flynn Abell Nixon LLC
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7979 Old Georgetown Road
Suite 550
Bethesda, MD 20814
Patrick FlynnPatrick Flynn
Work Phone: (301) 951-1019(301) 951-1019
ACCOUNTANTS-CERTIFIED-PUBLIC
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RBC Wealth Management - Jerry Truman
RBC Wealth Management - Jerry Truman
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5425 Wisconsin Avenue
Suite 301
Chevy Chase, MD 20815
Jerry TrumanJerry Truman
Work Phone: (301) 455-5861(301) 455-5861
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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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National Institutes of Health Federal Credit Union
National Institutes of Health Federal Credit Union
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111 Rockville Pike
Suite 500
Rockville, MD 20850
Susan BahriSusan Bahri
Work Phone: (800) 877-6440(800) 877-6440
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Ryan & Wetmore, PC
Ryan & Wetmore, PC
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3 Bethesda Metro Center
Suite 320
Bethesda, MD 20814
Peter RyanPeter Ryan
Work Phone: (301) 585-0506(301) 585-0506
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Eastwood Management, LLC
Eastwood Management, LLC
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8101 Connecticut Avenue
# S-700
Chevy Chase, MD 20815
Michael FlynnMichael Flynn
Work Phone: (301) 758-1576(301) 758-1576
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Sandy Spring Bank
Sandy Spring Bank
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7550 Wisconsin Avenue
Bethesda, MD 20814
Tyree HubbardTyree Hubbard
Work Phone: (301) 774-6400(301) 774-6400
FINANCIAL INSTITUTIONS
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Truist Bank
Truist Bank
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5418 Wisconsin Avenue
Chevy Chase, MD 20815
Wendy JonesWendy Jones
Work Phone: (240)781-3081(240)781-3081
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First National Bank
First National Bank
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7475 Wisconsin Avenue
Suite 100
Bethesda, MD 20814
Narisha SookdeoNarisha Sookdeo
Work Phone: (301) 298-7081(301) 298-7081
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Antokas CPA PLLC
Antokas CPA PLLC
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3446 Connecticut Avenue NW
Washington, DC 20008
Elliot Antokas, CPAElliot Antokas, CPA
Work Phone: (908) 477-4522(908) 477-4522
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John Marshall Bank
John Marshall Bank
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11 North Washington Street
Suite 100
Rockville, MD 20850
Tina  TownsendTina Townsend
Work Phone: (202) 735-2193(202) 735-2193
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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 CONSULTANTS AND SERVICES
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Dembo-Jones, P.C.
Dembo-Jones, P.C.
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6116 Executive Boulevard
Suite 500
North Bethesda, MD 20852
Nancy GuerraNancy Guerra
Work Phone: (301) 770-5100(301) 770-5100
ACCOUNTANTS-CERTIFIED-PUBLIC
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Lafayette Federal Credit Union
Lafayette Federal Credit Union
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2701 Tower Oak Boulevard
Rockville, MD 20852
Henry MolinaHenry Molina
Work Phone: (301) 929-7990(301) 929-7990
FINANCIAL INSTITUTIONS
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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) 497-542(240) 497-542
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Mass Mutual Greater Washington
Mass Mutual Greater Washington
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530 Gaither Road
Suite 350
Rockville, MD 21770
Ruby HillRuby Hill
Work Phone: (301) 355-5862(301) 355-5862
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Sullivan & Company, CPAs
Sullivan & Company, CPAs
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4709 Montgomery Lane
Bethesda, MD 20814
Paul SullivanPaul Sullivan
Work Phone: (301) 657-8080(301) 657-8080
ACCOUNTANTS-CERTIFIED-PUBLIC
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Peoples Bank
Peoples Bank
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5530 Wisconsin Avenue
Chevy Chase, MD 20815
Darryl DayDarryl Day
Work Phone: (301) 652-4080(301) 652-4080
FINANCIAL INSTITUTIONS
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EagleBank
EagleBank
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5480 Wisconsin Avenue
Chevy Chase, MD 20815
Francisco BenitezFrancisco Benitez
Work Phone: (301) 280-6800(301) 280-6800
FINANCIAL INSTITUTIONS
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The Harbor Bank of Maryland
The Harbor Bank of Maryland
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25 West Fayette Street
Baltimore, MD 21201
Cheivelle HillCheivelle Hill
Work Phone: (410) 528-1800(410) 528-1800
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MV Financial
MV Financial
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3 Bethesda Metro Center
Suite 650
Bethesda, MD 20814
Anabel QuinteroAnabel Quintero
Work Phone: (301) 656-6545(301) 656-6545
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Councilor, Buchanan & Mitchell, P.C. (CBM), CPAs & Business Advisors
Councilor, Buchanan & Mitchell, P.C. (CBM), CPAs & Business Advisors
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7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814
Dan WeaverDan Weaver
Work Phone: (301) 986-0600(301) 986-0600
ACCOUNTANTS-CERTIFIED-PUBLIC
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SHS Payroll, LLC
SHS Payroll, LLC
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131 Rollins Avenue
Suite 2
Rockville, MD 20852
Steven SuissaSteven Suissa
Work Phone: ((301) 710-0930((301) 710-0930
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20% Off Payroll Processing Fees
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United Bank
United Bank
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7845 Wisconsin Avenue
Bethesda, MD 20814
Steve JonesSteve Jones
Work Phone: (301) 654-2757(301) 654-2757
FINANCIAL INSTITUTIONS
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Buchbinder Tunick & Company LLP
Buchbinder Tunick & Company LLP
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6720-A Rockledge Drive
Suite 510
Bethesda, MD 20817
Angela JuvelisAngela Juvelis
Work Phone: (240) 200-1426(240) 200-1426
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Snyder Cohn, PC
Snyder Cohn, PC
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11200 Rockville Pike
Suite 415
N. Bethesda, MD 20852
Lili SargsyanLili Sargsyan
Work Phone: (301) 652-6700(301) 652-6700
ACCOUNTANTS-CERTIFIED-PUBLIC
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Founders Bank
Founders Bank
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5225 Wisconsin Avenue NW
Washington, DC 20015
Colin  DuffyColin Duffy
Work Phone: (202) 617-1610(202) 617-1610
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EagleBank
EagleBank
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7830 Old Georgetown Road
Suite 200
Bethesda, MD 20814
Craig SmallCraig Small
Work Phone: (240) 406-1836(240) 406-1836
FINANCIAL INSTITUTIONS
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Truist-Commercial Banker
Truist-Commercial Banker
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7220 Wisconsin Avenue
4th Floor
Bethesda, MD 20814
Bernita BaileyBernita Bailey
Work Phone: (301) 656-5300(301) 656-5300
FINANCIAL INSTITUTIONS
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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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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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Capital Business Collective
Capital Business Collective
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4800 Auburn Avenue
#1412
Bethesda, MD 20814
Michael CatudalMichael Catudal
Work Phone: (603) 344-4733(603) 344-4733
Boutique Investment Bank and Private Equity Advisory primarily active in the legal cannabis space throughout the US, Canada, Europe, and Australia. We also work with startups and small businesses across all industries who are uniquely positioned to bene
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Rapid Financial Services, LLC "Rapid Finance"
Rapid Financial Services, LLC "Rapid Finance"
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4500 East-West Highway
6th Floor
Bethesda, MD 20814
Natalie  PappasNatalie Pappas
Work Phone: (240) 514-3189(240) 514-3189
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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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WithumSmith+Brown, PC
WithumSmith+Brown, PC
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4600 East-West Highway
Suite 900
Bethesda, MD 20814
Aaron SlaughterAaron Slaughter
Work Phone: (301) 272-6000(301) 272-6000
ACCOUNTANTS-CERTIFIED-PUBLIC
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McKay Mortgage
McKay Mortgage
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7272 Wisconsin Avenue
9th Floor
Bethesda, MD 20814
Brendan McKayBrendan McKay
Work Phone: (301) 520-5677(301) 520-5677
MORTGAGE LOANS AND BANKERS
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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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Capital Bank, N.A.
Capital Bank, N.A.
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2275 Research Blouevard
#600
Rockville, MD 20850
David WestDavid West
Work Phone: (240) 778-4882(240) 778-4882
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Guaranteed Rate
Guaranteed Rate
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10029 Sorrel Avenue
Potomac, MD 20854
Josh FriedsonJosh Friedson
Work Phone: (646) 752-1880(646) 752-1880
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Edward Jones
Edward Jones
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7500 Old Georgetown Rd
Suite 775
Bethesda, MD 20814
Jonathan OlsenJonathan Olsen
Work Phone: (301) 941-1300(301) 941-1300
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EagleBank
EagleBank
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7830 Old Georgetown Road
Bethesda, MD 20814
Mike SchwartzMike Schwartz
Work Phone: (240) 406-1835(240) 406-1835
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M&T Bank
M&T Bank
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77 Upper Rock Circle
Suite 800
Rockville, MD 20850
Jenny MihailidisJenny Mihailidis
Work Phone: (240) 632-7873(240) 632-7873
FINANCIAL INSTITUTIONS
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Grossberg Company LLP
Grossberg Company LLP
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6500 Rock Spring Drive
Suite 200
Bethesda, MD 20817
Mylene Ortiz LuisMylene Ortiz Luis
Work Phone: (301) 571-1900(301) 571-1900
ACCOUNTANTS-CERTIFIED-PUBLIC
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First Home Mortgage
First Home Mortgage
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7910 Woodmont Avenue
Suite 1330
Bethesda, MD 20814
Rob MercerRob Mercer
Work Phone: (240) 479-2302(240) 479-2302
FINANCIAL INSTITUTION
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M&T Bank - One Bethesda
M&T Bank - One Bethesda
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4800 Hampden Lane
Bethesda, MD 20814
Kayla BorkoskiKayla Borkoski
Work Phone: (301) 656-2412(301) 656-2412
FINANCIAL INSTITUTIONS
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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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Lumix CPAs and Advisors
Lumix CPAs and Advisors
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8401 Connecticut Avenue
Suite 1202
Chevy Chase, MD 20815
Maribel TorresMaribel Torres
Work Phone: (240) 395-4500(240) 395-4500
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Prudential Financial
Prudential Financial
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909 Rose Avenue
Suite 650
North Bethesda, MD 20852
Work Phone: (301) 602-0137(301) 602-0137
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United Bank - Wisconsin Avenue
United Bank - Wisconsin Avenue
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5410 Wisconsin Avenue
Chevy Chase, MD 20815
Savita HemnaniSavita Hemnani
Work Phone: 202-244-1888202-244-1888
Unknown
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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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TD Bank
TD Bank
_
8101 Wisconsin Avenue
Bethesda, MD 20814
Sarah HarwellSarah Harwell
Work Phone: (240) 541-4187(240) 541-4187
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National Capital Bank
National Capital Bank
_
5228 44th Street, NW
Washington, DC 20015
Daryl DrummingDaryl Drumming
Work Phone: (202) 966-2688(202) 966-2688
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Copyright 2023 The Greater Bethesda
​Chamber of Commerce.  ​
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​Phone: (301) 652-4900
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​Bethesda, MD 20814
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