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Greater Bethesda: Banking
Greater Bethesda: Banking
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Name
City
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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First Home Mortgage
_
9711 Washingtonian Boulevard
Suite 100
Gaithersburg
,
MD
20878
Michael Parsons
(240) 907-2877
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SPC Financial, Inc.
_
3202 Tower Oaks Boulevard
Suite 400
Rockville
,
MD
20852
Edward Sella
(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
_
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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Flynn Abell Nixon LLC
_
7979 Old Georgetown Road
Suite 550
Bethesda
,
MD
20814
Patrick Flynn
(301) 951-1019
ACCOUNTANTS-CERTIFIED-PUBLIC
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RBC Wealth Management - Jerry Truman
_
5425 Wisconsin Avenue
Suite 301
Chevy Chase
,
MD
20815
Jerry Truman
(301) 455-5861
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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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National Institutes of Health Federal Credit Union
_
111 Rockville Pike
Suite 500
Rockville
,
MD
20850
Susan Bahri
(800) 877-6440
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Ryan & Wetmore, PC
_
3 Bethesda Metro Center
Suite 320
Bethesda
,
MD
20814
Peter Ryan
(301) 585-0506
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Eastwood Management, LLC
_
8101 Connecticut Avenue
# S-700
Chevy Chase
,
MD
20815
Michael Flynn
(301) 758-1576
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Sandy Spring Bank
_
7550 Wisconsin Avenue
Bethesda
,
MD
20814
Tyree Hubbard
(301) 774-6400
FINANCIAL INSTITUTIONS
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Truist Bank
_
5418 Wisconsin Avenue
Chevy Chase
,
MD
20815
Wendy Jones
(240)781-3081
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First National Bank
_
7475 Wisconsin Avenue
Suite 100
Bethesda
,
MD
20814
Narisha Sookdeo
(301) 298-7081
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Antokas CPA PLLC
_
3446 Connecticut Avenue NW
Washington
,
DC
20008
Elliot Antokas, CPA
(908) 477-4522
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John Marshall Bank
_
11 North Washington Street
Suite 100
Rockville
,
MD
20850
Tina Townsend
(202) 735-2193
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RBC Wealth Management, Melanie Folstad
_
5425 Wisconsin Avenue
Suite 301
Chevy Chase
,
MD
20815
Melanie Folstad
(301) 907-2729
FINANCIAL CONSULTANTS AND SERVICES
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Dembo-Jones, P.C.
_
6116 Executive Boulevard
Suite 500
North Bethesda
,
MD
20852
Nancy Guerra
(301) 770-5100
ACCOUNTANTS-CERTIFIED-PUBLIC
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Lafayette Federal Credit Union
_
2701 Tower Oak Boulevard
Rockville
,
MD
20852
Henry Molina
(301) 929-7990
FINANCIAL INSTITUTIONS
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Chevy Chase Trust
_
7501 Wisconsin Avenue
1500W
Bethesda
,
MD
20814
Stacy Murchison
(240) 497-542
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Mass Mutual Greater Washington
_
530 Gaither Road
Suite 350
Rockville
,
MD
21770
Ruby Hill
(301) 355-5862
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Sullivan & Company, CPAs
_
4709 Montgomery Lane
Bethesda
,
MD
20814
Paul Sullivan
(301) 657-8080
ACCOUNTANTS-CERTIFIED-PUBLIC
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Peoples Bank
_
5530 Wisconsin Avenue
Chevy Chase
,
MD
20815
Darryl Day
(301) 652-4080
FINANCIAL INSTITUTIONS
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EagleBank
_
5480 Wisconsin Avenue
Chevy Chase
,
MD
20815
Francisco Benitez
(301) 280-6800
FINANCIAL INSTITUTIONS
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The Harbor Bank of Maryland
_
25 West Fayette Street
Baltimore
,
MD
21201
Cheivelle Hill
(410) 528-1800
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MV Financial
_
3 Bethesda Metro Center
Suite 650
Bethesda
,
MD
20814
Anabel Quintero
(301) 656-6545
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Councilor, Buchanan & Mitchell, P.C. (CBM), CPAs & Business Advisors
_
7910 Woodmont Avenue
Suite 500
Bethesda
,
MD
20814
Dan Weaver
(301) 986-0600
ACCOUNTANTS-CERTIFIED-PUBLIC
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SHS Payroll, LLC
_
131 Rollins Avenue
Suite 2
Rockville
,
MD
20852
Steven Suissa
((301) 710-0930
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United Bank
_
7845 Wisconsin Avenue
Bethesda
,
MD
20814
Steve Jones
(301) 654-2757
FINANCIAL INSTITUTIONS
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Buchbinder Tunick & Company LLP
_
6720-A Rockledge Drive
Suite 510
Bethesda
,
MD
20817
Angela Juvelis
(240) 200-1426
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Snyder Cohn, PC
_
11200 Rockville Pike
Suite 415
N. Bethesda
,
MD
20852
Lili Sargsyan
(301) 652-6700
ACCOUNTANTS-CERTIFIED-PUBLIC
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Founders Bank
_
5225 Wisconsin Avenue NW
Washington
,
DC
20015
Colin Duffy
(202) 617-1610
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EagleBank
_
7830 Old Georgetown Road
Suite 200
Bethesda
,
MD
20814
Craig Small
(240) 406-1836
FINANCIAL INSTITUTIONS
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Truist-Commercial Banker
_
7220 Wisconsin Avenue
4th Floor
Bethesda
,
MD
20814
Bernita Bailey
(301) 656-5300
FINANCIAL INSTITUTIONS
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Burt Wealth Advisors
_
6116 Executive Boulevard
Suite 500
North Bethesda
,
MD
20852
Maria Cornelius
(301) 770-9880
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
(301) 284-8800
FINANCIAL PLANNING AND INVESTMENT SERVICES
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Capital Business Collective
_
4800 Auburn Avenue
#1412
Bethesda
,
MD
20814
Michael Catudal
(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"
_
4500 East-West Highway
6th Floor
Bethesda
,
MD
20814
Natalie Pappas
(240) 514-3189
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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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WithumSmith+Brown, PC
_
4600 East-West Highway
Suite 900
Bethesda
,
MD
20814
Aaron Slaughter
(301) 272-6000
ACCOUNTANTS-CERTIFIED-PUBLIC
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McKay Mortgage
_
7272 Wisconsin Avenue
9th Floor
Bethesda
,
MD
20814
Brendan McKay
(301) 520-5677
MORTGAGE LOANS AND BANKERS
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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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Capital Bank, N.A.
_
2275 Research Blouevard
#600
Rockville
,
MD
20850
David West
(240) 778-4882
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Guaranteed Rate
_
10029 Sorrel Avenue
Potomac
,
MD
20854
Josh Friedson
(646) 752-1880
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Edward Jones
_
7500 Old Georgetown Rd
Suite 775
Bethesda
,
MD
20814
Jonathan Olsen
(301) 941-1300
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EagleBank
_
7830 Old Georgetown Road
Bethesda
,
MD
20814
Mike Schwartz
(240) 406-1835
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M&T Bank
_
77 Upper Rock Circle
Suite 800
Rockville
,
MD
20850
Jenny Mihailidis
(240) 632-7873
FINANCIAL INSTITUTIONS
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Grossberg Company LLP
_
6500 Rock Spring Drive
Suite 200
Bethesda
,
MD
20817
Mylene Ortiz Luis
(301) 571-1900
ACCOUNTANTS-CERTIFIED-PUBLIC
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First Home Mortgage
_
7910 Woodmont Avenue
Suite 1330
Bethesda
,
MD
20814
Rob Mercer
(240) 479-2302
FINANCIAL INSTITUTION
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M&T Bank - One Bethesda
_
4800 Hampden Lane
Bethesda
,
MD
20814
Kayla Borkoski
(301) 656-2412
FINANCIAL INSTITUTIONS
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Rebalance
_
4800 Hampden Lane
Suite 200
Bethesda
,
MD
20814
Scott Puritz
(202) 256-3938
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Lumix CPAs and Advisors
_
8401 Connecticut Avenue
Suite 1202
Chevy Chase
,
MD
20815
Maribel Torres
(240) 395-4500
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Prudential Financial
_
909 Rose Avenue
Suite 650
North Bethesda
,
MD
20852
(301) 602-0137
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United Bank - Wisconsin Avenue
_
5410 Wisconsin Avenue
Chevy Chase
,
MD
20815
Savita Hemnani
202-244-1888
Unknown
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AFS 401(k) Retirement Services
_
7700 Old Georgetown Road
Suite 630
Bethesda
,
MD
20814
Alexander Assaley, III AIF®
(301) 961-8401
FINANCIAL PLANNING AND INVESTMENT SERVICES
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TD Bank
_
8101 Wisconsin Avenue
Bethesda
,
MD
20814
Sarah Harwell
(240) 541-4187
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National Capital Bank
_
5228 44th Street, NW
Washington
,
DC
20015
Daryl Drumming
(202) 966-2688
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