Page 52 - Greater Bethesda Chamber of Commerce - 2024 Membership Directory
P. 52
FINANCIAL PLANNING AND INVESTMENT SERVICES
AFS 401(k) Retirement Services
Bethesda, MD 20814
Behnam and Associates, Ameriprise Financial Services, Inc.
301-284-8800
Brown | Miller Wealth Management, LLC
703-775-4440
Burt Wealth Advisors
Chevy Chase Trust
Bethesda, MD 20814
Equity Planning, Inc.
Bethesda, MD 20814 301-652-8702
MV Financial
Bethesda, MD 20814 301-656-6545
Potomac Wealth Advisors, LLC
EagleBank
Chevy Chase, MD 20815 301-280-6800
First Home Mortgage
Bethesda, MD 20814
First National Bank
Bethesda, MD 20814
Founders Bank
202-617-1610
The Harbor Bank of Maryland
410-528-1800
John Marshall Bank
Lafayette Federal Credit Union
(301) 770-9880 6116 Executive Blvd. Suite 500 Fax (301) 770-9885 North Bethesda, MD 20852
www.burtwealth.com
Fred Cornelius, CFP®, CFA, President Maria Cornelius, CFP®, Executive VP Todd Growney, CFP ®, Vice President Beth Venit, CFP®, Vice President
Jennifer MacLennan, CFP®, CPA, Vice President Deanna Tomasetti, CFP®, Financial Advisor Sophie Leahy, CFP®, Financial Advisor
Eastwood Management, LLC
Chevy Chase, MD 20815 301-758-1576
Mass Mutual Greater Washington
301-355-5862
RBC Wealth Management - Jerry Truman
Chevy Chase, MD 20815 301-455-5861
RBC Wealth Management - Melanie Folstad
Chevy Chase, MD 20815
FINANCIAL INSTITUTIONS
Capital Bank, N.A.
240-778-4882
EagleBank
Bethesda, MD 20814 240-406-1836
M&T Bank
240-632-7873
M&T Bank - Olney
Olney, MD 20832 301-260-8234
M&T Bank - One Bethesda
Bethesda, MD 20814 301-656-2412
National Capital Bank
202-851-4462
National Institutes of Health Federal Credit Union
800-877-6440
Rapid Financial Services, LLC “Rapid Finance”
Bethesda, MD 20814
Sandy Spring Bank
Bethesda, MD 20814 301-774-6400
TD Bank
Bethesda, MD 20814 240-541-4187
United Bank
Bethesda, MD 20814 301-654-2757
50 The Greater Bethesda Chamber of Commerce Membership Directory | 2024
www.greaterbethesdachamber.org
BUSINESS CONSULTING AND TRAINING – CONSTRUCTION
