Top 10 Financial Services Companies in Chevy Chase

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Below is the list of Top 10 Financial Services Companies in Chevy Chase ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Chevy Chase

1. Sector Financial Inc.

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: sectorfinancial.com

Company Size: 11-50

Company Address: 5404 Wisconsin Avenue, Chevy Chase, Maryland, United States

Sector Financial Inc. Contact Details

Name Title LinkedIn Phone Email
Andrew Koepke Senior Vice President
Alan Leland Senior Vice President
Todd Gordon Executive Vice President
Maribel Helland Associate
Catherine De Ruffieu Executive Assistant And Office Manager
Requires/Intent
Technology Consulting
Document Management & E-signature Solutions
Investment Advisory
Compliance & Regulatory Advisory
Wealth Management
and more

2. Plotkin Financial Advisors, Llc

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: pfallc.com

Company Founded: 2003

Company Size: 1-10

Company Address: 8401 Connecticut Avenue, Chevy Chase, Maryland, United States

Plotkin Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Erich Imphong Financial Advisor
Ittai Dvir Financial Advisor
Shimshon Plotkin President
Shirin Lowlavar Assistant Administrative
Kristi Murphy Executive Vice President - Client Operations
Requires/Intent
Document Management & E-signature Solutions
Asset Management
ERP For Financial Institutions
Technology Consulting
Digital Payment & Subscription Solutions
and more

3. Educational Funding Company

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: efconline.com

Company Size: 51-200

Educational Funding Company Contact Details

Name Title LinkedIn Phone Email
John Cokinos The President
Ahmed Ashfaque Director For Marketing
Manoj Rajasekar Frontend Web Developer
Ethan Dray Creative Director
Ethan Dray Creative Director
Selva Rajah Meeting And Convention Planner And Executive Assistant To The President At Educational Funding Company
Yetti Kirosa Regional Director
Requires/Intent and 1 more Employees
Treasury & Cash Flow Management
Data Analytics & Business Intelligence
and more

4. Capital Financial Planners (cfp)

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: capitalfinancialplanners.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2 Wisconsin Avenue, Chevy Chase, Maryland, United States

Capital Financial Planners (cfp) Contact Details

Name Title LinkedIn Phone Email
Neil Chfebcâ„ Vice President, Financial Advisor, Certified Financial Planner, Federal Employee Benefits Consultant
Gregory Sanders Internship
Requires/Intent
Compliance & Regulatory Advisory
Tax Planning & Strategy
Risk Assessment & Mitigation
Insurance & Underwriting Services
Investment Advisory
and more

5. Reliance Funding

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: reliancefunding.com

Company Founded: 2015

Company Size: 1-10

Company Address: 6900 Wisconsin Avenue, Chevy Chase, Maryland, United States

Reliance Funding Contact Details

Name Title LinkedIn Phone Email
Chris Wilson Account Executive
John Stern Research Analyst
Michelle Dermarkar Underwriter
Andrew Wilkes Research Intern
Daniel Homick Account Executive
Requires/Intent
Online Advertising & SEO
AI-powered Financial Insights
Credit Rating & Analysis
Debt Collection & Recovery
Portfolio Management
and more

6. National Christ Child Society

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: nationalchristchildsoc.org

Company Size: 11-50

Company Address: 6900 Wisconsin Avenue, Chevy Chase, Maryland, United States

National Christ Child Society Contact Details

Name Title LinkedIn Phone Email
Moira Lynch Executive Director
Requires/Intent
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Tax Planning & Strategy
Corporate Finance Strategy
Financial Forecasting & Modeling
and more

7. Washington Securities Corporation

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: washingtonsecurities.com

Company Founded: 1988

Company Size: 11-50

Company Address: 6935 Wisconsin Avenue, Chevy Chase, Maryland, United States

Washington Securities Corporation Contact Details

Name Title LinkedIn Phone Email
Wendy Graham Vice President-investments
Henry Abbott Vice President
Earl Zastrow Comptroller
Lindsay Johnson Office Manager
Requires/Intent
Performance Tracking & KPI Analytics
Cloud Computing Solutions
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
and more

8. Pinion Financial Services, Llc

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: pinionfinancial.com

Company Founded: 1985

Company Size: 11-50

Company Address: 8401 Connecticut Avenue, Chevy Chase, Maryland, United States

Pinion Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Jiyang Liu Assistant To Financial Planner
Richard Pinion President And Certified Financial PlannerÂ
Requires/Intent
Mergers & Acquisitions Advisory
Automation & Workflow Optimization
Online Advertising & SEO
and more

9. Ithaka Financial Planning, Llc

Industry: Financial Services

Location: Chevy Chase, Maryland

Website: ithakafinancialplanning.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5425 Wisconsin Avenue, Chevy Chase, Maryland, United States

Ithaka Financial Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Beth Remick Principal, Ithaka Financial Planning
Requires/Intent
Hedge Fund & Private Equity Consulting
Digital Payment & Subscription Solutions
Cloud Computing Solutions
Mortgage & Loan Processing
and more

10. Friendship Ambulatory Surgery

Industry: Financial Services

Location: Chevy Chase, Maryland

Company Size: 1-10

Company Address: 5550 Friendship Boulevard, Chevy Chase, Maryland, United States

Friendship Ambulatory Surgery Contact Details

Name Title LinkedIn Phone Email
Soudabeh Toussi Registered Nurse
Lakeisha Mason Sterile Processing Technician
Requires/Intent
API Integration For FinTech
Tax Planning & Strategy
AI-powered Financial Insights
and more
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Chevy Chase Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Andrew Koepke Sector Financial Inc. Senior Vice President
2 Alan Leland Sector Financial Inc. Senior Vice President
3 Todd Gordon Sector Financial Inc. Executive Vice President
4 Maribel Helland Sector Financial Inc. Associate
5 Catherine De Ruffieu Sector Financial Inc. Executive Assistant And Office Manager
6 Erich Imphong Plotkin Financial Advisors, Llc Financial Advisor
7 Ittai Dvir Plotkin Financial Advisors, Llc Financial Advisor
8 Shimshon Plotkin Plotkin Financial Advisors, Llc President
9 Shirin Lowlavar Plotkin Financial Advisors, Llc Assistant Administrative
10 Kristi Murphy Plotkin Financial Advisors, Llc Executive Vice President - Client Operations
11 John Cokinos Educational Funding Company The President
12 Ahmed Ashfaque Educational Funding Company Director For Marketing
13 Manoj Rajasekar Educational Funding Company Frontend Web Developer
14 Ethan Dray Educational Funding Company Creative Director
15 Ethan Dray Educational Funding Company Creative Director
16 Selva Rajah Educational Funding Company Meeting And Convention Planner And Executive Assistant To The President At Educational Funding Company
17 Yetti Kirosa Educational Funding Company Regional Director
18 Neil Chfebcâ„ Capital Financial Planners (cfp) Vice President, Financial Advisor, Certified Financial Planner, Federal Employee Benefits Consultant
19 Gregory Sanders Capital Financial Planners (cfp) Internship
20 Chris Wilson Reliance Funding Account Executive
21 John Stern Reliance Funding Research Analyst
22 Michelle Dermarkar Reliance Funding Underwriter
23 Andrew Wilkes Reliance Funding Research Intern
24 Daniel Homick Reliance Funding Account Executive
25 Moira Lynch National Christ Child Society Executive Director
26 Wendy Graham Washington Securities Corporation Vice President-investments
27 Henry Abbott Washington Securities Corporation Vice President
28 Earl Zastrow Washington Securities Corporation Comptroller
29 Lindsay Johnson Washington Securities Corporation Office Manager
30 Jiyang Liu Pinion Financial Services, Llc Assistant To Financial Planner
31 Richard Pinion Pinion Financial Services, Llc President And Certified Financial PlannerÂ
32 Beth Remick Ithaka Financial Planning, Llc Principal, Ithaka Financial Planning
33 Soudabeh Toussi Friendship Ambulatory Surgery Registered Nurse
34 Lakeisha Mason Friendship Ambulatory Surgery Sterile Processing Technician

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