Top 30 Financial Services Companies in Frederick

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Below is the list of Top 30 Financial Services Companies in Frederick ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Frederick

1. Affirmx

Industry: Financial Services

Location: Frederick, Maryland

Company Founded: 2011

Company Size: 11-50

Company Address: 5301 Buckeystown Pike, Frederick, Maryland, United States

Affirmx Contact Details

Name Title LinkedIn Phone Email
Ken Wolff Chief Executive Officer
Carolyn Orner Director Of Sales
Dennis Agle Director Of Communications
Ncco Kevin C. Twigger Senior Manager Internal Audit
Dana Carrington Regional Sales Manager
Kevin Twigger Internal Auditor
Ncco Heather Riley Manager, Client Service
Requires/Intent and 5 more Employees
Portfolio Management
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
and more

2. Nymeo Federal Credit Union

Industry: Financial Services

Location: Frederick, Maryland

Company Founded: 1933

Company Size: 11-50

Company Address: 5210 Chairmans Court, Frederick, Maryland, United States

Nymeo Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Vicki Johnston President And Chief Executive Officer
Kristina Morgan Chief Operations Officer
Daniel Ignacio Bank Teller
Bruno Larogian Assistant Branch Manager
Gwen Farrell Marketing And Business Development Manager
John Corrado It Manager, Project Manager
Steven Puziss Financial Concierge Ii
Requires/Intent and 14 more Employees
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
Technology Consulting
and more

3. Frederick County Bank

Industry: Financial Services

Location: Frederick, Maryland

Website: fcbmd.com

Company Founded: 2001

Company Size: 51-200

Frederick County Bank Contact Details

Name Title LinkedIn Phone Email
Tammie Jones Assistant Vice President And Bank Center Manager
Jeffery Walker Commercial Lending Officer
Crystal Wiles Senior Vice President, Controller
Beth Webb Loan Partner
Ruby Tarenyika Senior Portfolio Manager
Paul Pieklo President Chief Executive Analyst Officer
Kimberly Huntt Assistant Vice President Loan Operations
Requires/Intent and 14 more Employees
Investment Advisory
Corporate Finance Strategy
Insurance & Underwriting Services
Financial Forecasting & Modeling
and more

4. Appraisal Course Associates

Industry: Financial Services

Location: Frederick, Maryland

Website: appraisalcourseassocites.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1612 Shookstown Road, Frederick, Maryland, United States

Appraisal Course Associates Contact Details

Name Title LinkedIn Phone Email
David Maloney Managing Partner
Requires/Intent
Accounting Services
Branding & Public Relations
Mobile App Development For Financial Services
Corporate Finance Strategy
Employee Training & Workforce Development
and more

5. Key Financial Group, Llc

Industry: Financial Services

Location: Frederick, Maryland

Website: keyfinancialgrp.com

Company Founded: 2009

Company Size: 1-10

Company Address: 25 North Court Street, Frederick, Maryland, United States

Key Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Alex Villegas Wealth Advisor
Joanna Laracuente Manager
Jason Jennings Certified Financial Plannerâ And Managing Partner
Requires/Intent
Hedge Fund & Private Equity Consulting
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
and more

6. Duke & Henry, Ltd.

Industry: Financial Services

Location: Frederick, Maryland

Website: dukehenry.com

Company Founded: 2010

Company Size: 11-50

Company Address: 10 North Jefferson Street, Frederick, Maryland, United States

Duke & Henry, Ltd. Contact Details

Name Title LinkedIn Phone Email
Ted Frost Vice President
Requires/Intent
Debt Collection & Recovery
Investment Advisory
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
and more

7. Nymeo Federal Credit Union

Industry: Financial Services

Location: Frederick, Maryland

Website: nymeo.org

Company Founded: 1933

Company Size: 51-200

Company Address: 5210 Chairmans Court, Frederick, Maryland, United States

Nymeo Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Dawn Brooks Call Center Manager
Rich Allen Board Member
Rhonda Crutchley Branch Manager
Michael Wiley Accounting Associate
Cora Sawyers Loan Processor
Mary Roach Financial Concierge
Tian-wen Wu It Help Desk Support
Requires/Intent and 4 more Employees
Credit Rating & Analysis
ERP For Financial Institutions
Corporate Finance Strategy
Financial Auditing & Reporting
Employee Training & Workforce Development
and more

8. Turning Point Financial

Industry: Financial Services

Location: Frederick, Maryland

Company Founded: 1994

Company Size: 11-50

Company Address: 7210 Corporate Court, Frederick, Maryland, United States

Turning Point Financial Contact Details

Name Title LinkedIn Phone Email
Brennan Gmeiner Financial Planner
Kathy Troxell President And Financial Advisor
Nancy Floria Administrative Assistant
Requires/Intent
Blockchain & Cryptocurrency Solutions
Employee Training & Workforce Development
Mortgage & Loan Processing
and more

9. Purcell Communications Inc

Industry: Financial Services

Location: Frederick, Maryland

Website: purcellcom.com

Company Founded: 2005

Company Size: 11-50

Purcell Communications Inc Contact Details

Name Title LinkedIn Phone Email
Ben Vivari Director Of Content
Maya Pilkington Financial Communications Content Writer And Editor
Ruth Purcell Chief
Sallie Braun Media Strategist
Erin Pickett Administrative Assistant
Maya Pilkington Technical, Editorial, And Web Content Writer
Requires/Intent
Employee Training & Workforce Development
Hedge Fund & Private Equity Consulting
Data Analytics & Business Intelligence
Blockchain & Cryptocurrency Solutions
Technology Consulting
and more

10. Midatlantic Ira, Llc

Industry: Financial Services

Location: Frederick, Maryland

Website: midatlanticira.com

Company Founded: 2004

Company Size: 1-10

Company Address: 125 South Carroll Street, Frederick, Maryland, United States

Midatlantic Ira, Llc Contact Details

Name Title LinkedIn Phone Email
Jack Kiley Principal, Cpa, Cisp
Elizabeth Lorenzen Client Services
Elizabeth Lorenzen Client Services
Requires/Intent
Branding & Public Relations
Financial Auditing & Reporting
and more

11. Money Mentor Group

Industry: Financial Services

Location: Frederick, Maryland

Website: moneymetorgroup.com

Company Founded: 2015

Company Size: 1-10

Company Address: 263 West Patrick Street, Frederick, Maryland, United States

Money Mentor Group Contact Details

Name Title LinkedIn Phone Email
Jane Helm Founder, Certified Financial Coach, Financial Educator, Author
Requires/Intent
Insurance & Underwriting Services
Legal Compliance & Advisory
Business Strategy & Growth Consulting
AI-powered Financial Insights
and more

12. Legacy Financial Associates

Industry: Financial Services

Location: Frederick, Maryland

Website: legacyfa.com

Company Founded: 2000

Company Size: 11-50

Company Address: 149 West Patrick Street, Frederick, Maryland, United States

Legacy Financial Associates Contact Details

Name Title LinkedIn Phone Email
Rich Pencek Wealth Manager
Mike Prendergast Marketing And Client Services
Beth Linton Financial Planner
Requires/Intent
Fraud Detection & Prevention
Automation & Workflow Optimization
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
and more

13. Fcb Bank, A Division Of Acnb Bank

Industry: Financial Services

Location: Frederick, Maryland

Company Founded: 1857

Company Size: 201-500

Company Address: 2 North Market Street, Frederick, Maryland, United States

Fcb Bank, A Division Of Acnb Bank Contact Details

Name Title LinkedIn Phone Email
Jennifer Tyler Vice President, Commercial Lender
Christopher Mariani Bca Iii
Requires/Intent
Risk Management & Compliance
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
Cybersecurity & Data Protection
Mortgage & Loan Processing
and more

14. Katz Metzner Financial Llc

Industry: Financial Services

Location: Frederick, Maryland

Website: katzmetznerfinancial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 331 South Jefferson Street, Frederick, Maryland, United States

Katz Metzner Financial Llc Contact Details

Name Title LinkedIn Phone Email
Ashlun Kunka Client Services Director
Requires/Intent
Tax Planning & Strategy
Fraud Detection & Prevention
Corporate Finance Strategy
and more

15. Moore Wealth Inc.

Industry: Financial Services

Location: Frederick, Maryland

Website: moorewealthinc.com

Company Founded: 2003

Company Size: 1-10

Company Address: 50 Carroll Creek Way, Frederick, Maryland, United States

Moore Wealth Inc. Contact Details

Name Title LinkedIn Phone Email
Jen Cruz Client Communications Manager
Ashley Bailey Executive Assistant And Director Of Client Outreach
Brittany Law Client Services Manager
Requires/Intent
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
and more

16. Maryland Financial Planners, Ltd.

Industry: Financial Services

Location: Frederick, Maryland

Website: mdfinancialplanners.com

Company Size: 11-50

Company Address: 1 West 2nd Street, Frederick, Maryland, United States

Maryland Financial Planners, Ltd. Contact Details

Name Title LinkedIn Phone Email
Benjamin Warner Planner Assistant
Requires/Intent
Marketing Services
Banking & Payment Processing
and more

17. Mccaskill Financial

Industry: Financial Services

Location: Frederick, Maryland

Website: mccaskill-financial.com

Company Size: 1-10

Company Address: 220 West Patrick Street, Frederick, Maryland, United States

Mccaskill Financial Contact Details

Name Title LinkedIn Phone Email
Lisa Brandenburg Client Service Specialist
Requires/Intent
Risk Management & Compliance
Investment Advisory
HR & Talent Acquisition
ERP For Financial Institutions
and more

18. Divorce Financial Solutions, Inc.

Industry: Financial Services

Location: Frederick, Maryland

Website: divorcefinancialsolutions.org

Company Founded: 2002

Company Size: 1-10

Company Address: 135 West Patrick Street, Frederick, Maryland, United States

Divorce Financial Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Ashley Trail Administrative Assistant
Requires/Intent
Sales & Lead Generation Strategy
AI-powered Financial Insights
and more

19. Kramer Financial, Inc

Industry: Financial Services

Location: Frederick, Maryland

Website: kramerfinancial.com

Company Size: 1-10

Company Address: 9099 Ridgefield Drive, Frederick, Maryland, United States

Kramer Financial, Inc Contact Details

Name Title LinkedIn Phone Email
Peg Walsh Administrative Assistant
Requires/Intent
Document Management & E-signature Solutions
AI-powered Financial Insights
Risk Management & Compliance
Tax Planning & Strategy
and more

20. Turning Point Financial

Industry: Financial Services

Location: Frederick, Maryland

Website: tpfinancial.com

Company Founded: 1994

Company Size: 11-50

Company Address: 7210 Corporate Court, Frederick, Maryland, United States

Turning Point Financial Contact Details

Name Title LinkedIn Phone Email
Elena Miller Paraplanner
Requires/Intent
Online Advertising & SEO
Corporate Finance Strategy
Asset Management
Document Management & E-signature Solutions
and more

21. Murray Financial Group Inc

Industry: Financial Services

Location: Frederick, Maryland

Website: murrayfinancialgroup.com

Company Size: 11-50

Company Address: 220 North Market Street, Frederick, Maryland, United States

Murray Financial Group Inc Contact Details

Name Title LinkedIn Phone Email
Karen Banzhoff Client Services Manager, Executive Assistant To Firm S Principal
Requires/Intent
Technology Consulting
Credit Rating & Analysis
Mobile App Development For Financial Services
Legal Compliance & Advisory
and more

22. New York New York Salon Inc

Industry: Financial Services

Location: Frederick, Maryland

Company Size: 11-50

Company Address: 808 Toll House Avenue, Frederick, Maryland, United States

New York New York Salon Inc Contact Details

Name Title LinkedIn Phone Email
Tonia Peach Senior Hair Designer
Requires/Intent
Corporate Finance Strategy
Credit Rating & Analysis
Insurance & Underwriting Services
Omnichannel Customer Support
Asset Management
and more

23. Lace Financial Corporation

Industry: Financial Services

Location: Frederick, Maryland

Website: lacefinancial.com

Company Size: 11-50

Company Address: 118 North Court Street, Frederick, Maryland, United States

Lace Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Damyon Mouzon President
Mathi Ramki Senior Financial Analyst At Lace Financial Corp
John Maple Server
Requires/Intent
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Financial Auditing & Reporting
and more

24. Kramer Wealth Managers

Industry: Financial Services

Location: Frederick, Maryland

Website: kramerwealth.com

Company Founded: 1985

Company Size: 1-10

Company Address: 9099 Ridgefield Drive, Frederick, Maryland, United States

Kramer Wealth Managers Contact Details

Name Title LinkedIn Phone Email
Lee Kramer Financial Planner
Requires/Intent
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
Automation & Workflow Optimization
and more

25. Roppongi Restaurant

Industry: Financial Services

Location: Frederick, Maryland

Website: roppongiusa.com

Company Size: 11-50

Company Address: 1080 West Patrick Street, Frederick, Maryland, United States

Roppongi Restaurant Contact Details

Name Title LinkedIn Phone Email
Mollie Hoff Cashier
Requires/Intent
Document Management & E-signature Solutions
Automation & Workflow Optimization
Marketing Services
Banking & Payment Processing
Portfolio Management
and more
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Frederick Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ken Wolff Affirmx Chief Executive Officer
2 Carolyn Orner Affirmx Director Of Sales
3 Dennis Agle Affirmx Director Of Communications
4 Ncco Kevin C. Twigger Affirmx Senior Manager Internal Audit
5 Dana Carrington Affirmx Regional Sales Manager
6 Kevin Twigger Affirmx Internal Auditor
7 Ncco Heather Riley Affirmx Manager, Client Service
8 Vicki Johnston Nymeo Federal Credit Union President And Chief Executive Officer
9 Kristina Morgan Nymeo Federal Credit Union Chief Operations Officer
10 Daniel Ignacio Nymeo Federal Credit Union Bank Teller
11 Bruno Larogian Nymeo Federal Credit Union Assistant Branch Manager
12 Gwen Farrell Nymeo Federal Credit Union Marketing And Business Development Manager
13 John Corrado Nymeo Federal Credit Union It Manager, Project Manager
14 Steven Puziss Nymeo Federal Credit Union Financial Concierge Ii
15 Tammie Jones Frederick County Bank Assistant Vice President And Bank Center Manager
16 Jeffery Walker Frederick County Bank Commercial Lending Officer
17 Crystal Wiles Frederick County Bank Senior Vice President, Controller
18 Beth Webb Frederick County Bank Loan Partner
19 Ruby Tarenyika Frederick County Bank Senior Portfolio Manager
20 Paul Pieklo Frederick County Bank President Chief Executive Analyst Officer
21 Kimberly Huntt Frederick County Bank Assistant Vice President Loan Operations
22 David Maloney Appraisal Course Associates Managing Partner
23 Alex Villegas Key Financial Group, Llc Wealth Advisor
24 Joanna Laracuente Key Financial Group, Llc Manager
25 Jason Jennings Key Financial Group, Llc Certified Financial Plannerâ And Managing Partner
26 Ted Frost Duke & Henry, Ltd. Vice President
27 Dawn Brooks Nymeo Federal Credit Union Call Center Manager
28 Rich Allen Nymeo Federal Credit Union Board Member
29 Rhonda Crutchley Nymeo Federal Credit Union Branch Manager
30 Michael Wiley Nymeo Federal Credit Union Accounting Associate
31 Cora Sawyers Nymeo Federal Credit Union Loan Processor
32 Mary Roach Nymeo Federal Credit Union Financial Concierge
33 Tian-wen Wu Nymeo Federal Credit Union It Help Desk Support
34 Brennan Gmeiner Turning Point Financial Financial Planner
35 Kathy Troxell Turning Point Financial President And Financial Advisor
36 Nancy Floria Turning Point Financial Administrative Assistant
37 Ben Vivari Purcell Communications Inc Director Of Content
38 Maya Pilkington Purcell Communications Inc Financial Communications Content Writer And Editor
39 Ruth Purcell Purcell Communications Inc Chief
40 Sallie Braun Purcell Communications Inc Media Strategist

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