Top 20 Financial Services Companies in Gaithersburg

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Below is the list of Top 20 Financial Services Companies in Gaithersburg ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Gaithersburg

1. Blue Ocean Global Wealth

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: blueoceanglobalwealth.com

Company Size: 51-200

Company Address: 9841 Washingtonian Boulevard, Gaithersburg, Maryland, United States

Blue Ocean Global Wealth Contact Details

Name Title LinkedIn Phone Email
Marguerita Cheng Chief Executive Officer
Requires/Intent
Investment Advisory
Technology Consulting
and more

2. Fidelity Direct Mortgage

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: fdmhome.com

Company Founded: 2004

Company Size: 51-200

Company Address: 555 Quince Orchard Road, Gaithersburg, Maryland, United States

Fidelity Direct Mortgage Contact Details

Name Title LinkedIn Phone Email
Bryce Jackson Sales Manager
J.t Fanning Divisional Manager, Mid-atlantic Region
Brian Keehn Senior Mortgage Loan Officer
Frank Neubauer Vice President - Reverse Mortgages
Spencer Bangert Branch Manager
Nabeel Haider Vice President
Malkiat Singh Senior Mortgage Loan Officer, 703-220-0039, Malkiatsingh438@gmail.com And Malkiat.singh@fdmhome.com
Requires/Intent and 29 more Employees
Document Management & E-signature Solutions
Technology Consulting
and more

3. Sherman Wealth Management

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: shermanwealth.com

Company Founded: 2013

Company Size: 11-50

Company Address: 9841 Washingtonian Boulevard, Gaithersburg, Maryland, United States

Sherman Wealth Management Contact Details

Name Title LinkedIn Phone Email
Brad Sherman President
Ashley Perlmutter Social Media Marketing Coordinator
Requires/Intent
Cloud Computing Solutions
Marketing Services
Securities Trading & Brokerage
and more

4. Clarus Merchant Services

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: clarusdc.com

Company Founded: 1999

Company Size: 51-200

Company Address: 3 East Diamond Avenue, Gaithersburg, Maryland, United States

Clarus Merchant Services Contact Details

Name Title LinkedIn Phone Email
Randy Tillim Ceo-founder
John Novinsky Account Consultant
Jeff Liller Partner
Matthew Rottenberg Account Consultant
Matt Holtzman Director
Randi Greenwood Customer Relations
Jon Burdette Account Consultant At Clarus Merchant Services
Requires/Intent and 1 more Employees
Customer Relationship Management (CRM)
Fraud Detection & Prevention
and more

5. (k)rpg, Llc

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: k-rpg.com

Company Founded: 1991

Company Size: 11-50

Company Address: 9711 Washingtonian Boulevard, Gaithersburg, Maryland, United States

(k)rpg, Llc Contact Details

Name Title LinkedIn Phone Email
Aifa Tommy Tavenner Senior Financial Advisor
Walt Ziffer Founder And Senior Advisor
Mitch Czworka Summer Intern - Financial Services
Rupinder Kaur Client Relationship Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Data Analytics & Business Intelligence
and more

6. Amg Payment Solutions

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: amgpay.com

Company Founded: 1996

Company Size: 11-50

Company Address: 60 Market Street, Gaithersburg, Maryland, United States

Amg Payment Solutions Contact Details

Name Title LinkedIn Phone Email
Adam Gilinson Founder And Chief Executive Officer
Michael Mintz Chief Strategy Officer
Tim Barber Chief Operations Officer
Requires/Intent
Fraud Detection & Prevention
Cybersecurity & Data Protection
Credit Rating & Analysis
and more

7. Elderlife Financial Services

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: elderlifefinancial.com

Company Founded: 2000

Company Size: 11-50

Company Address: 6 Montgomery Village Avenue, Gaithersburg, Maryland, United States

Elderlife Financial Services Contact Details

Name Title LinkedIn Phone Email
Holly Mathers Underwriter
Ritika Mathur Vice President Of Operations
Ryan Bailey Financial Concierge
Roque Santi Chief Executive Officer
Ebonie Baker Financial Operations And Processing Analyst
Farrell Didio Director, Family Relations
Drew Hrvatin Director Of Systems And Processing
Requires/Intent and 3 more Employees
Loan Origination & Servicing Platforms
Sales & Lead Generation Strategy
Omnichannel Customer Support
and more

8. Highlander Financial Group

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: highlanderfinancialgroup.com

Company Founded: 2012

Company Size: 11-50

Company Address: 7 Park Avenue, Gaithersburg, Maryland, United States

Highlander Financial Group Contact Details

Name Title LinkedIn Phone Email
David Vang Senior Partner
Kimberly Korzendorfer Director Of Marketing At Highlander Financial Group
Michael Glassman Partner
Requires/Intent
Omnichannel Customer Support
Mobile App Development For Financial Services
IoT-enabled Smart Banking Solutions
Securities Trading & Brokerage
Legal Compliance & Advisory
and more

9. Medallion Financial Group

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: medalliongroup.com

Company Founded: 1986

Company Size: 11-50

Company Address: 13 East Deer Park Drive, Gaithersburg, Maryland, United States

Medallion Financial Group Contact Details

Name Title LinkedIn Phone Email
Ryan Chfebc Partner
Mark Searles Client Relations
Mathieu Garrette Administrative Assistant
Requires/Intent
Automation & Workflow Optimization
Digital Payment & Subscription Solutions
IoT-enabled Smart Banking Solutions
and more

10. Planvest Financial

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: planvestfinancial.com

Company Founded: 2015

Company Size: 1-10

Company Address: 6 Montgomery Village Avenue, Gaithersburg, Maryland, United States

Planvest Financial Contact Details

Name Title LinkedIn Phone Email
Chfebc Mike Mattison Investment Advisor Representative
Tom Bonorden Cfp
Requires/Intent
Document Management & E-signature Solutions
Portfolio Management
Investment Advisory
Online Advertising & SEO
and more

11. The Lifetime Companies

Industry: Financial Services

Location: Gaithersburg, Maryland

Company Founded: 1989

Company Size: 1-10

Company Address: 843 Quince Orchard Boulevard, Gaithersburg, Maryland, United States

The Lifetime Companies Contact Details

Name Title LinkedIn Phone Email
Sandra Kuligowski Project Management Assistant
Requires/Intent
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
Digital Payment & Subscription Solutions
Cybersecurity & Data Protection
Mortgage & Loan Processing
and more

12. Potomac Financial Group

Industry: Financial Services

Location: Gaithersburg, Maryland

Company Size: 11-50

Company Address: 18310 Montgomery Vlg Avenue, Gaithersburg, Maryland, United States

Potomac Financial Group Contact Details

Name Title LinkedIn Phone Email
Bill Henaghan Financial Advisor
Cindy Gordon Registered Sales Assistant
Requires/Intent
HR & Talent Acquisition
Tax Planning & Strategy
and more

13. Steben & Company, Inc.

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: steben.com

Company Founded: 1989

Company Size: 11-50

Company Address: 9711 Washingtonian Boulevard, Gaithersburg, Maryland, United States

Steben & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Anton Bouzykanov Manager, Information Technology At Steben And Company, Inc
Charles Prince Investment Services Analyst
Stephen Smith Vice President Of It
Chris Maxey Senior Portfolio Manager
Sophia Whitney Account Registrations And Reporting Coordinator
Requires/Intent
Risk Management & Compliance
Portfolio Management
Treasury & Cash Flow Management
Credit Rating & Analysis
and more

14. Cf Services Group, Inc.

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: cfservicesgroup.com

Company Founded: 1981

Company Size: 1-10

Company Address: 9083 Shady Grove Court, Gaithersburg, Maryland, United States

Cf Services Group, Inc. Contact Details

Name Title LinkedIn Phone Email
David Yarn Financial Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Financial Forecasting & Modeling
Legal Compliance & Advisory
and more

15. Capitol Retirement Strategies

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: capitolretirement.com

Company Size: 1-10

Company Address: 216 Main Street, Gaithersburg, Maryland, United States

Capitol Retirement Strategies Contact Details

Name Title LinkedIn Phone Email
Steve Killiany Managing Partner
Requires/Intent
Accounting Services
Risk Assessment & Mitigation
Technology Consulting
Automation & Workflow Optimization
Employee Training & Workforce Development
and more

16. Shady Grove Modern Dental

Industry: Financial Services

Location: Gaithersburg, Maryland

Company Size: 1-10

Company Address: 9051 Shady Grove Court, Gaithersburg, Maryland, United States

Shady Grove Modern Dental Contact Details

Name Title LinkedIn Phone Email
Tiffany Trankiem Office Assistant
Requires/Intent
Investment Advisory
Compliance & Regulatory Advisory
Risk Assessment & Mitigation
Banking & Payment Processing
and more

17. Investone Retirement Specialists, Inc.

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: investone.com

Company Founded: 1991

Company Size: 11-50

Investone Retirement Specialists, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Bonnell Managing Director
Requires/Intent
Financial Auditing & Reporting
Securities Trading & Brokerage
and more

18. Express Services Company,inc

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: emc123.com

Company Founded: 1998

Company Size: 11-50

Company Address: 115 Meem Avenue, Gaithersburg, Maryland, United States

Express Services Company,inc Contact Details

Name Title LinkedIn Phone Email
Travis Bonine Risk Manager At Express Services Company,inc
Requires/Intent
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

19. Sagacious, Inc.

Industry: Financial Services

Location: Gaithersburg, Maryland

Website: sagaciousinc.com

Company Founded: 2011

Company Size: 1-10

Sagacious, Inc. Contact Details

Name Title LinkedIn Phone Email
Moe Mack Waitress
Requires/Intent
Digital Payment & Subscription Solutions
Mortgage & Loan Processing
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
and more

20. United Mortgage Plus

Industry: Financial Services

Location: Gaithersburg, Maryland

Company Size: 11-50

Company Address: 600 South Frederick Avenue, Gaithersburg, Maryland, United States

United Mortgage Plus Contact Details

Name Title LinkedIn Phone Email
Mei Zheng Sale Representative
Requires/Intent
Customer Relationship Management (CRM)
Debt Collection & Recovery
Mortgage & Loan Processing
and more
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Gaithersburg Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Marguerita Cheng Blue Ocean Global Wealth Chief Executive Officer
2 Bryce Jackson Fidelity Direct Mortgage Sales Manager
3 J.t Fanning Fidelity Direct Mortgage Divisional Manager, Mid-atlantic Region
4 Brian Keehn Fidelity Direct Mortgage Senior Mortgage Loan Officer
5 Frank Neubauer Fidelity Direct Mortgage Vice President - Reverse Mortgages
6 Spencer Bangert Fidelity Direct Mortgage Branch Manager
7 Nabeel Haider Fidelity Direct Mortgage Vice President
8 Malkiat Singh Fidelity Direct Mortgage Senior Mortgage Loan Officer, 703-220-0039, Malkiatsingh438@gmail.com And Malkiat.singh@fdmhome.com
9 Brad Sherman Sherman Wealth Management President
10 Ashley Perlmutter Sherman Wealth Management Social Media Marketing Coordinator
11 Randy Tillim Clarus Merchant Services Ceo-founder
12 John Novinsky Clarus Merchant Services Account Consultant
13 Jeff Liller Clarus Merchant Services Partner
14 Matthew Rottenberg Clarus Merchant Services Account Consultant
15 Matt Holtzman Clarus Merchant Services Director
16 Randi Greenwood Clarus Merchant Services Customer Relations
17 Jon Burdette Clarus Merchant Services Account Consultant At Clarus Merchant Services
18 Aifa Tommy Tavenner (k)rpg, Llc Senior Financial Advisor
19 Walt Ziffer (k)rpg, Llc Founder And Senior Advisor
20 Mitch Czworka (k)rpg, Llc Summer Intern - Financial Services
21 Rupinder Kaur (k)rpg, Llc Client Relationship Manager
22 Adam Gilinson Amg Payment Solutions Founder And Chief Executive Officer
23 Michael Mintz Amg Payment Solutions Chief Strategy Officer
24 Tim Barber Amg Payment Solutions Chief Operations Officer
25 Holly Mathers Elderlife Financial Services Underwriter
26 Ritika Mathur Elderlife Financial Services Vice President Of Operations
27 Ryan Bailey Elderlife Financial Services Financial Concierge
28 Roque Santi Elderlife Financial Services Chief Executive Officer
29 Ebonie Baker Elderlife Financial Services Financial Operations And Processing Analyst
30 Farrell Didio Elderlife Financial Services Director, Family Relations
31 Drew Hrvatin Elderlife Financial Services Director Of Systems And Processing
32 David Vang Highlander Financial Group Senior Partner
33 Kimberly Korzendorfer Highlander Financial Group Director Of Marketing At Highlander Financial Group
34 Michael Glassman Highlander Financial Group Partner
35 Ryan Chfebc Medallion Financial Group Partner
36 Mark Searles Medallion Financial Group Client Relations
37 Mathieu Garrette Medallion Financial Group Administrative Assistant
38 Chfebc Mike Mattison Planvest Financial Investment Advisor Representative
39 Tom Bonorden Planvest Financial Cfp
40 Sandra Kuligowski The Lifetime Companies Project Management Assistant

Financial Services companies in different cities of Maryland

No. Industry Number of Contacts Download
1 Financial services Companies in Baltimore 12064
2 Financial services Companies in Rockville 12064
3 Financial services Companies in Bethesda 15312
4 Financial services Companies in Columbia 5104
5 Financial services Companies in Annapolis 5104
6 Financial services Companies in Hunt Valley 6032
7 Financial services Companies in Towson 3248
8 Financial services Companies in Frederick 2320
9 Financial services Companies in Silver Spring 1392
10 Financial services Companies in Owings Mills 1392
11 Financial services Companies in Chevy Chase 464
12 Financial services Companies in Laurel 464
13 Financial services Companies in Greenbelt 928
14 Financial services Companies in Timonium 928
15 Financial services Companies in Westminster 1392
16 Financial services Companies in Hanover 928
17 Financial services Companies in Bel Air 4640
18 Financial services Companies in College Park 464
19 Financial services Companies in Germantown 928
20 Financial services Companies in Salisbury 1392
21 Financial services Companies in Hagerstown 464
22 Financial services Companies in Lanham 464
23 Financial services Companies in Ellicott City 2784
24 Financial services Companies in Beltsville 928
25 Financial services Companies in Bowie 1856