Company Name

Address

Principal & Contact

Company Profile

1st Mariner Mortgage Corp.

1801 S. Clinton St.

Baltimore, MD 21224

jeff@mortgage-on-the-net.com

www.mortgage-on-the-net.com

Jeffrey B. Harris

410-218-0366

410-342-4110 fax

Specializing in residential mortgage lending. Free individualized analysis and program comparisons. First-time Home Buyer, VA/FHA, Conventional and Lot/Construction loan services.

Accountants Inc.

8830 Stanford Blvd., Suite 201

Columbia, MD 21045

mcostello@accountantsinc.com

nmcdonald@accountantsinc.com

www.accountantsinc.com

MaryEllen Costello, Staffing Manager

Naomi McDonald, Staffing Manager

410-872-9000

410-872-9228 fax

Accountants Inc. is committed to the pursuit of quality and excellence in accounting and finance. We develop relationships with accounting and finance professionals to provide quality service to our employees, candidates and clients.

Advance Funding, Inc.

1916 South Crain Hwy., Suite 14

Glen Burnie, MD 21061

chris@advancefund.com

www.advancefund.com

Chris Gallaot, President, CEO

410-863-4707

410-863-0034 fax

We buy mortgages, annuities, structured settlements, lottery winnings, military pensions and inheritances. We finance hard-to-place commercial and investment real estate; hard money loans and bridgeloans.

A.G. Edwards & Sons

8865 Stanford Blvd., Suite 121

Columbia, MD 21045

www.agedwards.com

John S. Kinzer

410-872-1000 ext.312

410-872-4875 fax

Provides 401(k), profit sharing and deferred compensation plans, corporate cash management services. Financial planning, estate planning, private money management, stock/bond research, life and health insurance.

AHD Business Services

5129 Ilchester Woods

Ellicott City, MD 21043

Donna L. Kraft, CPA

410-719-1679

410-719-0637 fax

Personalized service to meet small business needs, including accounting, tax & payroll services and Quickbooks support. Business & personal tax and other services available. Free local pickup & delivery!

A J Funding

5444 Thunder Hill Road

Columbia, MD 21045-2269

hlessey@clark.net

Howard Lessey

410-997-1991

We buy seller financed notes secured by mortgages, business assets and other securities. We also pay cash for future payments such as lottery winnings, insurance settlements and inheritances.

Accounting & Word Services

4932 Pale Orchids Court

Columbia, MD 21044

Founded: 1991

Pamela Neff

410-740-4259

410-740-4259 fax

Tax and accounting services to businesses and individuals. QuickBooks accounting set-up and instruction. Spreadsheets, word processing and graph creation also available.

Allfirst Brokerage

9125 Baltimore National Pike

Ellicott City, MD 21042

aarongatrell@allfirst.com

Aaron Gatrell

410-465-3581

410-418-8941 fax

Finance service specialist.

Allfirst Business Banking

6395 Dobbin Road, Suite 106

Columbia, MD 21045

w.craig.engelhaupt@allfirst.com

Craig Engelhaupt

410-964-6854

Suzanne Colvin

410-964-6874

410-964-6819 fax

Business banking loans and deposit relationships. 15-year commercial mortgages, investments, web-based cash management and services. SBA Preferred Lender.

American Express

10420 Little Patuxent Pkwy., Suite 110

Columbia, MD 21044

merle.x.ross@aexp.com

www.americanexpress.com/advisor/

merle.x.ross

Merle Ross, Financial Adviser

410-730-9200

410-995-3049 fax

Partnering with clients; guiding them through the process of financial decision-making, growth of assets and fulfillment of dreams.

American Express Financial Advisors

5950 Symphony Woods Road

Columbia, MD 21044

Renee.L.Green@aexp.com

Renee L. Green, Fin. Adviser

1-800-573-1759

410-772-9865 fax

Dedicated to assisting clients with personal financial planning including retirement, taxes, investments (IRAs, Roth IRAs, mutual funds and stocks), estate and insurance planning.

American Express Financial Advisors

5550 Sterrett Place, Suite 216

Columbia, MD 21044

Gary.2.williams@aexp.com

Gary S. Williams, CFP

410-740-5885

410-715-9682 fax

Provide financial planning advice to individuals and small businesses regarding retirement and estate planning.

Asher, Welkos & Company, CPAs

3537 Spencerville Road, #1

Burtonsville, MD 20866

dasher@atlantec.net

David Asher, CPA

Kathy Welkos

301-421-4222

301-421-4228 fax

Helps individuals and small businesses meet immediate needs and prepare for the future by providing accounting, tax, financial, retirement and related services.

Atlantic Brokerage Group

9051-3B Baltimore National Pike

Ellicott City, MD 21042

atlbrkgrp@juno.com

Stuart G. Fox

Norman E. Biondi

James W. Zehner

410-461-8900

410-461-9007 fax

Life, health, disability and individual or group long term care insurance. Financial services include annuities, mutual funds and retirement plans.

AXA Advisors LLC

7 St. Paul Street

Baltimore, MD 21202

dhepple@home.com

David Hepple

410-772-5380

410-995-9221 fax

We help people achieve their financial goals through financial planning, investments and risk management.

Baltimore-Washington Financial Advisors, Inc.

3525 Ellicott Mills Drive, Suite G

Ellicott City, MD 21043

advisors@bwfa.com

www.bwfa.com

Kevin Condon

Robert Cassel

Kim Keller

Saxon Birdsong

410-461-3900

410-461-2127 fax

Fee-only financial planning firm prepares personal, business and trust tax returns, specializes in tax planning for employee stock options. Taxation of investments and small business services.

Bank of America Private Bank

100 S. Charles Street, 9th Flr.

Baltimore, MD 21201

johanna.cote@bankofamerica.com

Johanna Cote, Sr. VP

410-547-4342

410-837-3096 fax

Bank of America Private Bank specializes in financial, tax, estate and family business planning; investment management and portfolio services; probate and trust administration and tax preparation.

Berman, Goldman, & Ribakour LLP

10910 Little Patuxent Pkwy

Columbia, MD 21044

mrubin@bgrllp.com

www.bgrllp.com

Marc Rubin, Partner

410-997-9200

410-740-1073 fax

We are a full-service CPA located in Columbia, Maryland for over 25 years, specializing in auditing, tax and business consulting.

Bernard and Associates, LC

5401 Twin Knolls Road, Suite 7

Columbia, MD 21045

gusbernard@yahoo.com

www.lawyers.com/gusbernard

Gus M. Bernard

410-964-5787

410-964-9018 fax

Bernard and Associates is a general practice law firm concentrating in the areas of wills, trusts, probate, and commercial law.

Bennet, Hutt & Company, L.L.C.

10500 Little Patuxent Pkwy., Suite 640

Columbia, MD 21044

www.bennetthutt.com

Louis G. Hutt, Jr.

Kevin T. Hutt

410-730-1429

410-730-1229 fax

Provide services in cash flow planning, commercial loan packaging, financial management assistance, tax planning, preparation, contract negotiations, representation before the IRS.

Berkshire Financial Group

1375 Picasso Drive, Suite 350

Rockville, MD 20850

marlerjason@hotmail.com

Greg Jachelski

Jason Marler, Financial Rep.

410-997-0162

301-840-1510 fax

Specializing in using macro-economic strategies to create the maximum amount of wealth optimally possible for our clients.

Beverungen, Sober & Co.

Financial Planners and CPAs

3454 Ellicott Center Drive, Suite 107

Ellicott City, Maryland 21043

matt@bevcpa.com

Matt Beverungen

410-715-9700

410-715-9702 fax

We help individuals and businesses with all their financial needs including tax return preparation and planning, financial planning, business start-ups/incorporations and investments.

Bormel, Grice & Huyett, P.A., CPAs

14409 Greenview Drive, Suite 201

Laurel, MD 20708

bormel@bormel-grice.com

www.bormel-grice.com

Larry P. Bormel

410-792-7259

301-725-5256 fax

Specializing in financial planning/tax planning and preparation. We provide a full range of accounting, tax and management advisory services with the personalized attention our clients appreciate.

Branch, Banking & Trust Company

7130 Minstrel Way, Suite 220

Columbia, MD 21045

wpindell@BBandT.com

www.BBandT.com

W. Stephen Pindell, VP

301-596-7880

301-596-2001 fax

Specializing in consumer and business banking deposit accounts, loans, online banking, insurance, leasing, cash management, investment and brokerage services throughout Central Maryland.

Brehm Professional Association

1350 Dorsey Road, Suite J

Hanover, MD 21076

lbrehm@bellatlantic.net

LuAnn Brehm, CPA

410-859-8211

410-859-8854 fax

Accounting, bookkeeping & tax services for businesses and individuals. Specializing in government procurement: FAR & DCAA guidance, rate packages & cost proposals.

Buna B. Cumbie II & Assoc.

9891 Broken Land Pkwy., Suite 103

Columbia, MD 21046

Buna B. Cumbie II

Melissa Christensen

410-290-3930

410-290-3932 fax

Financial success in life depends not on the right answers, but rather on the right questions. We help you figure out what is important to you personally.

Butler & Lavanceau, L.L.C.

10450 Shaker Drive, Suite 112

Columbia, MD 21046

info@Blcpas.com

www.Blcpas.com

Ronald Butler

Colette Lavanceau

410-997-9299

410-992-7929 fax

Local CPA firm involved in all areas of small business set-up, financial statement, tax returns and tax planning. We also prepare individual income tax returns including all states.

Cardoni Waddell, L.L.C.

8850 Stanford Blvd., Suite 3300

Columbia, MD 21045

elw@cardoniwaddell.com

Robert Cardoni

Edward L. Waddell

410-290-0770

410-290-0774 fax

A regional CPA firm with a long Howard County presence specializing in tax accounting and consulting to businesses and individuals.

C.F.O., Inc.

49 Nunnery Lane

Catonsville, MD 21228-2026

john@flinton.com

www.flinton.com

John C. Flinton, CPA, Pres.

410-747-1855

410-747-2038 fax

Tax services for individuals, businesses, fiduciaries and accounting/bookkeeping services for small- and medium-size companies.

Charles Schwab & Co., Inc.

9891 Brokenland Pkwy.

Columbia, MD 21046

www.schwab.com

Lisa Sechler, Sr. Investment Specialist

410-309-4372

410-309-4246 fax

Individualized advice consultations for personal investment planning. Full range of financial services accessible online and in the Columbia Branch.

Citizens National Bank

517 Main Street

Laurel, MD 20707

www.mercantile.net/citizens

Peter Floecker

Mike Barrett

301-497-6215

301-497-1766 fax

A full-service financial institution that, as an affiliate of Mercantile BankShares, combines regional strength with community bank perspective. Branches in Howard, Prince George's, Anne Arundel and Montgomery counties.

Clarion Credit Management

10260 Old Columbia Road, Suite D

Columbia, MD 21046

www.clarioncredit.com

Dwight A. Burrill

Michelle Glassburn

410-309-9020

410-309-9022 fax

Nonprofit corporation assisting individuals in financial distress, debt management plans and skill-building in personal financial management.

Clifton Gunderson, LLC

9515 Deereco Road, Suite 500

Timonium, MD 21093

lambertboyce@cliftoncpa.com

www.cliftoncpa.com

Lambert G. Boyce, Jr., CPA, CFP

H. Terry Hancock, CPA

410-453-0900

410-453-0914 fax

In addition to our comprehensive business tax planning and compliance services, we offer a unique family of LifeLine Planning® Services, including personal tax, financial, retirement, estate and succession planning.

CMSI Systems, Inc.

135 National Business Pkwy.

Annapolis Junction, MD 20701

info@CMSIsystems.com

www.CMSIsystems.com

Miles Grody, President

Nancy Weil, VP

301-362-6000

301-362-6301 fax

Provides credit automation software and services, including Internet-based online lending and leasing technology. Product suite includes automated credit management, workflow and imaging solutions for consumer and credit evaluation.

Coale Pripstein & Associates, P.A.

8850 Stanford Blvd., Suite 2900

Columbia, MD 21045

esc@cpapa.com

www.cpapa.com

Edmund S. Coale, CPA

410-290-0295

410-290-0721 fax

Local CPA firm provides professional tax and business consulting services to growing closely held businesses and their owners.

Commercial Insurance Managers, Inc.

9009-A Mendenhall Court

Columbia, MD 21045

gordon@Business.com

www.Business.com

Gordon M. Mumpower

410-309-7901

410-309-7905 fax

Specializes in business insurance to include property, general & professional liability, automobile, workers compensation, umbrella group medical, life and disability insurance products.

County National Bank

7405 Ritchie Hwy.

Glen Burnie, MD 21060

Founded: 1996

Jan W. Clark

John Warner

410-760-7000

410-760-7004 fax

Offering a complete selection of business and consumer services that include checking, savings, retirement plans and loan products. Branches in Pasadena, Odenton and Glen Burnie.

Creative Capital Associates, Inc.

P.O. Box 1926

Silver Spring, MD 20915

cca@ccassociates.com

www.ccassociates.com

Gary W. Honig

301-681-0080

301-681-0082 fax

Factoring quick, easy access to commercial working capital. Immediate funding decisions with flexible terms. Commercial business only, no real estate.

Creative Financial Staffing

2 N. Charles Street, Suite 201

Baltimore, MD 21202

ebarrow@cwamos.com

www.efstaffing.com

Ed Barrow

410-347-4952

410-2460444 fax

Provides temporary and permanent financial staffing services to area companies in accounting and tax. CFS is a division of C.W. Amos & Company.

Credit Online, Inc.

135 National Business Pkwy.

Annapolis Junction, MD 20701

info@credit-online.com

www.credit-online.com

Howard Tischler, President

Nancy Weil, VP

301-362-6000

301-362-6301 fax

Credit-enables business-to-business and business-to-consumer transactions through its Internet gateway and funding exchange network, which links credit originators and borrowers with prime and non-prime lenders.

Edward Jones Investments

9062 Chevrolet Drive

Ellicott City, MD 21042

www.edwardjones.com

Harry M. Slade, III

410-418-8218

410-418-8241 fax

Serving individual investors since 1871. Stocks, mutual funds, tax-free bonds, IRAs, money market funds, estate planning, government securities and much more.

Eichelberger, Griesser, Eddy & Alms, Inc.

7300 Grace Drive

Columbia, MD 21044

seddy@egea.org

www.egea.org

James K. Eichelberger

410-988-9494

443-535-0313 fax

Our certified financial plan practitioners provide fee-based, non-biased investment and financial planning advice to meet clients' ongoing planning and investment needs.

Ellis & Associates, CPAs, P.A.

8336 Belair Road

Baltimore, MD 21236

asudduth@cpaellis.com

www.cpaellis.com

Jim Ellis, CPA

Anna Sudduth, CPA

410-256-9298

410-256-9317 fax

Ellis & Associates, CPAs, P.A., provides services in accounting and auditing, taxes, tax planning, management consulting and general financial planning. At Ellis & Associates, we ensure you receive the professional advice you need.

Evergreen Capital LLC

5094 Dorsey Hall Drive, Suite 104

Columbia, MD 21042

rkohr@ecapitalllc.com

www.ecapitalllc.com

Richard Kohr, Jr., CPA, Pres.

410-997-6000

410-964-8302 fax

These experienced professionals understand the personal and financial concerns involved in buying, selling or financing a business and have a proven track record in implementing winning strategies for their clients.

Executive Sounding Board

711 West 40th Street, Suite 360

Baltimore, MD 21211

stott@esbltd.com

www.esbltd.com

Paul Reamer

Allen Stott

410-243-5551

410-243-0005 fax

Merger, acquisition, and capital sourcing services to owners of mid-sized manufacturing, technology, distribution and service companies.

Fairview Financial Corporation

6911 Laurel Bowie Road, Suite 307

Bowie, MD 20715

kc@fairviewfinancial.com

www.fairviewfinancial.com

Casey Coven, VP

301-262-9600

301-262-3411 fax

Debt consolidation: 2nd mortgage. Purchase loans and refinance of home mortgages.

Farmers & Mechanics National Bank

5565 Sterrett Place, Suite 110

Columbia, MD 21044

Billie Wilkinson

410-992-3738

410-992-4489 fax

Regular and Roth IRAs. Financial advisers through our investment center.

Farmers and Mechanics National Bank Trust and Investment Division

110 Thomas Johnson Drive

Frederick, MD 21705

mmala@FMBN.com

www.fmbancorp.com

Melanie D. Malakoff

301-644-4473

301-694-4188 fax

The trust department at Farmers and Mechanics Bank offers myriad services: estate, retirement, and investment planning designed to meet your individual objectives.

Fawcett Bookkeeping & Tax Services, Inc.

6110 Rainbow Drive

Elkridge, MD 21075

Founded: 1997

Susan Fawcett

410-796-0680

410-796-0790 fax

Bookkeeping services, tax returns, QuickBooks training seminars, payroll and notary service.

Ferris, Baker, Watts, Inc.

10500 Little Patuxent Pkwy., Suite 630

Columbia, MD 21044

gking@FBW.com

George W. King

800-730-7488

410-730-8859 fax

Investment firm focusing on helping individuals and businesses manage investments for long and short term needs. Retirement, long term care and estate planning using life insurance and annuities.

Financial Advantage, Inc.

10025 Governor Warfield Pkwy.

Suite 108

Columbia, MD 21044

jmmartin@financialadvantageinc.com

www.financialadvantageinc.com

J. Michael Martin, J.D., CFP

410-715-9200

410-715-9202 fax

Our focus is retirement and investment planning. We are fee-only personal financial advisers offering comprehensive planning and investment management.

Financial Planning Association of MD

P.O. Box 43667

Baltimore, MD 21236

kwick@fpamd.org

www.fpamd.org

Michael A. Braun, CFP

Kim Wick

410-248-9168

410-256-5323 fax

Industry-wide organization of certified financial planners and affiliated financial planning professionals.

Financial Planning and Management Center, Inc.

9191 Baltimore National Pike, Suite 2B

Ellicott City, MD 21042

georgepaniculam@fpmc.com

www.fpmc.com

George Paniculam

410-461-2411

410-461-2436 fax

Over 20 years experience providing small business and high new worth clients with investment & tax planning advice. Free initial consultation will include investment analysis.

First Savings Bank Merchant Division

9693A Gerwig Lane

Columbia, MD 21046

psabella@nextdayfunding.com

www.nextdayfunding.com

Paul Sabella

410-309-4210

410-309-4215 fax

Process credit, debit card transactions, check guarantee, store front, mobile, Internet businesses, terminals, wireless devices, software, ATM, web site design, construction, e-commerce services.

First Union National Bank

8808 Centre Park Drive

Columbia, MD 21045

Alan.jefferson1@firstunion.com

www.firstunion.com

C. Alan Jefferson, VP

410-804-0641

410-203-2970 fax

Combining deep resources with a strong local presence, First Union will provide simple, straightforward financial solutions for you and your business.

Gail H. Bates, CPA

3212 Rosemary Lane

West Friendship, MD 21044

Gail H. Bates

410-442-2960

410-442-2633 fax

Accounting, payroll and tax services to individuals and small businesses.

Gilman & Ciocia

Prime Capital Service, Inc.

10632 Little Patuxent Pkwy.

2000 Century Plaza, Suite 120

Columbia, MD 21044

Jeff Cohen, CPA

410-884-3851

410-884-3854 fax

Personal tax planning and preparation, financial planning services, estate planning including investment and life insurance analysis.

Grabush, Newman & Co., P.A.

Nottingham Centre

502 Washington Avenue, Suite 500

Towson, MD 21204

jliberman@gnco.com

www.gnco.com

Joseph A. Liberman, MS, CPA

410-296-6300

410-821-8448 fax

A certified public accounting and management consulting firm. Services include accounting and auditing; tax services; litigation support services and operational and business consulting.

Harcon Services

9985 Old Frederick Road

Ellicott City, MD 21042

harconservices@aol.com

www.harconservices.com

Ruby B. Harvey, CEO

410-461-2014

410-461-8626 fax

Offering business services including e-commerce, and business consulting. Also provides bookkeeping service and corporate training.

Interpay, Inc.

6851 Oak Hall Lane, Suite 200

Columbia, MD 21045

Founded: 1971

William Scott

Donna Ange

410-290-6840

410-290-3993 fax

Payroll services to small- and medium-size businesses with one to 100 employees. Tax filling, direct deposit, new hire registration, S125 and a range of management reports.

Investment Center at Farmers & Mechanics National Bank

110 Thomas Johnson Drive

Frederick, MD 21702

jdavidson@rjfs.com

Jim Davidson, Fin. Adviser

410-480-3303

301-644-4441 fax

Financial planning, retirement plans, investments.

Jill M. Mooty, P.A.

311 Compton Avenue

Laurel, MD 20707

jmooty@bigplanet.com

www.myplanet.net/jmooty

Jill M. Mooty, CPA

410-792-8704

301-604-8616 fax

Skilled in providing personal service in accounting, taxation and IRS representation for business and individuals in the Baltimore-Washington corridor.

Jim Rouse Entrepreneurial Fund, Inc.

9250 Bendix Road, North

Columbia, MD 21045

mbecker@jref.org

www.jref.org

Anthony J. Tangires, President

Mary Becker, Exec. Director

410-313-6170

410-313-7515 fax

Alternative financing source for start-up and emerging business in Howard County.

Jolles Insurance

10408 Hardwood Court

Woodstock, MD

brian@jollesinsurance.com

www.jollesinsurance.com

Brian S. Jolles, CSA

Lisa Jolles

410-465-8210

410-465-8424 fax

We are committed to helping protect you and your family, your employees and your future. Life, health, disability and long-term care insurance.

Jon W. Ford, P.C.

3300 North Ridge Road, Suite 230

Ellicott City, MD 21043

jonford@charm.net

Jon W. Ford

410-465-0317

410-461-0658 fax

Tax planning and account services for small businesses and individuals.

K. Scott Judge, C.P.A.

10153 Tanfield Ct.

Ellicott City, MD 21042

sjudgecpa@compuserve.com

K. Scott Judge

410-461-7088

Provides audit review/compilation of financial statements, corporate/individual tax planning and preparation and consulting services to small- to medium-sized businesses, contractors and other service organizations.

Katz, Abosch, Windesheim, Gershman & Freedman, P.A.

9891 Broken Land Pkwy., Suite 300

Columbia, MD 21046-1145

sgershman@kawgf.com

www.kawgf.com

Steven A. Gershman

Mark R. Cissell

410-290-3288

410-381-3479 fax

Business advisers and consultants for closely held businesses. Personal financial planning; expert witness and business valuations. Preparation of financial statements. Corporate and individual tax planning and preparation.

Lee Financial Group, Inc.

5840 Banneker Road, Suite 201

Columbia, MD 21044

sjlee@leefinancial.com

www.leefinancial.com

Stephen J. Lee, Pres., JD, CFP

410-995-4925

410-740-0689 fax

IRA rollovers, retirement plan set-up (simple IRA, 401K, SEPIRA, etc.), disability, life and long term care insurance, tax managed investing, registered investment advisory.

Leeds Federal Savings Bank

1101 Maiden Choice Lane

Arbutus, MD 21229

leeds@pcbank.net

www.leedsfsb.com

Gordon E. Clark

410-242-1234

410-242-7549 fax

The biggest little bank in Maryland. 1st order of checks free — checking with interest. New branch in Elkridge.

Legg Mason Wood Walker

10490 Little Patuxent Pkwy., Suite 280

Columbia, MD 21044

jmwaldren@leggmason.com

leggmason.com

Jamie M. Waldren

410-730-5055

410-730-8889 fax

Since 1899, Legg Mason has successfully provided competitive performance, in-depth research and high quality investment advice to our clients.

LPL Financial Services

607 Bosley Avenue

Towson, MD 21204

john.day@lpl.com

www.lpl.com/john.day

John E. Day, MBA

410-296-5400, ext. 105

410-296-7800 fax

Independent and objective financial advice: fee-based planning, retirement planning, investment portfolio analyzers, estate planning, long-term care.

Management Ultimate Solution, Inc.

10025 Governor Warfield Pkwy.

Ste. 200A

Columbia, MD 21044

info@musinc.com

www.musinc.com

Rajiv Mahajan, VP

410-884-2993

410-884-2995 fax

MBC Bookkeeping Services, Inc.

10431 Fair Oaks

Columbia, MD 21044

Molly Blanchard Chatkewitz

410-772-1478

Bookkeeping services for small businesses.

McCabe Insurance Associates, Inc.

5501 Twin Knolls Road, Suite 101

Columbia, MD 21045

www.mccabeins.com

Charles D. McCabe

410-992-5550

410-992-4204 fax

Locally owned independent insurance agency specializing in providing insurance and other financial needs for small to mid-sized businesses and families and individuals.

McLean, Koehler, Sparks & Hammond

1122 Kenilworth Drive, Suite 500

Baltimore, MD 21204

jimw@mksh.com

www.mksh.com

James K. Wilhelm, Jr., CPA

410-296-6200

410-296-6448 fax

Certified public accounting and business consulting firm serving entrepreneurial companies, family-owned businesses, nonprofit organizations and individuals since 1943.

Merrill Lynch

10320 Little Patuxent Pkwy., Suite 1000

Columbia, MD 21044

rick_Feliz@ML.com

www.ml.com

Richard J. Feliz, Financial Consultant

410-884-6613

410-884-6617 fax

Assisting businesses and individuals in defining their financial goals. Once defined, we develop and monitor an investment strategy designed to meet those particular goals.

Mortgage Consultants, Inc.

9030 Red Branch Road, Suite 110

Columbia, MD 21045

bentmci@aol.com

www.tmclowrate.com

Ben Colvard, Pres./Founder

410-964-6000

410-720-4481 fax

Mortgage Consultants, Inc. specialize in mortgage refinances and home equity loans used for debt consolidation, home improvement, cash-out, and no equity (with up to $75,000 available).

NASA Federal Credit Union

500 Prince George's Blvd.

Upper Marlboro, MD 20774

hargentiere@nfcu.org

www.nfcu.org

Doug Allman

Harriet Argentiere

800-638-8484

301-390-4534 fax

Provides a full range of financial services including savings, checking, money markets, certificates, mortgages, credit cards and consumer loans to eligible members and their relatives. Locations in MD, DC & VA.

Nationwide Insurance

5520 Cedar Lane, Suite A

Columbia, MD 21044

engelbr@nationwide.com

Robert Engelbach

410-995-4610

410-740-4972 fax

We are a full service agency specializing in business insurance and financial products, IRAs, annuities as well as auto, homeowners and life.

Neuberger Berman

10420 Little Patuxent Pkwy., Suite 450

Columbia, MD 21044

bknaus@nb.com

www.nbfunds.com

Jeff Lane

Robert Knaus

800-238-8196

410-740-7089 fax

Investment manager, administrator and distributor of a diversified family of no-load mutual funds.

Northwestern Mutual

12510 Prosperity Drive, #275

Silver Spring, MD 20904

johnrisaac@cs.com

www.northwesternmutual.com

John Isaac

301-625-3688

301-625-9708 fax

Business and individual financial planning goals to assure their long-term success.

Padgett Business Services

3230 Bethany Lane, Suite 3

Ellicott City, MD 21042 dwochok@smallbizpros.com

www.smallbizpros.com

Dennis Sautner

Dennis Wochok

410-750-9110

410-750-3639 fax

Accounting and tax preparation services for small businesses focusing on consultation and tax planning.

Parr Financial Solutions

10440 Little Patuxent Pkwy., Suite 300

Columbia, MD 21044-3561

info@ParrFinSolutions.com

www.ParrFinSolutions.com

Christopher P. Parr, CFP

410-740-5681

410-740-5603 fax

WORTH Magazine - “Nation's 250 Best Financial Advisers.” Fee-only comprehensive financial planning and investment management services.

Pay 1st, Inc.

117 Water Street, Suite 404

Baltimore, MD 21202

stuart@pay1st.com

www.pay1st.com

Stuart Perlberg

410-727-3900

410-752-4755 fax

We at Pay 1st are accounting and business consultants. We provide supporting services for businesses in bookkeeping, payroll, taxes, and planning. We specialize in QuickBooks training and support.

Peacock, Condron, Anderson & Co.

6851 Oak Hall Lane, Suite 300

Columbia, MD 21045

jpeacock@PCAPAS.com

www.grow-with-pca.com

James S. Peacock, President

410-720-5220

410-381-2524 fax

Financial services including accounting, tax, valuations, small business support, technology solutions, insurance and financial planning for small and medium businesses and nonprofits.

Progressive Factoring

2420 Florence Drive

Westminster, MD 21158

prgress@aol.com

www.mddcbiz.com/working capital

Dennis Gilbert

410-751-5976

410-751-5978 fax

Provides working capital to businesses. Other services: accounts receivable, asset-based and purchase order financing.

Prudential Securities

10500 Little Patuxent Pkwy., Suite 100

Columbia, MD 21044

Rusty_Johnson@prusec.com

www.prudentialsecurities.com

Walter Johnson, Manager

410-715-5010

410-715-5008 fax

Financial advisers in our office are highly trained to provide you with professional and courteous investment advice consistent with your goals, objectives and risk tolerance.

Risk Management Associates

8970 Route 108, Suite B

Columbia, MD 21045

grauso@relyonrma.com

www.relyonrma.com

Charlie Baggett

Vincent Grauso

410-992-1910

410-992-1931 fax

Provides high quality, cost-effective information security solutions, including managed security services, risk assessments, policy development, network designs, implementations, vulnerability testing, computer incident investigations.

R & R Associates, Inc.

5129 Rondel Place, Suite 12

Columbia, MD 21044

brussell@r-r.com

www.r-r.com

Bob Russell

301-596-6175

800-598-7693

410-997-1487 fax

Ghost writing for financial professionals: includes general public information, writing for technical and professional journals. Graphic and corporate identity and marketing from design to implementation.

Roberts Organizational Services, Inc.

4725 Dorsey Hall Dr., Suite A

Ellicott City, MD 21042

ros@erols.com

Beverly A. Roberts

410-884-4441

410-884-7567 fax

Provides records and information management services to the banking industry, local government and nonprofits. Records systems, organization & storage and retention schedules compliant with current regulations.

RSM McGladrey, Inc.

2 North Charles Street

Baltimore, MD 21201

kathy_ganley@rsmi.com

Kathy A. Ganley, Partner, Managing Director

410-727-5341

410-246-0225 fax

Our services include accounting, tax and consulting for closely held businesses and their owners. We also assist with technology consulting, retirement plan administration and financial personnel staffing.

Russell Resources

P.O. Box 6001

Ellicott City, MD 21042

jlink@toad.net

www.russell-resources.com

JoAnn Linck

410-750-1992

410-750-3129 fax

Russell Resources specializes in financial counseling for individuals who have difficulty managing their finances, balancing their checkbooks or planning personal and family budgets.

S. A. Funding Group

7476 Merrymaker Way, PMB 118A

Elkridge, MD 21075-6887

Jjr-safg@ix.netcom.com

http://safgmd.home.netcom.com

John Royo

Frances Royo

410-379-6900

410-579-4750 fax

We provide solutions to pay off tax liens. We offer traditional and debt-free working capital to businesses in growth or survival mode. We represent the secondary financial marketplace, non-bank, non-FDIC.

Salomon Smith Barney

151 West Street, Suite 301

Annapolis, MD 21401

kevin.doyle@rssmb.com

www.SalomonSmithBarney.com

Kevin P. Doyle, VP

410-990-1870

410-990-1594 fax

Global, full-service investment banking and securities brokerage firm.

Shalini Gupta & Associates, P.A.

10025 Gov. Warfield Pkwy., Suite 200A

Columbia, MD 21044

info@mycpaonline.com

www.mycpaonline.com

Shalini Gupta, CPA

410-884-2990

410-884-2995 fax

Specialized in small business accounting, payroll, personal and corporate taxes, and tax planning. Offers installation, setup, and training in Quick Books and Peach Tree.

Sheldon S. Kramer & Assoc., CPAs

10025 Gov. Warfield Pkwy., Suite 100

Columbia, MD 21044

skramer999@aol.com

www.Ssk.cpa

Sheldon S. Kramer

410-997-5544

410-997-5530 fax

A full-service CPA firm providing financial statements, payroll services, corporate and individual tax return preparation, trust and estate tax returns, income tax and estate planning.

Snelling Personnel Services

9881 Broken Land Pkwy.

Columbia, MD 21044

columbia@jobs4u.com

www.jobs4u.com

Linda Kaestner

Carleen Pena

410-312-7850

410-312-7860 fax

Recruit individuals with accounting, finance, administrative, and graphic design skills and place them in direct hire, temp to hire, temporary and freelance employment opportunities.

Spherion

9891 Broken Land Pkwy, Suite 401

Columbia, MD 21046

tomsabina@spherion.com

www.spherion.com

Tom Sabina, Director

410-290-5755

410-309-6029 fax

Professional temporary and permanent accounting, administrative, banking, HR and IT recruiting firm.

State Farm Insurance

5052 Dorsey Hall Drive, Suite 102

Ellicott City, MD 21042

www.statefarm.com

Peggy M. Keyes

410-964-9090

Sales of all lines of insurance: auto, homeowners, life, health, annuities, commercial and long term care.

Stern and Associates

9192 Red Branch Road, Suite 280

Columbia, MD 21044

Alice Stern, CPA, CFP

410-997-4027

CPA firm specializing in tax and financial planning for businesses and professionals, including retirement, education, and estate planning since 1982.

Strauss & Suit, P.A.

10480 Little Patuxent Pkwy., Suite 400

Columbia, MD 21044

rbstrauss@aol.com

Rosalina B. Strauss

410-740-5660

410-740-8704 fax

Certified public accountants providing business and individual clients with professional tax, financial and accounting services.

Susquehanna Mortgage

7133 Rutherford Road

Baltimore, MD 21288

Vickie Walker, Loan Officer

410-909-4004

401-298-2188 fax

Originate mortgage loans in Howard County and surrounding counties. Let me pre-qualify you for your next mortgage! Niche products include 13 months construction permanent loans and first time homebuyer programs.

Swift Staffing

8830 Stanford Blvd.

Columbia, MD 21045

Tswift@swiftstaffing.com

Tasha Swift, General Manager

410-290-6803

410-290-6806 fax

We are a full-service staffing firm with special area of focus in accounting placement.

Taking Care of Business, Inc.

P.O. Box 773

Columbia, MD 21045-0773

tcbinc@erols.com

Lisa M. Berlin

410-730-6062

410-730-6062

Provider of daily money management services including bill paying, tax record keeping, bank statement reconciliation, debt and budgeting counseling, and assistance with medical insurance claims.

Thomas K. Bowman, CPA, PC

7061 Deepage Drive, Suite 101

Columbia, MD 21045

tom@bowmancpa.com

bowmancpa.com

Tom Bowman

410-381-8121

410-381-8142 fax

We provide tax planning and preparation, accounting, bookkeeping and payroll services for start-ups and small businesses.

Valderas, August & Horowitz, P.A.

8840 Stanford Blvd., Suite 1600

Columbia, MD 21045

vahcpa@erols.com

Retha Valderas

410-290-0246

410-290-0245 fax

Full-service firm with specialized practice areas in profit planning, international taxation and estates and trusts.

Whiteford, Taylor & Preston, L.L.P.

7 St. Paul Street

Baltimore, MD 21043

mwells@wtplaw.com

www.wtplaw.com

Michele Wells, Coordinator

410-347-8720

410-752-7092 fax

Whiteford, Taylor, and Preston is a full service law firm consisting of approximately 150 attorneys. WTP's tax section has extensive experience in providing tax advice.

William C. Gardner

5052 Dorsey Hall Drive, Suite 102

Ellicott City, MD 21042

William Gardner

410-730-6500

410-964-1305 fax

Part-time controller/CEO to small businesses as well as tax planning and preparation.

Winterset Group, Inc.

5725 Brothers Partnership

Columbia, MD 21045

trsewintersetgroup.com

www.winterset group.com

Teresa Sanders

410-461-9675

410-461-6216 fax

The Winterset Group provides outsource accounting/bookkeeping services and one-on-one personalized training of QuickBooks®. Everything to convert the time you spend doing accounting work to profit time.



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