Company Name
Address
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Principal & Contact
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Company Profile
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1st Mariner Mortgage Corp.
1801 S. Clinton St.
Baltimore, MD 21224
jeff@mortgage-on-the-net.com
www.mortgage-on-the-net.com
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Jeffrey B. Harris
410-218-0366
410-342-4110 fax
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Specializing in residential mortgage lending. Free individualized analysis and program comparisons. First-time Home Buyer, VA/FHA, Conventional and Lot/Construction loan services.
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Accountants Inc.
8830 Stanford Blvd., Suite 201
Columbia, MD 21045
mcostello@accountantsinc.com
nmcdonald@accountantsinc.com
www.accountantsinc.com
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MaryEllen Costello, Staffing Manager
Naomi McDonald, Staffing Manager
410-872-9000
410-872-9228 fax
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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.
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Advance Funding, Inc.
1916 South Crain Hwy., Suite 14
Glen Burnie, MD 21061
chris@advancefund.com
www.advancefund.com
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Chris Gallaot, President, CEO
410-863-4707
410-863-0034 fax
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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.
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A.G. Edwards & Sons
8865 Stanford Blvd., Suite 121
Columbia, MD 21045
www.agedwards.com
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John S. Kinzer
410-872-1000 ext.312
410-872-4875 fax
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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.
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AHD Business Services
5129 Ilchester Woods
Ellicott City, MD 21043
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Donna L. Kraft, CPA
410-719-1679
410-719-0637 fax
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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!
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A J Funding
5444 Thunder Hill Road
Columbia, MD 21045-2269
hlessey@clark.net
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Howard Lessey
410-997-1991
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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.
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Accounting & Word Services
4932 Pale Orchids Court
Columbia, MD 21044
Founded: 1991
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Pamela Neff
410-740-4259
410-740-4259 fax
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Tax and accounting services to businesses and individuals. QuickBooks accounting set-up and instruction. Spreadsheets, word processing and graph creation also available.
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Allfirst Brokerage
9125 Baltimore National Pike
Ellicott City, MD 21042
aarongatrell@allfirst.com
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Aaron Gatrell
410-465-3581
410-418-8941 fax
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Finance service specialist.
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Allfirst Business Banking
6395 Dobbin Road, Suite 106
Columbia, MD 21045
w.craig.engelhaupt@allfirst.com
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Craig Engelhaupt
410-964-6854
Suzanne Colvin
410-964-6874
410-964-6819 fax
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Business banking loans and deposit relationships. 15-year commercial mortgages, investments, web-based cash management and services. SBA Preferred Lender.
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American Express
10420 Little Patuxent Pkwy., Suite 110
Columbia, MD 21044
merle.x.ross@aexp.com
www.americanexpress.com/advisor/
merle.x.ross
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Merle Ross, Financial Adviser
410-730-9200
410-995-3049 fax
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Partnering with clients; guiding them through the process of financial decision-making, growth of assets and fulfillment of dreams.
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American Express Financial Advisors
5950 Symphony Woods Road
Columbia, MD 21044
Renee.L.Green@aexp.com
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Renee L. Green, Fin. Adviser
1-800-573-1759
410-772-9865 fax
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Dedicated to assisting clients with personal financial planning including retirement, taxes, investments (IRAs, Roth IRAs, mutual funds and stocks), estate and insurance planning.
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American Express Financial Advisors
5550 Sterrett Place, Suite 216
Columbia, MD 21044
Gary.2.williams@aexp.com
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Gary S. Williams, CFP
410-740-5885
410-715-9682 fax
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Provide financial planning advice to individuals and small businesses regarding retirement and estate planning.
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Asher, Welkos & Company, CPAs
3537 Spencerville Road, #1
Burtonsville, MD 20866
dasher@atlantec.net
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David Asher, CPA
Kathy Welkos
301-421-4222
301-421-4228 fax
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Helps individuals and small businesses meet immediate needs and prepare for the future by providing accounting, tax, financial, retirement and related services.
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Atlantic Brokerage Group
9051-3B Baltimore National Pike
Ellicott City, MD 21042
atlbrkgrp@juno.com
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Stuart G. Fox
Norman E. Biondi
James W. Zehner
410-461-8900
410-461-9007 fax
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Life, health, disability and individual or group long term care insurance. Financial services include annuities, mutual funds and retirement plans.
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AXA Advisors LLC
7 St. Paul Street
Baltimore, MD 21202
dhepple@home.com
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David Hepple
410-772-5380
410-995-9221 fax
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We help people achieve their financial goals through financial planning, investments and risk management.
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Baltimore-Washington Financial Advisors, Inc.
3525 Ellicott Mills Drive, Suite G
Ellicott City, MD 21043
advisors@bwfa.com
www.bwfa.com
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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.
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Bank of America Private Bank
100 S. Charles Street, 9th Flr.
Baltimore, MD 21201
johanna.cote@bankofamerica.com
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Johanna Cote, Sr. VP
410-547-4342
410-837-3096 fax
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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.
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Berman, Goldman, & Ribakour LLP
10910 Little Patuxent Pkwy
Columbia, MD 21044
mrubin@bgrllp.com
www.bgrllp.com
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Marc Rubin, Partner
410-997-9200
410-740-1073 fax
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We are a full-service CPA located in Columbia, Maryland for over 25 years, specializing in auditing, tax and business consulting.
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Bernard and Associates, LC
5401 Twin Knolls Road, Suite 7
Columbia, MD 21045
gusbernard@yahoo.com
www.lawyers.com/gusbernard
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Gus M. Bernard
410-964-5787
410-964-9018 fax
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Bernard and Associates is a general practice law firm concentrating in the areas of wills, trusts, probate, and commercial law.
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Bennet, Hutt & Company, L.L.C.
10500 Little Patuxent Pkwy., Suite 640
Columbia, MD 21044
www.bennetthutt.com
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Louis G. Hutt, Jr.
Kevin T. Hutt
410-730-1429
410-730-1229 fax
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Provide services in cash flow planning, commercial loan packaging, financial management assistance, tax planning, preparation, contract negotiations, representation before the IRS.
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Berkshire Financial Group
1375 Picasso Drive, Suite 350
Rockville, MD 20850
marlerjason@hotmail.com
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Greg Jachelski
Jason Marler, Financial Rep.
410-997-0162
301-840-1510 fax
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Specializing in using macro-economic strategies to create the maximum amount of wealth optimally possible for our clients.
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Beverungen, Sober & Co.
Financial Planners and CPAs
3454 Ellicott Center Drive, Suite 107
Ellicott City, Maryland 21043
matt@bevcpa.com
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Matt Beverungen
410-715-9700
410-715-9702 fax
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We help individuals and businesses with all their financial needs including tax return preparation and planning, financial planning, business start-ups/incorporations and investments.
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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.
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Branch, Banking & Trust Company
7130 Minstrel Way, Suite 220
Columbia, MD 21045
wpindell@BBandT.com
www.BBandT.com
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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.
|
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Brehm Professional Association
1350 Dorsey Road, Suite J
Hanover, MD 21076
lbrehm@bellatlantic.net
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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.
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|
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.
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Butler & Lavanceau, L.L.C.
10450 Shaker Drive, Suite 112
Columbia, MD 21046
info@Blcpas.com
www.Blcpas.com
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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.
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|
Cardoni Waddell, L.L.C.
8850 Stanford Blvd., Suite 3300
Columbia, MD 21045
elw@cardoniwaddell.com
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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.
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|
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.
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CMSI Systems, Inc.
135 National Business Pkwy.
Annapolis Junction, MD 20701
info@CMSIsystems.com
www.CMSIsystems.com
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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.
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|
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.
|
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Commercial Insurance Managers, Inc.
9009-A Mendenhall Court
Columbia, MD 21045
gordon@Business.com
www.Business.com
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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.
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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.
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Creative Capital Associates, Inc.
P.O. Box 1926
Silver Spring, MD 20915
cca@ccassociates.com
www.ccassociates.com
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Gary W. Honig
301-681-0080
301-681-0082 fax
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Factoring quick, easy access to commercial working capital. Immediate funding decisions with flexible terms. Commercial business only, no real estate.
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Creative Financial Staffing
2 N. Charles Street, Suite 201
Baltimore, MD 21202
ebarrow@cwamos.com
www.efstaffing.com
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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.
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Credit Online, Inc.
135 National Business Pkwy.
Annapolis Junction, MD 20701
info@credit-online.com
www.credit-online.com
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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.
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Edward Jones Investments
9062 Chevrolet Drive
Ellicott City, MD 21042
www.edwardjones.com
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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.
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Eichelberger, Griesser, Eddy & Alms, Inc.
7300 Grace Drive
Columbia, MD 21044
seddy@egea.org
www.egea.org
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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.
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|
Ellis & Associates, CPAs, P.A.
8336 Belair Road
Baltimore, MD 21236
asudduth@cpaellis.com
www.cpaellis.com
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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.
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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.
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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.
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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.
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|
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.
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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.
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|
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.
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Ferris, Baker, Watts, Inc.
10500 Little Patuxent Pkwy., Suite 630
Columbia, MD 21044
gking@FBW.com
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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.
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Financial Advantage, Inc.
10025 Governor Warfield Pkwy.
Suite 108
Columbia, MD 21044
jmmartin@financialadvantageinc.com
www.financialadvantageinc.com
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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.
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Financial Planning Association of MD
P.O. Box 43667
Baltimore, MD 21236
kwick@fpamd.org
www.fpamd.org
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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.
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Financial Planning and Management Center, Inc.
9191 Baltimore National Pike, Suite 2B
Ellicott City, MD 21042
georgepaniculam@fpmc.com
www.fpmc.com
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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.
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First Savings Bank Merchant Division
9693A Gerwig Lane
Columbia, MD 21046
psabella@nextdayfunding.com
www.nextdayfunding.com
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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.
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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.
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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.
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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.
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|
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.
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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.
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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.
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Investment Center at Farmers & Mechanics National Bank
110 Thomas Johnson Drive
Frederick, MD 21702
jdavidson@rjfs.com
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Jim Davidson, Fin. Adviser
410-480-3303
301-644-4441 fax
|
Financial planning, retirement plans, investments.
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|
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.
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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.
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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.
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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.
|
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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.
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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.
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Lee Financial Group, Inc.
5840 Banneker Road, Suite 201
Columbia, MD 21044
sjlee@leefinancial.com
www.leefinancial.com
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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.
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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.
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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.
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LPL Financial Services
607 Bosley Avenue
Towson, MD 21204
john.day@lpl.com
www.lpl.com/john.day
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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.
|
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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
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MBC Bookkeeping Services, Inc.
10431 Fair Oaks
Columbia, MD 21044
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Molly Blanchard Chatkewitz
410-772-1478
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Bookkeeping services for small businesses.
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McCabe Insurance Associates, Inc.
5501 Twin Knolls Road, Suite 101
Columbia, MD 21045
www.mccabeins.com
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Charles D. McCabe
410-992-5550
410-992-4204 fax
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Locally owned independent insurance agency specializing in providing insurance and other financial needs for small to mid-sized businesses and families and individuals.
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McLean, Koehler, Sparks & Hammond
1122 Kenilworth Drive, Suite 500
Baltimore, MD 21204
jimw@mksh.com
www.mksh.com
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James K. Wilhelm, Jr., CPA
410-296-6200
410-296-6448 fax
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Certified public accounting and business consulting firm serving entrepreneurial companies, family-owned businesses, nonprofit organizations and individuals since 1943.
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Merrill Lynch
10320 Little Patuxent Pkwy., Suite 1000
Columbia, MD 21044
rick_Feliz@ML.com
www.ml.com
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Richard J. Feliz, Financial Consultant
410-884-6613
410-884-6617 fax
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Assisting businesses and individuals in defining their financial goals. Once defined, we develop and monitor an investment strategy designed to meet those particular goals.
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Mortgage Consultants, Inc.
9030 Red Branch Road, Suite 110
Columbia, MD 21045
bentmci@aol.com
www.tmclowrate.com
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Ben Colvard, Pres./Founder
410-964-6000
410-720-4481 fax
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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).
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NASA Federal Credit Union
500 Prince George's Blvd.
Upper Marlboro, MD 20774
hargentiere@nfcu.org
www.nfcu.org
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Doug Allman
Harriet Argentiere
800-638-8484
301-390-4534 fax
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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.
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Nationwide Insurance
5520 Cedar Lane, Suite A
Columbia, MD 21044
engelbr@nationwide.com
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Robert Engelbach
410-995-4610
410-740-4972 fax
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We are a full service agency specializing in business insurance and financial products, IRAs, annuities as well as auto, homeowners and life.
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Neuberger Berman
10420 Little Patuxent Pkwy., Suite 450
Columbia, MD 21044
bknaus@nb.com
www.nbfunds.com
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Jeff Lane
Robert Knaus
800-238-8196
410-740-7089 fax
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Investment manager, administrator and distributor of a diversified family of no-load mutual funds.
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Northwestern Mutual
12510 Prosperity Drive, #275
Silver Spring, MD 20904
johnrisaac@cs.com
www.northwesternmutual.com
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John Isaac
301-625-3688
301-625-9708 fax
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Business and individual financial planning goals to assure their long-term success.
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Padgett Business Services
3230 Bethany Lane, Suite 3
Ellicott City, MD 21042 dwochok@smallbizpros.com
www.smallbizpros.com
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Dennis Sautner
Dennis Wochok
410-750-9110
410-750-3639 fax
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Accounting and tax preparation services for small businesses focusing on consultation and tax planning.
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Parr Financial Solutions
10440 Little Patuxent Pkwy., Suite 300
Columbia, MD 21044-3561
info@ParrFinSolutions.com
www.ParrFinSolutions.com
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Christopher P. Parr, CFP
410-740-5681
410-740-5603 fax
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WORTH Magazine - “Nation's 250 Best Financial Advisers.” Fee-only comprehensive financial planning and investment management services.
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Pay 1st, Inc.
117 Water Street, Suite 404
Baltimore, MD 21202
stuart@pay1st.com
www.pay1st.com
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Stuart Perlberg
410-727-3900
410-752-4755 fax
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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.
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Peacock, Condron, Anderson & Co.
6851 Oak Hall Lane, Suite 300
Columbia, MD 21045
jpeacock@PCAPAS.com
www.grow-with-pca.com
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James S. Peacock, President
410-720-5220
410-381-2524 fax
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Financial services including accounting, tax, valuations, small business support, technology solutions, insurance and financial planning for small and medium businesses and nonprofits.
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Progressive Factoring
2420 Florence Drive
Westminster, MD 21158
prgress@aol.com
www.mddcbiz.com/working capital
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Dennis Gilbert
410-751-5976
410-751-5978 fax
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Provides working capital to businesses. Other services: accounts receivable, asset-based and purchase order financing.
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Prudential Securities
10500 Little Patuxent Pkwy., Suite 100
Columbia, MD 21044
Rusty_Johnson@prusec.com
www.prudentialsecurities.com
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Walter Johnson, Manager
410-715-5010
410-715-5008 fax
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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.
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Risk Management Associates
8970 Route 108, Suite B
Columbia, MD 21045
grauso@relyonrma.com
www.relyonrma.com
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Charlie Baggett
Vincent Grauso
410-992-1910
410-992-1931 fax
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Provides high quality, cost-effective information security solutions, including managed security services, risk assessments, policy development, network designs, implementations, vulnerability testing, computer incident investigations.
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R & R Associates, Inc.
5129 Rondel Place, Suite 12
Columbia, MD 21044
brussell@r-r.com
www.r-r.com
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Bob Russell
301-596-6175
800-598-7693
410-997-1487 fax
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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.
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Roberts Organizational Services, Inc.
4725 Dorsey Hall Dr., Suite A
Ellicott City, MD 21042
ros@erols.com
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Beverly A. Roberts
410-884-4441
410-884-7567 fax
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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.
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RSM McGladrey, Inc.
2 North Charles Street
Baltimore, MD 21201
kathy_ganley@rsmi.com
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Kathy A. Ganley, Partner, Managing Director
410-727-5341
410-246-0225 fax
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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.
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Russell Resources
P.O. Box 6001
Ellicott City, MD 21042
jlink@toad.net
www.russell-resources.com
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JoAnn Linck
410-750-1992
410-750-3129 fax
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Russell Resources specializes in financial counseling for individuals who have difficulty managing their finances, balancing their checkbooks or planning personal and family budgets.
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S. A. Funding Group
7476 Merrymaker Way, PMB 118A
Elkridge, MD 21075-6887
Jjr-safg@ix.netcom.com
http://safgmd.home.netcom.com
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John Royo
Frances Royo
410-379-6900
410-579-4750 fax
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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.
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Salomon Smith Barney
151 West Street, Suite 301
Annapolis, MD 21401
kevin.doyle@rssmb.com
www.SalomonSmithBarney.com
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Kevin P. Doyle, VP
410-990-1870
410-990-1594 fax
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Global, full-service investment banking and securities brokerage firm.
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Shalini Gupta & Associates, P.A.
10025 Gov. Warfield Pkwy., Suite 200A
Columbia, MD 21044
info@mycpaonline.com
www.mycpaonline.com
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Shalini Gupta, CPA
410-884-2990
410-884-2995 fax
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Specialized in small business accounting, payroll, personal and corporate taxes, and tax planning. Offers installation, setup, and training in Quick Books and Peach Tree.
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Sheldon S. Kramer & Assoc., CPAs
10025 Gov. Warfield Pkwy., Suite 100
Columbia, MD 21044
skramer999@aol.com
www.Ssk.cpa
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Sheldon S. Kramer
410-997-5544
410-997-5530 fax
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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.
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Snelling Personnel Services
9881 Broken Land Pkwy.
Columbia, MD 21044
columbia@jobs4u.com
www.jobs4u.com
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Linda Kaestner
Carleen Pena
410-312-7850
410-312-7860 fax
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Recruit individuals with accounting, finance, administrative, and graphic design skills and place them in direct hire, temp to hire, temporary and freelance employment opportunities.
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Spherion
9891 Broken Land Pkwy, Suite 401
Columbia, MD 21046
tomsabina@spherion.com
www.spherion.com
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Tom Sabina, Director
410-290-5755
410-309-6029 fax
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Professional temporary and permanent accounting, administrative, banking, HR and IT recruiting firm.
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State Farm Insurance
5052 Dorsey Hall Drive, Suite 102
Ellicott City, MD 21042
www.statefarm.com
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Peggy M. Keyes
410-964-9090
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Sales of all lines of insurance: auto, homeowners, life, health, annuities, commercial and long term care.
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Stern and Associates
9192 Red Branch Road, Suite 280
Columbia, MD 21044
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Alice Stern, CPA, CFP
410-997-4027
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CPA firm specializing in tax and financial planning for businesses and professionals, including retirement, education, and estate planning since 1982.
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Strauss & Suit, P.A.
10480 Little Patuxent Pkwy., Suite 400
Columbia, MD 21044
rbstrauss@aol.com
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Rosalina B. Strauss
410-740-5660
410-740-8704 fax
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Certified public accountants providing business and individual clients with professional tax, financial and accounting services.
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Susquehanna Mortgage
7133 Rutherford Road
Baltimore, MD 21288
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Vickie Walker, Loan Officer
410-909-4004
401-298-2188 fax
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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.
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Swift Staffing
8830 Stanford Blvd.
Columbia, MD 21045
Tswift@swiftstaffing.com
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Tasha Swift, General Manager
410-290-6803
410-290-6806 fax
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We are a full-service staffing firm with special area of focus in accounting placement.
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Taking Care of Business, Inc.
P.O. Box 773
Columbia, MD 21045-0773
tcbinc@erols.com
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Lisa M. Berlin
410-730-6062
410-730-6062
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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.
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Thomas K. Bowman, CPA, PC
7061 Deepage Drive, Suite 101
Columbia, MD 21045
tom@bowmancpa.com
bowmancpa.com
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Tom Bowman
410-381-8121
410-381-8142 fax
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We provide tax planning and preparation, accounting, bookkeeping and payroll services for start-ups and small businesses.
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Valderas, August & Horowitz, P.A.
8840 Stanford Blvd., Suite 1600
Columbia, MD 21045
vahcpa@erols.com
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Retha Valderas
410-290-0246
410-290-0245 fax
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Full-service firm with specialized practice areas in profit planning, international taxation and estates and trusts.
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Whiteford, Taylor & Preston, L.L.P.
7 St. Paul Street
Baltimore, MD 21043
mwells@wtplaw.com
www.wtplaw.com
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Michele Wells, Coordinator
410-347-8720
410-752-7092 fax
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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.
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William C. Gardner
5052 Dorsey Hall Drive, Suite 102
Ellicott City, MD 21042
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William Gardner
410-730-6500
410-964-1305 fax
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Part-time controller/CEO to small businesses as well as tax planning and preparation.
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Winterset Group, Inc.
5725 Brothers Partnership
Columbia, MD 21045
trsewintersetgroup.com
www.winterset group.com
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Teresa Sanders
410-461-9675
410-461-6216 fax
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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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