Financial Services


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Cedar Point Financial Services, Inc.

www.cpfcu.com

22745 Maple Road
Lexington Park, MD 20653-6305
Map

301-863-7071
Fax: 301-863-8196
Email

  • Financial Services
  • Insurance
  • Investment Firm/Brokerage

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Chris King, Financial Advisor

https://financialprofessionals.massmutual.com/chris-king

Financial Planning
Investment Management
Annuities
Life, Disability and Long Term Care Insurance

Po Box 944
Hollywood, MD 20636
Map

240-925-0754
Email

  • Financial Services

Profile

Educational Systems Federal Credit Union

www.esfcu.org

For over 65 years, we have continued to grow by helping the members of the education community achieve their financial goals and dreams. We proudly serve teachers, administrators, support staff, parents, and students.

Credit unions are not-for-profit financial cooperatives that are owned by their members. When you join Educational Systems Federal Credit Union, you become an owner of the Credit Union and we serve your interests. After paying expenses and setting aside reserves, we return our profits to our members in the form of lower loan rates and higher dividend rates. In contrast, banks are typically owned by stockholders who focus on profits for outside shareholders.

Our Business Development team can help you open an account, apply for loans, get a loan check, ask questions one-on-one and attend a financial education seminar without leaving your place of work. We host seminars for educators, parents and students on topics such as understanding credit, building a budget, buying a first home, saving for retirement and how to pay for college.

To schedule a seminar at your place of work or make a one-on-one financial consultation appointment, email  BusinessDevelopment@esfcu.org.

46320 Lexington Village Way
Suite 100
Lexington Park, MD 20653
Map

301-535-2633
Email

  • Credit Unions
  • Financial Services

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Edward Jones - Financial Advisor: Sarah Weems, ABFP™

edwardjones.com/sarah-weems

Edward Jones as a financial services firm dedicated to serving the needs of the individual investors. Member SIPC

12865 H G Trueman Rd
Suite 2A
Lusby, MD 20657
Map

410-394-3686
Email

  • Financial Services

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First Command Financial Services - AnnMarie Trombino

www.firstcommand.com

My goal is to help my clients grow, protect and enjoy what they earn - by making sure their financial strategies are working as hard as they do!

Here at First Command we focus on building long-term trustworthy relationships with our clients by meeting face to face and working together to do the following;

* We listen, to determine  what Financial Goals are most important to you.
* We develop a comprehensive detailed written plan to help you pursue those goals.
* We provide solid coaching along the way to help you stick to your plan.

We believe in Comprehensive Financial Planning that looks at all areas of your financial well-being including;
* Investment Strategies
* Retirement Income Planning
* Education Funding Solutions
* Asset Allocation and Diversification
* Insurance and Risk Management Reviews
* Long Term Care Planning

22289 Exploration Drive
Suite 110
Lexington Park, MD 20653
Map

301-862-4900 ext. 5
Email

  • Financial Planning
  • Financial Services

Profile

First Command Financial Services-Bill Reuter, CFP, RICP

www.firstcommand.com

Financial planning services for families, individuals, and small businesses.

22289 Exploration Drive
Suite 110
Lexington Park, MD 20653-4144
Map

301-862-4900 ext. 4
Fax: 301-863-5781
Email

  • Financial Planning
  • Financial Services
  • Investment Firm/Brokerage

Profile

Oak Wealth Partners

oakwealthpartners.com

As fiduciary financial advisors, we are sworn to always put your interest before our own.

Oak Wealth Partners takes the guesswork out of handling your investments. Our holistic approach means that we have the expertise to manage your employer sponsored retirement plans as well as your traditional investments. Our goal is to help you retire in a financially stable position. Let us be your peace of mind.

We specialize in working with:

  • Individuals and families who are in the process of saving for retirement and other important financial/life goals
  • Employees of Federal Government and Municipalities
  • Teachers, professors, social workers, military, contractors, administrators, small business owners, consultants, nurses and other healthcare professionals
  • Those who are still working and accumulating financial assets
  • Those who are transitioning to retirement or fully retired
  • Maryland residents and those geographically close to Washington, DC as well as other US citizens nationwide

41615 Park Avenue
Leonardtown, MD 20650
Map

301-327-5312
Email

  • Financial Planning
  • Retirement Plans
  • Financial Services
  • Investment Management Services

$$ Promo $$Profile

Trust Home Financial's Homeownership Perks

https://www.trusthomefinancial.com

Trust Home Financial's Mission is to Foster Homeownership through Supporting Small Businesses. Our Homeownership Perks for Small Business program is tailored to small business owners & employees, providing exclusive home buying, selling, & financing resources and benefits like Settlement Fee Credits, Appraisal Vouchers, Interest Rate Buydowns, Personalized Consultation, Credit Upgrade Service, Down Payment Assistance, Pre-Negotiated discounted 3rd party fee's and Agent commissions, On-Demand PreApprovals, Quotes and Rate Tracking, a full Catalog of Educational Workshops, & More. (Link to Program Page for full details here).

Homeownership Perks is designed to be branded to your business and delivered by the business owner to the employees as a benefit, or "perk", of their employment with you. We're your Partner in Perks providing all the necessary support. The end result? Happy Homeowners, grateful to their employer for supporting them through one of life's most important transactions. Due to this approach, businesses who take advantage of Homeownership Perks have seen a boost in employee morale, retention, and recruiting. The best part? It cost's nothing to the business. (Link to Sample Business Perks Page Here)

We'd love to learn more about your business and give you an overview of all the ways Homeownership Perks can support you and your team. Reach out to Nick at nicholas.natale@trusthomefinancial.com for an initial overview of the program and to learn more.

200 E. Pratt St.
Office #433
Baltimore, MD 21202
Map

855-670-0603
Email

  • Mortgage Company
  • Mortgage Loans & Bankers
  • Financial Services
  • Real Estate Company

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