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UBS Financial Services, Inc.

7700 Wisconsin Ave #300
Bethesda, MD 20814

Phone: View Phone Number301-718-5031
Our commitment is to serve the unique needs of non-profit organizations. Our mission is to provide confidence and peace of mind to our clients through timely delivery of thoughtful investment advice, complete transparency,...more>
Premier Listings

RBC Wealth Management- The Etergino Group

5425 Wisconsin Ave
Suite 301
Chevy Chase, MD 20815

Phone: View Phone Number301-907-2772
The Etergino Group at RBC Wealth Management has a well-earned reputation of delivering insightful advice to help not-for-profit organizations preserve and grow their assets. Our disciplined consulting process, based upon fiduciary best practices,...more>

Halt, Buzas & Powell, Ltd.

99 Canal Center Plaza, Ste. 230
Alexandria, VA 22314

Phone: View Phone Number703-836-1350
Fax: View Fax Number703-836-2159
Halt, Buzas and Powell, Ltd. is a full-service public accounting firm with more than 40 years expertise in Accounting and Audit Services, Tax Services, Business Consulting, Outsourced Accounting, Information Security Audits, Management Consulting,...more>

Graystone Consulting

1850 K Street, NW Suite 900
Washington, DC 20006

Phone: View Phone Number202-861-5003
Fax: View Fax Number202-470-5507
Graystone Consulting, a business of Morgan Stanley LLC, provides a range of investment consulting services to clients including non profit associations, foundations & endowments, retirement plans, pension plans, & family wealth offices....more>

Dembo Jones, P.C.

6010 Executive Blvd #900
Rockville, MD 20852

Phone: View Phone Number301-770-5100
Fax: View Fax Number301-770-5202
A full-service certified public accounting and advisory firm located in Rockville, MD and Columbia, Md.  We serve clients throughout the Washington, DC. and Baltimore metropolitan areas.  We have been in business for over 60 years and...more>

Signature Federal Credit Union

12 Herbert Street
Alexandria, VA 22305

Phone: View Phone Number703-683-7300
Fax: View Fax Number703-683-1573
We believe in the power of all of us. Signature Federal Credit Union believes that together, we can do more than we can alone. We’re a credit union that’s dedicated to serving people who put their name behind...more>

DiMeo Schneider & Associates, L.L.C.

1430 Spring Hill Rd #320
McLean, VA 22102

Phone: View Phone Number703-720-5990
At DiMeo Schneider & Associates, L.L.C., we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of nonprofit organizations. We strive to help you reduce risks, improve returns, lower expenses, strengthen...more>

DiMeo Schneider & Associates, L.L.C.

1430 Spring Hill Road #320
Mclean, VA 22102

Phone: View Phone Number703-720-5990
Fax: View Fax Number703-720-5998
At DiMeo Schneider & Associates, L.L.C., we provide thoughtful strategies and solutions designed to meet the multi-dimensional needs of nonprofit organizations. We strive to help you reduce risks, improve returns, lower expenses, strengthen...more>

EagleBank

2001 K Street NW
Suite 150
Washington, DC 20006

Phone: View Phone Number202-481-7017
Fax: View Fax Number202-298-6575
EagleBank is a local community bank founded in 1998, with over 20 branches in the Washington, DC area.  With a solid reputation for superior service and quick response from local management, the bank has built many...more>

Capital One Commercial Banking

1680 Capital One Dr 10th Fl
Mc Lean, VA 22102

Phone: View Phone Number703-720-6436
Fax: View Fax Number703-720-2012
Capital One Bank's Not-for-Profit Banking Group has an experienced team of professionals with more than 75 years of combined service in the sector. We understand the unique needs of nonprofits, and our full array of financing, treasury...more>

James M. Connelly, Summit Commercial Real Estate & Director of Assoc. Services

1990 M Northwest St 600
Washington, DC 200036

Phone: View Phone Number202-491-5300
Fax: View Fax Number202-682-9117
MOVING, RENEWING, OR LEASING OFFICE SPACE? Confidential Tenant Representation Full Analysis of Options No Cost to Client (Landlord Pays Broker Fees) 20+ Years'...more>

CliftonLarsonAllen LLP

4250 North Fairfax Dr
Suite 102
Arlington, VA 22203

Phone: View Phone Number703-998-5100

CLA is one of very few firms of our size and scope to focus on privately held businesses and their owners, public sector organizations, and individuals.  You can depend on CLA for several uncommon...more>

TD Bank

607 14th Street NW #650
Washington, DC 20005

Phone: View Phone Number202-971-3012
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300...more>

Oppenheimer & Co

5301 Wisconsin Ave., NW
Suite 300
Washington, DC 20015

Phone: View Phone Number202-261-0769
As a leading investment bank and full-service investment firm, we are dedicated to providing independent financial advice, a full spectrum of traditional and nontraditional products and solutions with responsive client service to...more>

Thompson Greenspon

4035 Ridge Top Rd #700
Fairfax, VA 22030

Phone: View Phone Number703-385-8888
Fax: View Fax Number703-385-3940
Running an organization successfully is a challenge. Knowledge, skill, hard work, and more than traditional accounting are required. Our clients expect us to take their business as seriously as they do and expect our guidance in implementing plans...more>

RBC Wealth Management- The Etergino Group

5425 Wisconsin Ave
Suite 301
Chevy Chase, MD 20815

Phone: View Phone Number301-907-2772
The Etergino Group at RBC Wealth Management has a well-earned reputation of delivering insightful advice to help not-for-profit organizations preserve and grow their assets. Our disciplined consulting process, based upon fiduciary best practices,...more>
Basic Listings

Association Investment Advisory Solutions

5335 Wisconsin Ave NW #640
Washington, DC 20015

Phone: View Phone Number(202) 243-0562
 

Bell Advisory Services

1720 Oak Ave #203
Evanston, IL 60201

Phone: View Phone Number(224) 235-3510
 

Brown Advisory

901 South Bond St #400
Baltimore, MD 21231-3340

Phone: View Phone Number(410) 537-5400
 

Capitol Financial Partners

1593 Spring Hill Rd #500 East
Vienna, VA 22182-2272

Phone: View Phone Number(703) 394-7128
 

Chain Bridge Bank

1445-A Laughlin Ave
McLean, VA 22101

Phone: View Phone Number(703) 748-2005
 

McDonnell Capital Management, LLC

14837 Harbor Dr
Oak Forest, IL 60452

Phone: View Phone Number(708) 925-9507
 

Minder Planning Group, LLC

498 East Reid Rd Suite 7
Grand Blanc, MI 48439

Phone: View Phone Number(810) 309-2321
 

Morgan Stanley

1747 Pennsylvania Ave NW #900
Washington, DC 20006

Phone: View Phone Number(202) 778-1588
 

Morgan Stanley

702 King Farm Blvd #500
Rockville, MD 20850

Phone: View Phone Number(301) 556-2351
 
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