Family advice in Bethesda, Maryland

Wagner, Duys & Wood, LLLP is a boutique accounting, finance, and legal firm located in Bethesda, Maryland. Our team of professionals is dedicated to helping clients minimize their taxes and stay compliant with tax laws. We take a client-centric approach, getting to know you and your goals in order to provide personalized solutions to minimize tax liability. With extensive experience at the local, state, federal, and international levels, our tax professionals understand the importance of a sound tax strategy and its impact on your financial obligations. We are proactive problem solvers, offering solutions for every aspect of your engagement.

Ameritas Life Insurance Corp., located at 4550 Montgomery Avenue in Bethesda, Maryland, is a finance and insurance agency that helps individuals and businesses create long-term financial plans. With a focus on dental, vision, and hearing care, Ameritas offers affordable insurance plans for individuals, families, and organizations. Their team of qualified professionals can assist with comprehensive business planning and employee benefits to help you achieve your financial goals. Ameritas is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York. They do not provide tax or legal advice, but can help create a financial strategy tailored to your needs. Variable insurance and investment products offered by Ameritas are not insured by the FDIC or any government agency. Ameritas is committed to transparency and compliance with health care transparency rules, providing machine-readable files for in-network and out-of-network provider negotiated rates and drug pricing information. Your safety and privacy are important to Ameritas, and they provide resources for victims of domestic violence seeking confidentiality. Contact Ameritas today to start planning for a secure financial future.

Casmir Reihing New York Life Insurance is a reputable insurance agency located at 6905 Rockledge Drive in Bethesda, Maryland. We offer a wide range of insurance products and services to protect our clients' financial well-being and provide peace of mind. Our dedicated team of professionals is committed to helping individuals and families find the right insurance solutions to meet their unique needs. With a focus on personalized service and expert advice, we strive to build long-lasting relationships with our clients and ensure their financial security for the future. Contact us today to learn more about our insurance offerings and how we can help you protect what matters most.

Sarah Rogers, NP is a reputable healthcare institution located at 4920 Elm Street in Bethesda, Maryland, United States. As a Nurse Practitioner, Sarah Rogers provides high-quality medical care and personalized treatment plans to patients of all ages. With a focus on preventive care and patient education, Sarah Rogers, NP is dedicated to helping individuals achieve and maintain optimal health. Whether you are in need of a routine check-up or are managing a chronic condition, Sarah Rogers, NP is committed to providing compassionate and comprehensive care to all patients.

Kiana P. Gilmour, NP is a board-certified Nurse Practitioner specializing in female urology at the Department of Urogynecology at The GW Medical Faculty Associates in Bethesda, Maryland. Originally from Florida, Kiana has extensive clinical experience as a critical care/ICU nurse before earning her Masters of Science in Nursing degree as a Family Nurse Practitioner from The George Washington University School of Nursing in 2019. She is board certified through the American Academy of Nurse Practitioners and has worked in urgent care settings, both in-person and via telehealth. Kiana's clinical interests include incontinence, overactive bladder, and pelvic floor issues, and she is dedicated to providing compassionate, evidence-based care to optimize patient outcomes. She is a member of the American Urogynecologic Society. Visit Kiana P. Gilmour, NP at 4920 Elm Street for expert urogynecological care.

Amy F. Scott, MSW is a health institution located at 5100 Elm Street in Bethesda, Maryland, United States. Specializing in social work, Amy F. Scott provides expert services to individuals and families in need of support and guidance. With a focus on mental health and well-being, Amy F. Scott, MSW offers a safe and welcoming environment for clients to address their concerns and work towards positive change. Whether dealing with personal struggles or seeking professional advice, Amy F. Scott, MSW is dedicated to helping others improve their overall quality of life.

Shannon O'Connor, M.D. is a board-certified doctor specializing in Hematology and Medical Oncology, with a special focus on Women's health including breast cancer, gynecologic cancers, and hematologic conditions. Located at 9905 Medical Center Drive in Rockville, Maryland, Dr. O'Connor also has established practices in Bethesda. She completed her medical training at prestigious institutions such as Georgetown University and St. George’s University, and has completed her internship, medical residency, and fellowship in hematology/oncology at Georgetown University/Washington Hospital Center. Dr. O'Connor is actively involved in the breast cancer committee at Shady Grove Adventist Hospital and is currently completing her certification in Genetics counseling. In her free time, she enjoys outdoor activities with her family, including cycling, paddle boarding, and trapeze. Dr. O'Connor's commitment to providing quality care to her patients is evident in her dedication to staying up-to-date with the latest advancements in the field.

Merrill Lynch Wealth Management, located at 11810 Grand Park Avenue in North Bethesda, Maryland, is a finance institution offering a wide range of services to individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, working with clients to identify their goals and create financial strategies to meet their long-term objectives.

Merrill Lynch Financial Advisor Vincent D Ratliff, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers personalized financial services to help clients pursue their objectives. As a Senior Portfolio Advisor, Vincent Ratliff can manage custom investment strategies on a discretionary basis, drawing from a wide range of model portfolios and third-party investment strategies. With Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and priorities. Vincent Ratliff believes in focusing on what matters most to his clients - their family, goals, and priorities, even as they evolve over time. By starting with a conversation, he helps clients identify and prioritize their most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through the Investment Personality Assessment, Vincent Ratliff gains a deeper understanding of how clients think and feel about investing, allowing him to customize a financial approach tailored to their individual needs.

Rockefeller Capital Management is a renowned finance institution located at 2 Bethesda Metro Center in Bethesda, Maryland, United States. With a rich history spanning over seven generations alongside the Rockefeller family, we provide personalized services to families, individuals, institutional investors, and corporations. Our team of experienced professionals is dedicated to delivering innovative financial solutions and strategic business advice with integrity. We pride ourselves on our unique approach to wealth management and our commitment to shaping the future of financial services. Our principles, shaped by over 140 years of working with the Rockefeller family, guide our growth and help us navigate the ever-changing financial landscape. At Rockefeller Capital Management, we value our people and their dedication to approaching challenges with energy, creativity, and care. Join us in exploring a network of opportunities and experience the future of financial services with Rockefeller Capital Management.

Merrill Lynch Financial Advisor Keith Unikel is a finance institution located at 7501 Wisconsin Avenue, Bethesda, Maryland, United States. Keith has been in the financial services industry since 2006 and joined Merrill Lynch Wealth Management in 2009. He became the Resident Director of the Bethesda office in 2016. Keith's main goal is to help clients make rational investment decisions by understanding their needs and creating tailored strategies to address their financial goals. He holds a bachelor's degree in finance from the University of Maryland and is a Chartered Retirement Planning Counselor™, CRPC™. The institution offers personalized financial plans through Merrill Personal Wealth Analysis™, focusing on clients' family, goals, and priorities. With a focus on understanding clients' aspirations and providing insightful advice, Keith aims to help clients achieve their financial goals. The institution also offers tools to track changes in clients' lives and adjust their financial approach accordingly. Keith believes in building a personalized approach that reflects clients' unique needs and priorities. The institution provides comprehensive financial solutions and personalized investment strategies to help clients pursue their goals. Keith is registered to do business in various states and holds certifications in retirement planning. Investing involves risks, and clients should consult legal and tax advisors before making financial decisions. The institution aims to provide guidance and support to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Robert E Dunn, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers personalized financial advice and guidance to successful individuals and families. Their approach focuses on understanding your priorities, risk tolerance, and financial goals to create a tailored plan that evolves with your changing needs. With access to Merrill's investment insights and Bank of America's banking solutions, they strive to help you manage, grow, and preserve your wealth for the long term. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they are dedicated to helping you achieve your financial aspirations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, they aim to customize a financial approach that aligns with your unique goals and preferences.

The Boyle Anderson Group - UBS Financial Services Inc. is a renowned financial institution located at 7272 Wisconsin Avenue in Bethesda, Maryland, United States. Specializing in providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, The Boyle Anderson Group is committed to delivering personalized and strategic financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Boyle Anderson Group - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance with confidence and success.

erstanding your priorities, risk tolerance, and financial goals, Merrill Lynch Financial Advisor Patrick M Lively at 11810 Grand Park Avenue in North Bethesda, Maryland, is dedicated to providing personalized financial advice and guidance. With a focus on helping successful individuals and families pursue their aspirations, our team works closely with clients to develop customized plans that align with their unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, our comprehensive approach considers your current situation and long-term aspirations. Backed by the global resources of Merrill and banking solutions from Bank of America, our team is committed to building strong client relationships based on trust and personalized service. Recognized for exemplary client service by Forbes, our advisors strive to set the standard for wealth management. Contact us today to begin a conversation about your financial goals and how we can help you achieve them.

The Law Office of Seth Shich LLC is a reputable legal institution located in Bethesda, Maryland. Specializing in various areas of law, including personal injury, criminal defense, and family law, the firm is dedicated to providing top-notch legal representation to clients in need. With a focus on professionalism, integrity, and client satisfaction, the experienced team at The Law Office of Seth Shich LLC is committed to achieving the best possible outcomes for their clients. Located at 4500 East-West Highway, Bethesda, Maryland, this law office is a trusted resource for individuals seeking expert legal advice and representation.

Kelly Goodman NP & Associates is a reputable healthcare institution located at 4701 Sangamore Road in Bethesda, Maryland, United States. Led by Nurse Practitioner Kelly Goodman and her team of dedicated professionals, this institution offers top-notch medical services and personalized care to patients of all ages. With a focus on promoting overall health and wellness, Kelly Goodman NP & Associates provides comprehensive primary care services, preventive screenings, and treatment for various medical conditions. Patients can trust in the expertise and compassion of the staff at this esteemed healthcare facility.

Vinik EPS College Counseling, located at 4701 Sangamore Road in Bethesda, Maryland, is a highly praised institution that provides expert guidance and support to students navigating the college application process. Testimonials from satisfied clients highlight the personalized attention and invaluable assistance offered by the knowledgeable counselors, including help with creating a potential list of schools, conceptualizing and editing essays, and providing practical advice. The team at Vinik EPS College Counseling is dedicated to making the college process stress-free and manageable for students and their families, ensuring that each individual receives the support they need to achieve their academic goals. Whether guiding students through the application process or offering valuable insights into college selection, Vinik EPS College Counseling is committed to helping students succeed and thrive in their educational journey.

Shanna Hirsch is a reputable health institution located at 5606 Shields Drive in Bethesda, Maryland, United States. Specializing in providing top-notch healthcare services, Shanna Hirsch is dedicated to improving the overall well-being of its patients. With a team of skilled professionals and state-of-the-art facilities, the institution offers a wide range of medical services to cater to the diverse needs of its clientele. Whether you are in need of routine check-ups, specialized treatments, or personalized care, Shanna Hirsch is committed to delivering exceptional healthcare in a compassionate and welcoming environment.