Location Date Contact Info Registration
Crown Area Connectors Team Network (CAC)
Ted's Bulletin in Crown
220 Ellington Blvd
Gaithersburg MD 20878
June 13, 2019
Thursday
8:00 AM - 9:30 AM
Ann Marie Clements
301-251-1221
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Crown Area Connectors Roster

Academy Mortgage

G Petrov & Associates, LLC

J.G. Wentworth Home Lending, LLC

Medallion Financial Group

Moses & Aiken LLC

NZ Strategic Consulting Solutions

Offit Kurman

Realtor RE/MAX Realty Group

Team Network Corporation

The Insurance Store

 

 

 

TOTAL TEAM SCORE CARD SCORE: 0 POINTS


ACCOUNTANT / CPA


G Petrov & Associates, LLC
George Petrov
8630 Fenton Street, Suite 600
Silver Spring, MD 20910
Phone: 301-562-1144
Fax: 301-562-4001
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Website: http://www.petrovmycpa.com
Member Since 2017
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At G Petrov and Associates, we assist the needs of businesses, business owners, entrepreneurs, executives and families. We fully understand the financial and tax challenges that businesses face today and provides proactive advice and expert solutions to business owners and entrepreneurs, and we develops and implements comprehensive tax and financial strategies to assist the needs of businesses, families and individuals.

George Petrov CPA Art1

 

WE EVALUATE

Our team rigorously assesses, analyzes and evaluates customers’ current financial and tax situation. Our advisers will gather relevant current and historic data, ask the right questions and review all facts and circumstances. We listen very carefully to customers and assist to identify their needs, goals, priorities and concerns.

 

WE ADVICE

Our advisors provide comprehensive advice and transparent guidance tailored to customers’ financial needs and priorities. Our team extensively educates customers on pertinent tax and financial topics and always takes as much time as needed to address their questions.

 

WE SOLVE

We deliver sound and successful solutions to customers’ tax and financial worries. Our team will implement proper tax and financial strategies and will meticulously monitor and evaluate progress.

 

 

 


ATTORNEY


Offit Kurman
James M. Hoffman, Esq.
4800 Montgomery Lane, Suite 900
Bethesda, MD 20814
Phone: 240-507-1710
Fax: 240-507-1735
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Website: http://www.offitkurman.com
Member Since 1999
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My Tag Team: Steve Metz

 

The sign on our door reads “attorneys at law.”
But, to our clients, we’re much more.

 

We are our clients’ most trusted legal advisors — the professionals who help them maximize and protect their business value and individual wealth. Many clients first sought our assistance with a single, pressing legal need. But, they continue to call on us for our unique blend of legal acumen, business knowledge, and total dedication to their satisfaction.

 

Offit Kurman is well positioned to meet the legal needs of dynamic businesses and the people who own and operate them. We are legal advocates who are expertS in all aspects of business law, real estate, estate planning, health care, labor and employment, estate and trust administration, construction law, commercial litigation, and asset protection.

Jim Hoffman Attorney


JIM HOFFMAN'S FOCUS

 

James Hoffman is a corporate, bankruptcy and litigation attorney.  Mr. Hoffman focuses his practice in the areas of representing various business types, particularly closely held businesses and also has a broad base of experience representing creditors, trustees and debtors in bankruptcy cases and litigation.

 

In his business practice, Mr. Hoffman represents businesses through their life cycles from creation, to formulating employment and shareholders agreements, creating contracts, collecting debts and closing the business through sale or liquidation.   Mr. Hoffman has represented nine different Chapter 7 trustees, and several Chapter 11 trustees and receivers. Thus, he is “a lawyer’s lawyer.” He has been involved in handling a broad range of litigation before state courts, including disputes involving complex commercial litigation, breach of contract actions, and collection actions.

 

Trust. Knowledge. Confidence. In a partner, that’s perfect.    

 


FINANCIAL PLANNING / INVESTMENT ADVISOR


Medallion Financial Group
Laura Stohlman, CFP, CEP, ChFEBC, RFC
13 East Deer Park Road
Gaithersburg, MD 20877
Phone: 301-990-9704 Ext.212
Fax: 301-975-9505
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Website: http://www.medalliongroup.com
Member Since 2004
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My Mission is to Empower You and Your Family to Live out your dreams by taking Charge of your Financial Future.

 

Laura's dedication to putting her client’s first, pursuing their best interest and making a difference in their lives began over 35 years ago.

 

As an independent financial advisor, she helps her clients to achieve their personal and financial goals through money management or insurance as needed.  She is a published author of Navigating Your Federal Benefits, designed specifically for Government employees.   

 

Laura’s faith give her her passion for serving her clients and her community believing what it says in Colossians 3:23  “Whatever you do, work at it with all your heart, as working for the Lord, not for human masters,” —    She also works with community outreach programs, enjoys ballroom dancing and fishing.

 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities offered through SECURITIES SERVICE NETWORK, Inc., Member FINRA/SIPC.  Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. Medallion Financial Group and SSN are separate and unrelated companies.

 


INSURANCE


The Insurance Store
Lynn Fishman
622 Hungerford Dr #1
Rockville, MD 20850
Phone: 301-279-5505
Fax: 301-279-5508
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Website: http://www.MyInsuranceStore.us
Member Since 2007
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The Insurance Store...

has been insuring the needs of residents of the Washington metropolitan area since 1979. The agency's staff is dedicated to providing the best possible insurance protection at the lowest possible cost.

 

 

Services

The Insurance Store proudly protects you and what matters most to you. The home you live in, the automobile you drive, the business you’ve built, the life you live. All deserve protection. Insure them with The Insurance Store and experience the ease of mind that comes in knowing they’re secure.

 

·          Auto Insurance

·          Business Insurance

·          Home Insurance

·          Life Insurance

 

 


MORTGAGE SERVICES


J.G. Wentworth Home Lending, LLC
Charles Miller
Rockville, MD 20850
Phone: 240-676-7686
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Website: http://www.greatratesbycharlie.com
Member Since July 2017
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My Tag Team: Matthew Jones,Chris Leopard,Tony Miller

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Our goal is to help people obtain Financial Freedom via the use of Mortgage Lending.



We strive to be the absolute Best in the industry and continually learn and improve to ensure we are the greatest resource for our customers and referral partners.



We 'have your back' and pride ourselves on doing the right thing to make sure we all come out on top.

 


MORTGAGE SERVICES (Reverse)

Academy Mortgage
Tony Miller
13706 Mount Prospect Drive
Rockville, MD 20850
Phone: 301-252-2121
Fax: 301-364-9976
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Website: http://www.AcademyMortgage.com/TonyMiller
Member Since October 2017
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It gives me great satisfaction to show people how an FHA-insured* loan option could help them live with more financial flexibility and peace of mind. Designed specifically for homeowners, and homebuyers, age 62 and older.    

A Fresh Perspective on Financing

Most Americans looking for some sort of financing seek “traditional” tools like mortgages, home equity loans, personal loans, car loans and credit cards. But — if you’re 62 or older, you have access to special financing that can better suit your needs now and in the future: It’s called a Home Equity Conversion Mortgage (HECM).

Whether you’re retired, about to retire, working part-time or still working — this is a versatile tool to help you retire smart! You can better manage your monthly cash flow with its unique flexible payment feature; set up a “standby” line of credit to help fund unforeseen expenses; and/or consolidate debts such as high-interest credit cards, car loans and personal loans into one loan that reduces your monthly bills.  You can even utilize and FHA insured HECM/Reverse Mortgage to purchase a new home.

Feel free to contact me, anytime.  It’s my honor to have the opportunity to educate and guide you, and your referrals, who may have questions about today’s FHA Insured Reverse Mortgage

       

* This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.

 

Interests
I enjoy golf and spending time with my 3 sons. Watching live CAPS games are great and I enjoy all the DC Sports teams.


NETWORKING GROUP


Team Network Corporation
Curt Kowalski
1 Research Ct #450
Rockville, MD 20850
Phone: 301-260-0060
Mobile: 301-370-5351
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Website: http://www.teamnetwork.com
Member Since 1992
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Networking Business... with Pleasure!

 

Before there was any such thing as formal business networking clubs, Curt Kowalski founded the Team Network Corporation. He has been organizing and managing small business networking groups in Maryland, Virginia, and the Washington, D.C. Metro Area for over 25 years.


Curt is well known for his motivational skills, enthusiastic attitude, and ability to make things happen. He is the "go-to guy" for anyone looking for help or a referral of a quality local business in the Washington Metro Area. 

 


REAL ESTATE


Realtor RE/MAX Realty Group
Ann Marie Clements
9711 Washingtonian Blvd.
North Potomac, MD 20878
Phone: 301-921-2657
Mobile: 240-997-8654
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Member Since 07202015
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Whether you're relocating or Maryland is already your home, you need an agent who knows the diverse neighborhoods of Montgomery County.

 

My name is Ann Marie Clements, and I am a full time professional working to make your real estate experience exciting, enjoyable, and as hassle-free as possible! I work hard to earn your business. I offer prompt and personal service, devotion to your best interests, and years of Real Estate experience and I will smooth the road for you.

 

If you're relocating, my relocation package and personal attention will help you feel at home in no time! If you're buying, I will help you find the perfect home by communicating with you and keeping close tabs on this strong market. If you're selling, I provide an aggressive marketing strategy to move your property quickly.

 


REAL ESTATE SETTLEMENTS


Moses & Aiken LLC
Casey Aiken
11300 Rockville Pike
Rockville, MD 20852
Phone: 301-468-0080 Ext. 2
Email me!
Website: http://mosesaiken-law.com/
Member Since 07/21/2017
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Moses & Aiken, LLC located in Rockville, Maryland, is a law firm that represents established and emerging businesses, commercial property owners, property developers, and individuals throughout the Washington, D.C. metropolitan area.

 

A full-service law firm which offers experienced and cost-effective representation in the following areas; comprehensive real estate services, business law services, and estate planning and administration.

 


SOCIAL MEDIA MARKETING & DEVELOPMENT


NZ Strategic Consulting Solutions
Andres Negro
10411 Motor City Dr
Bethesda, MD 20817
Phone: 301-245-1800
Email me!
Website: http://www.nzconsultingsolutions.com
Member Since November 2018
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NZ Strategic Consulting Solutions:

 

A family owned consulting firm, NZ Strategic Consulting Solutions has over a decade of experience assisting businesses reach their goals. Founded by a father and son team, NZ combines experience and innovation to created unique solutions to your company’s problems.

 

Our Services

 

Our services focus on, but are not limited to, marketing and social media services for small and medium sized companies in the D.C Metropolitan area. Our team works closely with your business to ensure that we provide the best results in a timely manner.

In a world where rapid change is the norm, NZ Strategic Consulting Solutions will be there to help you reach your company’s full potential.