Accounting, Banking & Financial Services

Sort By: Business Name
ADOS Consulting
Address: 300 Esham Avenue
Berlin, MD
21811
Long Business Description:

Elissa and Bill Greeley are Advanced Certified QuickBooks ProAdvisors and co-owners of ADOS Consulting which has been in business since 1992. We support businesses in their bookkeeping and administrative efforts with QuickBooks products – both desktop and online versions. Whether training is needed for owners and their staff for QuickBooks/bookkeeping or if out sourced bookkeeping is preferred (you want us to do it for you), we are here to help. ADOS Consulting is also an Intuit Premier Reseller / Solution Provider. This allows us to sell QuickBooks products at less than retail and in most cases at the lowest prices available – including Intuit\’s payroll and merchant services offerings.

Business Website Address: Website
Business Phone Number: 408-314-2092
Business Fax: 888-551-8587
Contact Name: Bill & Elissa Greeley
Bergey & Company, P.A.
Address: 616 Williams Street, Berlin Maryland
21811
Long Business Description:

Certified public accountant that provides mainly tax and consulting services. This includes business, individual, estate and gift taxes, and general business or family oriented financial consulting. They also provide full-service bookkeeping and payroll.

Business Website Address: Bergey & Company, P.A.
Business Phone Number: 410-641-1101
Business Fax: 410-641-2012
Contact Name: James Bergey Jr., CPA
Calvin B. Taylor Bank
Address: 24 N. Main Street, Berlin Maryland
21811
Long Business Description:

A locally owned, full service, federally insured bank offering checking, savings and loans.

Business Website Address: Calvin B. Taylor Bank
Business Phone Number: (410) 641-1700
Business Fax: 410-641-0543
Contact Name: Tori Cross
Charles Adams – Edward Jones Financial Advisor
Address: 10776 Grays Corner Rd., Suite 5
Berlin, MD
21811
Long Business Description:

Edward Jones Financial provides financial planning for families and businesses with IRA’s, retirement accounts, college savings plans, etc.

Business Phone Number: 410-641-1248
Business Fax: 855-832-9503
Contact Name: Charles Adams
David Hitch – State Farm Insurance Agent
Address: 10818 Ocean Gateway, Unit A
Berlin, MD
21811
Long Business Description:

Providing Insurance and Financial Services

Business Website Address: http://www.switch2hitch.com
Business Phone Number: 410-641-7777
Business Fax: 410-641-6923
Contact Name: David Hitch
First Shore Federal Savings and Loan
Address: 310 Franklin Ave
Berlin, MD
21811
Long Business Description:

First Shore Federal was founded in 1953 by a group of prominent local businessmen. Its purpose was to provide a source of funds for home mortgages in the Salisbury area while offering a good dividend and federal deposit insurance for local savings customers. The association ended its first partial year of operation with assets of $174,420.90.

With eight offices across the Lower Eastern Shore, First Shore Federal continues to provide consumer and commercial banking services to the people of Delmarva’s Lower Shore. The association opened its present headquarters at 106 South Division Street, Salisbury in 1964. Additional branch locations opened at Civic Avenue, Salisbury, in 1974, Pocomoke City, in 1977, Snow Hill and Berlin in 1987, Ocean Pines in 1996 and its first Delaware branch opened in 2003 in Ocean View. The Berlin branch moved to 310 Franklin Avenue in 2006.  A new branch in Millsboro, DE opened in April 2015.

As of December 31, 2017, First Shore Federal had assets of $294,267,710, loans of $243,800,207, federally insured savings deposits of $241,251,826 and a strong capital position of $44,730,044 or 15.20% of assets, more than twice the level required by federal regulations.

First Shore Federal received a rating of “outstanding”, the highest rating available from the Office of the Controller of the Currency, in its most recent Community Reinvestment Act (CRA) examination. “The bank’s community development activities, as a whole, demonstrate excellent responsiveness to the community development needs of its assessment area…” according to the report.

The association is active in numerous community programs and enhanced its reputation as a leading corporate citizen as it received the first-ever Maryland Business Philanthropy Award from the Maryland Chamber of Commerce. First Shore Federal was one of three businesses to receive this impressive award in November 2000. The association was recognized as Small Business of the Year by the Salisbury Area Chamber of Commerce in 1999 and the Fruitland Chamber of Commerce in 2007.

In 2010, the association received a community service award from the Community Foundation of the Eastern Shore in appreciation for the association’s support of community activities for many years.  The association received the “Spirit of the Shore” award as the outstanding corporate supporter of the United Way in 2011.

In 2017, First Shore Federal received the 2017 NAACP Community Service Award, the first such award to be presented to a business.

Business Website Address: First Shore Federal Savings and Loan
Business Phone Number: (410) 641-0350
Jennifer Lynch, CPA
Address: 513 South Main Street
Berlin, MD
21811
Long Business Description:

Jennifer A. Lynch, PC has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Business Website Address: Jennifer Lynch, CPA
Business Phone Number: (410) 641-3133
Contact Name: Jennifer Lynch
Key Advisors Group
Address: 9928 Old Ocean City Blvd Suite 2
21811
Long Business Description:

Key Advisors Group is an organization of financial service professionals dedicated to being the premier provider of creative insurance and investment* solutions to problems faced by business owners, professionals and other individuals needing asset accumulation, preservation and distribution planning.

Business Website Address: Visit Website
Business Phone Number: 410-629-0357
Business Fax: 443-944-1066
Contact Name: Collin Macomber
Lead Your Way Solutions
Address: 29 Broad St. Suite 203
21811
Long Business Description:

Lead Your Way Solutions is a Management Consulting Company specializing in developing aspiring leaders to master the principles of extraordinary leadership.  We implement proven, yet tailored, principle-based methodologies designed to help organizations solve complex problems, accelerate workforce productivity, and generate sustainable results.

Business Website Address: http://www.leadyourwaysolutions.com
Business Phone Number: 302-245-2136
Contact Name: Jennifer Scott
Mark Vastine-Edward Jones Financial Advisor
Address: 29 Broad St Suite 101B
Berlin MD
21811
Long Business Description:

We serve serious long-term investors, helping them define and reach their financial goals

Business Phone Number: 410-629-0690
Contact Name: Mark Vastine
Tax & Financial Service, LLC – Brian Roberts
Address: 9719 Golf Course Rd., Ocean City MD
21842
Long Business Description:

Providing Tax Services and Tax Planning for Individuals, Businesses and Not for Profits

Business Phone Number: 410-703-9284
Business Fax: 800-627-0573
Contact Name: Brian Roberts, C.P.A.
The Bank of Delmarva
Address: 12505 Coastal Highway
Ocean City, MD
21842
Long Business Description:

Mission Statement
We, the employees, officers, and directors of The Bank of Delmarva commit ourselves to create the leading community bank serving the financial needs of the Lower Delmarva Peninsula. We strive to be innovative, exemplify integrity and professionalism, and provide superior customer service.

Business Website Address: Website!
Business Phone Number: 410-250-1101
Tri-County Council for the Lower Eastern Shore of Maryland
Address: 31901 Tri-County Way
Salisbury, MD
21804
Long Business Description:

The Tri-county Council of the Lower Eastern Shore of Maryland was form by an Act of the Maryland General Assembly in 2001.  The purpose of the Council is to facilitate regional planning and workforce development in Somerset, Wicomico, and Worcester counties.

Business Phone Number: 410-341-8989
Business Fax: 410-341-8988
Contact Name: Bob Hendricks