Accounting, Banking & Financial Services

Bank of Ocean City
627 William Street
Berlin, MD
21811

It was 1916, the First World War raged in Europe, mailing a letter cost two cents and the big storm that created the Ocean City Inlet was still 17 years in the future. During this time a significant event took place that would help shape the future of our little town. A bank was created to serve the needs of the residents and was appropriately named, Bank of Ocean City.

Since originally opening at the corner of Dorchester Street and Baltimore Ave we have expanded to serve our growing community. We opened our second branch at 5900 Coastal Highway in 1972. Our third branch, which is now our main office, was opened in West Ocean City in 1976. To serve our north end community we opened a branch at 12109 Coastal Highway in 1990. In order to service the growing community of Ocean Pines we opened our fifth location at 11001 Nicholas Lane in 1997. And in 2007 we opened the doors to our sixth branch located at 627 William Street in Berlin. Most recently, in late 2016, our 12109 Coastal Highway office was relocated to 904 Coastal Highway in Fenwick Island, DE.

Little did those who were a part of the bank in those early days realize the impact their roles would have on the future years and growth of our little town. Our founders and their families set a high precedent for growth and leadership in the community in which we live. We continue with those ideals today.

Bank of Ocean City
410-641-2228
410-641-9521
Harry Hammond, Jr.
Bergey & Company, P.A.
616 Williams Street, Berlin Maryland
21811

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.

Bergey & Company, P.A.
410-641-1101
410-641-2012
James Bergey Jr., CPA
Calvin B. Taylor Bank
24 N. Main Street, Berlin Maryland
21811

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

Calvin B. Taylor Bank
(410) 641-1700
410-641-0543
Tori Cross
Charles Adams – Edward Jones Financial Advisor
10776 Grays Corner Rd., Suite 5
Berlin, MD
21811

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

410-641-1248
855-832-9503
Charles Adams
First Shore Federal Savings and Loan
310 Franklin Ave
Berlin, MD
21811

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.

First Shore Federal Savings and Loan
(410) 641-0350
Jennifer Lynch, CPA
513 South Main Street
Berlin, MD
21811

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.

Jennifer Lynch, CPA
(410) 641-3133
Jennifer Lynch
Mark Vastine-Edward Jones Financial Advisor
29 Broad St Suite 101B
Berlin MD
21811

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

410-629-0690
Mark Vastine
PNC Bank
1 S. Main Street, Berlin Maryland
21811

For more than 160 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.

PNC Bank
410-641-2331
Roxanne Williams
Tax & Financial Service, LLC – Brian Roberts
9719 Golf Course Rd., Ocean City MD
21842

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

410-703-9284
800-627-0573
Brian Roberts, C.P.A.
Key Advisors Group
9928 Old Ocean City Blvd Suite 2
21811

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.

Visit Website
410-629-0357
443-944-1066
Collin Macomber
Lead Your Way Solutions
29 Broad St. Suite 203
21811

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.

www.leadyourwaysolutions.com
302-245-2136
Jennifer Scott