Investing in Washington, DC

“Simply Investing is an amazing course run by an amazing person in Kanwal Sarai. With this course, I am comfortable with my investment choices and my time horizon is long enough such that I don't really care about the short-term fluctuations. Dividends matter a bunch and are essential for wealth growth. In my Roth IRA, I invested $16,000 total and I have about $21,300 (31.39% overall). This was over a two-year span. The volatility is much less than the market. I learned all of this from Kanwal's class. I highly suggest anyone who is interested in dividend investing to take the class. You won't be disappointed(8 months ago)”

“For over ten years, Myrick CPA have provided me excellent tax advice and services for both my small business and my household. Charles and Winter are attentive, patient, well-informed and super responsive to my questions and concerns. Highly recommend!!!”

“I have no complaints about PNC bank locations. When I go into any branch I am treated with respect and as a valued customer. But this morning I discovered by email from PNC, that a check that I had deposited into my PNC account, yesterday was unsigned and the monies were being debited back from my account. I called the 888 PNC Bank number, got a representative who told me that the check was still at the PNC bank location, and I could go there and retrieve it. It took me about 30 minutes to get there. Once there I was told that the customer service representative was WRONG! The check has to be sent back to me and is not at the branch. If the 888 number representative do not know the answer to a question, they should say so. The proper response should have been, "I do not know. What branch location...Here is that branch's number."”

“After getting nowhere with the branch at Dupont Circle, Elida Guzman at Farragut North went out of her way to be sure our estate issue was taken care of. We only had one day in town, and she stayed past hours working with the Estate Care team to get our problem resolved. She is a true asset to Wells Fargo, and I'd highly recommend this branch. I wish I could remember the teller's name because that awesome young lady, as our first contact, was also very reassuring and competent, and as soon as we stepped into the branch and spoke with her, we were confident that they could help us. If you bank at Wells Fargo in the DC area, this is definitely the branch to go to.”

“Excellent service. Ashley was extremely pleasant and helped me out, and I am a former client/customer. I've been to the location three times and always the same standard.”

“I walked in during a weekday around lunchtime. The branch was fairly empty of customers. I made eye contact with and was immediately greeted by Fatima B. I explained to her my issue regarding a service fee, which she was kindly able to reverse after hearing me out. Fatima was friendly, professional, prompt, and helpful. She also educated me on the interest-bearing benefit that I already had on one of my accounts with PNC that I was not aware of. She explained how it worked and the pros of making use of the perk. I thanked her, she handed me a business card for any follow-up questions, and I departed. I definitely recommend this branch and the stellar staff member, Fatima, who not only resolved my issue satisfactorily and without being put off, she also went above and beyond by ensuring that I was fully aware of the benefits available to me. Great downtown DC location!”

“If I could give 10 I would. I didn't have any credit and franque helped me out tremendously. I really think he's a great he's a great banker and recommend him. Thanks again franque”

“Many of the reviews on this page seem to deal with people trying to cash checks for relatively large sums. They do not state that they are PNC customers or that they have ever done business with this brach for anything else. I have been a customer here for 20+ years, I have three bank accounts, our mortgage, my business account, a home equity line of credit, and have financed two cars with them. I have never received anything but professional service. The staff is courteous and friendly and they always have time to address any issue I have had, no matter how big or small. I recommend the Adams Morgan branch without reserve, when you sit down with any of their representatives you will be treated with respect and like a human.”

“This review isn't specifically about this branch (although someone at this branch helped me set up my account, and he was awesome), as it is about Schwab's amazing customer service. Yesterday, I called the cust serv 800 no. with a question about the difference between two ticker symbols of this one international stock. Although the rep I first spoke with wasn't able to help me, she quickly transferred me to a broker who could, and I didn't sit on hold for even three minutes. The broker solved my problem in a snap, and I'm a happy shareholder today. I'm a massive advocate of youngsters investing, so if you're looking to start, even if you have very little money, look no further than Charles Schwab (unless you're really broke, then look to Sharebuilder. I had a good experience with them, but had to switch to Schwab because of my job). Excellent customer service, decently priced trades, and a pretty easy-to-navigate website. Highest regards!”

“Fundrise is an online real estate investment platform that enables individuals to invest in commercial and residential properties across the United States through real estate investment trusts (REITs) and other vehicles. Fundrise aims to make real estate investing accessible to a broader range of investors by offering a lower entry point compared to traditional real estate investments.Investment ModelFundrise pools investments from numerous investors to purchase and manage real estate properties. The platform offers various account levels—Starter, Basic, Core, Advanced, and Premium—each requiring different minimum investments and providing different features and investment opportunities. This tiered system allows investors to choose a level that matches their investment capacity and goals.Types of InvestmentsInvestors on Fundrise can invest in a diverse portfolio that includes commercial buildings, apartment complexes, and new construction projects. The investments are typically long-term, with the company suggesting a minimum investment horizon of five years to potentially see significant returns.Fees and ReturnsFundrise charges a 1% annual fee, which includes an asset management fee and an investment advisory fee. Returns on investments vary based on market conditions and the specific properties invested in, but Fundrise reports historical annual returns of around 8% to 12%, though these figures are not guaranteed and past performance is not necessarily indicative of future results.RisksLike all investment platforms, Fundrise comes with risks. Real estate investments are sensitive to market conditions, economic cycles, and property-specific issues. The liquidity is also limited; although Fundrise offers a redemption program to sell shares back to the company, it is not guaranteed and comes with potential costs.Regulatory StatusFundrise operates under regulations set by the U.S. Securities and Exchange Commission (SEC), providing a level of oversight to operations. It offers transparency in its dealings by providing detailed information about the properties invested in, financial disclosures, and regular updates on the performance of investments.ConclusionFundrise makes real estate investing more accessible for individuals who may not have the substantial capital typically required to invest in real estate directly. However, potential investors should carefully consider the long-term nature of the investments, associated fees, and the risks involved in real estate markets.”

“This location has a parking lot which is very convenient. I had an appointment at 10am and they helped me right away! Sadreika helped me with my PNC account, she was very helpful and super friendly. I will definitely be back!”

“This is another good location of PNC Bank. The staff is super friendly and always ready to help the moment you enter the branch. If the tellers are busy servicing a customer, someone always walks me over to their desk and take care of most of my banking needs. This branch (like other PNC branches) totally rocks!”

“I have been a satisfied client of Fidelity for over ten years with two different employers 401k retirement accounts. The customer service is excellent over the phone as well as in person. The staff is personable and knowledge in various financial products. I love ❤️ Fidelity!”

“Excellent service; manager was very accommodating and helpful. Long line of people, but they managed to see us in less than 15 minutes. We visit periodically (once per month) and always have good experiences with the tellers.”

“So I've been coming to this bank for a year now and my experience has been great. Everyone is very friendly and good at their job. Asya especially was awesome. She went above and beyond.”

“I gave this bank a bad review the other day because it was so frustrating trying to wire money from them to my local bank. But, after trying it 4 times, with their help, we finally got it to go. And, then I found out I had screwed up the routing number for where it was supposed to go. So, today, I called them back, and we were able to get it to go through to the correct bank this time, and it went through the first time. The ladies working in the wire transfer area are really nice and helpful, and patient. So, I give PNC high marks today.”