Financial Advising in Bethesda, MD

“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.”

“Finding a thorough, trust-worthy, responsive accountant has been a nightmare. Finally, I have found Hans with Potomac Advisory Group! My accountant from five years ago did not file my taxes correctly and years later I ended up with an IRS fine. At the time of the notice I had just met with Hans for my tax season and brought up in passing. He was able to take care of it and get the fee waived with no headache to me at all. He simultaneously guided me into maxing my tax return. He is very responsive to emails and always willing to help. I have trusted him so much that I will be removing my third party payrolls service and delegating to Hans and team. I can't say how grateful I am to Potomac Advisory Group and Hans for everything you all have done for me!”

“The lobby worker Jeremy Mullaney was super helpful with showing me how to use Fidelity’s website so that I can hone my research skills to find investments that peek my specific interests. Him & Joshua Remmele were very kind and knowledgeable. Highly recommend!”

“I was a bit concerned about access when I had to make my way to a relatively urban physical branch. All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.”