Financial Advising in Bethesda, MD

“He has thorough explanations for everything he does regarding tax services and business practices. I use him for several of my businesses along with my personal tax filings and never encountered a problem. I highly recommend Potomas Advisory Group.”

“Recommend Equity Planning, have been using them over ten years. Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.”

“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.”

“I visited the Bethesda Fidelity location in order to make a deposit into a newly opened account, having the check in hand for a UTMA account. The representative was very pleasant and understood quickly; she deposited the check and gave me a receipt. While I was awaiting the receipt, I heard another rep very patiently talking to a customer who wanted to cash out some funds. It was explained to him that Fidelity wasn't a bank with cash on hand, and she gave him a number of ways he could get his money in cash. She did not get impatient but explained very well his options. I was favorably impressed.”