Financial Advising in Frederick, MD

4 locations found near Frederick

“We found an advisor we know we can trust. We were referred to them by others that felt the same way, and since working with them we have met others that do as well. Everyone has been very happy with them.”

5 Superb13 Reviews

“I was searching for support locally in Frederick Maryland to acquire a medallion signature for ira paperwork. I am truly grateful that Scott was able to squeeze me in for a brief appointment the next day. Everyone in the office was so courteous and professional. Scott was extremely knowledgeable and double checked my paperwork, which gave me peace of mind. As a need for a knowledgeable, financial advisor arises, I will definitely choose McCaskill financial and recommend their services to friends and family.”

5 Superb10 Reviews

“Team has assisted in mergers and acquisitions & annual personal and corporate tax for our family over the years. Thomas Profitt is spectacular at his craft. Bob Krop and Dave Vario and extremely knowledgeable in business, real estate, tax and reasonably priced. Thomas Profit has also been someone I have worked with for years, and I appreciate the fact that he answers the phone every time I call with a question and responds very quickly. The legal tax knowledge they offer is excellent for a business owner and busy family man like myself who has no time to keep up with every change, every year. The rest of the staff have always been friendly and eager to help over the 8 seasons I have been their client. KV&A CPAs, LLC are honest, friendly and ethical and without a doubt the best CPA firm I have done business with in Frederick and in Maryland. Highly recommended, and easy to do business with.”

5 Superb12 Reviews

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