Investing near Kensington, MD

“Edwin has been my insurance agent for the past 12 years. Day in and day out - he continues to provide outstanding service! He puts his customers first - seeking out the best possible policies for the most reasonable cost. He places a premium on quality service (over quantity of sales) - and this is what makes him successful - and puts him in a class above his competition.”

“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!!!”

“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)”

“Excellent is an overused word but Jacques Financial is the definition of excellence.
Truly professionals with your best interest in mind!! Jeremy Jacques and Becky Shifflett are outstanding and make complex issues understandable.”

“I highly recommend Michelle Han for her outstanding real estate services. She helped me find a tenant for my rental property and went above and beyond to negotiate an excellent price. She made the entire process smooth and stress-free, demonstrating a deep understanding of the market and my needs. If you're looking for a reliable and skilled real estate agent, Michelle is the one to choose.”

“After waiting for an hour at the Silver Spring PNC bank, where I was never serviced I then made an appointment online for the next day which they canceled that morning!! I was very frustrated and decided to try a different location for my wire transfer. I walked into the Rockville location and Jovanka Kelbaugh greeted me and said of course she could help me right away. She was kind, efficient, friendly and helped me with everything that I needed! I will go to WHICHEVER location she is working from now on!!! I was ready to terminate my relationship with PNC but she redeemed the bank’s image in my decision!”

“PNC Bank continues to impress with its outstanding customer service. I would like to thank the branch manager and Mr. Gino for their exceptional hospitality and professionalism. Truly a wonderful experience.”

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.”

“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 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."”

“Went in to Roll Over some 401Ks i had. The person at the front desk was helpful. I had a few questions that were answered and we got the transaction completed. I would go back with out a thought if i needed anything down the road.”

“In my pursuit of financial well-being, I had the distinct pleasure of engaging with Maura Schauss, and the experience has been nothing short of exceptional. Maura is not merely an expert in wealth building; she is a salt-of-the-earth individual whose commitment to the highest levels of integrity and honesty is truly commendable.Maura Schauss's command of her field is nothing short of encyclopedic. Her profound knowledge and expertise span a spectrum of crucial financial domains, making her an invaluable resource for anyone seeking astute guidance in the following areas:Financial Planning: Maura's strategic approach to financial planning is unparalleled. Her insights into creating comprehensive, tailored financial plans are a testament to her dedication to helping clients navigate their unique financial landscapes.Tax Strategies: Maura's adept understanding of tax strategies sets her apart as a true authority in optimizing financial outcomes. Her ability to navigate the complexities of the tax landscape ensures that clients maximize their returns while remaining compliant with the latest regulations.Investment Management: Maura's acumen in investment management is marked by a meticulous approach and a deep understanding of market dynamics. Her guidance empowers clients to make informed decisions that align with their financial goals.Risk Management & Insurance: Maura's emphasis on risk management underscores her commitment to safeguarding her clients' financial futures. Her strategic approach to insurance and risk mitigation ensures comprehensive coverage tailored to individual needs.Estate Planning: Maura's proficiency in estate planning goes beyond the technicalities; it reflects a genuine concern for the long-term financial well-being of her clients and their families.Retirement Income Planning: Maura's expertise in retirement income planning is characterized by a foresightedness that addresses not only the present but also the evolving needs of her clients in their retirement years.I wholeheartedly recommend Maura Schauss without hesitation. Her multifaceted expertise, coupled with an unwavering commitment to honesty and integrity, make her a standout professional in the financial realm. Whether you are seeking comprehensive financial planning, astute tax strategies, or sound investment advice, Maura Schauss is the trusted advisor you can rely on for unparalleled guidance. Engaging with Maura is not just a transaction; it's an investment in a relationship founded on expertise, trust, and a genuine commitment to your financial success.”

“Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, "Invest Like the Best," and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients' best interests in mind. I completely trust and highly recommend him!”

“Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat.”

“Rozhina Zakerolhosseini is the best Branch VP you’ve ever had at this location; unlike the others, we hope you will be able to keep her. She presents herself professionally, is very knowledgeable and represents PNC admirably.”

“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 recently opened up a business checking account at this PNC Branch after 15 years with my personal accounts at PNC. My new account is a less common type and the PNC staff here helped me through the requirements and were very apologetic when it took much longer than I anticipated. The bank manager, teller, and front desk person all were very helpful.”

“Edmanuel Mercedes, was amazing, he was very kind and helpful. He helped us with the process we were doing and he did it very quickly, we had no objections with him. We need many employees like Edmanuel, dedicated to his work, kind and very knowledgeable in what he does..... Thank you Edmanuel....”

“I had absolutely excellent custom service at this PNC location from Makida! I was running to work and had to deposit some checks and Makida was extremely professional and efficient in providing everything I needed. Thank you, Makida!”

“Visited for a transaction and was impressed with the high level of service, professionalism and service. Highly recommend visiting here if you are looking for a Schwab branch.”

“I had an excellent experience at Wells Fargo. The staff were friendly and knowledgeable, providing great advice and a wide range of services. I would highly recommend this location for anyone looking for top-notch customer service and great value financial products. Five stars!”

“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.”

“Great location and customer service. They really are over the top nice here at this location! I'd like to thank Augustina for taking the time to help me with service charges I had questions about. Many, many thanks!”

“I needed to open up a new & do not access Savings Account, & Lara, my new Relationship Banker gave me the 5 star treatment. Lara, made sure she took the time to introduce & explain the different options that would be beneficial to my long term saving goals & was not busy at all. If Lara, didn't have the answer she asked her co-worker Scott, who was in the next office & did not hesitate to pop in to lend a hand. I really appreciated the teamwork they gave each other. It made me more comfortable in my decision of selecting PNC over my other two choices. As I was getting ready to go, Lara offers to assist me with my Online Registration, which I obliged & was seamless. She also coordinated an appointment for me to meet with one of the Financial Advisors...the extra client services was very welcomed. The mobile app is user-friendly & PNC which is based out of Pittsburgh, operates in 19 states...mostly East Coast & Midwest with a few down south. Within a few hours after I left the branch, I got a Welcome and Thank You email from Lara, thanking me for my business & extending her service upon my needs. I look forward to growing my retirement trajectory with PNC & Lara.”

“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!”

“I was confused as to why my NOMA bank had such poor reviews, but now I see each one-star review was given a minimum of three to eight years ago. That’s not fair. I’m a PNC customer using this location for several months, and each time I walk in, it is pleasant! I am spoken to and helped almost right away.
I came in a few weeks ago wanting to open a few new investments (outside of my regular accounts). The banking manager (visiting from another branch) took the time to inform me about the rates, opened each one within minutes, and also introduced me to a credit card option with 0 interest. This one was memorable, but each of my visits was just the same.
I wish Google would please wipe these poor reviews that are more than two years old.”

“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.”