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“I was lucky enough to meet Kathleen when she was working for a tax service and I've been working with her ever since. I would highly recommend the service.”
“Appreciate that Jason and Jordan always take their time when meeting with us to review our portfolio. We never feel rushed and they seem genuinely interested in our lives and future. They tailor our risk/reward profile to meet our needs. We actually look forward to our meetings.”
“Mr. Stevenson is one of those rare individuals who makes your life richer (literally and figuratively). I referred a friend, who had been on a payment plan for years, with the Feds and he IMMEDIATELY started getting refunds. Since then, he has been getting refunds from Uncle Sam and the state.In addition, he loves to help folks start their own businesses: he completes ALL of the paperwork on your behalf. That alone, has significant advantages when it comes to keeping your money in your pockets. He enjoys helping business owners (soon you) get together to market their businesses. If you already have a business, he offers strategies to grow your business. Mr. Stevenson has a wealth of information and he enjoys sharing his knowledge to help others. That may sound insignificant; however, the majority of those who are successful, can but won’t help you. Mr. Stevenson is dedicated to providing his clients with professional, personalized services and guidance in a wide range of financial and business needs.”
“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.”
“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.”
“Eric is a highly professional accountant and I highly recommend him for anyone's tax needs. I had a very complicated return, coming out of a divorce where I had lost dependents, changed filing statuses to single, and on top of everything had rental income. Eric expertly combined everything into my return and most likely saved me thousands of dollars. very good prices as well, easily comparable to the big tax firms like H&R block and you get better results.”
“Dan is extremely knowledgeable and gave great advice on how to anticipate upcoming changes in the tax code. He walked me through past returns and helped show me what would be changing and I will continue to consider him a trusted adviser moving forward. I would highly recommend him whether your financial situation is simple or complicated.”
“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!”
“After several months of research and interviews, we selected Glassman Wealth Services to manage our retirement assets. Are they really the best? Couldn't say, because we don't think, after seven years, that we'll ever go with anyone else!”
“The staff at Dimov Watter went above and beyond with their services in preparing our business taxes. They were superbly professional and assisted us with an extremely tight turnaround. I highly recommend.”
“I highly recommend TPI for all financial needs. They are very knowledgeable and every member we have worked with has been willing to help with anything we need. Especially love working with Cesar!”
“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!”
“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.”
“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!”
“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.”
“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.”
“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.”
“Called Fidelity investments today was able to talk to Andre he did a great job explaining all information, knowledge and professional easy to talk to and was able to get all my questions answered. Pleasant customer service experience
Thank you !!”
“Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.”
“My family and I have had a relationship with this Fidelity location for 20 plus years. My father was a tough man to please and he was always so happy with the services provided and more importantly, the relationships he established with his advisors. I have built on these relationships with my own investing, as have my children. I only have wonderful things to say about this location. No matter what I’m calling about, whether it be a question or concern, or needing help( which has been often) I have always been dealt with in a professional, fast and courteous manner. Charlie Romero is amazing at his job, i value his guidance and advice and would be lost without him. Ronald Neblett has been a trusted adviser (and friend) for so long I can’t even remember how long. He has now moved on to a different position at this location and I was kinda bummed but I’m happy for him. Alexander Mentzer always returns my calls and has helped me with so many things and trust me, I have put this poor man through the wringer at times. I would trust all these men with my life if needed. Thank you Fidelity, especially Charlie, Ronald, and Alexander for being so phenomenal and taking care of ALL of us. Thank you, thank you, thank you. Anyone reading this, you can not go wrong with Fidelity and the Tysons Corner location is the best in my opinion”
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“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.”