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“Manna wealth management was instrumental in helping me beyond investing but more focusing on true business planning. Their true guidance around tax strategy, cash flow retirement planning long-term growth has been incredibly helpful.. highly professional, thoughtful”
“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.”
“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.”
“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!”
“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.”
“Glassman Wealth has been enjoyable to work with and consistently professional. I appreciate their clear communication and thoughtful approach. I always feel comfortable asking questions and discussing options.”
“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 started looking for a financial planner/advisor back in 2019. After interviewing several different firms it was clear that Acorn was the correct company to go with to manage my finances. James and his team took the time to understand my financial goals and the risk I was willing to take with my investments.
After a couple meetings Acorn, they drafted a financial plan and explained their rationale for the funds my money was invested in. They ensured I was comfortable with the amount of risk and allocations.
They do at least a bi-yearly check in to go over how the funds are performing and they explain changes they are planning to make based on the market.
One great benefit to Acorn is the ability to get ahold of the team and have questions answered. This could be about possible purchases you are thinking of making, money you may be thinking of withdrawing from your accounts, or fund performance.
I have been thoroughly impressed with the service I have received in the 6 years I have been using Acorn and would recommend them to anyone seeking a expert in financial planning.”
“Powerhouse Accounting Service is reliable, professional, and highly efficient.
They’ve handled my financial needs with accuracy and care, always delivering on time and offering helpful insights. I highly recommend them for anyone looking for dependable accounting support.”
“Morgan is the absolute best! Very good at sharing exactly how much information you need without getting too in the weeds, and very understanding of how different people have different goals. Would highly recommend working with Morgan!”
“My wife and I were introduced to this firm a couple of years ago now and worked predominantly with Robert Schneider. Robert seemed to genuinely care about everything happening in our lives across a pretty tumultuous time. More importantly, he was a tremendous help. I can confidently say we'd still be in business together if we didn't move overseas.”
“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!”
“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!”
“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.”
“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”
“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.”
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“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.”