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“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.”
9AM - 5PM
7801 Woodmont Ave Fl 2, Bethesda
Investing
“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.”
“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.”
9AM - 5PM
1875 Campus Commons Dr #100, Reston
Investing
“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.”
8:30AM - 5PM
2010 Corporate Ridge Suite 900, McLean
Investing
“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!”
“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.”
“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!”
“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.”
8:30AM - 5PM
7501 Wisconsin Ave Suite 150W, Bethesda
Investing
“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!”
“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!”
“Miss Kim, so the banking problem for me in no time flat. She was very helpful. She was very reassuring. This has been my consistent experience with the Bethesda branch. If I could give it more STORE, I would thank you.”
9AM - 5PM
353 Maple Ave E, Vienna
Investing
“The Branch Manager and the entire team at this PNC location are awesome! They strive to always be of help and are most knowledgeable in all the programs that PNC offers.”
“A lot of investors are confused and go into deep research, for a trusted and legit platform to trade and invest in. I was also looking for the best not until I read good reviews and recommendations about Mrs Karen, With her great skill of trading and mining made a good profit for so many in their trade account. I was amazed how happy many investors wrote good comments about her. I contacted the amazing account manager Karen,and invested with her with believe, and trust just a”
“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.”
“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!”
“Incredible experience here banking! My fiancé and I needed to open a new bank account. Rochelle was more than happy to help, and even guided us think through other products we may need/ want at the bank. If you need to open a bank account, or have questions on the many products PNC offers, this bank location is where you should go. Conveniently located near any apartments in ballston, too.”
“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.”
“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.”
“Very friendly and helpful staff. Was helped by Mirana and she was extremely knowledgeable and kind. Was able to assist me quickly and was very respectful through it all. Thank you, again.”
“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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“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.”