Investing near Potomac, MD

“Michelle always has her client's best interest in mind! She does lots of research and will negotiate for you to get you the best price. She also makes herself available to answer questions and concerns beyond the hours of an average real estate agent. She earned my business and I recommend her to all my friends and family members.”

“Edwin has been my insurance agent for about 4 months now and I am amazed at all the help he has given me. Reasons to select him as your insurance agent:1. Promptness and attention to detail. I also contacted another local Farmer's agent and had some difficulty reaching them by phone. I needed to set up insurance around the Thanksgiving break and Edwin got back to me right away and I was able to pay for our auto/home/umbrella policy over the phone. 2. Understands the system. I have a PhD and most people would consider me a smart person, but I do not understand insurance. Edwin very patiently explained all the details of the different limits to me. 3. Problem solver. Due to some confusion in the Farmer's system, I received a refund that I did not ask for. Edwin took care of this error by tracking down the paper trail and patiently explained to me what was going on. With most insurance companies, I probably would have needed to talk to customer service for hours to solve this problem that was not of my own making. 4. Overall good person and neighbor. I was hit by another car recently and Edwin explained my coverage, what to expect, and even offered to pick up groceries for me!”

“Rating: ⭐️⭐️⭐️⭐️⭐️I am delighted to share my overwhelmingly positive experience with Jeremy Jacques and his team. I've been a client for many years and they absolutely treat you like family. From the outset, they demonstrated a level of professionalism and expertise that far exceeded my expectations, making the entire tax preparation process seamless and stress-free.Communication with Jeremy was outstanding. They were always prompt in responding to my inquiries, providing clear and concise explanations that helped me navigate the complexities of my tax situation. The transparency and accessibility in communication were greatly appreciated, fostering a sense of trust and confidence in their services.What truly sets Jacques Financial apart is their meticulous attention to detail. Every aspect of my tax return was handled with precision, leaving no room for errors or oversights. Their in-depth knowledge of tax regulations and dedication to staying informed about the latest updates were evident throughout the process, ensuring that my return was not only accurate but optimized to my benefit.The level of personalization in Jacques Financial's approach was a refreshing change. They took the time to understand my unique financial situation and offered tailored advice to maximize deductions and credits. This personalized touch made me feel valued as a client, and I could sense their genuine commitment to my financial well-being.In addition to their exceptional technical skills, Jacques Financial also impressed me with their transparency in fee structures. There were no hidden costs or surprises – everything was clearly explained upfront. This level of transparency and fairness in pricing is a testament to their integrity and commitment to building long-term client relationships.In conclusion, I cannot recommend Jeremy Jacques and Jacques Financial highly enough. Their professionalism, expertise, and client-centric approach make them a standout choice for anyone seeking top-notch tax services. If you're in search of a tax accountant who not only gets the job done flawlessly but also values your peace of mind, look no further than Jacques Financial. They have earned my trust and gratitude, and I am a customer for life!”

“Hello ! I am Sean Hardman . I am rolling Out to find the best banks In all of the Rockville , Maryland Area of Montgomery County . as i come through the Rpockville area, I see this unique place. This is called PNC Bank . This place has a huge parkoing area surrounding rhe entire bank . It has only one front entrance facing the street to go into it . Inside has 6-8 Window tellers and Three management desks and the main office for the General managers that are made by appointments only . They used to have the Coffee and doughbuts there every frieday and saturdays But they stopped it months ago with no explanation ., When I thought it shpould make the customer feel more welcomeand at home there on its businest peeks . This place also has a Back Entrance too and a Empluee room and nabkk Vault tahis heavily with security . It has three drivethrough places on the left had side of the bank area for peope who do not go there that often to do business and are in a rush . The Window tellers and drive through tellers and managaement desks are The best Rockville ,Maryland has to offer you all there . They are Attentive , Prompt , Hard Working , Considerate , Helpful , Knowledgable , Engaging , Dedicated , Hospitable , And Freindly . I know thuings haven't been thesame in a evry long time because of the pandemic we all face in this day and agethat has put people on edge .Its Ruined Our Livelyhoods, Our freedoms , Our Civil Liberties , Bueinesses We Love To Do Business At And Have Fun At , It's Tuined our Ways Of Life , And Our Sanities . because we are all being run on Paranoia , Fear , Terror , Ignornace , and Hatred , And Division . But his is not who we are supposed to be . We are supposed to bea Land of Tolerance , OIpportunity , Freedom , Peace, Justice, and Good Wiill To Others . But sadly that is not the case . We nee to be more understanding and learn of each other n matter how different we are from one another . We need to become and should be Loyal and faithful patrons of banks , Stores, And Restaurants we oince loved and had fyun at once again to show this world we are better men than the ones who attacked us with this pandemic and overcome and conquer this great Evilwe all face . So come on down t the PNC Bank and get an experience I hope you all do not ever forget . I am sure they'll appreciate your business again . This Ends another edition to findng rhe bes banks oin the Rockville , Maryland Area Of Montgomery County Till we meet again in my next upocoming editions coming very soin near you . Good Luck, Happy Banking , And Be Safe Everyone !”

“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.”

“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.”

“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.”

“Great branch! I arrived ten minutes before closing time on a Friday (never a classy move) and still got excellent service from the team there. Representative Bambina was very kind, knowledgeable, and extremely helpful and got all my concerns addressed.”

“I have been a customer of this branch for about 6 years. I am always impressed with the helpful staff. PNC also has very responsive phone reps, generally right nearby in PA. All around, I really like dealing with PNC and they have many locations locally and in areas that I travel to.”

“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!”

“I was referred to Kim from a friend a few years ago. She advices me on how to achieve my financial goals and was able to relieve the stress I had about retirement. I have never been the most financially savvy person, but after all these years, I know I can trust Kim's suggestions because I'm yet to be disappointed with her guidance. She has also won many awards with Forbes and the Washington Post which is always assuring as well. Meeting with Kim changed my life for the better. I recommend her to my family and friends and will continue to do so because she's not only knowledgeable but she's also personable.”

“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.”

“I've been a loyal customer with PNC for a few years and they've been great! I have a debit card and a credit card. Due to my credit score I was only eligible for a secure card, but that's still great. They've called throughout the years to update my secure card to a card that offers benefits. I'm definitely going to continue to stay withthis bank.”

“Everyone in this Branch is amazing. Not only did they help with my business account my personal as well. Only doing business with this location and referring all of my business clients to this location”

“The team at Acorn has helped me tremendously as a young teacher to get started investing. I am very appreciative of having them as a group of trusted professionals who give me sound advice. They are an incredible team!”

“I would like to take time to mention that Aaron Jones has been a pleasure to work with. With my father having an advisor in NY state, I randomly found Mr. Jones to help me settle up my late dad's accounts and deal with the paperwork.Couple agents at other firms, didn't even take the time to call me back. Even though I was not keeping the accounts with NY Life with Mr. Jones(I work for a financial planning firm near by), he was still very professional and awesome at getting everything done in a timely manner. If I was not in the business, I surely would be keeping my accounts with Mr. Jones to manage. It really means a lot to my brother and I during this difficult time of losing our dad to not have to stress about dealing with his accounts and getting this settled. If you are in the Vienna/Tysons area looking for an advisor, please reach out to Aaron Jones. Thank you”

“Ignored those previous comments because not everyone is rude and lazy to help customers. My personal experience as a customer who’s always there to help and guide me with all my financial inquiries. Ms. Irene F is one of a kind. Thank you and hopefully you stay there long enough to make a difference.”

“I want to give a 10 stars good review if I can do that. This is the first time I do some account stuff for my business with Charles Schwab, my brain was empty when I face to the numerous financial terms, especially for me without any experience in this field. I would say many thanks to Lauren Blaney, she is patient and professional, she always replied my emails on time and answered my questions patiently. She did the online meeting with me and guided me step by step to set up my accounts and explained to me how to use these accounts. I never ever saw any person in any bank can be so nice like her.”

“Ferguson Johnson Wealth Management has done a wonderful job managing our firm's retirement accounts. I recommend them to any business or individual that is looking to either start or manage their retirement accounts. They are very responsive to questions and always happy to help us when needed. Derrick and Stacey are amazing!”

“I visited the Bethesda Fidelity location in order to make a deposit into a newly opened account, having the check in hand for a UTMA account. The representative was very pleasant and understood quickly; she deposited the check and gave me a receipt. While I was awaiting the receipt, I heard another rep very patiently talking to a customer who wanted to cash out some funds. It was explained to him that Fidelity wasn't a bank with cash on hand, and she gave him a number of ways he could get his money in cash. She did not get impatient but explained very well his options. I was favorably impressed.”

“Even though we ended up had to close all of our accounts, the entire family base on the corporate decision, but this wells fargo's branch had been taking a good care on us. Last month, I personal received the letter from wells fargo bank informing me about account enclosure. At that time, I were struggling to find out the reasons. I decided to call in and made an appointment to have a banker to help me find out about this matter. Thankful to the staffs, they were very helpful. Even I would get the same answer nothing I could do much, but I were glad I stop by at the bank and asked them to help. Everything went smoothly, all accounts closed with the cashier check handy which took us less than 30 mins. Thank you for your support.”

“Every staff at this branch is nice. Especially, Ms Lynn! She helped me to open a account, it was a pleasant experience. :) Mt friend recommended me this branch and I'm doing the same to people around me.”

“A associate named Angel was very kind and knowledgeable about credit cards. He helped me and answered all my question. He even called me the next day to let me know if i was approved or not. I appreciate good customer service! Thank you!”