Investing near Potomac, MD

“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.”

“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.”

“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.”

“My experience with Acorn Financial Services has far exceeded my expectations. I have been a client of Acorn for 3 years and have worked with the team to build a long term financial plan to ensure my financial success. This has given me the confidence to live my life to the fullest knowing I'm in great hands. I highly recommend Acorn.”

“All of the staff are extremely personable and friendly. They expedite your needs and handle crowds very well. Customer service is top notch and I know I’ll always get help with my needs.”

“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.”

“Want to say a special thank you Betty. She was very friendly and personable. Betty genuinely empathized with my problem and wanted to see it resolved, something rare when dealing with big businesses. Betty is great and this PNC location is lucky to have her!”

“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!”

“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.”

“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.”

“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.”

“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.”

“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.”

“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”

“I recently visited PNC Bank for help with a balance transfer. Despite my limited English, Sami Omar was incredibly kind and patient, taking the time to assist me not once, but twice. His dedication and willingness to help were truly exceptional.
Sami's professionalism and kindness made a significant difference for me. He explained everything clearly and ensured that I understood the process. I am very grateful for his outstanding service.
Thank you, Sami Omar, for your exceptional help. You have made my experience with PNC Bank very positive.”

“Obtaining a car loan from Navy Federal Credit Union was a great idea and a good experience. I did need to ask for a manager and not general customer service personnel. Once I got to someone who could provide a change to my loan request, it was smooth sailing. The representatives were professional, informative, answered by questions and provided me with exactly what I needed. In a timely manner. I appreciate their efforts, professionalism, knowledge, and friendliness. I am glad to do business with NFCU and bank with them for savings accounts. Thanks so much for your great customer service!”

“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.”