Financial Advising in Rockville, MD

6 locations found near Rockville

“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.”

5 Superb24 Reviews

“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.”

5 Superb13 Reviews

“I am one of their customers for years. They do my investments and my taxes. If it wasn’t for them advise me where to invest my money over the years I would not be able to be tired and be comfortable in today’s world without them. To the Younger generation you cannot retire offer Social Security you need to get somebody like Jacques Financial to work with you on investing money.”

4.5 Superb26 Reviews

“This firm was professional, answered all my questions and delivered quality service. When you have complex and complicated tax/ bookkeeping issues, George Watter CPA group is a name you can trust.”

4.5 Superb29 Reviews

“I've been working with Katie for a few months now and she's been so wonderful to work with. As a new small business owner I have many questions and she has been so patient and helpful in helping me navigate so many areas. I can't recommend her enough.”

2.8 Average14 Reviews

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