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“My family has been with WPG and it's predecessor for 25+ years. They have coached me through market lows, and tempered me through market highs. Through it all, they have always been there to make sure my family is financially well taken care of. Steve Gessner and Nicole are two of the nicest people we know. Highly recommend letting the WPG team tell you how to be successful with your money, no matter the amount.”
“Our whole family benefits from the peerless service we receive from Rita and Steve. Always attentive, detail-oriented, and accessible, this team has put us at ease, and fostered our success. We are grateful for the support and the innovative thinking they have brought to our finances and tax planning, and look forward to many years of working together in future.”
“James M. review update: I called Stansberry research and was helped by a nice lady. She explained that I purchased a service one year ago. I have several. It had an autorenewal. I either forgot about the renewal or did not read the entire contract. She said that I had 30 days to cancel. I cancelled and received a full refund in in seven business days. I do read the investing information I receive from them. I would give them five stars for their customer service and four and a half for material content.”
“The agents at Small Business Advance Capital Inc exemplify the highest standards of professional behavior. Their genuine interest in understanding my financial needs and tailoring a loan solution accordingly was truly remarkable. Their patience and willingness to address my questions and concerns showcased their dedication to ensuring I made informed decisions. I couldn't have asked for a better experience with their exceptional team.”
“Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can't say enough about how compassionate and well informed they're interactions have been. Highly recommend!!”
8:30AM - 5PM
2 E Joppa Rd STE 110, Towson
Financial Advising
“While the Towson Schwab office itself is nice, this review is focused towards my family’s financial consultant, David Kelley. David’s knowledge, professionalism and kindness surpass anyone I have encountered in the financial services industry. If you are reading this and considering opening an account with Schwab I strongly recommend David!”
8:30AM - 5PM
610 York Rd, Towson
Financial Advising
“I have been working with brokers at Fidelity for about 2 years. I have always been a little skeptical, even a little scared to invest in stock options.
The people I have worked with thus far have given me some pretty great financial advice, even in higher risk stocks. I won't go into personal details, but let's just say I have recently experienced some pretty phenomenal and personal record breaking returns in the last 6 months.
Lots of portfolio options to choose from.
Easy to use app with latest news on any investments you currently own highlighted and emphasized.
Personally, I have been very happy with their service. I research my broker bank even moreso than my stocks that I buy into. They are one of the top investment firms and they the have yet to steer me wrong in anything.”
“Best Financial institution to do business with, great selection of products: investment, brokerage account, life insurance, retirement accounts, and list goes on and on..... Very satisfy in putting my funds in this trusted institution”
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“Joseph took all the time to explain everything. I never felt rushed. I am very satisfied overall. He is a great asset to your company in my opinion.
As a officer in the Marine corps I listen to every conversation with my full attention. As such I feel that Joseph was very professional in all aspects of doing his job throughly.
Clifford Young
Capt USMC ( ret )”