Financial Advising in Silver Spring, MD
4 locations found near Silver Spring
View Map8:30AM - 5PM
12200 Tech Rd Suite 325, Silver Spring
Financial Advising
Financial Advising
“George Dines is thorough and ensures that no money is missed in past returns. He and his staff scheduled my appointment quickly and within minutes of my call, I had a secure way to provide my necessary information. Even with COVID, they provide quick virtual options.”
Financial Advising
“Jeffrey has been my financial advisor since before my retirement and he successfully led me to a financially secure post-work life. I’ve now been retired for over a decade (my how time flies when you’re having fun!) and his steady, calm guidance has kept me from being panicky during market ups and downs. What led me to work with Jeff was a co-worker who introduced us and I discovered not only was he comfortable but specialized in working with middle to lower middle class clients. Too many financial advisors limit their client list to the super rich. Getting to meet Jeff’s other clients at his before-COVID summer outing was always a treat.”
Financial Advising
“I can't say enough about this firm. James did my fathers taxes for the past few years and the family Trust taxes the year after he passed away. He was always quick to answer any questions my family had and spend enough time explaining things and made sure we fully understood everything. The tax turn around time from the time I gave him all the necessary forms till I received the completed tax forms was super fast! It's so nice to have your taxes in someone's hands who you fully trust to get it right and handle everything for you. Thank you so much!”