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“He has thorough explanations for everything he does regarding tax services and business practices. I use him for several of my businesses along with my personal tax filings and never encountered a problem. I highly recommend Potomas Advisory Group.”
“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.”
Financial Advising
Financial Advising
Financial Advising
“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.”