Financial Advising in Frederick, MD
9 locations found near Frederick
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Financial Advising
Financial Advising
“Team has assisted in mergers and acquisitions & annual personal and corporate tax for our family over the years. Thomas Profitt is spectacular at his craft. Bob Krop and Dave Vario and extremely knowledgeable in business, real estate, tax and reasonably priced. Thomas Profit has also been someone I have worked with for years, and I appreciate the fact that he answers the phone every time I call with a question and responds very quickly. The legal tax knowledge they offer is excellent for a business owner and busy family man like myself who has no time to keep up with every change, every year. The rest of the staff have always been friendly and eager to help over the 8 seasons I have been their client. KV&A CPAs, LLC are honest, friendly and ethical and without a doubt the best CPA firm I have done business with in Frederick and in Maryland. Highly recommended, and easy to do business with.”
Financial Advising
Financial Advising
“We found an advisor we know we can trust. We were referred to them by others that felt the same way, and since working with them we have met others that do as well. Everyone has been very happy with them.”
8AM - 4:30PM
1020 Mill Pond Rd Suite L, Frederick
Financial Advising
“I don't usually think about Yelp for things like financial services but I'm embarrassed it's taken me this long to review Gabriella and Edward Jones. We've been using her office for years now and both Gabriella and her staff always make us feel like we're their only clients. She reaches out to us (and I'm sure all her clients) whenever there is a huge event that impacts the market, and is always available to meet with us if we have questions about our accounts or are considering large purchases.”
Financial Advising
“Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial strategy set up to best prepare future. She is timely, empathetic, relatable, and most importantly, knowledgeable. I'm excited to get my retirement plans in order and be on a good path thanks to Jenifer's help!”
Financial Advising
Financial Advising
Financial Advising
“My family decided to move the management of our investments from one of those large multinational companies that recognize you only as an account number to the personalized service provided by McCaskill Financial in Frederick, Md. Scott McCaskill and his crackerjack staff are available to us at the drop of a time and meet IN PERSON with us throughout the year to review how we are doing. In our opinion, you just can't beat that type of personal service and attention. Additionally, Scott and his company are very involved with the local community here via many philanthropic endeavors. If you're in (or near) the central Maryland area, you should give this wonderful company a good look. They are well worth it.”