Financial Advising near Kensington, MD

“Glass Jacobson has gone the extra mile assisting the Maryland business community with pro bono guidance through the tumultuous daily changes in the SBA’s Payroll Protection Program. They spent days and nights analyzing all the SBA PPP loan guidelines. Then over the course of a couple weeks they held several mass Zoom calls with presentations to the business community breaking down the program into layman’s terms. Company principals Doug White, Ed Jacobson, and Mike Cohen availed themselves on calls with over 100 participants that were scheduled for 1 hour duration, but which ran up to 2 hours as they fielded questions. Our firm was able to successfully obtain PPP relief funds with their help on 4 Zoom seminars, and they aren’t even our accounting firm! Participants were from all over the Baltimore-Washington region. Hats off to Glass Jacobson!”

“Mr. Stevenson is one of those rare individuals who makes your life richer (literally and figuratively). I referred a friend, who had been on a payment plan for years, with the Feds and he IMMEDIATELY started getting refunds. Since then, he has been getting refunds from Uncle Sam and the state.In addition, he loves to help folks start their own businesses: he completes ALL of the paperwork on your behalf. That alone, has significant advantages when it comes to keeping your money in your pockets. He enjoys helping business owners (soon you) get together to market their businesses. If you already have a business, he offers strategies to grow your business. Mr. Stevenson has a wealth of information and he enjoys sharing his knowledge to help others. That may sound insignificant; however, the majority of those who are successful, can but won’t help you. Mr. Stevenson is dedicated to providing his clients with professional, personalized services and guidance in a wide range of financial and business needs.”

“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.”

“Recommend Equity Planning, have been using them over ten years. Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.”

“I have worked with many accountant over the years. Sheila Woodward was recommended by a friend. She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!”

“I was fortunate to work with the team composed of wonderful people here at Greenway Funding located in Centreville, VA. I was assisted by Jun and Jin during the entire purchasing and post-purchasing process. As a first time homebuyer, I don't think it can get any easier than this. Jun and Jin were quick and transparent, patient and polite with any questions I had. What a blessing, truly. Thank you guys!”

“Rating: ⭐️⭐️⭐️⭐️⭐️I am delighted to share my overwhelmingly positive experience with Jeremy Jacques and his team. I've been a client for many years and they absolutely treat you like family. From the outset, they demonstrated a level of professionalism and expertise that far exceeded my expectations, making the entire tax preparation process seamless and stress-free.Communication with Jeremy was outstanding. They were always prompt in responding to my inquiries, providing clear and concise explanations that helped me navigate the complexities of my tax situation. The transparency and accessibility in communication were greatly appreciated, fostering a sense of trust and confidence in their services.What truly sets Jacques Financial apart is their meticulous attention to detail. Every aspect of my tax return was handled with precision, leaving no room for errors or oversights. Their in-depth knowledge of tax regulations and dedication to staying informed about the latest updates were evident throughout the process, ensuring that my return was not only accurate but optimized to my benefit.The level of personalization in Jacques Financial's approach was a refreshing change. They took the time to understand my unique financial situation and offered tailored advice to maximize deductions and credits. This personalized touch made me feel valued as a client, and I could sense their genuine commitment to my financial well-being.In addition to their exceptional technical skills, Jacques Financial also impressed me with their transparency in fee structures. There were no hidden costs or surprises – everything was clearly explained upfront. This level of transparency and fairness in pricing is a testament to their integrity and commitment to building long-term client relationships.In conclusion, I cannot recommend Jeremy Jacques and Jacques Financial highly enough. Their professionalism, expertise, and client-centric approach make them a standout choice for anyone seeking top-notch tax services. If you're in search of a tax accountant who not only gets the job done flawlessly but also values your peace of mind, look no further than Jacques Financial. They have earned my trust and gratitude, and I am a customer for life!”

“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!”

“Brian helped me with a time sensitive legal and financial matter. He not only gave me sound expert advice with an immediate turnaround, he was there for me and guided me through an overwhelming situation at a time where I thought I had no where to turn. I knew I could trust not only his expertise, but his sensitivity to the matter. I highly recommend Brian for his knowledge, professionalism and compassion, but also for his profound trustworthiness. Brian is a great individual.”

“I was a bit concerned about access when I had to make my way to a relatively urban physical branch. All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.”

“Went in to Roll Over some 401Ks i had. The person at the front desk was helpful. I had a few questions that were answered and we got the transaction completed. I would go back with out a thought if i needed anything down the road.”

“In my pursuit of financial well-being, I had the distinct pleasure of engaging with Maura Schauss, and the experience has been nothing short of exceptional. Maura is not merely an expert in wealth building; she is a salt-of-the-earth individual whose commitment to the highest levels of integrity and honesty is truly commendable.Maura Schauss's command of her field is nothing short of encyclopedic. Her profound knowledge and expertise span a spectrum of crucial financial domains, making her an invaluable resource for anyone seeking astute guidance in the following areas:Financial Planning: Maura's strategic approach to financial planning is unparalleled. Her insights into creating comprehensive, tailored financial plans are a testament to her dedication to helping clients navigate their unique financial landscapes.Tax Strategies: Maura's adept understanding of tax strategies sets her apart as a true authority in optimizing financial outcomes. Her ability to navigate the complexities of the tax landscape ensures that clients maximize their returns while remaining compliant with the latest regulations.Investment Management: Maura's acumen in investment management is marked by a meticulous approach and a deep understanding of market dynamics. Her guidance empowers clients to make informed decisions that align with their financial goals.Risk Management & Insurance: Maura's emphasis on risk management underscores her commitment to safeguarding her clients' financial futures. Her strategic approach to insurance and risk mitigation ensures comprehensive coverage tailored to individual needs.Estate Planning: Maura's proficiency in estate planning goes beyond the technicalities; it reflects a genuine concern for the long-term financial well-being of her clients and their families.Retirement Income Planning: Maura's expertise in retirement income planning is characterized by a foresightedness that addresses not only the present but also the evolving needs of her clients in their retirement years.I wholeheartedly recommend Maura Schauss without hesitation. Her multifaceted expertise, coupled with an unwavering commitment to honesty and integrity, make her a standout professional in the financial realm. Whether you are seeking comprehensive financial planning, astute tax strategies, or sound investment advice, Maura Schauss is the trusted advisor you can rely on for unparalleled guidance. Engaging with Maura is not just a transaction; it's an investment in a relationship founded on expertise, trust, and a genuine commitment to your financial success.”

“I’ve been working with Ken and his team for the last twenty five years and they always do such a nice job on our return preparation. The whole office is super committed and helpful. In dealing with the staff I’ve always seen such a high level of commitment from each of their personnel. We’ve used them for dozens of client returns and for complex non filers to catch them up on old returns as well.”

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.”

“Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, "Invest Like the Best," and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients' best interests in mind. I completely trust and highly recommend him!”

“Kathleen is incredible to work with! Nothing scares me more than sorting out finances and taxes, and Kathleen takes the time to answer questions thoroughly and in a way that makes sense. She is patient, extremely helpful, and organized. I could not recommend her enough!”

“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.”

“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.”

“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.”

“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.”

“I have been a satisfied client of Fidelity for over ten years with two different employers 401k retirement accounts. The customer service is excellent over the phone as well as in person. The staff is personable and knowledge in various financial products. I love ❤️ Fidelity!”