Investing near Kensington, MD

“Simply Investing is an amazing course run by an amazing person in Kanwal Sarai. With this course, I am comfortable with my investment choices and my time horizon is long enough such that I don't really care about the short-term fluctuations. Dividends matter a bunch and are essential for wealth growth. In my Roth IRA, I invested $16,000 total and I have about $21,300 (31.39% overall). This was over a two-year span. The volatility is much less than the market. I learned all of this from Kanwal's class. I highly suggest anyone who is interested in dividend investing to take the class. You won't be disappointed(8 months ago)”

“Michelle always has her client's best interest in mind! She does lots of research and will negotiate for you to get you the best price. She also makes herself available to answer questions and concerns beyond the hours of an average real estate agent. She earned my business and I recommend her to all my friends and family members.”

“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!”

“Hello ! I am Sean Hardman . I am rolling Out to find the best banks In all of the Rockville , Maryland Area of Montgomery County . as i come through the Rpockville area, I see this unique place. This is called PNC Bank . This place has a huge parkoing area surrounding rhe entire bank . It has only one front entrance facing the street to go into it . Inside has 6-8 Window tellers and Three management desks and the main office for the General managers that are made by appointments only . They used to have the Coffee and doughbuts there every frieday and saturdays But they stopped it months ago with no explanation ., When I thought it shpould make the customer feel more welcomeand at home there on its businest peeks . This place also has a Back Entrance too and a Empluee room and nabkk Vault tahis heavily with security . It has three drivethrough places on the left had side of the bank area for peope who do not go there that often to do business and are in a rush . The Window tellers and drive through tellers and managaement desks are The best Rockville ,Maryland has to offer you all there . They are Attentive , Prompt , Hard Working , Considerate , Helpful , Knowledgable , Engaging , Dedicated , Hospitable , And Freindly . I know thuings haven't been thesame in a evry long time because of the pandemic we all face in this day and agethat has put people on edge .Its Ruined Our Livelyhoods, Our freedoms , Our Civil Liberties , Bueinesses We Love To Do Business At And Have Fun At , It's Tuined our Ways Of Life , And Our Sanities . because we are all being run on Paranoia , Fear , Terror , Ignornace , and Hatred , And Division . But his is not who we are supposed to be . We are supposed to bea Land of Tolerance , OIpportunity , Freedom , Peace, Justice, and Good Wiill To Others . But sadly that is not the case . We nee to be more understanding and learn of each other n matter how different we are from one another . We need to become and should be Loyal and faithful patrons of banks , Stores, And Restaurants we oince loved and had fyun at once again to show this world we are better men than the ones who attacked us with this pandemic and overcome and conquer this great Evilwe all face . So come on down t the PNC Bank and get an experience I hope you all do not ever forget . I am sure they'll appreciate your business again . This Ends another edition to findng rhe bes banks oin the Rockville , Maryland Area Of Montgomery County Till we meet again in my next upocoming editions coming very soin near you . Good Luck, Happy Banking , And Be Safe Everyone !”

“I don't have a personal account, but am here often for work. I'd say I'm here at least three times a month, so it's almost abysmal that it took me this long to write a review. Jonathan and Sylvia and Vernon make this place a joy to visit each time I'm here. Deposits are quick and friendly, and there's always coffee (from a coffee machine). One thing to note; this branch is currently being renovated to include iPads and things of the like, so you have to go into offices to do any transactions. This slows it down a bit, but the service you receive after your brief wait is still above par.”

“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.”

“Great branch! I arrived ten minutes before closing time on a Friday (never a classy move) and still got excellent service from the team there. Representative Bambina was very kind, knowledgeable, and extremely helpful and got all my concerns addressed.”

“For over ten years, Myrick CPA have provided me excellent tax advice and services for both my small business and my household. Charles and Winter are attentive, patient, well-informed and super responsive to my questions and concerns. Highly recommend!!!”

“There are two reviews on this site that are flat out lies. One says that this is not a bank but an ATM.the other says it is a bank but no ATM. There is the 24 hour ATM on the 14 th street side of the building. The service is great! Although one employee there at the desk can be rude. Beyza the manager is outstanding. This is another example of how social media is abused”

“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.”

“I have been a customer of this branch for about 6 years. I am always impressed with the helpful staff. PNC also has very responsive phone reps, generally right nearby in PA. All around, I really like dealing with PNC and they have many locations locally and in areas that I travel to.”

“I have no complaints about PNC bank locations. When I go into any branch I am treated with respect and as a valued customer. But this morning I discovered by email from PNC, that a check that I had deposited into my PNC account, yesterday was unsigned and the monies were being debited back from my account. I called the 888 PNC Bank number, got a representative who told me that the check was still at the PNC bank location, and I could go there and retrieve it. It took me about 30 minutes to get there. Once there I was told that the customer service representative was WRONG! The check has to be sent back to me and is not at the branch. If the 888 number representative do not know the answer to a question, they should say so. The proper response should have been, "I do not know. What branch location...Here is that branch's number."”

“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 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.”

“I needed to open up a new & do not access Savings Account, & Lara, my new Relationship Banker gave me the 5 star treatment. Lara, made sure she took the time to introduce & explain the different options that would be beneficial to my long term saving goals & was not busy at all. If Lara, didn't have the answer she asked her co-worker Scott, who was in the next office & did not hesitate to pop in to lend a hand. I really appreciated the teamwork they gave each other. It made me more comfortable in my decision of selecting PNC over my other two choices. As I was getting ready to go, Lara offers to assist me with my Online Registration, which I obliged & was seamless. She also coordinated an appointment for me to meet with one of the Financial Advisors...the extra client services was very welcomed. The mobile app is user-friendly & PNC which is based out of Pittsburgh, operates in 19 states...mostly East Coast & Midwest with a few down south. Within a few hours after I left the branch, I got a Welcome and Thank You email from Lara, thanking me for my business & extending her service upon my needs. I look forward to growing my retirement trajectory with PNC & Lara.”

“This is another good location of PNC Bank. The staff is super friendly and always ready to help the moment you enter the branch. If the tellers are busy servicing a customer, someone always walks me over to their desk and take care of most of my banking needs. This branch (like other PNC branches) totally rocks!”

“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!”

“So I've been coming to this bank for a year now and my experience has been great. Everyone is very friendly and good at their job. Asya especially was awesome. She went above and beyond.”

“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.”

“I walked in during a weekday around lunchtime. The branch was fairly empty of customers. I made eye contact with and was immediately greeted by Fatima B. I explained to her my issue regarding a service fee, which she was kindly able to reverse after hearing me out. Fatima was friendly, professional, prompt, and helpful. She also educated me on the interest-bearing benefit that I already had on one of my accounts with PNC that I was not aware of. She explained how it worked and the pros of making use of the perk. I thanked her, she handed me a business card for any follow-up questions, and I departed. I definitely recommend this branch and the stellar staff member, Fatima, who not only resolved my issue satisfactorily and without being put off, she also went above and beyond by ensuring that I was fully aware of the benefits available to me. Great downtown DC location!”

“I wanted to make sure that I recognize Mr.Andy. I had previously mentioned him in a post earlier this month , I apologize for not mentioning your name. I must say this young man has such a beautiful smile and always is concerned about his customers well-being too. Mr.Andy, is always respectful, compassionate and such a humble person. I really do enjoyed my encounters with him. Especially,our conversation that we have while I am taking care of my business. Mr.Andy, shows professionalism to the upmost and is doing a phenomenal job! Always remember that I really appreciated those conversations and encouraging words .You are important to me as well my friend !! I must say that this location and the Supervisor Mrs.April and staffs are doing a phenomenal job always!! I highly recommend this location for your families and friends. Ms.Hill”

“Just a wonderfull customer service.The banker franque took the time to listen to me, understand my concern and set me a plan to work on my credit score.Most of bankers just want to sell you stuff. That's not his case he listen to you, your concerns and give you solutions to solve them. I definitely recommend you PNC and franque.”

“Great experience with the teller Usman and in general exchanging international currency. Process was super easy. I called prior to ask about the process and spoke to a lovely lady on the phone who guided me, was extremely polite and kind and helpful and Usman was the same. All around great experience.”

“I used this branch when it was a local bank in the 80s. It went through several corporate changes: Mercantile Bank and then PNC. Although PNC has to be the worst bank in the United States, the staff and management of this branch remains solid.”

“Excellent service. Ashley was extremely pleasant and helped me out, and I am a former client/customer. I've been to the location three times and always the same standard.”

“I was at PNC silver spring to open my business account, Melody Gats Wright was the person that help me. He customer service is an amazing. I can't ask a better person! Thank you Melody for you assistant!”

“After getting nowhere with the branch at Dupont Circle, Elida Guzman at Farragut North went out of her way to be sure our estate issue was taken care of. We only had one day in town, and she stayed past hours working with the Estate Care team to get our problem resolved. She is a true asset to Wells Fargo, and I'd highly recommend this branch. I wish I could remember the teller's name because that awesome young lady, as our first contact, was also very reassuring and competent, and as soon as we stepped into the branch and spoke with her, we were confident that they could help us. If you bank at Wells Fargo in the DC area, this is definitely the branch to go to.”