Financial Advising near Olney, MD
29 locations found near Olney
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Financial Advising
Financial Advising
“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!”
Financial Advising
“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!”
8:30AM - 5PM
12200 Tech Rd Suite 325, Silver Spring
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!”
9AM - 5:30PM
7811 Montrose Rd Suite 430, Potomac
Financial Advising
“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!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
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
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Will Mitchell and the team at First Savings Mortgage are basically like a team of wizards. What is a group of wizards called again? A coven? A Hogwartz? Basically, JK Rowling should write another book entitled: "Harry Potter and the easiest mortgage ever executed" I'm telling you, the first time I bought a house I dealt with another mortgage company (which I... obviously didn't use again). Why did I not work with them again? Well... basically I put in an offer on a home, it gets accepted, then we'll just call him "Zack" - Zack gives me an estimate of how much money I'll need to close on the home. Then a week later that amount increases by a couple of grand. Then a week later the amount increases by several grand. And I'm like... dude... what is happening?! My breathing room right now is about equal to those little air pipes they used to use in coffins in case someone gets buried alive. The day of closing finally comes along weeks later and I put down every shiny cent to my name to close on my first home. I barely made it. Now comes along Will with his mortgage wand for my second home, yeah the interest rate core of that wand is a little thicker, and yeah the closing cost wood it's made out of is a little more expensive cause it's a townhome and not a condo. But man o man, not only did the estimated cost to close not go up during that closing process, it went DOWN. Yes DOWN. AND Will and his team (The Order of the mortgage) we're able to get everything approved and finalized within... jeez... I think it was 12 days. Will literally works like a boss. He's available at pretty much all times. He always took my calls, he always informed me of any changes. He was super responsive, he was on top of everything. I mean... he is professional and shows not a sense of urgency, but a glut of urgency. His team was also very responsive and organized with all the paperwork we had to do. I don't know if you've ever bought a home before, but it can be very stressful. For usually weeks you're balancing getting paperwork to the mortgage lender, paperwork to the real estate agent, going over paperwork from the seller's real estate agent, you inevitably have a billion questions even if you've done it before cause it's just a whole process and every home purchase is different. It's basically like a part time job for a month buying a home. This home purchase was accelerated cause we were trying to make a very aggressive and appealing offer to a home where we KNEW we would have competition during the initial height of home buying season. I just can't say enough about Will. It also didn't hurt that Will knows my real estate agent Kris Nelson and has a good working relationship with him. Just such a solid solid team. Oh... did I mention that NOT JUST the closing costs were down, but my monthly mortgage payment went down as well! Now, this isn't gonna happen with every transaction - so don't go in there expecting it. But, I will say that if there's anyone who can make it happen, it's Will and his team over there. Early on in the process another mortgage company called me and tried to get me to switch over to use them for the mortgage. They must have gotten my info when my credit was pulled. I went back to Will and basically presented their offer to see if Will could beat it. Will pointed out A NUMBER of incorrect items on their offer and basically explained to me that it would actually end up being more in the end cause they under estimated on a few items and I basically would get "Zacked" again. And honestly, it's because of Will's firsthand and deep knowledge of real estate transactions in this area. So... I know this goes without saying by now... but I'll put it here in writing. If you're looking for a well trained wizard of mortgage lending, winner of the tri-wizard lending tournament, professor of magic mortgage history, and leader of the ministry of mortgage... just go with Will. Trust”
Financial Advising
“Ferguson Johnson Wealth Management has done a wonderful job managing our firm's retirement accounts. I recommend them to any business or individual that is looking to either start or manage their retirement accounts. They are very responsive to questions and always happy to help us when needed. Derrick and Stacey are amazing!”
Financial Advising
“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.”
Financial Advising
21
Brian Thoms - Private Wealth Advisor, Ameriprise Financial Services, LLC - 6701 Democracy Blvd #200
9:00 AM - 5:00 PM
6701 Democracy Blvd #200, Bethesda
Financial Advising
Financial Advising
23
David Weinstein - Financial Advisor, Ameriprise Financial Services, LLC - 6701 Democracy Blvd #200
8:30AM - 4:30PM
6701 Democracy Blvd #200, Bethesda
Financial Advising
Financial Advising
Financial Advising
9:00 AM - 5:00 PM
10401 Connecticut Ave Ste 105, Kensington
Financial Advising
9:30 AM - 4:30 PM
51 Monroe St Suite 1400, Rockville
Financial Advising
Financial Advising
“Brian is the financial adviser for several of my clients. He offers highly personal and careful service. He always considers the client's goals and concerns. And makes thoughtful investment decisions. He has a very low-key and kind demeanor and is a smart and wonderful person with whom to work.”