Investing near Olney, MD
24 locations found near Olney
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“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!”
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“Edwin has been my insurance agent for about 4 months now and I am amazed at all the help he has given me. Reasons to select him as your insurance agent:1. Promptness and attention to detail. I also contacted another local Farmer's agent and had some difficulty reaching them by phone. I needed to set up insurance around the Thanksgiving break and Edwin got back to me right away and I was able to pay for our auto/home/umbrella policy over the phone. 2. Understands the system. I have a PhD and most people would consider me a smart person, but I do not understand insurance. Edwin very patiently explained all the details of the different limits to me. 3. Problem solver. Due to some confusion in the Farmer's system, I received a refund that I did not ask for. Edwin took care of this error by tracking down the paper trail and patiently explained to me what was going on. With most insurance companies, I probably would have needed to talk to customer service for hours to solve this problem that was not of my own making. 4. Overall good person and neighbor. I was hit by another car recently and Edwin explained my coverage, what to expect, and even offered to pick up groceries for me!”
Investing
“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 !”
Investing
“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.”
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“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.”
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“Ignored those previous comments because not everyone is rude and lazy to help customers. My personal experience as a customer who’s always there to help and guide me with all my financial inquiries. Ms. Irene F is one of a kind. Thank you and hopefully you stay there long enough to make a difference.”
Investing
“Nice attention to detail and follow-up. They are very pleasant each time I visit. They always remember my name whether I go inside or via the drive-thru. They also follow up personally by phone for investments which is a nice change from the abundance of email I typically receive.”
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“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!”
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“I had the most wonderful experience at this branch. I was trying to retrieve copies of two cahier's checks that I issued to a third party. After speaking with representatives on the phone, at a different branch and even at this branch, my request seemed baffling. However, one day I tried my luck and thanks to Roxana, I was able to obtain a copy of my checks. She was knowledgeable and diligent and within a few days, she was calling me to let me know that she was able to get those copies and had put them to the side for me in case I come in when she wasn't there. Times are challening during this Covid season and the smallest random act of kindness could change be a game changer to someone's life. I'm sure Roxana thought she was just doing her job but it was so much more for me. Thank you for being amazing Roxana!”
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9:00 AM - 1:00 PM
10401 Connecticut Ave Ste 105, Kensington
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Wells Fargo Bank
16810 Georgia Ave, Olney Locations
“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.”