Investing near Potomac, MD

“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!”

“Edwin has been my insurance agent for the past 12 years. Day in and day out - he continues to provide outstanding service! He puts his customers first - seeking out the best possible policies for the most reasonable cost. He places a premium on quality service (over quantity of sales) - and this is what makes him successful - and puts him in a class above his competition.”

“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.”

“All of the staff are extremely personable and friendly. They expedite your needs and handle crowds very well. Customer service is top notch and I know I’ll always get help with my needs.”

“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!”

“My experience with Acorn Financial Services has far exceeded my expectations. I have been a client of Acorn for 3 years and have worked with the team to build a long term financial plan to ensure my financial success. This has given me the confidence to live my life to the fullest knowing I'm in great hands. I highly recommend Acorn.”

“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.”

“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 !”

“All of the staff are extremely personable and friendly. They expedite your needs and handle crowds very well. Customer service is top notch and I know I’ll always get help with my needs.”

“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.”

“Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.”

“Incredible experience here banking! My fiancé and I needed to open a new bank account. Rochelle was more than happy to help, and even guided us think through other products we may need/ want at the bank. If you need to open a bank account, or have questions on the many products PNC offers, this bank location is where you should go. Conveniently located near any apartments in ballston, too.”

“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.”

“I recently visited PNC Bank for help with a balance transfer. Despite my limited English, Sami Omar was incredibly kind and patient, taking the time to assist me not once, but twice. His dedication and willingness to help were truly exceptional.
Sami's professionalism and kindness made a significant difference for me. He explained everything clearly and ensured that I understood the process. I am very grateful for his outstanding service.
Thank you, Sami Omar, for your exceptional help. You have made my experience with PNC Bank very positive.”