Financial Advising near Takoma Park, MD

“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.”

“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.”

“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!”

“You're in good hands with Andrew Seested of Vintage Financial Partners. Delightful, knowledgeable, and truly a trusted advisor, I highly recommend him *****”

“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!”

“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!”

“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.”

“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.”

“This review isn't specifically about this branch (although someone at this branch helped me set up my account, and he was awesome), as it is about Schwab's amazing customer service. Yesterday, I called the cust serv 800 no. with a question about the difference between two ticker symbols of this one international stock. Although the rep I first spoke with wasn't able to help me, she quickly transferred me to a broker who could, and I didn't sit on hold for even three minutes. The broker solved my problem in a snap, and I'm a happy shareholder today. I'm a massive advocate of youngsters investing, so if you're looking to start, even if you have very little money, look no further than Charles Schwab (unless you're really broke, then look to Sharebuilder. I had a good experience with them, but had to switch to Schwab because of my job). Excellent customer service, decently priced trades, and a pretty easy-to-navigate website. Highest regards!”

“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!”