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9AM - 5:30PM
7811 Montrose Rd Suite 430, Potomac
Financial Advising
“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.”
“I have had the pleasure of working closely with Bay Business Group for over 10 years. They are extremely knowledgeable, tech savvy, and provide excellent customer services.”
“We absolutely love working with Asim. He is super knowledgeable quick to respond, and most of all, very trustworthy. Highly recommend his services for all things taxes, payroll, and bookkeeping.”
“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.”
“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.”
8:30AM - 4:30PM
200 Spring StSuite 120, Herndon
Financial Advising
“If you think you've failed in forex trading, I'm glad to introduce you to the most amazing manager Mrs. Olivia Carlos in fact all hope was lost until I met this amazing manager who changed my life within one week. I invested just $500 and within 6 days I made $7000. My friends I will forever be grateful to Mrs. Olivia Carlos for helping me recovered all my losses. Words cannot explain or express how grateful I am. If you had lost a lot in forex trade give Mrs. Olivia Carlos a trial… you can reach her via”
“You're in good hands with Andrew Seested of Vintage Financial Partners. Delightful, knowledgeable, and truly a trusted advisor, I highly recommend him *****”
8:30AM - 4:30PM
11951 Freedom Dr Suite 1000, Reston
Financial Advising
“I’ve given Lamar’s name to a few of my clients, and they’ve had nothing but good things to say. He is very knowledgeable, and very prompt in getting back to his clients.”
“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.”
“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!”
“The team at Acorn has helped me tremendously as a young teacher to get started investing. I am very appreciative of having them as a group of trusted professionals who give me sound advice. They are an incredible team!”
“Schwab rocks. You never have to wait on the phone long because an other branch will pick up and answer your questions. They are though on security. I forgot my verbal password and they are making me come in to update it, but I understand it. You can use you card & ATM in any country in the world no fees. Or if ATM fees apply at the foreign bank, Swab will reimburse you.”
“I have been a client of TPI since 2005 for my Real Estate Business and personal taxes. They have given me great support through the tough years as well as the great growth years! At the appropriate time, we incorporated my business and saved an amazing amount of money on potential tax liability!! Now I can better plan for retirement and future endeavors. They also can helps guide you on financial planning & aging concerns. Make an appointment today and actually have a no pressure conversation. They treat you like family.”
“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.”
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“Danny and his team did a great job - offering me a really competitive rate, constant support, and amazing service — including turning my loan around in less than 3 weeks!”