Financial Planners near Germantown

“I met Mike at a training at the University of Maryland a number of years ago and soon realized he spoke my financial language. Without hesitation, Legacy Capital Planners or a top-notch firm where the customer comes first I highly recommend anyone considering some financial advice to see Mike or his partner!“

“We have been with CHA for over 25 years and feel very fortunate to have had their expert advice and guidance. We truly feel that they care very much about us and are always there to provide answers to our questions and support, especially when we have faced a crisis. They are wonderful!“

“Tracy is an exceptional financial planner. She understands military personnel and families very well, to more effectively assist active duty and retired service members. I always enjoy our meetings!“

“The Best Investment Group in the metro area! I have consistently Increased my worth with this firm. Would recommend to anyone in need of financial advice and investment.“

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“We are forever grateful to Sherman Wealth Management for their time, effort, and expertise! The service that Brad has put into my families finances is unmatched. As a fee-only fiduciary, Brad is always giving unbiased advice that is truly the best for our family. Highly recommend!“

“Debbie and the team are amazing! Their expertise and trustworthy advice have consistently steered us towards sound investments. We highly recommend Gallant Financial Planning to anyone looking to secure their financial future.“

“Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and after retirement, and your level of comfort with risk. If some of the money talk becomes more than your brain can handle, they will patiently explain the options, the risks involved and expected results from a variety of investment options. The team regularly reviews your portfolio and contact you to discuss. As a fiduciary, they are working for you and not for the investment companies. I am very happy with how they are handling my portfolio and expectations. Thanks to Winter and the team!“

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“Sak Associates, LLC has guides our family for over 25 years with our Wealth Building and Life & Disability Insurances.
I want to Thank Suzanne and Michael for all there personnel service and leadership in making these complex decisions for our family.
I would highly recommend them for all your insurance needs and wealth building Strategy needs. Sincerely John Yoscak III“

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“Top notch investment advice and support at a flat rate. We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts. We would not be so confident of a comfortable retirement without his guidance.Highly recommended.“

“Good place for sound advice from a fiduciary that has your best interest in mind. I highly recommend this non-profit org if you want to learn about wealth management, retirement and tax strategies and estate planning. I’ve been using F3E for about 6 yrs now. They also offer great webinars for free.“