Financial Consultants near North Bethesda

“As a realtor, I worked with a client of Daniel Gomes and saw first hand how he helped the client grow their money. Daniel is knowledgeable, experienced, and truly cares about his clients. I was impressed with the level of trust the client placed in Daniel. Highly recommend.“

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“I had the pleasure of working for Robin at KBS CFO for about a year between 2019 and 2020. I really enjoyed the interview process which included other members of the staff in addition to Robin. It was the first time I experienced a working interview which I believe more employers should adopt. The training curve was steeper than I expected but I received the right support as well as the opportunity to learn from my mistakes. The professionalism and commitment to their customers and staff is amazing. I received periodic feedback for my performance and it was nice to have quarterly goals instead of the normal yearly review most corporations use an only force a sprint in the last quarter ahead of a due date. KBS CFO is a great place to work.“

“We have had the greatest experience working with Nick at Elite Financial Group. We feel very confident about his vision and experience. Nick is very easy to work with and takes time to listen to our priorities. He does an excellent job of explaining investments options that will help us to meet our financial goals.“

“Legg Mason is not a get-rich-quick organization, it's an experienced hand to help navigate and manage your money. Never invest money you can't afford to lose.“

“Mark is wonderful. He is always available when we have questions. He makes sure we understand everything and is an awesome financial advisor.“

“We feel so lucky that we have chosen HYFinancial to help with our first-time home purchase. Yuan was our realtor who attended to all of our concerns and special thanks to Ivy who was our loan officer. She has been our loan advisor long before we started the house hunting journey. She helped us be ready and confident with our capability to secure a loan. Not only she got us a great rate with 0 points, but she was also so attentive during the whole process. She will even help to call my bank to set up appointments for me to get the needed documents. She also advised us on how to successfully transfer money from overseas and prepare the required translated documents to verify the source of the income. I will highly recommend them to my friends and families!“

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“It’s my pleasure to share my positive experience about TCA and it’s staff.Since the very first interaction with this company my questions and concerns have been listened to and answered.Thank you all that have been involved and I look forward to a long and prosperous relationship!“

“Team is fantastic. We use them for our corporate and personal taxes. As business has changed they have evolved with us. Extremely worthwhile at their price point. They don’t nickle and dime like other services. Level set price and expectations and hold to it.“