Financial Planners near North Bethesda

““

“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.“

“After years of searching for a financial advisor to assist me in utilizing my financial resources for personal goals I found Tracy through the recommendation of trusted nurse colleagues/friends. Unlike the previous advisors, Tracy listened and provided a viable plan to obtain my goals and enhance my financial portfolio. Because of Tracy I am able to be in home close to the beach, teleworking, and keep the family home close to my workplace.Finance eludes and frustrates me when I am called to make decisions. Tracy and her dedicated team are kind and demonstrate unending patience with me, while promoting my best financial outcomes. Tracy provides me with the individualized care I need. Thank you First Command Team!“

““

“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.“

“Jim and Julie are AMAZING in how knowledgeable, how helpful, and how kind and PATIENT they are! They have gone above and beyond every step of the way. I would highly recommend Carmichael and Associates to anyone, no matter what your knowledge base and comfort level with investing/money management.“

“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!“

“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.“

“David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.“

“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.“

““

“I have found Momodou Bojang to be such a caring person . He is genuinely concerned that I get the best financial advice especially since am nearing retirement. He knows the federal program inside and out and will protect me from making a big mistake! And the big picture ? I am making money.“

“Justin and everyone with District Financial Advisors is terrific. That work with integrity and the goals that you desire to meet for your family and future. He listens and understands what the risk tolerance is for each person, and helps them plan well for milestone events, such as college, weddings, home purchases, and retirement or even a retirement home! There software is very helpful as you always know where your money is and how everything is performing. It is easy to recommend Justin and the team.“

““

“Had a great experience purchasing a second home through Fairway. The closing was prompt, and Lency was especially helpful in making sure everything went as smooth as possible. I definitely plan on working with them in the future.“

““

““

““

““

““

““

“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.“

““

““

““

““