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Top Rated Financial Advisors

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Over 626 reviews for
Churchton Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Churchton

A

Rating
Churchton Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Churchton Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Churchton Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Churchton Financial Advisors Provider Name Locked
on
Churchton Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Churchton Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Churchton Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Churchton Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Churchton Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Churchton Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Churchton Financial Advisors Provider Name Locked
, is very warm and professional.

Churchton Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Churchton Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors in Churchton, MD

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

abc

abc
Columbia

Academy Mortgage - Glen Burnie, MD

6960 Aviation Blvd
Glen Burnie

Ace Real Estate Investmetns LLC

1005 Hallimont RD
Catonsville

Adam Martin @ Accomplishment Coaching

502 Hunters Run Dr
Bel Air

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

AMR Financial Planning

11901 Tarragon Rd
Reisterstown

ANDREW G HOSSE & CO

600 CRAIN HWY S
Glen Burnie

ANNAPOLIS ACCOUNTING SERVICES

2014 RENARD CT
Annapolis

BDE Appraisal - 1/2 PRICE APPRAISALS - MARYLAND

1017 Shore View Circle
Crownsville

BetaFrontier, LLC

156 W Superior St

Bookkeeping Solutions

8189 Del Haven Rd
Dundalk

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BWFA Inc

5950 Symphony Woods Rd
Columbia

Calvert's Tax Debt Experts

7929 Eastern Avenue
Baltimore

Campbell Insurance & Investments, LLC

1754 E Joppa Rd
Baltimore

Cape Investment Management

502 Washington Ave Ste 620
Towson

Capitol Benefits LLC

220 Main St
Gaithersburg

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia

Chesapeake Consulting Group, LLC

1010 Edgewood Road
Edgewood

Chesapeake Tax & Financial Services

1721 Edmondson Avenue
Catonsville

Christopher Oxenham Financial Advisor

3881 Ten Oaks Rd. Suite 2E
Glenelg

CoCard of Maryland

9051-K Red Branch Road
Columbia

Concrete Insurance

6405 Belair Rd
Baltimore

Conscientious Debt Consolidation

18 East Baltimore Street

CovingtonAlsina

204 Duke of Gloucester
Annapolis

Credit Repair Baltimore

100 N Calvert St

Cromwell & Company, LLC

7305 Baltimore Avenue
College Park

DEAN SPRAGUE - State Farm INSURANCE

11450 PULASKI HWY
White Marsh

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DRS SUMNER CO INC

610 EDMONDSON AVE
Catonsville

Emerald Advisor Group

3 Bethesda Metro Ctr
Bethesda

Everest Wealth Management, Inc

100 West Road Suite 405
Towson

Financial Consulate

307 International Circle
Cockeysville

First Command Financial Planning

3314 Paper Mill Road
Phoenix

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500

First Option Debt Reduction

3125 Persimmon Tree Court
Woodstock

Freyman CPA, P.C.

40 Exchange Place

G C LEYDORF CPA

909 ECHO BAY CT
Gambrills

Gardiner & Appel Group Inc

570 Baltimore Annapolis Blvd
Severna Park

Guidewell Financial Solutions

757 Frederick Road
Catonsville

Harford Financial Group

836 S MAIN ST
Bel Air

Hayes Financial Advisors

14307 JARRETTSVILLE PIKE
Phoenix

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

INTERNATIONAL MARKETING SYSTEMS

529 CHATTERTON RD
Lutherville Timonium

Intrepid Executive Group

10320 Little Patuxent Parkway

IRS Tax Help Team

1201 S Beach Blvd

Jacques Financial CPA's

15430 AVERY RD
Rockville

JOLLES INSURANCE

5052 DORSEY HALL DR
Ellicott City

KELLY CAREY INC

1616 DENNIS AVE
Towson

Landman and Associates Consulting, LLP

23 Dorchester Court
Annapolis

Latshaw Wealth Management

600 Wyndhurst Ave
Baltimore

LEE FINANCIAL ASSOCIATES, INC.

5018 DORSEY HALL DR
Ellicott City

Lowell, Blake & Associates

141 Tremont Street

LZ Financial, Inc.

8160 maple lawn blvd, suite 200,
Fulton

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.

MANY HAPPY RETURNS

112 2ND AVE SW
Glen Burnie

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marcy Kelly, CPA

1916 Crain Hwy S
Glen Burnie

Michael Balakirsky MBA at Sophos Financial

12051 Little Patuxnet Parkway
Columbia

Michael Obeya & Associates

10015 Old Columbia Rd
Columbia

Morgan Stanley

650 S. Exeter Street
Baltimore

New York Life Insurance and Annuity Corporation

1954 Greenspring Dr., Suite 700
Timonium

OCG Insurance Agency

100 W 25th Street, 1st Floor
Baltimore

Primerica Financial Services

1120 Benfield Blvd
Millersville

Rainman Group

1829 Racertown Road
Pikesville

S P Johnson Group

2025 Delaware Ave

Shapiro Financial Advisors, LLC

8 Reservoir Cir., Suite 200
Baltimore

Solar Energy World LLC

5681 Main St
Elkridge

St. Casimirs Savings Bank

2703 Foster Ave
Baltimore

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR

Tacka Financial

8062 High Castle Rd
Ellicott City

The Aims Group Inc

422 Eastern Blvd
Essex

THE BALTIMORE LIFE COMPANIES

10075 RED RUN BLVD
Owings Mills

The Organizer

3505 Clarks Lane
Baltimore

Tracey S. Peters, CPA, LLC

4833 Ellicott Woods Lane
Ellicott City

United Gold Direct

2945 Townsgate Road

WADDY ACCOUNTING SERVICES

2117 GWYNN OAK AVE
Gwynn Oak

WATER OAK REALTY LTD

4326 MOUNTAIN RD
Pasadena

WOLFE & FIEDLER PA

634 FREDERICK RD
Catonsville

Wright Consulting Group

9829 Kraft Hill Road
Perry Hall

ZJD Company Inc

Baltimore

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