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Recent Finance Advising Reviews in Annapolis

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    Manna Wealth Management
    I found David through my husband's grandfather and he has been great! David and Sabrina have been quick to respond to any questions I have had and are always willing to go above and beyond to help. We have recommended David to other friends and family which now use him for their financial advising. David truly cares about his clients and always stays in touch which is very comforting.
    - Martina H.
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    Manna Wealth Management
    Every meeting I've had with Mr. Kassir and his staff has been friendly and open. I appreciate their personal interest and the way they keep me updated when necessary, instead of pushing various products.
    - Steve L.
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    Financial Consulate
    my family interviewed several firms to handle the estate planning needs of my elderly parents.  After comparing several firms we decided to work with the Financial Consulate.  Drew, Tom, Graham & Derek are a team of All Stars.   They helped us navigate through the complex process with the ease & calm that comes from years of experience.   The high level of integrity & professionalism of this team has provided my parents with peace of mind.  I'd highly recommend their services.
    - Louis M.
  • A
    Marcy Kelly, CPA
    Marcy is knowledgeable and has an excellent staff. My only wish-for was that the filings were done more quickly, but they were delayed by extensive research done by Marcy to see if we could get a tax credit. In all, I recommend her.
    - Alison L.
  • A
    Michael Balakirsky MBA at Sophos Financial
    Finally somebody explained me what I have to do with my finances clearly and objectively without crazy financial lingo. Apparently independent financial advisers, like Michael, are much better option because they do not have have proprietary products and conflict of interest. He was very professional and direct with me. Clear help on personal level and he is helped by back office of LPL Financial, which I think biggest independent financial planning company in US. Have my portfolio fixed( was too aggressive and not diversified). He is very knowledgeable with foreign markets and speak number of languages. I think it is helpful, since more and more good options are outside of US now.. Overall great service.
    - Iryna K.
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    Charles Schwab - Lincoln Park
    We like that it's easy, simple, and cheap. They're conservative. They don't push you. It's kind of like they give you the resources and you do your own investing. They give you advice in the form of a magazine. Nobody's calling and bugging you. It's like you do your own investing but they give you the way to do it.
    - Penney B.
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    Emerald Advisor Group
    Kevin did my taxes last year. He met with me numerous times in order to complete my very complicated tax situation. I was so impressed with his unique qualifications and results I recommended my parents use his services for their taxes. Kevin was reasonable with his prices, extremely professional, and thorough and I am using him again this year. I am very glad that I have found someone for the future. David V.
    - shelly a.
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    Gael Gordon
    Mrs. Gordon and her team spent the first couple of meetings just figuring out what was important to us.  Then came the chore of getting all of our documents together, which she helped with.  Lastly, she sat down to explain the individualized package she had put together for us. We liked that the investments were spread out amongst several solid companies?not just Prudential, through whom Mrs. Gordon is licensed. Throughout the process, she never batted an eyelash at driving over an hour to our home to meet with us.  We never felt rushed or pressured.  We never felt stupid.  We just felt that her goal was to help us get it all straightened out and get us on a solid path towards retirement. We have recommended Mrs. Gordon to friends and family who are equally pleased with the outcome.  She?s a huge asset to Prudential and has proven herself to be the same to us!
    - Janice K.
  • A
    Chris is great.  He spent a good deal of time talking with us when we first met and again when we went over our taxes for review.  We were recently married, sold a home that was at one point a rental, purchased a new home, moved states during the middle of the year and also had stock investments to account for.  All of these aspects made for some nuances that Chris spent a lot of time working through to ensure that our return was accurate.  He has also offered to mock up a return for us next year to account for ensure that we are having the proper withholdings at work and then later sit down with us to talk about financial planning.  We are really pleased with Chris and would highly recommend him.
    - KATIE G.
  • A
    It went well. Scott is very professional, and is easy to get into contact with. We appreciate his sincerity and honesty. He speaks in a language the average person can understand.
    - MEGAN V.
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Financial Advisors in Annapolis

Companies below are listed in alphabetical order.

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