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Finance Advising reviews in Rockville

  • A
    Jacques Financial CPA's
    Bill Jacques advised us on ways to lower our tax bill, manage capital gains on investments, and finance a home renovation. It was a $79 promotional offer, which was a good value for the money since we covered several topics. We have no need of further financial advising services and appreciate the fact that this provider did not pressure us for more business.
    - Laura S.
  • A
    Jacques Financial CPA's
    Mr. Jacques was pleasant to meet with, and knowledgeable about all things taxes and money.  He didn't sugarcoat anything, and gave us up-to-date information and helped us to file our taxes at the very end of 2014 tax season.  He also answered all of questions, and gave us information how to improve our filings for 2015 (e.g. other services and products that work well for his clients).  He also offered an hour of free financial planning advice, which we gladly took.  He provides clear straighforward information that will help us reach our future financial goals, such as saving for retirement, building a nest egg, funding our wants (vacation travel, etc), and paying for our children's college education without going broke.
    My only concern is that we were not sure about pricing prior to service provision, but the services he provided were exactly what we were looking for ---- so of course we paid the fee.  We will continue to use the tax preparation and financial planning services offered by Mr. Joe Jacques and his staff members.
    Thank you for the excellent service!


    - Kimberly D.
  • B
    Jacques Financial CPA's
    The tax meeting itself went smoothly, though my husband is not sure we got the best approximation of our charitable donations throughout the year and felt that affected our owing vs. being owed, Afterwards, the office claims to have contacted us, though neither my husband or I received the emails or the phone message that was supposed to have been left. We ended up following up with the office on our own to get the completed tax forms in time for submission.
    That said, we were not unhappy with the work done and do plan to return for Financial Advising once the tax season is over.
    - Jill Y.
  • A
    BAUER & SCOTT
    The work was fine. We got all the information we needed. They were very thorough. Due to the software we could not see the amount to enter in the form. I was impressed with the integrity of the accountant.
    - Susan K.
  • A
    Jacques Financial CPA's
    This was my initial consultation with Joe, and I immediately liked him.  I found him professional, approachable and very experienced.  Though, my interest was having someone do my taxes, I'm now entertaining the idea of having him manage my finances.
    - Michael C.
  • A
    AMERIPRISE FINANCIAL SERVICES INC
    We transferred from Newyork life to them a year ago, and we were very pleased. Whenever he has to move anything online, he is in touch with me. They didn't transfer one policy, because we were getting 3% and they couldn't give that to us, so they told us to leave it there. They weren't money grabbers. The guy we are working with is professional, and we have recommended them to our friends. My tax person recommended this guy as she has used him in the past.
    - Artemis L.
  • A
    Jacques Financial CPA's
    I found Bill Jacques, CPA, through Angie's list and chose to use his services since he was highly rated.  Bill did not disappoint.  In fact he impressed me with his level of expertise beyond what the reviews mentioned.  He's an excellent strategist, something that you can't purchase from a tax software or even chains like H&R block.  He delved into my situation was and able to answer all my questions that I had trouble finding answers to.  I appreciate his holistic approach because not all business are the same.  He really knows the tax code and allayed my fears about being audited, even the auditing process itself.
    - Sicong H.
  • A
    Capitol Benefits LLC
    Josh helped us identify health care plan options and put together a group of plans to meet the needs of my diverse group of employees.  He does this at no charge to me (the insurers pay his fees).  He then helped me identify a health plan administrator that has been very easy to work with.  Further, he identified other benefits i was able to offer to employees on a non-subsidized basis that expanded our benefit options without expanding our costs.  My employees have been happy with his service as well.


    - Brian T.
  • A
    AMERIPRISE FINANCIAL SERVICES INC
    I'm in a different program than my husband. He calls me to let me know he's moving this out of your account and why we're moving it out and what we're going to put in place of it. We see him maybe twice a year. We go to the functions that they hold that explains different aspects along with dinner, which is nice and a wine tasting, at one point. Very, very tasty. We were with another company for a good number of years and were just not happy with maybe the people that were our financial advisers. We were just not happy with it. Finally, when we moved back to the States, we were talking with our tax woman, who is a very good friend of ours, about it and she said this guy used to be a part of what we get. He is no longer. I've sent clients to them. They called in, "Please, who you would you get?". So we went to see Richard. We're very, very pleased with the response in explaining. I'm a novice in a lot of this stuff.  We're both retired so we moved it into this other company. What he did was, he looked at what we had and what it was gaining us. We actually left a portion of mine and portions of my husband's with New York Life. I don't want to down New York Life because I really think it was the financial advisers that we had. They just weren't a fit for us. He asked both of us what we were interested in, where we wanted to see our money, etc. Then from that, he worked out one plan for my husband and one for me. It's just that they're different. We have different ideas about what to do with our monies. He's very good about explaining it all. When I went through my final one when he sent everything to the house, I saw something was tied to tobaccos. So I called him and told him I wanted that one off of there. I don't want anything that has to do with tobacco. I told him to replace that one for me and within a couple of days he had moved it out of my thing and given me something else. I find him, in particular, very accommodating and very much willing to listen and answer any dumb questions I might have. Even my husband, who's very, very picky, and doesn't trust anyone, he even feels that Richard is doing a good job. There was a flat one time fee and then of course anytime that make a change/trade, they get a percentage. That's normal for anyone of these things. E-trade claims they don't but they got to make their money somewhere. They tell us what the percentage is and I'm not unhappy with it. My husband has a different thought on it. I tell him they provide us with a service and that's how they get paid. It's such a breath of fresh air from what we had gotten previously. It was just like night and day. Every company makes their money. I don't think they're gouging. I think they're reasonable. Based on what I know of a couple of other companies. I never did know that with New York Life. The people we worked with didn't tell us anything. Ameriprise is open and transparent about it. They're not trying to hid anything as far as I know. So far so good. I don't have any complaints. Whenever I have a question, he either gets back to me within five minutes or I get a call saying he's in a meeting when it's over he'll get back to me, and he always does. We've never had to wait. When he's on vacation, he gives me a number where I can reach him if I need him. He has a friendly professionalism. He's not stuffy.
    - Artemis L.
  • A
    Jacques Financial CPA's
    I found the firm's contact information here on AL and was connected to Bill Jacques's voice mail. Bill called me back the next day and spent time on the phone interviewing me about my needs. His conclusion that his firm may not be a good match for us but he would think of someone who would be a better match. He said he wanted to call his contacts first to see if they can do it before referring. He promised to call me back within 48 hours since it was a busy time for him both professionally and personally (his wife is pregnant). Well, this morning I received an email with referrals from Bill followed up by a phone call. All I can say is I truly appreciate the courtesy and the professionalism. If the firm can treat its non-paying clients so nicely then I would not hesitate to pay them for service anytime. My limited but very good experience allows me to make a strong recommendation for this firm's service. Thank you.
    - Anh P.
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Financial Advisors in Rockville

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