My entire family has used Bethesda Wealth Planning Group for years and we are extremely happy with…read morethe services. They have helped us accomplish our financial goals and Simeon in particular is always calm, understanding, and never pushy. He takes the time to get to know us as people and puts together a custom financial plan rather than a cookie cutter strategy. He always takes the time to answer our questions and we appreciate his expertise.

I started working with Rodney about a month ago. Rodney's office is conveniently located in Fair…read moreLakes (near BJ's, Walmart, Target, World Market--specifically in the nook closer to Best Buy, Ulta, and Guapo's). Rodney was prepared for me when I arrived--he had a folder that was labeled with my name and set up the scenario to maximize my discount potential. He also explained how each discount works and confirmed that I was interested before moving forward. Rather than setting things up himself and sending me a bill, he took the time to include me and make sure that I was comfortable with the situation. I also appreciated that Rodney took the time to educate me on the difference between different coverages and the prices. For example, it ended up being a negligible amount more to lower my deductible from $1,000 to $500 a year--something that is helpful if I am ever found at fault for an accident! I highly recommend Rodney Barredo and his staff for anyone looking to set up new insurance or switch carriers. He presented the best ways to save me money, which is always awesome. Finally, I appreciated his customized, friendly approach and am glad to be working with him!

Rodney was recommended by a friend so we gave him a shot. We switched from Liberty Mutual where we…read morealready had a pretty good deal going. However, Rodney was able to save us several hundred dollars still on both our auto and home insurance premiums. However, what was worth it was the experience. Rodney takes the time to go over all the details of your policy with you and will answer any questions you may have. His mindset is that he wants you to understand your coverage because most people don't really know what they have. He also took care of all the logistics of switching our home and auto insurance so it was an easy transition for our family. Hi

Mitchell did a great job helping my wife and I plan our personal finances. He was very…read moreknowledgeable and I would definitely recommend him to a friend.

We've had an excellent experience working with Grose Wealth Management. Our financial situation is…read morefairly complex, and their team took the time to truly understand all the moving pieces before offering any recommendations. They thoughtfully listened--not just to me, but to my husband as well--making sure both of our concerns and goals were fully considered. Their guidance was clear, practical, and tailored specifically to us. Rather than overwhelming us, they helped break things down into manageable steps and set us on an achievable path. We have a stronger sense of direction and feel more confident now than before stepping into their office. Highly recommend to anyone looking for knowledgeable, attentive, and genuinely client-focused advisors and wealth managers.

Can't speak highly enough of the Groses! Not only are they very intentional about understanding…read moreyour financial goals & how to get there, but they become your genuine friends that understand you & want to help you. Can't recommend them enough!

I've met with Troy and his associates several times in the last year to discuss my financial…read moresituation both before and after getting married. Being that Troy is my age I was a bit reluctant to trust him with my financial future. I'm happy to say Troy's expertise and the candor of his associates put my wife at ease. My wife and I are happy clients and intend to be for years to come!

I've referred a couple clients to Troy Riemer and the results have been the same. They were very…read moreimpressed by his knowledge, honesty and professionalism. Being in the mortgage industry, I naturally have met many financial planners in the DC metropolitan area. Frankly, many have turned me off with their arrogance and others have been too overly focused on their own personal, financial beliefs to meet the needs of others. Troy is wildly different from this and his genuine concern and desire to help clients from all different stages of life is clear as day. I am very careful about where I send any client of mine and it's nice to know that I can trust they'll be taken care of, when they meet with Troy.

Stellar service! Professional, clear and helpful communication, incredibly easy process. My tax…read morereturn was tad more complex and Aris walked me through it all, making space for questions and ensuring everything was well set up for a smooth filing. Would certainly recommend and a good value.

Unfortunately, in the time since working with this firm, other issues have arisen due to the lack…read moreof communication, lack of direction, and overall lack of accountability. As a result, I'm having to course correct some things that I went to this firm, that was supposed to specialize in it, for. Years later. You see my star update, do with that what you will, take that as you may.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

An absolute wonderful and knowledgeable team! Thoroughly took care of my 81 year old Mother with…read moreall of her insurance needs. If you are looking for a trustworthy agency, this is your place!

Hands down the best insurance experience I've ever had. Michael Blakeley runs his State Farm branch…read morewith professionalism, honesty, and a personal touch that's hard to find. He took the time to explain my policies, answer every question, and made the entire process smooth and stress-free. You can tell he truly cares about his clients. Highly recommend Michael and his team!