I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

I have had the profound pleasure of working with Greenway and its most trusted mortgage banker…read moreDanny Ko on two properties and I cannot recommend Danny and his team enough! Through our collaboration on a new purchase as well as a re-finance on my rental property, Danny demonstrated unparalleled professionalism and knowledge. His experience, punctuality, accompanied by his warm and considerate personality, make him the most effective professional I have worked with. Purchasing a new home is never an easy ride with many moving parts all of which must work together for a successful and timely closing, I am extremely grateful to Danny and his team to have made my home purchase nearly effortless! Go with Danny and you will not regret it!

Danny and the Greenway team was amazing and helped us purchase our first home at a great rate in a…read morevery challenging market. Highly recommended!

Amir was patient and helped us navigate through the insurance plans. I will use him again.read more

Really surprised with the prompt response of Amir We decided…read moreto go with him after offering us a decent policy with a lot of benefits,most important reason for me was the fact that he came with price and not with estimate!

Very overbearing men lacking manners and civility. Come across as bullies lacking professionalism…read more They refuse to disclose their fees for service in a financial wealth management firm and got nasty when this question came up as if the potential client has no right to know! The office is empty-no surprise there. In a competitive market of financial experts, I would run not walk from this outfit:( More accurately a zero rating.

From the owner: At Potomac Wealth Advisors, LLC we help our clients strive towards achieving the financial life…read morethey deserve. By integrating financial planning with asset management and wealth preservation, we create the foundation for a successful future.

Before I start this review, you have to understand, I'm one of those people who are *TERRIFIED* of…read moreinvesting their money. I don't even like to gamble! I know that you're supposed to spend money to make money - but unless that money is on a new purse or shoes...I don't see the sense in parting with it. anyways - after several years of hiding money under my mattress (no, literally. I am even a little leery of banks!), I was finally convinced that I should have someone take a look at my finances and at least give me an idea of what I should be doing with it. Then, I changed jobs, and needed to roll over my 401K. So long story short, I finally worked up the courage to seek out a financial advisor. My account rep is Devon (she's now the VP of client relations or something), and she is amazing! Prior to our meeting, she sent me a questionnaire about my "relationship with money" (it was like something from match.com or something!)...but as goofy as that questionaire was - it did give her a good picture of how terrified I am of investing. Evidently - there is a name for people like me! It's called "conservative investor"! HAHA! All this time, I thought it was "moron!" Anyways - Devon helped walk me through several options and convinced me to invest in some *VERY* conservative investments just to see how I felt. She also patiently explained VERY basic concepts to me - because she could tell that I was just confused and not very savvy about such things. After a few months, my money grew (obviously, before our current financial crisis), and before long, she convinced me to do systematic investments and get a little more brave with my investing (so now I'm doing "moderate/conservative" investing), so that my "nest egg" would grow (I love these comforting words she would use! HAHA!). Well - about a month into our current financial crisis - before it got *bad* (this was just as the markets started to dip), she called me to tell me that she feels that it's time to "hunker down" and that we need to move the money back into some very conservative postions (which I'm ALL for!). I've lost a bit of money - but not as much as many people I know. I'm also still a little worried (because I could have SO bought a new Dior purse with that money), but everytime I get panicky, Devon ALWAYS takes my calls (although I'm sure she has many other, larger and more important clients), and talks me down from the ledge. I don't think I'll ever be Warren Buffett or anything...but for the first time ever, I actually know what a mutual fund is!!!

i am a 65 year old retiree and have invested in the stock market through Gartenhaus Financial group…read morefor over three years. My wife and I took an aggressive investment strategy in the market and GFC has done exceptionally well for us. I highly recommended them and have complete confidence in there investment strategy. G Hunter of Texas

My wife and I have been continually pleased and impressed with the service we have received from…read moreAra Abrahamson in dealing with our finances. We began with Ara and Matt over a decade ago, and couldn't be happier with our choice to use Divergent Planning! Highly recommended for honesty, integrity, and brilliance in financial strategizing. I especially love that we pay one flat annual rate and can call or text or email Ara anytime for any financial advice...Awesome convenience! Superior service yet warm and friendly. These guys are the real deal!

I've been using Divergent planning since its inception. Ara and Matt are great advisors (I deal…read moremostly with Ara). I've know them since their early career at Ameriprise where they were the two best in their region. I'm glad they started their own firm since it provides more flexibility for their clients--more investment vehicles and not restricted by Ameriprise policies. They've worked with us every step of the way from when our careers just got going to having kids to buying our houses. These guys know that they're doing and they genuinely care about their clients. Even at our relatively young age, it's never too early to think about retirement, college educations, more homes, etc. I cannot say enough about Ara and Matt.