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    Dun & Bradstreet

    1.0 (36 reviews)

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    6 months ago

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    1 year ago

    No real responses, no real solutions, allows incorrect data, the website doesn't even work without kicking you out.

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    4 years ago

    There employee are calling me try scam me don't put your information in the system is big scam

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    A. B. Nicholas - At A. B. Nicholas, we provide better credit lines for owners of stocks, bonds, and mutual funds. Inquire today! https://abnicholas.com

    A. B. Nicholas

    (3 reviews)

    Downtown

    This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

    We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.

    Illumint by Kevin Mahoney, CFP - Kevin Mahoney, CFP® is based in Washington, DC, but works with Millennial couples around the U.S.

    Illumint by Kevin Mahoney, CFP

    (20 reviews)

    Shaw

    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.

    Alliance Insurance Services - Alliance Insurance Services - Don Butcher! Serving Washington, DC

    Alliance Insurance Services

    (2 reviews)

    Downtown

    I own a small painting and home improvement business and needed some new commercial general…read moreliability insurance as my old company had stopped offering this type of policy. I contacted a few brokers and Alliance was by far the easiest to deal with and very responsive. After their initial reply to my online inquiry, I emailed back and explained what I was looking for and that I was hoping to get some new coverage as soon as possible. Paul wrote back right away and asked a few basic questions about my business. I responded late that night, and the next day they were able to get me a very reasonable quote, send me an application, and bind coverage in just a few hours, and I didn't even have to pay any portion of the premium upfront in order to get the new policy in place! Alliance set me up on quarterly payments and told me I would receive my first bill in a few weeks. I also had a couple of big contracts I was about to lose without proof of insurance and Cheri was able to generate a COI and send to me right away that same afternoon, which I greatly appreciated. I was very impressed with the fast, friendly and efficient service I received from Alliance and would definitely recommend them to any small business looking to get affordable insurance coverage quickly and without a lot of the red tape and headaches that you usually encounter when applying for a new policy. Alliance really helped me out!

    I am a new business owner and I used Alliance to obtain workers' compensation and general liability…read moreinsurance. I engaged many brokers before going with Alliance, but choose them because their service was far and away better in quality than everyone else I spoke to across the DC area. Not only did they get me the best deal possible, their employees are stellar. When things go wrong and I have to deal with insurance, I'm so relieved that I can rely on Paul and Cheri.

    Ameriprise Financial Advisors - Bump & Associates

    Ameriprise Financial Advisors - Bump & Associates

    (6 reviews)

    Downtown, Dupont Circle

    Tried to pressure me and my (now ex-) husband to sign a year contract extension when we were in the…read moremiddle of a divorce, and "fired" us as a client when we didn't. And if that wasn't bad enough, she did this after frequently being late for, missing, and not being prepared for check in calls. Truly, I cannot imagine a less ethical, capable, or professional financial planner. Caveat emptor...

    According to my recent conversations with Ameriprise, you're required to maintain an account for…read morelife, or pay a $100 account termination fee. I would never open an account with Ameriprise ever again. Here are the details if you care to read: I have an account with Ameriprise that I opened a couple years ago. It's technically a brokerage account, and I've just had about $250 sitting around as cash. In order to consolidate accounts, I decided to go about closing the account. I emailed the office in DC where I opened the account, they directed me to the home office. The cliff notes: the home office told me it's a $100 fee to close the account I asked them to explain after a brief hold the rep came back, literally stammered for a full 30 seconds and said well ma'am, it's just that we don't want people to leave called back and talked with a supervisor he gave me a bullshit story and refused to waive the fee. He said I signed an agreement that outlined the fees when I first signed up I'm still in the process of trying to close this account without having to pay an egregious penalty. I'm sure I could have signed a document outlining this procedure, though it sure wasn't brought to my attention.

    Dun & Bradstreet - financialservices - Updated June 2026

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