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!

Francki DiFrancesco is a con artist, liar and should lose her mortgage originating license. First…read moreoff, Apex as a company is good. They have an efficient, seamless process and the departments all work together well so that your file is never stagnant. I closed in under 4 weeks which was awesome. The problem was that my loan officer Francki DiFrancesco repeatedly lied and mislead me about working on lowering my interest rate. She was careful to do this by phone so that there wasn't a paper trail and then by the time she admitted the rate wouldn't change, it was too late. I had to close or lose my $14,000 earnest money deposit and my condo. I wish I worked with anyone at Apex besides Francki.

We found Apex Home Loans from our online research. Saw that they had great reviews in the Rockville…read morearea. We decided to give them a try and they didn't disappoint. The interest rate was questionable at first, but we felt more comfortable when my credit union offered a higher rate. Matt Lieberman was very helpful from beginning to end. He answered our questions very quickly. He was also just a phone call, email, or text away. Matt was also very flexible with our schedules since we also work in car sales. I'm also very surprised we didn't have any problems leading up to closing. They did it in less than 25 days! Everything is what we expected! We were also concerned with our commission-based income, but Matt and his team were able to work with us! He assured us 100% that everything should be okay and he was right. We also loved the engraved cutting board gift. We appreciate your team. Thank you Matt, Angie, and Debra!

Shelia Woodard has been our account and preparer of our taxes for many years. She has always done…read morean amazing job, preparing our taxes, and helping us understand the what, why, and how to complete the process. As seniors, Shelia carefully explains what we must do, even when we call her multiple times with questions; she never puts us down and shuns away from helping us. I highly recommend Woodard & Associates to any individual who needs support in preparing their taxes. Also, Woodard and Associates in a MUST for business owners!!

I have worked with many accountant over the years. Sheila Woodward was recommended by a friend…read more She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!

Friendly and knowledgeable, always very responsive, and I saved a lot of money switching to…read moreMcDaniel Group in Fall of 2024! No looking back!

Not too often that I get to be the first one to review a business…read more The McDaniel Group operates under the Erie Insurance Group umbrella. Jim & John McDaniel have been taking care of my family's auto/home/condo insurance for over 30+ years. They are always very professional and prompt on EVERYTHING. * They do need to update their website though...... looks like someone was paid to start it and then stopped abruptly. With all of the horror stories out there with the major carriers, you still get the "small business" that cares feeling when you deal with them. Their rates are VERY competitive and they beat EVERYONE that I compared them to! Hint: If you live in Virginia, chances are that your liability coverage is WAY TOO LOW. When my wife and I gotr married, I saw that the outfit let her get by with miimal coverage.....basically, one small lawsuit from an auto accident, and she would've been toast.... That was one of the things they red lined very quickly when I added her to my policy. Awesome....Jim & John....... keep it up.......!

We have been with our agent, Tina for about 4 years now. She is so attentive to our every need. She…read moreanswers the phone or gets back to us promptly. She listens to our concerns and explains everything completely. I highly recommend Tina from Capitol Benefits.

I can't say enough great things about Capitol Benefits. Their team is always responsive, providing…read morequick answers whenever I have questions. Josh Lavine (the owner) and Christy Barrett (one of the account managers) are friendly, knowledgeable, and proactive--I even receive annual policy reviews to ensure my coverage still meets my needs. I highly recommend them for all of your insurance needs.

Our assets have been managed by this company for several years. Chris Bettencourt, MBA, CFP is…read moreknowledgeable and responsive and has been an excellent advisor. He has gone above and beyond in assisting us with complicated financing for a home purchased in a different state and offering other advice when it's been needed. It's refreshing to work with a financial planner who truly cares about his clients and their needs rather than his own bottom line. Highly recommend.

Chris is a man you can trust. I recently moved to the Bethesda area and have been in search for…read moresomeone to help manage my assets. After doing some research I reached out to Chris and was very impressed with the service he provided. Expecting to only speak with him about setting up an appointment, Chris went above and beyond by taking the time to explain exactly how I can move towards achieving my financial goals rather than waiting for a meeting. Chris is honest and forthright, his mission truly focuses on the best interests of those who seek his expertise.

Very good customer service from a family run business who cares about their customersread more

Jacques Financial has won numerous national awards. The earned and deserve all of them! I have…read morebeen working with Jacques Financial for about ten years. Before that I worked with a number of different tax services. Jacques is easily the best. Any time I have a tax question, I send an email and get a prompt and detailed response. Their analysis of my tax paperwork is very thorough. They often have questions. I'm grateful for their attention to detail. Our son just finished college recently and began his first full-time job. I've encouraged him to have Jacques Financial prepare his tax returns.

As a SBO with several properties, I recently consulted with Aubrey at Landmark Tax & Advisory for…read moreguidance on the direction of my business. From the initial consultation, it was clear that Aubrey had the expertise and insight I needed. We met again to discuss the best capital structure for my business, and I was impressed by how well his team assessed my needs and created a plan tailored to my goals. Thanks to their strategic guidance, my business was able to move forward with another real estate purchase. As an entrepreneur, I'm always looking for ways to make my money work for me, and Aubrey and his team were able to provide me with the tools and knowledge to do just that at an affordable cost. They are honest, professional, and extremely detailed. I was thoroughly impressed with the service I received, and I highly recommend Landmark Tax & Advisory to anyone in need of tax, accounting, or CFO services.