Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

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.

I purchased the Career Launch Kit for $899 from Your Next Jump (YNJ), along with a cover letter for…read morean additional $100. While I appreciated the professionalism in communication, the overall experience fell short in several important ways. First, there was minimal human interaction throughout the process. At no point did anyone take the time to understand my unique career goals--whether I was repositioning myself for a new industry, returning to the workforce after a break, or targeting a specific type of role. The service felt highly templated and lacked the strategic depth I expected from a career consulting company. They did want me to submit two job opportunities, to get an understanding of the roles I wanted to apply to, but by the time YNJ completed their services, those roles are obsolete. YNJ emphasizes their move toward AI- and tech-driven solutions, but this focus seems out of sync with recent hiring trends and feedback from recruiters nationwide, who have voiced growing concerns about the authenticity and accuracy of AI-generated materials (https://www.nytimes.com/2025/06/21/business/dealbook/ai-job-applications.html?smid=url-share). Unfortunately, that disconnect was evident in the documents I received. They don't need to be experts in every field, but there's a noticeable lack of industry knowledge that makes it difficult for them to highlight critical, role-specific functions. Drafts were returned with errors--including incomplete sentences and exaggerated or unclear claims--so I had to carefully review everything to avoid misrepresenting myself. Revision times of 24-48 hours (even for minor edits) created unnecessary delays in my job search. And conversations with Tim felt rushed and surface-level; I was never fully confident that my feedback was truly understood or applied. I did call YNJ to discuss these concerns before posting this review, but they did not respond, I'm assuming it is because they already received their payment. I had roughly five different hiring managers review their work, and none were impressed. While the general template that they utilize is unique to their services and adds a splash of color amid the monotonous pile of resumes, nothing really stands out. In the end, Your Next Jump's work may serve as a basic starting point, but if you're a professional with a nontraditional background, transitioning industries, or aiming for mid-to-senior level roles, you'll likely need to invest significant time refining their drafts yourself--or seek more strategic, personalized support elsewhere.

I have never wrote a review before but feel obligated to due to my experience…read more I purchased the Job Search essential package for fixing up my resume and I have to say I am incredibly disappointed with the service. They didn't bother trying to understand my job or what career I am looking for and basically just copy and pasted my previous resume but in a different template. The very few changes they made were sentences that were incoherent, repetitive (used the same sentence several times throughout the resume), and full of typos. No amount of "unlimited back and forth between the writer" is going to salvage poor and lazy writing. You're better off saving your money and doing it yourself or passing it through ChatGPT (which I am pretty sure they are doing anyways). The 5/5 star reviews for this company are clearly purchased/bots. Christina J.'s review is spot on for the experience

Had a Schwab retirement account for many many years and only recently had to visit a branch in…read moreperson. Worked with Sean Shaughnessy (VP, financial consultant) from this branch for the last 4 months and he has been so helpful to us setting up accounts, POA, transfers, and all sorts of random finance and tax questions. We mostly self direct but he answered a lot of my questions and is so responsive. We had terrible experience with investment consultants at another bank that we paid a lot of fees to, it was a complete nightmare, so glad we finally pulled the money out and can now self direct.

Charles Scwab is no longer run by professionals and stockbrokers. It's run my computer geeks like…read morethe ones at Best Buy - a self-service operation staffed by nerds who sit behind desks and play with computers and cell phones. Don't believe me - call ANY of the phone numbers listed and TRY to reach a human being; just try !!! I stopped trying to use their AI phone system long ago and started going into the branch offices instead. THIS branch attempted to transfer a very large retirement account into my Swab account. The first attempt FAILED when they forget to mail the signature pages on the transfer documents. The second attempt FAILED when they forgot to send the notary authorization form. I have a 9 year old nephew that can put 6 pieces of paper into an envelope and mail it, but it took these guys 3 times and several weeks of wasted time to get it right. I tried calling the branch manager and assistant manager several times and got voicemail, but never even the common courtesy of a callback. If you do business with Schwab, you better get used to baby-sitting or doing things yourself !!! They simply don't care if you do business there or not.

Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

Great opportunity to learn how to take your income to the next level... the instructors are…read moreextremely knowledgeable and experienced and the software is super user-friendly. I'm convinced that anyone interested and invested can learn and be successful here!

I got in contact with Jessica Simonetti via email and she quickly gave me my refund as i had…read morerequested. Working with her was very plesant. I appreciate the quick follow up and resolution to this matter.

Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and…read morehave found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a different ball of wax, and Connor Whitcomb has spent time with us on numerous occasions to advise and educate us. Connor is patient, kind and insightful. We visited him today for our beginning of the year update, and we changed much of our retirement strategy. We are so relieved and confident to have found Connor. He treats us as if we are his only client and always has enough time for us and our "endless" questions. Not all branches are as professional and knowledgeable as the Bethesda Branch. We feel very fortunate and secure with Bethesda's Fidelity Investments and Connor Whitcomb!

Terrible! Set up…read moreannuities with them for retirement income. They are just the most Juvenile, Un-Professional IDIOTS imaginable. You need to be able to Trust people who handle your money. These devils can not be trusted. Go elsewhere with your money.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

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.