This business is by FAR and ABOVE, ALL of the other accounting and financial service organizations…read morein the Baltimore area. The rates are more than reasonable. The owner is VERY knowledgeable and takes time to thoroughly explain all aspects of how to make your money work for you!! She is a CPA and has years of experience in all aspects of accounting and financial planning. She takes her time with each client and makes sure that she provides all of the information you need to make decisions that are best for you and your financial goals. Her staff is great. They are super personable and are always eager to help. TOP NOTCH service that is always tailored to the customer...nothing cookie cutter here.

I had used Veney Financial Group for over ten years as my tax prep group when I was a real estate…read morebroker. I continue to use her and her team even though I am retired and do not have any complicated issues. She still treats me like a professional. I just had my taxes completed by her team. The complete process was seamless from when I signed up on her portal and finally paid for the services online and her staff e-filed my taxes. She and her team make my tax season easy and manageable. I wish her office continued success. Abraham Joshua, Ellicott City MD

The team at Velnoskey Wealth Mgmt has successfully managed our account since the 1980's. Doug's…read moreethics are impeccable and we have been very pleased with his methods and insights. We initially setup our risk tolerance, which has changed since we retired, and even with the occasional volatility like Covid or the 2008 crash, he has increased our portfolio to our great satisfaction. If anyone has had a negative experience, it could be a case of selling in a dip. We manage for the long term.

Working with Barry and the whole team was fantastic. At every step of the way I kept expecting…read moretrouble or the other shoe to drop, and it never did. Every step of the process was explained in detail so we always knew exactly what was happening and what to expect next. RMS kept every promise they made from the beginning. The experience was so great my mother decided to use them for her mortgage as well and also has nothing but good things to say about the process. I'm so grateful Barry was willing to advise and work with us while we cleaned up some credit issues that I will continue to be loyal to RMS as long as they're around.

Cazle Mortgage secured two loans for my family and I to purchase the home of our dreams. No…read morecomplaints there. After closing, as many mortgage service providers do, they "sold" one of the loans to another company. I repeatedly reached out to both Cazle and the other company over the next two months in order to make my first mortgage payment on time, as the company that they sold our loan to didn't recognize our names in the system and ultimately, never received our loan. (I have at least 8 emails and many recorded calls documenting my efforts.) Unfortunately, Cazle dropped the ball and we got caught in the crosswinds. Instead of attempting to remedy the situation, or even apologizing in a meaningful way for their mistake, the harassment began by Gary Becker and Barry Diggins, the owner of Cazle Mortgage. I was berated for not having made timely mortgage payments and accused of trying to avoid my financial responsibility. This was particularly disappointing with respect to Gary, who held our hand through the loan application process, and seemed to understand how important our new home was to our family. Ultimately, through no help of Cazle Mortgage, I got the paperwork from the correct lender, and made all payments to date. Perhaps this was a unique situation? I don't know. As owners of multiple real estate properties, and working professionals, we have never experienced the lack of professionalism, nasty harassment and ultimate narcissism displayed by Barry - especially during the holiday season. Cazle Mortgage leaves a lot to be desired. Buyer beware.

Scott McGrew welcomed me back after almost a decade away. Great service and a friendly office!read more

Top notch insurance agency. Don't think twice to be insured with them.read more

This people are geniuses! We have used them for over the last 10 years and they provide…read moreprofessional, analytic and precise tax services and financial consulting without a stuff atmosphere. They have a long history and experience with tax law and providing the best options and deliver the best results. They are not your average run of the mill accounting firm and take the time required to assure your taxes will be prepared properly and accurately. I would stop your search and give them a try, you wont be disapointed!

Emily and Anita are great. Whenever I call them they are quick to help me with my needs and they do…read moreit in a pleasant and kind manner. If you're ever in need of any type of insurance I would highly recommend State Farm with Emily Kendall in Clarksville!!

I used Emily Kendall and her wonderful staff for more than 20 years, and found them professional,…read morecheerful, and detailed in assisting me with changes or questions. Had I not moved away, I'd have been with them indefinitely. Highly recommend their services.

I love this place! They really make sure that I understand where my investments and retirement…read moresavings accounts are and how they work. All the staff that I've met are very welcoming and polite and when I call in with questions or concerns they send my call to a registered assistant who helps me solve the problem. Very good company and now I'm looking foreword to retirement with no worries!

My husband has worked with her for years and I moved all of my insurance when we got married. We…read moreare both very pleased with the personal service and very friendly approach they take to helping our family. Check them out!

I started working with this office after getting a big change with my previous company. My wife and…read moreI are very happy with our new price and even more happy that everyone at the office very friendly. We never feel like we are being rushed. Great place.