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.

As someone over 60, beginning to think about retirement and my legacy is crucial. I came in over…read morethe summer with limited knowledge on finances and was presented with a customized financial plan. Quantum promotes financial literacy to all clients, and I preferred them to larger firms due to the one-on-one mentoring and individual attention. They truly understood what I needed, and I am able to live off my IRA rollover and never touch principle. This allows me to leave a legacy for the next generation, particularly my grandchildren.

After an informative and excellent summer, I've been invited to extend my internship with Quantum…read moreFinancial Advisors for another semester. There is no better place to work in terms of gaining real-world experience- I work closely with the president to navigate client portfolios and see firsthand the processes behind the scenes at a financial advisory firm. I am able to join client meetings and am invited frequently to attend institutional investment conferences. In addition, he's helped me re-do my resume, set up interviews for future employment, and invest my own money into both a Roth IRA and personal brokerage account. I'm eligible to get 3 credits from my university for completion of the program, which helps it fit into an academically challenging courseload.

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.

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.

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!

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

I have had numerous positive interactions with this Schwab office. Working with Drew has been…read moreespecially useful to my overall financial plan. Not sure about Mark's one star review on this branch because he wants to pay someone with a zero balance. Although that could be inconvenient, that is only one element that should not deter someone from visiting this branch.

Schwab Bank has recently added Zelle as a new "service." In fact, it is no longer possible to use…read moreZelle if it is linked to a Schwab Bank account. You must connect to Zelle through the Schwab app. I have overdraft protection for my Schwab Bank account. That means that I carry a zero balance and money is automatically transferred from my regular Schwab investment account when money is drawn on the checking account Unfortunately Zelle will not let you pay someone if the account balance is zero. You must first transfer money between your Schwab accounts and then use Zelle. Who wants those extra steps?? Zelle had been convenient. Now I MUST use Schwab. Worst of all is that Schwab doesn't allow transfers on weekends, so there is nothing you can do ....no workaround at all. Try Fidelity or Vanguard. They have probably figured it out. Schwab should have designed a better, workable system!!

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.

Arnold Pincus died twelve days ago and he was a very kind person - but meanwhile, David & Joel…read morecontinue doing a wonderful job and David is again doing my mother's & aunt's tax returns. David (with whom I've had the most contact during the past two tax seasons) is also *very* kind-hearted.