Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Over the years, we have worked with Brian on multiple home mortgages. His expertise saved us a lot…read moreof money and helped us get the loans we needed to eventually buy our dream home. He went way beyond our expectations for service and helpfulness throughout the process. He continues to provide excellent counsel as we have investigated refinancing our mortgage and buying a second home. As others have also said, I cannot recommend him highly enough.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

Stephanie is simply the BEST!!! If I could give her 10 stars I would! She is extremely organized,…read moreefficient, professional, flexible and makes the process so simple. Plus she REALLY knows what she is doing, and will answer every question you have. I found Stephanie after I got myself into a tax pickle and needed some help with late returns. She went above and beyond for me and helped me fix my situation so quickly. She helped me get organized for next year, by giving me very valuable information that I had not received from other accountants in the past. She is also very knowledgeable about non-resident (NR) tax returns. To organize an appointment, I just sent an email (to the address listed on her website) and I was emailed back the same day! I received a list of documents they required, and I paid a retainer fee, and a few days later the whole process was complete. As an added plus, her fees are extremely reasonable and fair. AAA+ service!

I want to just reiterate how much I love Stephanie Gibney and her team... I think she's been my…read moreaccountant now for like 11 years? She is amazing. Outside of just her excellent work on my tax returns each year (she gets me SO MUCH back, I have no idea what her magic is...), she allows me to email her questions throughout the year on all things financial, which is just above and beyond. Wish that I could go to her for all things in life! Just fantastic

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

4 stars for Rod Miller HVAC. Our landlord has a contract with them for this property of his and his…read morehouse and they've been amazing and prompt with every AC issue we've had, even when they're swamped with heat waves like the current one. 99% of the technicians we've had, even if it's just the seasonal check of our system have been great. Just want to comment about today. Read on if you want. But, know that overall, I highly recommend them While I didn't catch the name of this morning's tech, I have to admit he's partially the impetus for this review. If you get him--he's tall, about 6 feet with glasses and long salt & pepper hair that's in a low bun--just know he's incredibly straightforward and blunt. Our AC hadnt been working for about 36 hours and while I IMMENSELY appreciate his coming out today, when I asked him a question about something our thermostat's been doing he interrupted and said "oh you have the heat on" like that'd been the issue. It wasn't. I had to cut him off and explain the thermostat, installed by Pepco years before we moved in, goes to that first before you click the button one more time to get it to AC. How did he not assume that? He went outside to check our actual AC unit and then came back around, saying "you've got a bad compressor". When I asked if that was an easy fix, because I didn't know, he scoffed and said "yeah, i've got one in the truck. Same blunt, kind of dismissive "why don't you know that" tone. Sorry for asking, yeesh.

Avoid Rod Miller. My experience was terrible. I am 74 yrs old sweltering in heat in Chevy Chase…read morew/ a dead A/C unit. I needed a new HVAC unit asap in my high rise condo. I called them. I made a decision to purchase, then next day the sales person called me and tells, "someone else bought my unit!" A larger company bought up stock. I make another decision on a different larger HVAC unit, (more expensive hmmm). I call the VP ( Brandon Tolbert) for reassurance this "disappearing unit" will not happen again...and he SHOUTS at ME, and insinuates things I never said. Unbelievably unprofessional and abusive. I told him to stop shouting at me, saying untrue things.....he does not listen. Mr Tolbert, lost his temper and HUNG UP on me! WOW I'm so happy this miserable customer service experience happened before I could buy from Rod Miller. I can only imagine how they treat people when the HVAC unit goes bad. Too bad, Daddy Tolbert is the President...and his son is VP wand will probably never be held accountable for his actions with customers.

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.

Terrible and unhelpful customer service. Rocket Mail reported an unusually large withdrawal from my…read moreaccount. I called CITI a few days later to indicate that the sale of "Guest rewards" from this organization was misrepresented and I did not get receipts for the amounts of payments. (ca $1200.00) The only way they could "try to help me" was by sending me a hard-copy letter with forms to fill out, which would take 7 days, which I could then return (also 7 days) and they would investigate it and receive a "letter in response" within 120 days! This is a service that only helps the independently wealthy. They do not care what happens to their clients, esp. seniors. Callous and insensitive.

The worst service possible. ATM's dispensed $100 bills, not convenient when shopping locally. One…read moreteller if not around you're out of luck. It seems the two "bankers" sitting at their desks are not qualified to assist. The concept of customer service is alien to this group.

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.

They're supposed to be open until 6pm Friday. Drive a long ways & Was here before 5 pm just now…read more(Friday) and they were already closed! I hate businesses like these." So much. Everyone's time is valuable. CLOSE WHEN YOU SAY YOU WILL OR CHANGE YOUR SIGN!!!

From the owner: Our Team is here to help you and your business. From any tax preparation, notary and business…read moresolution need you might have to finding the right insurance for you. We are here to help you reach your goals and dreams! Business Loans including Commercial Real Estate Lending Tax Preparation For Personal & Business. IRS Resolution Notary Services Merchant Services Bookkeeping/Payroll Services Competitive Auto, Home, and Business Insurance. Call Now or Visit Our Website Free Consultation