Avoid. If you want to receive almost zero helpful information, be given hack job legal advice from…read moresomeone who is not a lawyer, and have to spend time and energy undoing emotional stress caused to your elderly mother by a financial advisor who uses scare tactics instead of addressing concerns calmly and rationally, I highly recommend Annmarie. She will quickly create an entire false narrative where she knows everything and then refuses to consider any conflicting information, no matter how valid the source, that challenges that narrative. Annmarie not only thinks she knows more than two different estate lawyers, but after all of two appointments, she also believes she knows more about my mother's life, circumstances, goals, desires, habits, etc than I do. When I asked her in writing to (a) not give legal advice, (b) refrain from preying on my mom's obvious anxiety about aging to hawk an unviable "plan" and (c) give my mom *more options* than the *one* Annmarie provided (which doesn't accomplish my mom's goals in any way, shape or form) so *my mom* has proper risk/benefit analyses to help *her* (NOT me) make informed decisions, this is her response: "It is my fiduciary responsibility to plan according to her needs and no one else's. I have given a thorough in dept analysis of what I believe is a prudent use of her available funds, a realistic (and in my opinion generous travel budget) for the next 5 years taking into account her tax situation and her Medicare premiums. In all my planning relationships I put my client's best interests first and foremost, something you don't seem to appreciate. My analysis will not change based on how much you would like to spend of your Mother's assets." So, yeah, make Annmarie your financial advisor and enjoy the benefits of having her violate the legal protections you put in place to help your parents, inflicting her own personal insecurities on your loved one to win an argument (or avoid admitting she got something wrong, whatever), and then being accused of being the money-grubbing villain she invisions in her head, all while still ending up with zero reasonable/workable financial planning strategies.

Warren Brooks and his team at First Command are professional, honest, and just plain nice folks. I…read moream a young professional planning my future, and Warren put together a completely appropriate financial plan for me, well within my budget. I am recommending him to all of my friends!

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.

WARNING - I do not recommend them and suggest you consider this before going with Wendroff &…read moreAssociates. New client - Had a scheduled call with Darren Wendroff "Director of Communications" LOL For being a "Communications Director" from the beginning of the call, he treated me very arrogantly as if he was doing me a favor. He said to me that he didn't have much time as if he was doing me a favor, I tried to give him all the information I know and could, he then replied with a high tone... If you don't give me accurate information, I cannot give you a quote , pretty interesting introduction to this firm Wendroff & Associates to a new client, if they are willing to treat you in that manner in a introduction, I can only imagine how they will treat you if you have a need, emergency or concern. I politely said to Darren Wendroff "Director of Communications" LOL, that he didn't need to be rude to me and speak in that manner to me... He got quiet and hung up on me - GOOD LUCK if you go with this firm.

Update: So on top…read moreof my original complaints, upon deeper review they misfiled my taxes which resulted in me paying more than $10k than I should have. I'm of course waiting for my refund and hoping it comes through. Regarding the owner's comments about submitting it close to deadline. I submitted my documents weeks in advance (and ahead of their quoted deadline date for me to provide). I don't appreciate the implication that I submitted my documents late when simple email records can verify I submitted ahead of their deadline. Just say you were busy this year, had to deal with some staff shortages, what I don't appreciate is trying to pass it back on to me.

Ive been banking there for years. I inherited some money and wanted to invest it. Called them and…read morethere investment department was to busy even for an initial appoint5for a new client. Couldn't even return the call personally. I was disappointed with them completely They didnt care one but about taking my money somewhere else. Wouldn't recommend them to anyone. I would t even give it one star but it won't let you leave a review without a star.

I recently moved back to Maryland and opened an account here as several people I know use them and…read morelike them. I have found this bank to be virtually useless. My card won't "tap", even at THEIR ATMs. I needed a safe deposit box, they say they don't have them. I have tried MANY times to use my "app", but it never works. It is frequently "unavailable", won't take my password (which IS correct), and absolutely will not take photos for mobile deposit of checks. All of this necessitates that I go in to the bank in person to do business, AND that I had to find another bank with safe deposit boxes, and open an account there. Also, they recently deposited someone else's check into my account! How does THAT happen? Last time I went in to the main bank in Lexington Park, the young women was quite "flippant" with me, rudely and casually dismissing my concerns. I am going to another bank.

Cedar Point Federal Credit Union always provides great , friendly service at the Leonardtown…read moreBranch. Their CD rates are very competitive, even with much larger Credit Unions. I have been a Member for many years, and plan to stick with them

Great bank with a clean interior. The staff is friendly and helpful. The hours are a little odd,…read morewhich can make it hard to access at times.

Justin is an excellent financial advisor. I am seriously biased since I worked with him, but that…read morealso gives me a unique perspective on what makes him so excellent. He is highly intelligent and compassionate, he listens and truly cares about what is important to you! Call for an appointment today!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.