Been trying to get a copy of my tax returns for weeks and I am still waiting for them.read more

I scheduled an appointment at this company in order to get tax advice concerning draw-down of…read moreretirement money over the next 30 years. I'd been working with a Vanguard advisor since 2013, but they do recommend you also check with a CPA to determine how to best plan for tax efficiency year after year. I went to the appointment, was kept waiting a bit (no big deal) and once I was in the office this person (Tatyana) looked at my paperwork and started in on me with a very hard sell to get out of the market and let her manage my retirement. I said, "I just want some advice on managing my tax exposure on an annual basis". She said, "I have all of my clients out of the market" she showed me a chart of market trends since 1928 forward..."the market has risen ***% since blah blah blah. How long do you think that will go on????" You are not safe in the market, now. (Well, I've been through the 1999 crash, and fortunately was smart enough to balance my investments before the 2008 "great recession") Tatiyana's pronouncements are scare tactics to doubt what you know and your own investing knowledge and skills. She was not pleasant and was extremely arrogant. She told me to think about it, and come back in a week. I did not go back. Don't go unless you are a lamb wanting to be sheared/fleeced.

Harry Slade is a great guy, and Stacey is wonderful, too. I highly recommend Harry.read more

The moment you walk in with John Comberiate you know you're in good hands. I was looking for…read moresomeone very specific and dreaded the vetting process but after leaving John's office I felt much more at ease with our financial health status. He was patient with us and went well over the time window of what we expected for an initial consultation. He never made us feel rushed. Working with John felt like spending time with a family friend who was looking out for our best interest while giving us advice. If you're looking for a wealth manager then congratulations because you just found one of the best.

John Comberiate has been my financial advisor for years, and I wouldn't trust my retirement to…read moreanyone else. He is trust-worthy, explains things in easy to understand terms, and really keeps up with what is happening in the markets. I have no doubt he is always looking out for my best interests.

BEWARE! This realtor is sneaky and adds a cancellation penalty for $1650!!!…read moreShe abandoned the sale of our home after 4days on the market then requested that amount to get out of contract with her! HUGE waste of time and money! There are so many great options out there this is NOT THE ONE!!

Jennifer DeLaRosa group helped us buy a home in Ellicott City in the crazy market of 2021. Jennifer…read moreand her team are essentially a One-Stop-Shop when it comes to real estate. As soon as the first time we spoke to her on the phone, she immediately made us feel at ease. She understood our needs and promised to cater to it. And boy did she deliver! Her understanding of the Columbia area and the market are superior. However, what makes her an exceptional agent, is her offer writing and negotiation skills. She was able to negotiate in our favor in a multi-offer situation, and yet get us a excellent deal! After our offer was accepted, Jennifer and Laura ensured we were taken care of every step of the way until we were truly move-in ready. The next time we or anyone we know will be buying/selling a home, I will recommend (actually, insist) on working with Jennifer.

Darian was great!! I highly recommend opening an account with her. She was very hospitable and…read moreknowledgeable. I appreciate her approach with young adults opening any account for the first time. You can tell she genuinely wants her clients to use their account(s) efficiently. I'm grateful for how patient she was, too. I look forward to working with her when I switch over. I will be recommending family and friends to her, as well.

Awful First Encounter Since buying a home in Ellicott City…read morethis year I have been bugging my partner to open an account at the local credit union & leave her lousy commercial bank behind. Today she went to this location to open our first credit union account -and had such a lousy experience she already does not want to go back! They couldn't be bothered to say her name correctly, were not welcoming, and served others who arrived after her before her needs were met. Staff were self-described "floaters" not regulars so no regular relationships can be established, which I had been looking forward to at a credit union. And the (all white presenting) staff spoke loudly about a Black customers hairstyle, praising his "well kept" locks - ugh. To cap it off, they asked her to remove her mask ("masks are optional" according to the SECU website, implying at least that you can stay protected from disease at their branches). So disappointing and such a horrible introduction to our local credit union.

I am a real estate investor who has done numerous real estate transactions over the years, and…read moreBrian is by far the best agent with whom I've had the pleasure of doing business. His knowledge and professionalism saves me a substantial amount of both time and money. I plan to use his services again in the very near future and highly recommend anyone who is planning to buy or sell to utilize and take full advantage of Brian's expertise to represent your financial best interest.

Brian Jenkins is an amazing realtor. Extremely knowledgeable, professional, prompt responses to our…read morequestions /needs. He took the time to educate us on the do's and dont's of real estate. Brian assisted in the purchasing of our first home. He also, assisted in selling that first home years later with exceptional marketing strategy and we sold in a week. He also helped us find a rental property. We've also relied on Brian's knowledge and experience to assist in consulting on investment properties throughout the DMV and Baltimore. We highly recommend Brian Jenkins for all your real estate needs. We'll always bet on Brian!