Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial…read morestrategy set up to best prepare future. She is timely, empathetic, relatable, and most importantly, knowledgeable. I'm excited to get my retirement plans in order and be on a good path thanks to Jenifer's help!

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.

I have used LSWG for years. They are extremely knowledgeable about taxes and small business…read moreventures. I am happy to have them in my community.

The CPA I hired had limited knowledge and was not able to provide me direct answers to most of my…read morequestions regarding my Roth IRA. Also, the CPA made a mistake on my taxes by not including two stocks I had sold. If I hadn't caught the mistake myself, it would have cost me a few hundred dollars. When I pointed out the mistake, the CPA kind of blew it off and said "I didn't notice the information for the stocks". When I called the firm to complain about the poor service I received, my complaint was handled in an unprofessional manner. Overall, I feel like I wasted my money and didn't receive any value.

I would warn all investors to avoid this company. They are quick to take your money but after that…read morethey are totally non responsive. They ignore their clients and do not provide timely feedback. I have been trying to close my IRA account there since June 2021. So far they refuse to close the account. Further they have been charging $350 a year. They claim this is a fee to help them "keep the lights on." Do not consider doing business here as in my experience you will deeply regret it.

they have held my money for 3 months. refuse to release it. very rude. avoid doing business with…read morethis company

I have been a client of this office for a little more than seven years. Longer than I have been a…read moreYelper. In the beginning of my experience with Dario he was very engaged with helping me reach my financial goals. We would meet quarterly or more to discuss and evaluate my finances and then reassess my goals to see what to do next. I started working with this office with only $1000. I am very glad I started and do not regret it at all. However, for the last two years, my adviser has seemed to have grown and become very successful. Which is great, but I have lost substantial time to work with him besides a 3 minute phone conversation where he is attempting to appease me with BS. He told me that now new clients need a minimum of $500k to have him help with his finances. I'm not sure if he was kidding but I do know that he was so busy he took on a partner and moved my accounts to him. WITHOUT asking me how I felt about it. In addition. I do like his new partner but I am uncomfortable working with him because every thing he has assisted me with has been a nightmare. Anyways, I am moving to another adviser at a different institution. Somewhere that will keep me growing and not just put my business with them on the back burner. If you want to help, help, see it through. Consulting is an ongoing process.... not just till you find clients with more money

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.

I booked in September of 2021 for a Rhine River Cruise in March of 2022 for my family of 7. Due to…read moreCOVID19 in early 2022, it was recommended by Jayne to postpone the trip until April of 2023. I did, and she told me that I would once again be booked on a Viking Cruise with both Pre- and Post-extensions. I got a complete run around from Jayne until 2 weeks before our Cruise was to leave. The itinerary was emailed, and it was not a Viking Cruise; also, there were no pre- or post-extensions. Jayne didn't even have the decency to let us know any of these changes verbally. We had to read that we were leaving a day early! The cruise line was not comparable to Viking Cruises; we received none of the cultural events on board, and we did not have the time to explore the ports every afternoon as promised; our cruise line sailed in the afternoons. It was a true Bait and Switch, and it was hugely disappointing that we did not get the agenda that we had been promised. I would not recommend making any kind of trip plans with this travel agency. Jayne would tell me that she was available 24/7, but I found that she was radio silent when I had questions and true concerns.

This was our second big and complicated trip arranged through Cruise Holidays. Eight family…read moremembers booked through Emily. We flew to Seattle, took the scenic train to Vancouver, boarded the Royal Caribbean Radiance of the Sea, visited Alaska and the Yukon, embarked on side trips, and finally flew home. Emily planned every leg to perfection. Getting from point A to point B was 100% seamless, pleasant, and low-stress. Our accommodations were precisely situated for convenience plus enjoyment. At every step, our time was used to best advantage. There were activities for everyone. Emily armed us with suggestions and recommendations. They came in handy. If you're going to invest your time, energy, and money, superb planning is crucial to making the most of your trip. Our trip was a gem. Don't go anywhere until you have consulted Cruise Holidays of Frederick. Thanks, Emily, Jayne, and Krista. We love to know you are there to make travel a joy.