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.

I have been getting help from a financial advisor here for several months now and he's great!! (His…read morename is John). Schwab has many different investing options to choose from, and the advisors help you decide what to do at no charge! I have had a million questions, and I've been met with great patience and help. The front desk staff are polite and friendly.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

E*TRADE is complete garbage. They are currently blocking me from retrieving the last $21 in my…read moreaccounts. I have filed complaints with the CFPB, the FDIC, and the Attorneys General of NY and NJ. I am going to win - they have no defense. It is always this sort of nonsense from E*TRADE. The customer service people are well below the quality of the staff at Schwab and Fidelity. Clearly E*TRADE customer service reps hate their jobs and they take it out on the clients. They assert what trivial power they have to abuse their clients.

I used E*Trade for about 20 years, maybe more, but I finally had enough and left. My experience was…read morepositive for most of that time, but in the past six months things went downhill badly. They failed to provide timely notice when a check I deposited bounced, so they just went ahead and sold securities from my account and kept the money, without notice to me. There are incredibly long hold times, service reps who are not properly trained, and far too many bugs in the website, app and general corporate operations. The E*Trade point of contact assigned to work with me was kind but often ineffectual and failed at basic tasks like putting up an auto responder when he was out of the office, so once I didn't hear from him for over a week after I reached out.

I've been contacting this company for three years, trying to get them to STOP leaving fliers on my…read moreproperty/door. Each time, they've assured me that that would be the last time, only to have it happen again and again.

Time and time again, in searching for a home (and on one occasion being represented by a leading…read moreLlewellyn realtor as my buyer agent), it is obvious this firm is the most unscrupulous in the metro Washington area. Just talk with any area realtor or buyer who has been in the market awhile, and you will hear all the stories of deceit, misrepresentation, etc. My own Llewellyn agent lied to me and wouldn't write a contract for me to buy a home because he wouldn't admit he couldn't show the house to me soon enough. Worse yet, when he showed me the home three days later than I requested, he knew at that same exact time the sellers were getting an offer and that they were probably going to accept (I verified this with the listing realtor). This particular Llewellyn agent who was representing me also scouts out elderly folks in Montgomery County who are likely to sell their home soon: he leaves apple butter and his business card on their doorstep, he gives talks about downsizing (and leaves his business card) at area retirement communities, etc. Most recently another Llewellyn agent listed a home in a desirable Montgomery County, MD neighborhood, and I called her to ask to see the home. She was scheduled to have an open house four days later. I asked her if she would be accepting ratified contracts before then. She said NO, that contracts would not be reviewed until the day after the open house. I called her back the following day and asked her if she would have time to write a contract for me after I saw the home, and she said probably not. So I contacted another realtor to show me the home (and other realtors were showing the home that day). I told my realtor I wanted to write a contract that day, and then my realtor called me back and said the Llewellyn listing realtor said they were already accepting an offer (2 days before she told me they would review offers). Why did the Llewellyn listing realtor allow all those showings on the same day she would be accepting a contract? Why did she lie about the timing? Why for the next two days until after the open house had completed, was the listing still active on the MLS, when there was already a ratified contract? Because the greedy, devious, deceitful Llewellyn realtor wanted potential clients to come to her open house so she could get more business. Only AFTER the open house (2 days later) was the listing finally updated to 'pending' contract. There's another Llewellyn agent who works the Derwood, MD area who couldn't write a sentence if his life depended on it. Can you imagine asking someone who is illiterate to write a contract for you? What's so ironic is that Llewellyn is one of those 'holier than thou' firms that start their morning meeting off with a Christian prayer. So typical of these religious folks to be the worst of the bunch--so unscrupulous!

I moved into a condo managed by John Thompson about 3 years ago. At the time I had just come out of…read morea bad living situation and I desperately needed a safe and reliable place to live. I found that. The application process was seamless. I was approved quickly and the transition was smooth. I had my keys and access to the unit quickly. The last few years have been amazing. Whenever anything was broken and we submitted a maintenance request, it was addressed quickly. Nothing remained broken for long. John even came over and replaced the batteries on the smoke detector when I couldn't figure out which one was low and the beeping wouldn't stop. Our microwave broke and I messaged John and it was replaced within a few days. In my experience Scout Properties is a great property management company. They are reliable, responsive, nice human beings. It was a pleasure to have our home manager by this company. John's the best!

When we first started with Scout Properties, things were great. Our first manager, Nick, was…read moreprofessional and easy to reach. But after Victor took over, everything went downhill fast. I'm not sure Victor ever really knew who we were and I can't be sure he ever visited the apartment before things really went to crap. He completely missed a major toilet leak--even after the tenant moved out--which left us with a cumulative $5,773.14 water bill. Then Scout didn't handle the tenant's voucher renewal properly, with no warning to us, which made the tenant move out early and cost us rental income. Even worse, we've now been stuck for several months without a tenant and have had to cover all the turnover costs ourselves. Despite that, Scout still charged their full management fees while barely responding to us. All of a sudden, Scout dropped us as clients (including our neighbors who were clients also), kept the fees, and stopped returning calls. Our next‑door neighbors had the same experience -- and told us their tenant was even offered an apartment at another property managed by Scout. Everything started fine but turned into one expensive, stressful mess. Don't hire Scout Properties unless you want poor communication, big bills, and months of lost rent.

Worst bank branch ever!! Charles Mills worst manager ever!! Don't come here, they don't have enough…read moremoney to cash you out if you want to close an account or deduct money from your account. The manager Charles Mills was extremely rude to my mother who is a senior and myself. He didn't want to provide a business card when I mentioned I would file a complaint. Horrible stay away from this branch!!!

Worst bank ever. DO NOT OPEN AN ACCOUNT WITH PNC. I went out of the country during COVID for a few…read moremonths. I let the bank know and never had any issues until out of the blue they closed my account and my debit card (the only way to get cash overseas!) with no notice. NO NOTICE. When I called to inquire they provided no explanation. Really unprofessional. I will never be using this company again.

They contacted me with request for an email and phone number over a week ago and have yet to hear…read morefrom them. I openly stated I was looking solely for health insurance and they did not specify if they could provide this service. Disappointed.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.

My family has been pleased to hire Richard Marea, Esq. to prepare our taxes -- which include a…read morerental property, investment income, childcare/ education expenses, mortgages, etc. -- for the past couple years. He is stellar. Richard uses modern digital tools like Dropbox to make it very efficient to upload W2s and other paperwork at your convenience, and is amazingly responsive to questions. Communication is direct and crystal-clear, and e-signing and e-filing returns makes the whole process a breeze. My only regret is slogging through TurboTax for so many years before Richard was recommended to my thoroughly-researching wife. The 12+ unpleasant sleep-deprived last-minute hours I save each year are worth the fair price of tax preparation from Accutax. And our tax liability seems to have dropped a bit too. We recommend this service to friends and family. The perfect reviews are well-grounded.

We used Richard for the first time last year to prepare and file our taxes, and it was an excellent…read moreexperience. He is professional, knowledgeable, and highly responsive. He took the time to answer all of our questions clearly and made the entire process smooth and stress-free. Even after our taxes were filed, Richard remained available to answer questions and provide guidance whenever needed. We appreciated his responsiveness and willingness to help, and we would gladly recommend him to others.

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.