Financial Planners near Chevy Chase

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“CAS & Associates has taken care of our payroll forever and I could not say enough how much we appreciate their services. I record and submit our payroll and can rest easy knowing that everything is taken care! Give them a call; you won't be sorry!“

“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.“

“Tracy is an exceptional financial planner. She understands military personnel and families very well, to more effectively assist active duty and retired service members. I always enjoy our meetings!“

“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.“

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“Debbie and the team are amazing! Their expertise and trustworthy advice have consistently steered us towards sound investments. We highly recommend Gallant Financial Planning to anyone looking to secure their financial future.“

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.“

“David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.“

“Absolutely phenomenal experience with Tanika and her team at Ayanna Financials. As a nonprofit organization seeking funding opportunities, we were in desperate need of a comprehensive financial analysis to accurately depict our profit and loss statements. Ayanna Financials stepped in and exceeded all expectations with their unparalleled expertise and dedication.

From the outset, Tanika and her team demonstrated a deep understanding of nonprofit finances and grant application requirements. They meticulously analyzed our financial data, uncovering valuable insights that we hadn't even considered. Their attention to detail and commitment to accuracy were truly impressive.

Not only did Ayanna Financials provide us with meticulously crafted financial statements, but they also offered invaluable guidance on how to interpret and present the data effectively in grant applications. Their insights were instrumental in bolstering our credibility and positioning us for success in securing funding.

Thanks to Tanika and her team’s exceptional support, we now have the confidence and tools needed to pursue our mission with renewed vigor. Their professionalism, expertise, and genuine commitment to our cause have left an indelible mark, and we recommend Ayanna Financial services to any nonprofit or for profit entity in search of financial clarity and success.“

“Justin and everyone with District Financial Advisors is terrific. That work with integrity and the goals that you desire to meet for your family and future. He listens and understands what the risk tolerance is for each person, and helps them plan well for milestone events, such as college, weddings, home purchases, and retirement or even a retirement home! There software is very helpful as you always know where your money is and how everything is performing. It is easy to recommend Justin and the team.“

“This is a great investing team who consistently (in my experience) has beaten the market average. Your money is safe with them. They’ll walk you through the process and explain their choices. Couldn’t ask for anything more.“

“First Financial Group has been an invaluable resource for my family, providing exceptional education and guidance on financial health. For over a decade, we have worked closely with Clarence Goldsborough, gaining insights and lessons that we are now passing down to our children. Thanks to the efforts we’ve made, our children will benefit from this foundation of knowledge. None of this would have been possible without the support and expertise of these advisors.“

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“Sak Associates, LLC has guides our family for over 25 years with our Wealth Building and Life & Disability Insurances.
I want to Thank Suzanne and Michael for all there personnel service and leadership in making these complex decisions for our family.
I would highly recommend them for all your insurance needs and wealth building Strategy needs. Sincerely John Yoscak III“

“Highly recommend! Patrick was very professional, knowledgeable, and easy to work with.“

“Had a great experience purchasing a second home through Fairway. The closing was prompt, and Lency was especially helpful in making sure everything went as smooth as possible. I definitely plan on working with them in the future.“

“Top notch investment advice and support at a flat rate. We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts. We would not be so confident of a comfortable retirement without his guidance.Highly recommended.“

“I have had the privilege of working with Noory Enayat, XML Senior Wealth Advisor since 2009, and I can confidently say that her expertise in managing my investment portfolio has been nothing short of exceptional. Noory’s strategic approach to portfolio management has consistently yielded outstanding results, helping me grow my wealth with remarkable success.

Her ability to expertly navigate the complexities of the financial markets on my behalf is truly impressive. She has a keen eye for identifying investment opportunities, and her insightful advice has been invaluable in shaping my financial decisions and educating me along the way.

Even during uncertain or challenging financial times, Noory’s guidance has helped me maintain confidence, stability, and focus. Her professionalism is unparalleled in every aspect of her work, yet she delivers it with a personal touch that makes her truly stand out. Noory’s unwavering commitment to my financial well-being has made a lasting impact, and I am fortunate to have her as my advisor.

I would also like to express my gratitude for Debbie Rayman, Client Service Associate. Debbie is a gem, whose strategic support has been essential in the processing and execution of my financial requests and decisions. Her client service has been outstanding ensuring everything is handled efficiently and effectively. Debbie’s attention to detail and responsiveness have been invaluable, and I am deeply grateful for her continued support.

Throughout our years of working together, my relationship with Noory and the entire team at XML has grown and developed alongside my financial journey. I am thankful for their unwavering commitment to my financial well-being. Noory’s expertise and guidance, along with Debbie’s exceptional client service, has made a lasting impact, and I am fortunate to have them both supporting me in achieving my financial goals.“

“In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.“

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“I have depended on Michael'a advice for over 5 years. He helped me come up with a plan to get rid of my student loans, which are gone! He then helped me and my wife come up with a plan to buy a house and fine tune our investments. He is detail oriented and explains everything clearly. He's great!“

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