Financial Planners near Germantown

“Choosing Legacy Capital was one of the best financial decisions we’ve ever made. The team is incredibly knowledgeable, professional, and genuinely committed to our long-term success. We’ve truly had an outstanding experience!“

“My wife and I are writing to share our sincere gratitude for the exceptional service we have received from First Command over the past 25 years. In particular, we want to highlight our experience working with Tracy Heichelbech for approximately the last 15 years.

We could not be happier with the knowledge, expertise, and complete professionalism that Tracy and her entire team bring to the table. Their trustworthiness and financial wisdom have helped grow our family estate beyond what we could have ever imagined, providing us with a profound sense of financial security for our future. It is rare to find a team that combines such high-level financial skill with genuine friendliness and care.

We truly appreciate everything Tracy has done for our family and look forward to continuing our partnership with First Command for many years to come and is easy to recommend to anyone in search of a fantastic financial advisor.“

“We have been with CHA for over 25 years and feel very fortunate to have had their expert advice and guidance. We truly feel that they care very much about us and are always there to provide answers to our questions and support, especially when we have faced a crisis. They are wonderful!“

“The Best Investment Group in the metro area! I have consistently Increased my worth with this firm. Would recommend to anyone in need of financial advice and investment.“

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“We are forever grateful to Sherman Wealth Management for their time, effort, and expertise! The service that Brad has put into my families finances is unmatched. As a fee-only fiduciary, Brad is always giving unbiased advice that is truly the best for our family. Highly recommend!“

“My wife and I met with Mr. Connor Stanley with Apollon Bridgemark to discuss our proposed retirement plans. After assessing our needs and current retirement plans, Connor explained their approach in transitioning to our retirement phase by allocating our funds for Flex spending, Retirement Income and LTC projected needs. Both of us were really impressed with Connor's knowledge and his friendly professional helpfulness in tweaking our retirement plan. We highly recommend them if you're looking for a financial planning team to help guide you with your retirement planning.“

“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.“

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“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.“

“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“

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“Good place for sound advice from a fiduciary that has your best interest in mind. I highly recommend this non-profit org if you want to learn about wealth management, retirement and tax strategies and estate planning. I’ve been using F3E for about 6 yrs now. They also offer great webinars for free.“