“After years of searching for a financial advisor to assist me in utilizing my financial resources for personal goals I found Tracy through the recommendation of trusted nurse colleagues/friends. Unlike the previous advisors, Tracy listened and provided a viable plan to obtain my goals and enhance my financial portfolio. Because of Tracy I am able to be in home close to the beach, teleworking, and keep the family home close to my workplace.Finance eludes and frustrates me when I am called to make decisions. Tracy and her dedicated team are kind and demonstrate unending patience with me, while promoting my best financial outcomes. Tracy provides me with the individualized care I need. Thank you First Command Team!“
“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!“
“Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and after retirement, and your level of comfort with risk. If some of the money talk becomes more than your brain can handle, they will patiently explain the options, the risks involved and expected results from a variety of investment options. The team regularly reviews your portfolio and contact you to discuss. As a fiduciary, they are working for you and not for the investment companies. I am very happy with how they are handling my portfolio and expectations. Thanks to Winter and the team!“
“Jim and Julie are AMAZING in how knowledgeable, how helpful, and how kind and PATIENT they are! They have gone above and beyond every step of the way. I would highly recommend Carmichael and Associates to anyone, no matter what your knowledge base and comfort level with investing/money management.“
“Debbie is wonderful. Friendly, accessible, proactively and unendingly helpful, and utterly trustworthy.“
8:30AM - 5:30PM
3202 Tower Oaks Blvd #400, Rockville
Financial Planners
“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 found Momodou Bojang to be such a caring person . He is genuinely concerned that I get the best financial advice especially since am nearing retirement. He knows the federal program inside and out and will protect me from making a big mistake! And the big picture ? I am making money.“
“As an advisor with Quantum Financial Advisors we refer insurance based clients to Blue Ocean Wealth and leverage off of there expertise in the insurance arena. They do an awesome job listening to what the clients want and giving the client what they need“
“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.“
“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.“
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“Prior to retiring from the Federal Government with 35 years of service, I was unsure how to navigate the world of investing outside of the government's TSP program. I talked to multiple financial advisors and selected Legacy Capital after attending a Profeds Retirement Seminar in April of 2022. I am still very pleased with that decision and have never looked back. They're a team of qualified professionals who don't overwhelm you with technical jargon or trendy terminology. The advisors, Todd, Mike, and Patrick, all have a very customer focused and sincere way of addressing questions and providing guidance. The company sponsors client events and publishes quarterly newsletters that makes you feel connected and appreciated. I highly recommend their services and look forward to a long-term relationship with the company.“