Financial Consultants near Potomac
Financial Consultants near Potomac picked by BestProsInTown
26 businesses
KBS CFO
“I had the pleasure of working for Robin at KBS CFO for about a year between 2019 and 2020. I really enjoyed the interview process which included other members of the staff in addition to Robin. It was the first time I experienced a working interview which I believe more employers should adopt. The training curve was steeper than I expected but I received the right support as well as the opportunity to learn from my mistakes. The professionalism and commitment to their customers and staff is amazing. I received periodic feedback for my performance and it was nice to have quarterly goals instead of the normal yearly review most corporations use an only force a sprint in the last quarter ahead of a due date. KBS CFO is a great place to work.”
Elite Financial Group
“We have had the greatest experience working with Nick at Elite Financial Group. We feel very confident about his vision and experience. Nick is very easy to work with and takes time to listen to our priorities. He does an excellent job of explaining investments options that will help us to meet our financial goals.”
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