Financial Planners near Silver Spring

“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.“

“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.“

“The employees at CAS have done a tremendous job for us with both tax planning and tax preparation. The service is prompt, accurate, and most of all, professional. Would recommend them to anyone looking for to free themselves of these items. They obviously take a lot of pride in the quality of service they provide.“

“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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“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.“

“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.“

“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.“

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

“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.“

“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.“