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.“

“I have had the privilege of working with Tracy Heichelbech, Financial Planner with First Command, for the past 21 years. Throughout that time, she has consistently provided exceptional service and trusted guidance to me and my family.

Tracy's expertise spans insurance planning, investments, retirement savings, estate planning, and tax strategies. Her professionalism, attention to detail, and genuine commitment to our financial well-being have been invaluable in helping us make informed decisions and achieve our long-term financial goals.

I highly recommend Tracy to anyone seeking a knowledgeable, dedicated, and trustworthy financial advisor. Her outstanding service and unwavering support over the years have made a significant and lasting positive impact on our family's financial future.“

“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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“David was really patient and helpful with me as we approached the top of planning. As a business owner it gave me confidence about the path forward“

“Brian and Andrew are fantastic financial advisors and also have connections with Estate Planning and other support that are off the charts. I give them my highest recommendation.“

“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.“

“I’ve had several conversations with John and found him to be extremely knowledgeable and highly responsive to my financial questions.“

“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.“

“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.“

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

“We have been working with Bill and Pacesetter Planning since its beginnings. We trust Bill wholeheartedly and he has been with us through major life milestones. From paying off student loans, saving for our wedding, saving for and purchasing our house, career changes, to helping ensure our comfort in our long term savings and retirement goals, Bill has been our guide and a voice of reason and reassurance. Deciding to work with Bill and Pacesetter Planning has been one of the best decisions we have made. Bill is extremely easy to work with, very knowledgeable, always accessible to answer questions, and takes the time to explain financials in a way that is easy to understand. Bill takes his time to get to know his clients and what is important to them; he does not apply a one-size-fits-all approach to financial planning. He meets you exactly where you are, spends time getting clear on your goals, and sets a plan that is truly unique to you. Additionally, over the span of more than eight years working with Bill he has been there as more than just our Financial Advisor; he’s been a confidant, life coach, and friend. We are excited to continue working with Bill and Pacesetter Planning long into the future and would highly recommend him.“

“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.“