Columbia, MD Financial Services

I have had my worse three years ever with tax preparers. So I was very weary of Paramount, almost paranoid to say the least. Im almost certain that the team at Paramount ... more

Lucas has been an absolute pleasure to work with and I appreciate him reaching out.

We were promised a smooth transition with no changes when the current owners took over. Unfortunately, this was not the case. We caught several mistakes on their end, i ... more

SGA is the best thing that happened to our business as both Rajiv and Shalini are very pro active and help us with every aspect of the business you can think of and go th ... more

Easy banking

Do NOT open a business banking account at Capital One. There is no small business customer service at night or on weekends. The branches are open half a day on Saturdays ... more

Trying to get through to them or anyone these days is impossible. Just navigating the phone tree takes forever.

Have never experienced an issue. Prompt and informative when needed.

My family has been with Richard Plant and his team of financial advisors for many years. They have always treated us like family and more importantly have given great adv ... more

Justin takes a holistic approach to planning and puts his clients first.

Margaret has been wonderful to work with. She is responsive in communication, patient in answering questions, knowledgeable, and helpful. I was worried when our trusted t ... more

The best and most intelligent advisor you could ever have. Always there for me and my daughter. Trustworthy and always current with market trends. Very flexible with our ... more

I feel comfortable working with my manager at TIAA.  He is on top of things and does things with me not for me without input

Please update your hours that are more convenient for your clients. 9-5 are most folks working hours. Hours need to be changed from at least 7- 8 am to 7-8 pm. At least h ... more

Drive through not working, but there is no sign stating that's the case. Lady said, "Come in." Not please, not I'm sorry, I park, I go inside and I'm the only custome ... more

Christina has been fantastic to work with for my retirement account! As a novice investor myself, managing an IRA is quite intimidating. Christina has been very patient, ... more

Because of some of the negative noted reviews here I thought I should post a review based upon my recent experience with the branch located off Little Patuxent Pkwy. I fo ... more

A simple withdrawal transaction took 15 minutes. It's. Employees joking around behind the counter instead of completing customer transaction it's action. I like the insti ... more

This place is a total SCAM. You have been warned!!

This location is "temporary closed" again. Getting harder to bank with this company. Drive to Elkridge location, which also only had drive through open. On a Friday, one ... more

This branch is closed.

I went into the bank with the intent of closing my business account. I met with Ms. A. Ferguson who assisted me. She carefully listened to my issue and explained how M& ... more

Terrible experience with company under its new leadership.

Good.

Giving one star because zero is not an option. This branch is staffed by a collection of inept, incompetent, and unprofessional individuals. Prior to visiting this branch ... more

The people here are very nice. Other than that I believe you will be better served to move to another broker. They will move your money into the funds that benefit them t ... more

Long wait at drive thru. Also it should be clear that they only offer drive thru only.

I've been working with Josh for about a month now and in that time he's transferred my funds and set up two accounts that I no longer have to think/worry about which was ... more

I have had my worse three years ever with tax preparers. So I was very weary of Paramount, almost paranoid to say the least. Im almost certain that the team at Paramount ... more

I am delighted to share my overwhelmingly positive experience with Tim Mudd and the entire team at Pointer Financial Advisors. As someone who values financial security an ... more

Shawn Staub is the branch manager and he is most accommodating and helps in some of my business transactions such as wiring funds and has great suggestions for my busines ... more

Having trusted advisors in real estate is immensely important. There is no one I trust more than Evan Kreitzer. He will do everything he can to make your process as smoot ... more

Thank you all . I enjoyed working with you all. From the start to the end. Great job

I’m a little shocked at these bad reviews, as I have only ever had excellent service every time I have gone in. Zack especially helped me get my business accounts setup ... more

My mother had investments through Wells Fargo. She passed away a couple of years ago and, even with a Will, we had some difficulty divesting her IRA because of how it wa ... more

Wealth Management Firm

I have known Diego for years with PNC. He has ALWAYS gone out of his way to say hello to me even while I was in passing at the grocery store where the branch is located. ... more

This is not even a bank anymore. They can't or won't cash a check. Go somewhere else. PNC in other places understands customer service. Not this place. And the parking i ... more

Nice

Years with Harry he’s the best In the world. He’s been very understanding and helpful and more above. The Best💕