Frederick, MD Investments

Mr. Gmeiner is highly knowledge, professional and courteous. I recommend him to family & friends regularly! Schedule a quick discovery meeting with him to learn more!!

Jenifer is amazing! I've met with her twice (over the phone due to Covid) to get a financial strategy set up to best prepare future. She is timely, empathetic, relata ... more

Nice employees

I don't usually think about Yelp for things like financial services but I'm embarrassed it's taken me this long to review Gabriella and Edward Jones.We've ... more

The women there are knowledgeable, kind and very professional. They have been instrumental in helping me manage finances and investments.

Friendly, speedy drive-thru teller services!

Hunter very professional and gave me some good recommendations for investing my money. Receptionist Meghan very friendly and helpful. Had an appointment and they were pr ... more

I have been a client of this office for a little more than seven years. Longer than I have been a Yelper. In the beginning of my experience with Dario he was very engaged ... more

Definitely recommend Joe and his team. They were very patient and professional. Took time to explain everything, and answer all questions I had. Thank you very much guys.

Informative and available

This is not a bank! Do not follow your GPS here! (Listing has since been updated title to include "Mortgage")

Several other lenders couldnt use part of my income but he knew Id get a better rate if it was included. He took the extra steps to make sure he could get me the best rat ... more

This review is specifically for the Vice president of the downtown Frederick branch, Mary Berry (hope I spelled that right). I went in yesterday with an online problem I' ... more

Recently moved to the area and needed a new bank. I called prior to coming in(I was minutes away) and I wish I could remember the young womans name that I spoke to, she w ... more

Jeff is very professional and takes the time to go into every detail with you I'm very happy with the service he provides and would highly recommend him and his team.

What a wonderful place for everything Taxes! The staff is wonderful and always pleasant! Convenient secure online portal use for document transfer so you dont have to go ... more

Love Taylor Financial and trust them with my retirement. Highly recommend.

George Littrell is a very knowledgeable and experienced financial advisor. All the people on his team are friendly and helpful. They have helped me achieve where I wanted ... more

The Certa Advisors team is extremely friendly and knowledgable. Highly recommend!

Carter Shaffer provided me excellent service and I cannot thank him enough. I am not yet a client of Monocracy Wealth but I had a unique retirement account / tax issue an ... more

I was very pleased with the way I was treated, I was given some great advice on financial planning. Ms Williams was very professional and was able to answer all my questi ... more

,25 years with Mr William Orr. Extraordinary Qualities and the best understanding for your personal needs you could not easily find today. Jose Muniz,MD

Veralynn worked on one of my cases and her assistance was invaluable. She was able to trace and analyze funds, provide explanation of retirement plans, and provide lifet ... more

I'm not a big fan of paperwork, but this insurance company made it painless. Applying for life insurance was a breeze, and they gave me peace of mind. Thanks Carey & Asso ... more

Horrible at best. 3 associates behind the counter assisting one client. Meanwhile the lobby is full. Another line should have been opened up.

Wenfei good service mandarin speaking recommend

Very thorough and comprehensive planning. Has some excellent ideas on sustainable investments. Very experienced.

This location is always randomly closed in the middle of the day. Total fail. Do better for your customers.

I feel very comfortable with Katz/Metzner handling my financial portfolio. Steven, Alex and Ashlun have been very attentive to any questions I've had. They aren't afraid ... more