Gaithersburg, MD Financial Planner

This office should be closed because no one is ever there, but the receptionist. I have left several messages for a call back, no response. Bad business!!!! Lost Customer ... more

This office should be closed because no one is ever there, but the receptionist. I have left several messages for a call back, no response. Bad business!!!! Lost Customer ... more

This office should be closed because no one is ever there, but the receptionist. I have left several messages for a call back, no response. Bad business!!!! Lost Customer ... more

This office should be closed because no one is ever there, but the receptionist. I have left several messages for a call back, no response. Bad business!!!! Lost Customer ... more

My family and I are so glad we had Craig Rosenfeld as our Real Estate Agent. If we had to give him a rating from 1-10, 12 would be the rating. The whole process of moving ... more

My wife and I have been receiving financial planning services from Marguerita Cheng for over 23 years. We first began working with Rita at Ameriprise Financial Services, ... more

We have been working for Darren and OnPlane Financial Advisors for many years. He is incredibly knowledge and has been a valued and highly respected advisor as we navigat ... more

Financial planning is essential for everyone. Whether you are trying to get out of debt to invest or are looking for a way grow your money, Harry Marmer can help you achi ... more

Very knowledgeable..Joe and Mindy are great.

The worst experience I have had with an accountant. Jack Wan is arrogant, condescending, impatient, makes promises to be available then does not respond to emails or phon ... more

Warm and cozy office with some friends stationed here

The Best Investment Group in the metro area! I have consistently Increased my worth with this firm. Would recommend to anyone in need of financial advice and investment.

The branch mgr Mr. Ziffer has been with the firm a long time, used to be Scottrade. Helps you walk through paperwork and account issue and follows up with phone calls. Yo ... more

not helpful at all, provided several numbers to the wrong places. Need to get more knowledgeable people so they can assist better. other locations bank of america banks d ... more

The excellence customer service with expert worker. Loved it!

There are #2 pencil pushers and then there is #1 GUS. There are number crunchers and then there is Captain Crunch. Gus has helped me immensely starting up my own company ... more

Ryan has been my Financial Advisor for nearly 10 years, and is wonderful. Always available and accessible, I highly recommend!

Had a fantastic experience with Renee at Bank of America at Quince Orchard. Their professionalism, expertise, and excellent customer service made my financial journey smo ... more

Poor service. I went there after my wallet was stolen and not only would they not help me access my account funds but they wouldn’t tell me how (forms of identificatio ... more

Affluent Financial Services has been very helpful especially in these trying times of fighting a pandemic. We worked together to prepare my tax returns completely online ... more

Its closed all the time including today (without any notice on the door) after changing to new location.

Helpful staff

Everyone one there is supper helpful and professional.

(Translated by Google) I need to open a bank account but I only have a passport, what can I do? (Original) Necesito abrir una cuenta de banco pero solo tengo pasaporte qu ... more

ATM is broken

I keep getting emails from this company, despite unsubscribing. Im not certain how I got on this email list in the first place, but I definitely would not trust my financ ... more