Rockville, MD Financial Consultant

I worked with Bill. He's amazing. 10/10, will be working with him again.

Very sorry to say that I had my account in Rockville branch for over 15 years. Worst customer service I have ever had in this bank. Staff is not professional and pleasan ... more

United Bank Rockville has literally the best banking customer service in Montgomery County, Maryland. The bank manager is always available for any banking concerns. There ... more

Eric Ashmont is a people person who really listens to his customer's needs. His commitment to his business and providing quality service are qualities that I look for in ... more

I love that they have a plan for all your goals! And they explains the purpose of each program.

I wanted to express my gratitude for the outstanding financial advisory services Quantum Financial Advisors has provided. Their expertise and personalized approach have s ... more

This place is WAY too expensive, and they really drag their feet. They had my taxes for 4-5 months before they were completed.

Can't speak higher of a person than when you say they took their time, without being paid, to help you. That is what Jack did for me. Didn't try to sell me stuff, no garb ... more

Woodard and Associates has completed our taxes for the past 8 years. Every year our taxes are complex in new and interesting ways (international work, filing with multipl ... more

If you are not a multi-million dollar enterprise, but a regular small business or personal filer, this is probably not the place for you. Not responsive, not interested.

Went to Marcum Top Draw!

Best of the best

Jon Beall and his father provide the best Business Brokerage/Commercial Real Estate in the area. The know how to handle all the questions and concerns of interested inve ... more

As professional as he is a gentleman!

Muge Cengil provided me an excellent and professional service, I highly appreciate the help from her.

Had a loan with them, they immediately transferred the loan to another company. That is fine. However, they FAILED to close out the loan though. I called them multiple ti ... more

The worst customer serviceno one tried to help prospective customers who wanted to apply for a house loan or register for an account! Waited for 20 minutes, but no staff ... more

Bridgemark Wealth Management is the kind of company I want looking out for my investments. The team listens to your plans for the future, what you hope to do now and aft ... more

Ferguson Johnson Wealth Management has done a wonderful job managing our firm's retirement accounts. I recommend them to any business or individual that is looking to eit ... more

This BOA brand office provides great service and their Banker Ms. LK is very helpful and professional. Highly recommended this bank office.

My wife and I have been clients of Kyles for four years and have found him to be very passionate and transparent when explaining different options for our retirement savi ... more

Ivy from HY financial did refinance for me and I got an amazing interest rate. She was very responsive and held my hand through the whole process. I didnt have to do much ... more

Buulin Tran is a liar and deceiver. Cheated me out a contract. We told her we would do the contract for $100 per person for an hour but she needed more time so we were ki ... more

bad service, refused to give cash, no reason

What a environment to build your business, there's a reason why this is office is number one in the state.

Good experience

Always understaffed and big wait times. Never have enough tellers. Stay away from this one.