Responsive, personable, professional, accurate, and reasonable. Various services available to…read moreassist with tax prep and planning. Mostly virtual interaction which had me challenged at times, but their staff was helpful & encouraging.

If I could give zero stars, I would. I have spent almost $15,000 (in total to my new accountant and…read morebookkeeper) in rectifying mistakes made by the bookkeepers at this firm in 2020 and 2021. Pandemic funds and other items were listed in the wrong area, adversely affecting my books and taxes in 2022 and now in 2023, where my new accountant is working with the new bookkeeper (5 months after taxes were to be filed) to correct the egregious mistakes made by this firm in 2020 and 2021. A lot of young people are employed by this firm to be bookkeepers, but it seems the supervision by experienced CPA staff is lacking. This firm was recommended to me; not sure what the basis of the recommendation was. Maybe they received service when the firm was smaller and the owner managed her accounts. I left this firm at the end of 2021, and voiced my displeasure once their mistakes were first identified. Their incompetency continues to be a costly, living nightmare for me!

I recently opened an investment portfolio with this company. It was important to me that the money…read moreI contribute to my Roth IRA goes to companies that advance an agenda that I can support, and I felt that demand wealth allowed me to do that. The website was straightforward and easy to use, even though I don't know a lot about finance. Overall, I would recommend this company to anyone looking for an intuitive, user-friendly way to invest in the businesses that promote the values that you believe in.

CB Investment Management takes a superior approach in which greater returns are achieved while…read moresimultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.

We have had our tax returns prepared by Accounting Solutions for the past 9 years. They are…read moreprofessional and helpful. Poonan and her staff are proficient and answer my questions. We plan on using accounting solutions for future tax returns.

I usually do my own taxes through TaxAct or some other online software, but since I recently bought…read morea new condo and moved around a bit, as well as donating a bunch of stuff due to my moves, I thought I'd employ the services of an expert. I met with Poonam Bansal, ,who I believe is the owner. We spoke over the phone and I explained that I needed my personal income taxes completed for 2011. She quoted me a decent price and was very personable, so I went to visit her. She was really thorough and patient in explaining all my forms and what I needed to get to her. When I got back, I sent most of my stuff to her via email and in a few days, she had completed my taxes. I'm unsure if I would have gotten the same amount back if I did this on my own, but I was definitely pleasantly surprised to see my return. Just the ease of giving your taxes to someone and having it completed so quickly is a nice feeling. I will most likely use her again. Just note that she seems to be getting busy as she said she's working every weekend until 9pm, so I would assume that the closer it gets to Tax Day, the harder it will be to employ her services.

I owe Sherry and the Chatham Title team a long overdue review. My first transaction with them was…read moreabout ten years ago. Since then I have bought/sold/refinanced properties a handful of times, at least. I am a consumer, not a realtor, so my review is based on my experience as a client directly involved in the sometimes nerve-wracking process of the loan and title process. I would never go anywhere else. Sherry and her team are wonderful to work with. They are highly skilled at what they do and provide comprehensive services. I like that this is a small team because I can always count on talking to someone who knows exactly what is going on with my real estate transaction. They are problem solvers and I appreciate how easy they try to make the process. I'm a dog person, so the fact that there are pooches "working" in the upstairs office is a nice touch. Maybe they will "hire" my dog.......

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

Excellent company to work with. I recently retired and had a…read morecomplementary consultation with Abe. Was greeted with the nicest staff and they made me feel like a priority one. During the time I was researching and deciding whether I was going to invest with them (or rather have them invest my retirement funds) I asked a lot of questions and they never made me feel like it was anything I should've known. I did some research and they have an A+ rating with the BBB and come highly recommended in all business sources like the Chamber of Commerce Every step of the way they have made me feel like a valued client, answered emails in a timely and respectful manner. As I was still working for my first couple of appointments they were very flexible in scheduling. I already have my next steps scheduled

I've never used their service, and wanted to get some insight from reviews and found a 1 star…read morereview from Arthur A. here because he doesn't like their commercials?! What an a-hole. As a business owner, I know what it's like to deal with idiots like Arthur A. I am trying to balance things out for others who are researching like me, and pay it forward because of losers like Arthur A. He actually sounds like an angry competitor. The fact is, if you look around, you'll see great reviews for them on Google & FB. I often hear their radio show Sunday mornings on WMAL, and I do like what they have to say. I've decided I am going to give them a shot, and I'll follow up here with an honest review of their services.