Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Eric Eisler is the best Financil Adviser i have ever met! .. Not only has he worked on Wall Street…read morefor about 20 years, he is smarter then most in his field.. He really understands the market and explains it to the average person so they can understand what he can do for them..He helped me and my family develop an investment plan that was tailored to our needs. Eric made it easy-to-understand, he discussed our long-term investment strategies and helped us keep our financial future on track.. I wouldn't want anyone else handling my $$$$. Call him.. You wont be sorry Eric Eisler 646-245-3958

Eric is a great financial advisor. He's very knowledgeable and is certified. He has been doing…read morethis as a career, compared to other financial advisors who have had other careers, fail, and switch over to try and make money(ex. knife salesman). He knows his stuff, cares about his clients, and he's easy to get in touch with always answering his phone.

I highly recommend Terry Grant, CPA. He helped me understand my finances more clearly, build…read morestrategies to budget better, and plan for long-term savings. I appreciate that he asked good questions and actively listened. He took the time to understand my situation and made recommendations that made sense for me - from accelerating my student loan repayment to improving my retirement outlook. He made my financial life feel more manageable, and it was clear that he genuinely had my best interest in mind.

Was very helpful and gave me a lot of information that let me move forward even though it was a…read morefree consultation and my situation was a simple one was happy to let me reach out again if I ran into any issues

Patrick was great to work with! As someone who is new to thinking about long-term financial goals,…read moreI was a little nervous about where to begin. Patrick patiently answered my many questions and really helped give me clarity about financial planning for retirement. His billing was more than fair, and his follow-up was timely. I would highly recommend him!

Our assets have been managed by this company for several years. Chris Bettencourt, MBA, CFP is…read moreknowledgeable and responsive and has been an excellent advisor. He has gone above and beyond in assisting us with complicated financing for a home purchased in a different state and offering other advice when it's been needed. It's refreshing to work with a financial planner who truly cares about his clients and their needs rather than his own bottom line. Highly recommend.

Chris is a man you can trust. I recently moved to the Bethesda area and have been in search for…read moresomeone to help manage my assets. After doing some research I reached out to Chris and was very impressed with the service he provided. Expecting to only speak with him about setting up an appointment, Chris went above and beyond by taking the time to explain exactly how I can move towards achieving my financial goals rather than waiting for a meeting. Chris is honest and forthright, his mission truly focuses on the best interests of those who seek his expertise.

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

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.

From the owner: Comprehensive financial planning and wealth management solutions…read more Securities offered through Cetera advisor networks LLC, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Advisor Networks LLC, CWM, LLC or Equity Planning Inc. as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit our website.

Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Brian was absolutely outstanding, and guided us through the entire mortgage process (as buyers)…read morewith poise and humor. We would absolutely use Brian again if we needed to get another mortgage. Cannot recommand him highly enough!