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.

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.

I recently started a job with the federal government. Ben was extremely knowledgeable and…read morerelatable when explaining my saving options to a total layperson such as myself. As someone who was just starting out in the world retirement saving, meeting with Ben was informative but not overwhelming, and I am sure the he helped me make decisions with only my best interest in mind. I'm really glad I went with Entelechy!

From the owner: Entelechy is a registered investment advisory firm providing financial planning, investment…read moremanagement & tax services to a select group of clients. We help people like you critically evaluate and set life goals, focus on investing in themselves and experiences, and serve as a trusted partner through all of life’s financial decisions.

My wife and I have been continually pleased and impressed with the service we have received from…read moreAra Abrahamson in dealing with our finances. We began with Ara and Matt over a decade ago, and couldn't be happier with our choice to use Divergent Planning! Highly recommended for honesty, integrity, and brilliance in financial strategizing. I especially love that we pay one flat annual rate and can call or text or email Ara anytime for any financial advice...Awesome convenience! Superior service yet warm and friendly. These guys are the real deal!

I've been using Divergent planning since its inception. Ara and Matt are great advisors (I deal…read moremostly with Ara). I've know them since their early career at Ameriprise where they were the two best in their region. I'm glad they started their own firm since it provides more flexibility for their clients--more investment vehicles and not restricted by Ameriprise policies. They've worked with us every step of the way from when our careers just got going to having kids to buying our houses. These guys know that they're doing and they genuinely care about their clients. Even at our relatively young age, it's never too early to think about retirement, college educations, more homes, etc. I cannot say enough about Ara and Matt.

I was a bit concerned about access when I had to make my way to a relatively urban physical branch…read more All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.

Schwab is great. Very friendly and easy to work with. Brokers understand my financial needs and…read moreensure my portfolio matches my goals

Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and…read morehave found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a different ball of wax, and Connor Whitcomb has spent time with us on numerous occasions to advise and educate us. Connor is patient, kind and insightful. We visited him today for our beginning of the year update, and we changed much of our retirement strategy. We are so relieved and confident to have found Connor. He treats us as if we are his only client and always has enough time for us and our "endless" questions. Not all branches are as professional and knowledgeable as the Bethesda Branch. We feel very fortunate and secure with Bethesda's Fidelity Investments and Connor Whitcomb!

Terrible! Set up…read moreannuities with them for retirement income. They are just the most Juvenile, Un-Professional IDIOTS imaginable. You need to be able to Trust people who handle your money. These devils can not be trusted. Go elsewhere with your money.

I've been a faithful client of SMith Barney for more than 15 years; then stayed thru the Citibank…read moreacquisition and recently Morgan Stanley. Since then, the level and quality of services has worsen with higher and bizarre fees. I am moving my assets to Sf Credit Union; which is offering the quality of services i used to have with SMith Barney. San Francisc, Jan 2013o

Morgan Stanley Smith Barney may have the worst customer service I ever had to interact with. First…read moretime I called, I waited for... 17 minutes before having an agent on the phone, that then transferred me to another agent, 5 minutes waiting time to add. Second time I called, I've been transferred 2 times and waited 15 minutes in total. I know now by heart their annoying music and their "Currently, your call time is 5 minutes or longer, all our agents are currently unavailable". The further you are from that company, the better your time will be invested. Believe me.

SCAMMER!!! fled with 12.6 of my bitcoins. she suddenly stopped contacting me, deleted her whatsapp,…read moregmail, and all contact. the bitcoin she had my coins on are gone. this is a scam. do not waste your hard earned money. people like these should actually be reported

From the owner: I help clients with customized plans for their financial goals. She and her team of experts…read moreunderstand each client’s needs and provide transparent, educational, and personalized guidance. She can help with retirement, college, or investment planning.