Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

From the owner: We are a team of Financial Advisors that take satisfaction in being so much more. Whether it is…read moreWealth Management, Tax-savings strategies, Estate planning, Insurance needs, a business owner, or anything in between, we want to be the team you think of and come to.

I started working with this team back in the mid-2000s, when they operated out of a modest office…read morein Severna Park. Those were full and complicated years for me personally -- balancing career demands, marriage, divorce, raising kids as a single dad, estate responsibilities, and the loss of parents while taking on new family roles. Through all of that, having a small team that felt steady and attentive gave me real peace of mind. They managed my portfolio through both calm markets and turbulent ones, including the housing bubble, the financial crisis, multiple rounds of QE, and eventually the chaos leading into COVID. Over time, things changed. Around the point when markets and life felt especially uncertain, my advisor began shifting me to a junior manager. I don't recall much explanation, but my impression was that he was creating space to focus on wealthier clients. After two meetings the new advisor disappeared, and another young advisor took over shortly after. Around that period I began educating myself more deeply about macroeconomic risk, the long-term implications for the dollar, and the fees I was paying. I asked questions that went beyond the usual "stay the course" messaging, including discussions about physical gold and assets outside traditional paper investments. Instead of thoughtful conversation, I felt increasing resistance. Then, without any direct communication, I learned third-hand that my entire portfolio -- along with a trust I was responsible for -- had been transferred to another Ameriprise office unrelated to Centennial Wealth Management. In effect, I was dropped as a client without anyone having the professionalism to tell me directly. For a long time I wondered if I had been the problem -- maybe I was asking too many questions instead of quietly accepting the advice and the fees. With time, I've come to see it differently. A firm I trusted with my life savings chose to end the relationship without the basic respect of a direct conversation. That felt like a genuine betrayal. Today I'm retired and life is good. In some ways the experience pushed me to take ownership of my financial education, and for that I'm grateful. But I won't forget how the transition was handled -- it felt avoidant, unprofessional, and lacking basic respect. If you're wealthy, comfortable letting the advisor drive, and not inclined to question strategy or fees, this may be a good fit for you. But if you're a solid working client who asks deeper or occasionally inconvenient questions, be aware that the relationship may feel very different.

We are in the middle of probate and I tried to get help from katzabosch to help us figure out…read moreestate taxes. It has been a week since I contacted them (via email and phone calls) to see if they would help. When I called i talked to a receptionist who tried to transferred me to an associate, but I was just sent to email. No one ever called me back. I also filled out the form (twice) and sent in the request - the only response I received was that someone will get back to me as soon as possible. I havent heard anything else from this firm! I rated them at 1 star and would go lower if possible.

I had a very disappointing experience working with Rajiv. He made a serious mistake when filing my…read morestate tax return, which led to an audit and a $6,500 assessment from the Department of Revenue. When I reached out to him for help resolving the issue, he repeatedly failed to respond to my emails and messages. I had to chase him multiple times just to get any kind of acknowledgment, and even then, there was no real accountability or follow-through. Tax preparation requires accuracy and responsiveness, especially when problems arise, and unfortunately Rajiv fell short on both. I would not recommend his services.

Horrible accounting firm. They will mess up your taxes. They will ruin your books. You will have…read moreto pay another organization to fix their mess. Do not do business here.

Highly Recommend. Brian has helped us look at our big picture financial plan and identify areas…read morethat we needed to think about or act on. & then he provides great advice so we can make informed choices. Meetings are low-stress & approachable. And also important, Brian is responsive when we reach out with new questions or issues.

From the owner: PSG Clarity specifically focuses on respectful & thorough financial planning to help people find…read moredirection toward their goals, and we don't apply a minimum investment requirement of our clients. At the same time we are a division of Planning Solutions Group, a wealth management firm with planners of diverse experience. So we have the resources and experience to help you, and the compassion to focus on your goals.

Everyone at this firm has been professional, informative, and easy to work with. The attorneys and…read moreparalegal worked together to stay up to date on my case and keep me informed. This was a huge transition for me, but I felt like I was heard during the process and that I've been billed fairly for the time these folks have spent learning my case.

My son tried to get more time with his son. His baby mama just wasn't allowing it. Although an…read moreappointee of Mullinazzi managed to get him more time on paper, he had to pay an unfair support of $1882 per month for one child. Baby mama uses private school as daycare which I objected to from the beginning. I can see him paying for daycare IF she was working FT, at the going rate. But, she works PT with an intent to work FT. He still has not seen his son in 3 months. While I admit it's not entirely their fault, I think they could've done better.