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.

I rolled over an old IRA with Tim at CIC. He handled all the details flawlessly with my former…read moreemployer and the old investment managers. He and I sat down and he patiently listened to my frustrations. We then devised an investment strategy. I like CIC's hands on approach. They send out hand written thank you notes and Tim is always upbeat and available. I am confident I am in good hands with CIC.

I'm a pretty financially savvy person, but I don't have the training to dig through technical fine…read moreprint and make the best decisions. I also don't want my life revolving around interest rates and tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny.

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.

Worst Non-QM wholesale and retail company out there. Over conditioning, high rates and slow turn…read moretimes. Stay away!!!!!

ACC (All Credit Considered) Mortgage establishes an opportunity for non-qualified individuals to…read moreobtain mortgages at plausible rates, with the lowest down payment of 15% when compared to other banks. These non-qualified individuals range from foreign nationals to DACA recipients such as myself, and even immigrants who pay taxes and utilize an ITIN. Upon reaching out to this company, I was immediately connected with Senior Loan Officer Hubert Rivera, who was very insightful and responsive throughout this entire process. In this current market (2021), obtaining a home at asking price was often very difficult. Mr. Rivera expeditiously sent over pre-qualifications and run downs of mortgage costs for all of the properties we came across and made offers for, despite facing constant rejections. Upon being accepted as a backup offer after losing hope in purchasing a property, Mr. Rivera immediately begun his paperwork and sent over all of the documents needed for signing. There were times where Mr. Rivera was unavailable and unable to return messages, which was understandable due to the high volume of paperwork he was processing. He did go above and beyond his duties as a loan officer by breaking down the process of purchasing a home and drafting up a list of all the items I would need to present in order to obtain clearance from the underwriter. Throughout this entire process, my mortgage became very close to falling through on numerous occasions. I was often scared by the many reviews left by individuals who have conducted business with this bank stating poor experiences and major problems. Despite this, I took a leap of hope and placed my full trust into Mr. Rivera and his loan processor, Rosalia Gramegna. These two individuals possessed the foresight to see potential problems with my loan application and were able to rapidly develop solutions to overcome them. Ms. Gramegna was very responsive as well and returned my emails as instantly as she received them, answering all of my questions with detailed information and a hint of warm and kindness. Despite my closing date being pushed back on numerous occasions due to minor faults in our paperwork and some delays from the other party, the team at ACC mortgage was able to move my loan for closing as soon as they obtained the clearance necessary to do so. They were able to make my dream of purchasing a home for my family come true; I will forever be in their debt for their tremendous efforts. HOWEVER, It is very important to note that in order to make this possible, you have to be willing to commit to the process and be extremely responsive to their requests. You must be diligent in returning their emails and providing them with an abundance of information necessary to clear your loan. THERE IS NEVER TOO MUCH INFORMATION TO PROVIDE TO AN UNDERWRITER. The documents to be presented to this bank must be neat, organized, detailed and accurate. The role of the consumer in this mortgage process is just as important of that of the bank; YOU HAVE TO BE WILLING TO GO THE EXTRA MILE TO OBTAIN THIS LOAN. REMEMBER, THIS BANK CATERS TO NON-QUALIFIED INDIVIDUALS, THERE WILL BE EXTRA STEPS TO TAKE IN ORDER TO RECEIVE THIS MORTAGE. In the end, ACC Mortgage is making a major difference in the non-qualified/immigrant community as they are allowing those who work hard and save up to obtain the home of their dreams. Thank you once again for making this possible Hubert and Rosalia :)

Revising my review: Very quick turn around time on taxes-…read moremet with Robert Tempchin and even got advice on other financial matters. Quite affordable as well. Recommend highly.

I called with tax questions and had a pleasant and informative conversation with one of their CPAs…read more He recommended some things for me to investigate on my own, explained pricing, and was very honest about comparing their level of service to the more seasonal tax folks. Going to do my research now and will update with more info if I end up becoming a client.

Sharee was an AMAZING Lending professional to work with on our first home purchase! Our experience…read morewith Sharee was extremely professional and educational! Since our first meeting, Sharee took the time to ensure we understood the "numbers" and knew exactly how much spending power we had in this unique market. Her exceptional collaboration with our realtor ensured our home buying process stayed on timeline and her team kept all parties informed in a timely manner! I highly recommend Sharee and her team when purchasing in the DMV area. Without a doubt, Sharee is the lender you want with you during the home buying process!

Sharee was awesome to work with! Excellent communication and no surprises. She truly made us feel…read moreat ease with the process and would 100% recommend.

I was referred to Michael Parsons after having a frustrating experience with Wells Fargo. AND I…read morehave a 800+ credit score. Michael was professional, fast; easy and pleasant to work with. He cares and puts the right kind of effort out. Refinancing my Chesapeake waterfront property was very successful and I'm inclined to recommend Michael and his team to virtually anyone.

During our home search, after one failed bid due to our loan officer's negligence, our agent…read morereferred us to Apex Home Loans because she wanted a better provider for us. Our agent had to camp on the previous loan officer's line and still failed to get a pre-approval letter sent in time. Apex Home Loans provided amazing customer service that got us the best loan package and guided us through the whole process. They guided us through the checklist of requirements and made the whole process less stressful. Michael and his team are trustworthy, reliable, and look out for your best interest (even if it means a longer discussion on the pros and cons of each loan option). They also stay connected after the home purchase and keep you abreast of current rates and options. I've recommended Apex to my colleagues and friends because we really benefited from their expertise!

As a SBO with several properties, I recently consulted with Aubrey at Landmark Tax & Advisory for…read moreguidance on the direction of my business. From the initial consultation, it was clear that Aubrey had the expertise and insight I needed. We met again to discuss the best capital structure for my business, and I was impressed by how well his team assessed my needs and created a plan tailored to my goals. Thanks to their strategic guidance, my business was able to move forward with another real estate purchase. As an entrepreneur, I'm always looking for ways to make my money work for me, and Aubrey and his team were able to provide me with the tools and knowledge to do just that at an affordable cost. They are honest, professional, and extremely detailed. I was thoroughly impressed with the service I received, and I highly recommend Landmark Tax & Advisory to anyone in need of tax, accounting, or CFO services.