Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

I had a good experience here today. I don't bank at Fidelity, but a relative does, and I stopped…read moreby to show a notarized power of attorney and to get set up as POA on that relative's account. The professionals at the branch were friendly and went the extra mile to make the process easier for me, while simultaneously limiting my access to the account owner's information until they could verify my POA is legal and otherwise legitimate. At the same time, I noticed there were three or four other older patrons seeking help with resetting passwords and transferring money -- all things these patrons could easily do online or by phone. Nevertheless, the professionals at Fidelity were patient with each of these persons, and went through pains to teach them how to avail themselves of online services while simultaneously processing the requested transactions. Sometimes all one needs is patient instruction to learn the easier way.... Anyway: I had a very different experience and recommend you give this branch a shot.

Their advice cost me thousands of dollars. They only recommended options such as annuities, bond…read morefunds, and a Fidelity professionally managed account.

Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

They are incredibly professional and are highly responsive. They have a great knowledge base and…read morewere able to answer my higher level questions. I love using this firm because I do not feel like I need to hound them for status updates, to catch errors, etc. This is an absolutely professional firm and they are delivering a very professional end product.

I was referred to Gilfillan & Associates by a friend, and heard wonderful things about there…read moresupport for small business owners. I had a very nice initial meeting with Dan to discuss my options and the approx costs to prepare my return. In the end, the cost was double what was expected with little communication along the way. They did do a great job uncovering savings in my return, but much of that was negated by their expensive billings. I was overall very disappointed with the level of communication from the office staff, who deals with filings and payments. It wasn't clear they wouldn't be submitting my return until paid in full, which resulted in significant delays.

I've met with Troy and his associates several times in the last year to discuss my financial…read moresituation both before and after getting married. Being that Troy is my age I was a bit reluctant to trust him with my financial future. I'm happy to say Troy's expertise and the candor of his associates put my wife at ease. My wife and I are happy clients and intend to be for years to come!

I've referred a couple clients to Troy Riemer and the results have been the same. They were very…read moreimpressed by his knowledge, honesty and professionalism. Being in the mortgage industry, I naturally have met many financial planners in the DC metropolitan area. Frankly, many have turned me off with their arrogance and others have been too overly focused on their own personal, financial beliefs to meet the needs of others. Troy is wildly different from this and his genuine concern and desire to help clients from all different stages of life is clear as day. I am very careful about where I send any client of mine and it's nice to know that I can trust they'll be taken care of, when they meet with Troy.