I hired Tom to take a look at my finances and see if there was anything I was missing, any…read moreadvantageous financial vehicles I was missing out on or any way that my asset allocation could be improved. Tom did a great job identifying exactly the things that I needed but had overlooked, such as disability insurance and a Roth IRA account. He put together a complete overview of my financial situation with his advice in a very useful and easy-to-use package in a very timely fashion. I think just about anyone would be well-served to have an expert who deals in finance all day long take a look at their circumstances and make sure they are doing everything they can to maximize their wealth. I know Tom's advice helped me.

My entire family has used Bethesda Wealth Planning Group for years and we are extremely happy with…read morethe services. They have helped us accomplish our financial goals and Simeon in particular is always calm, understanding, and never pushy. He takes the time to get to know us as people and puts together a custom financial plan rather than a cookie cutter strategy. He always takes the time to answer our questions and we appreciate his expertise.

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.

Jay has supported us for many years now and we would recommend his service. He's busy yes, because…read morehe's good. If you are timely with documentation he is timely with extensions and filing.

If you feel like you've been getting screwed on taxes by your current or past accountant, go to Jay…read moreYurkshat. He was recommended to me by a friend who had him look over previous returns and found serious accounting errors... getting her back close to four grand. He is thorough, concise and honest. He spent hours going over and explaining my returns line by line with me. We'll see what the end result will be in a few weeks. This guy and his father have been doing taxes for over 36 years. Give him a shout if you think your current accountant isn't doing his or her due diligence.

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

Mitchell did a great job helping my wife and I plan our personal finances. He was very…read moreknowledgeable and I would definitely recommend him to a friend.

Phenomenal Experience…read more I recently visited ELM for a tax issue. They resolved my issue quickly and at a reasonable price. Leslie's professionalism is unmatched! I truly enjoyed my experience and will be using their services again. Thanks ELM for providing a phenomenal experience. I wish you continued success!

Terrible! I met with Leslie who assured me she would handle my tax issues for me and in a timely…read moremanner, but her carelessness actually put me into a worse situation than I was in before I met with her. I never once received regularly updates from her, in fact, I only ever got a update if I asked for one. Weeks would go by without any update or progress report of where she was at in the process. I eventually called the IRS myself and was told NOTHING had be done with my account and this was 4 months after I hired AND PAID her. She took nearly $400 from me without doing any work and has refused to contact me since. I trusted her with an extremely important tax matter and she did nothing but take my money and go radio silent. I highly recommend steering clear of Leslie Ghonheim for any accounting services!!! Do it yourself before you hire her. Worst customer service ever and you will leave disappointed!

Does it count as an extensive experience with a firm when you have been ghosted? Not sure…read more Maybe the scope of our issues was too much for Beta Solutions, but we have never heard from them again after the initial consultation. An hour of my life I will never get back =( Proceed with caution!

So why does any tax professional have a woman assigned to answering the phone and fielding calls…read morewho barely speaks or understands English? We asked if a tax advisor was available and she didn't understand the question or anything else. Sounds like a great business for handling your taxes, eh?