Best Financial Advisors in Germantown, MD

The highest-rated Financial Planning & Wealth Management companies out of 104 vetted & reviewed in the Germantown area.

JD Farmer & Associates

JD Farmer & Associates

(1)
Wealth Management Services, Business Services, Tax Services
“If you're seeking dedicated and reliable CPA services, this is a tax firm that takes pride in safeguarding you, your taxes and providing the best advice!”
Transparent Fees & Pricing
In Business Since 2002
Licensed
Free Initial Consultation
12410 Milestone Center Dr Suite 600, Germantown, MD
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Kolak Tax and Accounting Services

Kolak Tax and Accounting Services

(1)
“Great service and will make sure the customer is taken care of!”
In Business Since 2014
Free Initial Consultation
13244 Executive Park Terrace, Germantown, MD
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Potomac Financial Consultants

Potomac Financial Consultants

Financial Planning, Planning For Retirement
“If you had to retire tomorrow, would you be ready? Are you 100% certain you're doing all you can to be prepared for your future? Don't stress or fear any longer. Allow our team at Potomac Financial Consultants to help you discover a clear path to you...”
In Business Since 1986
20251 Century Blvd #350, Germantown, MD
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Peak Investment Advisors

Peak Investment Advisors

(1)
“Friendly staff”
20+ Years Experience
13216 Executive Park Terrace, Germantown, MD
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Brokerage Services International

Brokerage Services International

“Many of the materials within are for producer/agent/broker use only and cannot be reproduced or shown to the public. Please comply by not sharing any materials that state "for producer/agent" use only. By clicking the "I am an agent" box above, you c...”
In Business Since 1999
Licensed
19785 Crystal Rock Dr Suite 211, Germantown, MD
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Raman R Desai

Raman R Desai

Quickbooks Services, Services For Individuals, Business Services
“According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.”
In Business Since 2011
Transparent Fees & Pricing
Offers Financing Options
19785 Crystal Rock Dr STE 304, Germantown, MD
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Roper & Roper

Roper & Roper

In Business Since 1998
13237 Executive Park Terrace, Germantown, MD
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Lifestyle Credit Services

Lifestyle Credit Services

(6)
“They challenged all my creditors and my credit score increased drastically.”
3 Caravan Ct, Germantown, MD
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Mark Summers Tax and Accounting

Mark Summers Tax and Accounting

“Take a look at our Home page. Mark Summers Tax and Accounting Services is a full service tax, accounting and business consulting firm located in Germantown, MD.”
In Business Since 2017
Transparent Fees & Pricing
13506 Shearwater Pl, Germantown, MD
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EKA Tax & Financials

EKA Tax & Financials

(30)
  • Finance
  • Company
  • File
“Answered every question we had and even gave use additional information we wouldn't have thought to ask.”
Coupons & Offers
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
Serving Germantown Area
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Craig Rosenfeld

Craig Rosenfeld

(25)
  • Market
  • Inspection
  • Selling
“When the house was ready to go on the market he made sure we got a good price for the house and took care of organizing the paperwork so that I didn't have to be there in person.”
In Business Since 2006
Emergency Services
Transparent Fees & Pricing
6, Montgomery Village Ave suite 200, Gaithersburg, MD
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Lincoln Tax Professionals

Lincoln Tax Professionals

(15)
  • Family
  • Planning
  • Team
“Beyond the fact that they are especially equipped to help with my specific tax situations, Matt is always up for learning even more about the process and the system, as new scenarios present.”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5205 Chairmans Ct Suite 204, Frederick, MD
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Jacques Financial

Jacques Financial

(6)
Identity Protection, Financial Planning, Tax Preparation
“I switched to Jacques Financial when the (very expensive) top 10 accounting firm I had used for 10 years fired me because they moved to a minimum annual charge that was way higher than what I normally paid.”
Family Business
In Business Since 1981
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1700 E Gude Dr, Rockville, MD
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Sullivan & Company Cpas

Sullivan & Company Cpas

(29)
  • Small Business
  • Knowledge
  • Needs
“In addition your team, particularly Raj, have demonstrated to me for the first time the vast difference between uninspired tax preparation and the application of sound, ethical and forward-looking tax advice, for which I am immensely grateful”
In Business Since 1985
Free Initial Consultation
4709 Montgomery Ln, Bethesda, MD
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Eric L Bach & Associates CPA

Eric L Bach & Associates CPA

(1)
New Business Formation, Tax Services, Services For Individuals
“Very professional service”
Free Initial Consultation
In Business Since 1987
Licensed, BBB Rating: A+
Transparent Fees & Pricing
14010 Arctic Ave, Rockville, MD
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Speedy Tax & Accounting Services

Speedy Tax & Accounting Services

(29)
  • Patient
  • Information
  • Work
“My family owns several properties and Mengesteab has a lot of experience with all the tax laws and regulations to make sure everything is filed accurately.”
In Business Since 2003
Transparent Fees & Pricing
7315 Georgia Ave NW, Washington, DC
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Quantum Financial Advisors

Quantum Financial Advisors

(29)
Investment Intern Incubator Program (Iiip), Variable Annuities, Services
“Not only does he provide individualized mentoring, but helps to develop your professional skills, like resume building, so that you may succeed in whatever field you may try to pursue a career in.”
In Business Since 1999
Plaza West 06, 51 Monroe St, Rockville, MD
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Divergent Planning

Divergent Planning

(26)
  • Goals
  • Life
  • Economic
“Their knowledge of the markets and sound advice have helped us not only build up a nice nest egg, but have also protected us in a volatile market by diversifying our portfolio and limiting our risk exposure.”
In Business Since 2013
CFP Certified
Transparent Fees & Pricing
6701 Democracy Blvd Suite 300, Bethesda, MD
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Smith CPA & Associates

Smith CPA & Associates

(28)
  • Work
  • Priced
  • Estimate
“Jason was incredibly friendly, straightforward, and professional with his approach when we met him and has a great secure way of electronically collecting tax docs which comes in handy especially during times like these where it's not safe to meet in...”
Family Business
In Business Since 2017
Accepts Check, Cash, All Major Credit Cards
Transparent Fees & Pricing
Serving Germantown Area
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Rams Fast Tax Service

Rams Fast Tax Service

(11)
Retirement Planning, Tax Services, Accounting Services
“Excellent professional client service by Mr Ram and his team”
In Business Since 2000
Licensed, BBB Rating: A+
Serving Germantown Area
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Richard James & Associates

Richard James & Associates

(1)
“I've had my taxes done at many other places , and I rate this one as #1 very perfessional.”
Transparent Fees & Pricing
In Business Since 2009
Licensed, BBB Rating: A+
Free Initial Consultation
5301 Buckeystown Pike suite 480-c, Frederick, MD
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Rubino & Company

Rubino & Company

(4)
Wealth Management, Client Accounting Services, Audit Services
“Great accountants.”
In Business Since 1984
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
6903 Rockledge Dr Suite 300, Bethesda, MD
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Elderlife Financial Services

Elderlife Financial Services

(27)
Long Term Care Insurance, Reverse Mortgages, Bridge Loans
“Elder Life was a very easy company to work with we supplied all the documents they asked for and once they got those the loan was approved and we could get money the same day.”
In Business Since 2002
100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN
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Medallion Financial Group

Medallion Financial Group

(1)
“Would recommend to anyone in need of financial advice and investment.”
In Business Since 1988
Licensed, BBB Rating: A+
Free Initial Consultation
13 E Deer Park Dr, Gaithersburg, MD
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Retirement Planning and Investment Management Services in Germantown, MD Cost Estimates

Minimum cost
$1148
Maximum cost
$9756
National Average
$3443
Avg Per Hour Rates
$345
$2296
$6313
Fair price range is based on 323 cost profiles
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Average Cost $3443
Minimum cost $1148
Maximum cost $9756
Avg Per Hour Rates $345

Fair range $2296 to $6313 is based on 323 cost profiles.

Why these companies made our list

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