Rockville, MD

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Best Financial Advisors in Rockville, MD

The highest-rated Financial Planning & Wealth Management firms out of 336 vetted & reviewed in the Rockville area.

SPC Financial

SPC Financial

Best of 2022
(1)
Insights, Forms, Pay Bill
“We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts.”
In Business Since 1973
3202 Tower Oaks Blvd #400, Rockville, MD
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Glass Jacobson Financial Group

Glass Jacobson Financial Group

(19)
Business Valuations, Lease Accounting Consulting, Tax Preparation & Planning
“I can't say enough about Glass Jacobson - they have provided me with fabulous accounting and tax services, not only for myself but for my family members and friends, for a long long time.”
Average Price Tag
In Business Since 1963
Accepts All Major Credit Cards
800 King Farm Blvd STE 500, Rockville, MD
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Vintage Financial Partners

Vintage Financial Partners

(12)
Succession, Risk Management
“The level of real-world professionalism from Brian, and the trust I have in him and the team at Vintage is, in my experience, unmatched in the financial services advisory business.”
Transparent Fees & Pricing
In Business Since 2019
Accepts All Major Credit Cards
600 Jefferson Plaza Suite 316, Rockville, MD
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Jacques Financial

Jacques Financial

(6)
Wills and Estate Planning, Identity Protection, Financial Planning
“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.”
Accepts All Major Credit Cards
Below Average Price Tag
In Business Since 1982
Licensed, BBB Rating: A+
1700 E Gude Dr, Rockville, MD
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Quantum Financial Advisors

Quantum Financial Advisors

(20)
Retirement Plus Accounts, Investment Intern Incubator Program (Iiip), Services
“Schwab has provided me with amazing support and coupled with the outstanding financial advice I have received from Quantum Financial Advisors I can say that my finances and retirement are secured”
In Business Since 1999
Plaza West 06, 51 Monroe St, Rockville, MD
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Islamic Wills Trust Services

Islamic Wills Trust Services

(8)
Charitable Remainder Trusts, Planned Giving For Nonprofits, Islamic Estate Planning (Last Wills/Trust)
“More importantly, I recommend Yasir because he is passionate about helping our community fulfill this religious tenet that is simply out of loving for his brother and sister what he loves for himself”
In Business Since 2019
966 Hungerford Dr Suite 6A, Rockville, MD
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Dapa Multiservices Advisors

Dapa Multiservices Advisors

(11)
  • Attention
  • Taxes
  • Team
“They are all professional experts, the service in DAPA is extraordinary and whenever I go to them I always have the peace of mind that everything related to my taxes is going to be fine.”
In Business Since 2019
Transparent Fees & Pricing
Serving Rockville Area
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CIC Wealth

CIC Wealth

(8)
A Well Established Team, A Comprehensive Plan, A Custom Portfolio
“Working under Ryan was not a 'get me a coffee' type of internship - he took careful time to explain to me both the how and why of his wealth management strategies.”
Below Average Price Tag
Family Business
In Business Since 2016
Accepts Check, All Major Credit Cards
1101 Wootton Pkwy #980, Rockville, MD
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Woodard & Associates

Woodard & Associates

(8)
“Every year our taxes are complex in new and interesting ways (international work, filing with multiple states, investments), but Sheila and her team have always been a tremendous help in producing accurate and timely returns.”
In Business Since 2009
Free Initial Consultation
1700 Rockville Pike #400, Rockville, MD
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Affluent Financial Services

Affluent Financial Services

(6)
Tax Services, Peer Review, Audit & Assurance
“Being newly self-employed there were a lot of questions and things I needed to learn, but Ajit and his team have always been thorough and quick to respond.”
In Business Since 2008
Above Average Price Tag
9211 Corporate Blvd ste #330, Rockville, MD
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Aronson

Aronson

(6)
Accounting Advisory, Forensic Accounting & Litigation, Transaction Advisory
“They have led a number of classes at our campus on financial and tax issues for our companies and we have received positive reviews regarding the practicality and quality of their presentation.”
Transparent Fees & Pricing
In Business Since 2008
Accepts Check, All Major Credit Cards
111 Rockville Pike Suite 600, Rockville, MD
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Financial Advantage Associates

Financial Advantage Associates

(1)
Small Business Consulting, Medical Professionals, Financial Planning
“Have been clients for many years and Jason and staff do a great job helping us stay on target, manage our budget, making the right investments and planning for retirement.”
Accepts All Major Credit Cards
In Business Since 2000
Licensed
1803 Research Blvd #401, Rockville, MD
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Gallant Financial Planning

Gallant Financial Planning

(1)
Comprehensive Financial Planning, Investment Management and Advice
“Friendly, accessible, proactively and unendingly helpful, and utterly trustworthy.”
In Business Since 2009
13001 Cleveland Dr, Rockville, MD
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Kendall Capital Management

Kendall Capital Management

(3)
“The staff is very efficient and accurate with any and all requests concerning my accounts.”
In Business Since 2008
600 Jefferson Plaza UNIT 410, Rockville, MD
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Financial Services Advisory

Financial Services Advisory

(3)
“Polite, knowledgable, qiuck to respond to questions, client focused”
In Business Since 1985
1 Church St # 901, Rockville, MD
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Business & Financial Solutions, CPA

Business & Financial Solutions, CPA

(3)
“Larry's knowledge is only exceeded by his compassion to help people.”
In Business Since 2003
Accepts All Major Credit Cards
17 W Jefferson St Ste 007, Rockville, MD
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Brightline Financial

Brightline Financial

(2)
“Will definitely continue doing business with brightline!”
In Business Since 2010
1700 Rockville Pike #400, Rockville, MD
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Teti & Carswell Cpa's

Teti & Carswell Cpa's

(1)
“Always a pleasure seeing gary.”
Average Price Tag
In Business Since 2008
Accepts Cash
451 Hungerford Dr #735, Rockville, MD
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Mosaic Wealth Partners

Mosaic Wealth Partners

(2)
“Took me a long time but I finally found the perfect money manager in Mosaic Wealth Partners..”
In Business Since 2015
7529 Standish Pl, Rockville, MD
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XML Financial Group

XML Financial Group

(2)
Financial Advisor
“They are professional, responsive, and Brett and Rob always take as much time as necessary to answer my questions.”
In Business Since 1992
One Preserve Pkwy Suite 120, Rockville, MD
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Foundation For Financial Education

Foundation For Financial Education

(1)
“Foundation for Financial Education (F3E) assisted me and my husband in preparing a Will to ensure our young daughter would be taken care of if, God forbid, anything were to happen to us.”
In Business Since 2010
Licensed
2273 Research Blvd #210, Rockville, MD
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Retirement Planning and Investment Management Services Estimated Cost in Rockville, MD 2022

Minimum cost
$1050
Maximum cost
$8925
National Average
$3150
Avg Per Hour Rates
$315
$2100
$5775
Fair price range based on 195 cost profiles
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Average Cost $3150
Minimum cost $1050
Maximum cost $8925
Avg Per Hour Rates $315

Typical range $2100 to $5775 is based on 195 cost profiles.

Why these companies made our list

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