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Craig Rosenfeld

(31)

Insights
Strategy
Home

“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.”

Featured

🏠 Staging your Maryland home is essential for attracting home buyers. Staging creates a great first impression and increases perceived value. Craig Rosenfeld understands its importance and provides a 2-hour staging consultation as part of his home seller services. 🏡 🌼 Declutter, depersonalize, and make your home shine! Craig can guide you for maximum impact. Contact him now! 🌟 #Home Staging #Maryland Real Estate Craig Rosenfeld Best Realtor Montgomery County Maryland, DC, and VA Military Relocation Professional RE/MAX Realty Group Gaithersburg, MD...

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Medallion Financial Group

(1)

“Would recommend to anyone in need of financial advice and investment.”

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CFO Restart

(31)

Plan
Resources
Company

“Hailey Bohrer took over the work last year and I must say, Hailey did a FANTASTIC job for us and in a very short time with almost no learning curve at all.”

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Sherman Wealth Management

(6)

Investment Management, Business & Non-Profits, Financial Planning

“Brad has created a great platform to discuss the intersection of health and wealth, while also empowering the audience to be more confident with their finances.”

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Elite Financial Group

(4)

Federal Employees, Individuals and Families, Business Owners

“His innate ability to explain complex financial concepts in a clear and understandable manner has empowered my husband and me to make informed decisions with confidence.”

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Kilner Capital Advisors

(2)

“Joe and Mindy are great.”

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Jeet Financial Services

(1)

“I really recommend them because they are affordable, experienced and professionals.”

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Onplane Financial Advisors

(5)

“He took getting to know our family and our goals seriously, and helped enact a realistic financial plan to put us on track to realizing financial success.”

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Davis & Associates

Assurance, Reporting, & Accounting, Management Advisory & Consulting, Virtual & Outsourced Services

“Based in Gaithersburg, Maryland, we serve clients located in the Suburban Maryland Technology/ Life Sciences I-270 corridor, considered the heart of Montgomery County, and also throughout the Mid-Atlantic region and beyond. Our offices are accessible...”

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Bastola Accounting & Financial Services

(1)

“The excellence customer service with expert worker.”

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Marmer Financial Services

Investment Management, Financial Planning, Tax Strategies

“Whether you are trying to get out of debt to invest or are looking for a way grow your money, Harry Marmer can help you achieve those goals.”

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Mc Kelvey Group

Government Pricing, Business Valuations, Customized Training

“The McKelvey Group, Inc. (TMG) is the DC Metro area's premier financial consulting firm for fast-growth companies. TMG's winning services include Finance & Accounting, Government Pricing Proposal Support, Business Valuations, and Customized Training.”

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FSP & Associates

Estate Services, Tax Planning Services, Tax Services

“At FSP and Associates L.L.C. (FSP), the client's best interests are always paramount. We are committed to providing value in all of the services we provide at a fair and reasonable cost. We understand that client satisfaction is the responsibility of...”

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Arnold Financial Services

Fiduciary Standard, Overview

“Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states ...”

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Finturity

“9711 Washingtonian Blvd., Suite 550 Gaithersburg, MD 20878”

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Ennis Legacy Partners

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Chesapeake Asset Management Co

“Our extensive financial expertise and research enable us to invest responsibly, achieve sound performance and preserve capital. We value our clients, their input and our relationships—many lasting well over a decade. Our approach to investing is stra...”

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Thorough Financial Services

Business Boost, Fortune Elevation, Startup Navigator

“What a relief it is to have them around keeping me up to speed reactively and proactively with so many taxation matters that either I would not remember or would take me an eternity to figure out.”

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Marketing & Financial Solutions

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Steben & Company

“RISK CONSIDERATIONS: Managed futures and other alternative investments are not suitable for all investors. Their investment programs are speculative and performance can be volatile. An investor could lose all or a substantial amount of their investme...”

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Greenhill Investment Reporting

“GreenHill's attention to the details, both data and presentation, gives you confidence that your investment reporting is reliable, timely and client focused. Our high quality performance presentation is unmatched in the industry and can be tailored t...”

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CAS & Associates

(32)

For Small Businesses, Tax Services, Tax Problem Resolution

“Our business has used this company for many, many years, for payroll checks, payroll taxes and reports (quarterly/annual) and special reports for annual insurance audits.”

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Speedy Tax & Accounting Services

(46)

Quality
Job
Questions

“Menghs is the best Speedy Tax and Acct Services, of DC have been doing my taxes for many years, and he stays on top of the new and current tax revisions and laws.”

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Quantum Financial Advisors

(46)

EB5 Program, Intelligent Portfolios, New Page

“I was looking for a mentor as well as to gain real world experience in an internship covering options and derivatives trading, risk management and investing.”

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Average Cost	$3298
Minimum cost	$1100
Maximum cost	$9343
Avg Per Hour Rates	$330

Best Financial Advisors in Gaithersburg, MD

The highest-rated Financial Planning & Wealth Management companies out of 131 vetted & reviewed in the Gaithersburg area.

Craig Rosenfeld

Medallion Financial Group

CFO Restart

Sherman Wealth Management

Elite Financial Group

Kilner Capital Advisors

Jeet Financial Services

Onplane Financial Advisors

Davis & Associates

Bastola Accounting & Financial Services

Marmer Financial Services

Mc Kelvey Group

FSP & Associates

Arnold Financial Services

Finturity

Ennis Legacy Partners

Chesapeake Asset Management Co

Thorough Financial Services

Marketing & Financial Solutions

Steben & Company

Greenhill Investment Reporting

CAS & Associates

Speedy Tax & Accounting Services

Quantum Financial Advisors

Retirement Planning and Investment Management Services in Gaithersburg, MD Cost Estimates

Why these companies made our list

Wealth Management Advisors near Gaithersburg

Popular in Gaithersburg