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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!”

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Himanshu A Trivedi CPA

(11)

Taxation, Sales Tax Filing Service, Accounting Services

“It was nice to find a professional and efficient like Himanshu A Trivedi, he fill our taxes since we had earn income when selling our property, we were a little worry but after talking to him, everything when great !!!!”

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Legacy Capital Planners

(2)

Company

“Prior to retiring from the Federal Government with 35 years of service, I was unsure how to navigate the world of investing outside of the government's TSP program.”

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Peak Investment Advisors

(1)

“Friendly staff”

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Potomac Financial Consultants

“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? For many families, the answer is no. That's where we come in! O ur team at Potomac Financial Consultants will help you di...”

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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.”

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Roper & Roper

(1)

“A great, detailed, understanding and knowledgeable accountant.”

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Lifestyle Credit Services

(6)

“They challenged all my creditors and my credit score increased drastically.”

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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.”

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MY Wealth Management

“In 2024, I started working as a Financial Planner at MY Wealth Management, bringing with me six years of industry experience. Previously, at T. Rowe Price, I spent the bulk of my time as a Financial Consultant. My job was to help retirees and pre-ret...”

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CAS & Associates

(32)

Tax Problem Resolution, Advisory & CFO Services, For Small Businesses

“Their staff is always willing to help, resourceful, kind, and prompt in answering questions, providing options, and making great recommendations on bringing our business to the next level.”

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Speedy Tax & Accounting Services

(46)

Patient
Job
Quality

“I usually do my own taxes but due to complications caused by lockdown, UI, and starting my own business, it was a little more complicated than before so I decided to use a professional.”

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Quantum Financial Advisors

(46)

Welcome Offers, EB5 Program, Services

“Nunez exposed me to a broad range of experiences that helped me better understand the market and finance industry and I am incredibly grateful to be entering college with the experience that few students graduate with.”

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Smith CPA & Associates

(48)

Work
Estimate
Fee

“I really wanted an in-person appointment since I had questions and concerns about a few items and I felt I could best explain things in person rather than the phone.”

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Craig Rosenfeld

(31)

Price
Strategy
Insights

“He responded to EVERY email, text, and phone call promptly and shared his insights and knowledge about real estate trends throughout the area which made the whole process very transparent.”

Featured

Ready to Sell Your Maryland Home? Trust Craig Rosenfeld! 🌟 Selling your home becomes a seamless journey with Craig by your side. Rely on his local expertise and profound market insights for a stress-free process. Craig understands the unique dynamics of the Maryland real estate market, identifying what makes a home stand out and how to showcase its value. His knowledge ensures the best possible outcome. Discover your home's true value with Craig's guidance. Whether determining the right listing price or navigating negotiations, Craig stands as your trusted partner. Don't wait—connect with Craig now! 🏠🌟 Your Maryland home-selling experience is set to become smoother and more rewarding with Craig Rosenfeld on your team. 🤝📞🏠 Craig Rosenfeld Best Realtor Montgomery County Maryland, DC, and VA Military Relocation Professional RE/MAX Realty Group Gaithersburg, MD...

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Elderlife Financial

(45)

Long Term Care Insurance, Reverse Mortgages, Bridge Loans

“To have the finances in place to cover expenses now and in the near future until we can liquidate my mothers assets is when Nicole stepped up and help smooth out that transition.”

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Kenneth K. Liu, CPA

(49)

Tax Preparer
Refund
Questions

“I have been having my taxes prepared by Kennerh since 2007 nothing but solid experience and trust that I am being taken care of by a group that knows the tax laws.”

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Divergent Planning

(38)

Retirement
Advice
Results

“Here's what I look for in a financial planner: Expertise, Honesty, Integrity, Good communication skills, Non-judgmental, Takes a personal interest, Understands and respects my values and goals, Responsive—and, Gets good results.”

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G Petrov & Associates

(33)

Consummate
Meeting
Knowledge

“George Petrov is an excellent Certified Public Account and has for many years provided professional tax accounting services for my wife and I and our sons..”

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Jdkatz

(30)

Tax Law, Criminal Tax Defense, Tax Whistleblowing

“I was slightly annoyed with the inordinate amount of follow up and phone calls, both before and after I engaged them, but I need to commend them for dedication to understanding my needs and concerns which is a great sign that they are committed to p...”

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Capital Financial Planners

(44)

Team
Decisions
Risk

“I am also a CPA but Austin gave me several great ideas during our one hour that I was not aware of, two were significant that I will take action on to increase my retirement income and decrease my tax liability.”

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Jacques Financial

(6)

Financial Planning, Tax Preparation, Wills & Estate 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.”

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Eric L Bach & Associates CPA

(1)

New Business Formation, Tax Services, Services For Individuals

“Very professional service”

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Clark Joan F CPA

(4)

Personal Financial Planning, Small Business Accounting, Advisory Services

“Extremely pleasant, answering all our questions.”

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Average Cost	$3443
Minimum cost	$1148
Maximum cost	$9756
Avg Per Hour Rates	$345

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

Himanshu A Trivedi CPA

Legacy Capital Planners

Peak Investment Advisors

Potomac Financial Consultants

Raman R Desai

Roper & Roper

Lifestyle Credit Services

Mark Summers Tax and Accounting

MY Wealth Management

CAS & Associates

Speedy Tax & Accounting Services

Quantum Financial Advisors

Smith CPA & Associates

Craig Rosenfeld

Elderlife Financial

Kenneth K. Liu, CPA

Divergent Planning

G Petrov & Associates

Jdkatz

Capital Financial Planners

Jacques Financial

Eric L Bach & Associates CPA

Clark Joan F CPA

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

Why these companies made our list

Wealth Management Advisors near Germantown

Popular in Germantown