Germantown, MD

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Germantown, MD
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Best Financial Advisors in Germantown, MD

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

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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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Himanshu A Trivedi CPA

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 !!!!”
In Business Since 2021
Free Initial Consultation
19739 Executive Park Cir, Germantown, MD
Featured

New Business Formation Consultation Maryland: Starting a new business can be overwhelming, but with THSCPA on your side, you can feel confident in your decision. Our team of business formation experts can assist you with everything from selecting the right legal structure to obtaining necessary licenses and permits. We'll work with you to develop a comprehensive plan that meets your specific needs and goals, so you can focus on building your business. Contact us today to schedule a consultation and take the first step towards entrepreneurship.

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Legacy Capital Planners

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.”
In Business Since 2006
12410 Milestone Center Dr #140, 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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Potomac Financial Consultants

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...”
In Business Since 1986
20251 Century Blvd #350, 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 2013
Transparent Fees & Pricing
Offers Financing Options
19785 Crystal Rock Dr STE 304, Germantown, MD
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Roper & Roper

Roper & Roper

(1)
“A great, detailed, understanding and knowledgeable accountant.”
In Business Since 2000
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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MY Wealth Management

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...”
In Business Since 2013
Transparent Fees & Pricing
12410 Milestone Center Dr Suite 175, Germantown, MD
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CAS & Associates

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.”
In Business Since 1990
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
11300 Rockville Pike Ste 706, Rockville, MD
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Quantum Financial Advisors

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.”
In Business Since 2018
Penthouse Suite 1902, 51 Monroe St, Rockville, MD
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Smith CPA & Associates

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.”
Family Business
In Business Since 2015
Accepts Check, Cash, All Major Credit Cards
Transparent Fees & Pricing
Serving Germantown Area
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Speedy Tax & Accounting Services

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.”
In Business Since 2003
Transparent Fees & Pricing
7315 Georgia Ave NW, Washington, DC
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Elderlife Financial

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.”
In Business Since 2002
Licensed
100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN
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Craig Rosenfeld

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.”
In Business Since 2006
Emergency Services
Transparent Fees & Pricing
6, Montgomery Village Ave suite 200, Gaithersburg, MD
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Kenneth K. Liu, CPA

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.”
In Business Since 2008
Serving Germantown Area
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Divergent Planning

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.”
In Business Since 2015
CFP Certified
Transparent Fees & Pricing
6701 Democracy Blvd #300, Bethesda, MD
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G Petrov & Associates

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..”
In Business Since 2003
Free Initial Consultation
Family Business
8630 Fenton St #600, Silver Spring, MD
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Capital Financial Planners

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.”
In Business Since 2014
Serving Germantown Area
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Jdkatz

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...”
In Business Since 2006
Accepts All Major Credit Cards
Free Initial Consultation
4800 Montgomery Ln #600, Bethesda, MD
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Jacques Financial

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.”
Family Business
In Business Since 1983
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1700 E Gude Dr, Rockville, 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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Rams Fast Tax Service

Rams Fast Tax Service

(14)
Retirement Planning, Tax Services, Accounting Services
“The staff is really cooperative, I have seen them deal with really problematic customers and I can say that they are really calm and passive when it comes to handling this type of customers.”
In Business Since 1998
Licensed, BBB Rating: A+
Serving Germantown Area
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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.

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