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Divergent Planning

(38)

Retirement
Proactive
Advice

“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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Rubino & Company

(4)

“Great accountants.”

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Arthur Stein Financial

(19)

Questions
Communication
Government

“Arthur and his team have given me excellent service over the years -- always available, always willling to spend the time to share with me their advice and offer clear explanations of how they handle my investments.”

i

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Katz & Co Pa

(1)

“They provided valuable help in assisting us in raising venture capital, making acquisitions and other M& A transactions.”

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FBB Capital Partners

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MV Financial Group

(3)

“Fast service and email communication, Ms Petrick and her manager went the extra mile when I needed.”

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The 24 firms listed for North Bethesda, MD provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: North Bethesda, MD

20 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 93 reviews; 18 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), estate planning (2), investment management (2) and private wealth management (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 3 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside North Bethesda listed here?

2 of the 24 firms are located in North Bethesda. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Macroview Investment Management

(1)

“Micah is amazing at what he does and I trust him 100% with my finances.”

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Infinity Financial Services

(1)

“Always great to work with”

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Seventy2 Capital Wealth Management

(3)

“We highly recommend Seventy2 Capital having been with them (specifically Paul Carlson, co-founder) for many years and very satisfied with the results.”

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Ortman Financial Planning

(2)

“My wife and I worked with Patrick Ortman to get our finances in order before purchasing a home.”

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Beyond Financial Planning

(2)

“I have been working with Mike Bready at Beyond Financial Planning for over 10 years and have been so impressed with his customer service, attention to detail, and speedy response time.”

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