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G Petrov & Associates
- Tax Returns
- Knowledge
- Company
“We recently used George Petrov and Associates for help filing several years of back taxes and we couldn't be more satisfied with the service and guidance we received.”
Best Financial Advisors in Silver Spring, MD
24 firms listed · 11 in Silver Spring · 3 open weekends · 16 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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District Financial Planning
“Even though I don't meet the qualifications to be a client of Jeff's, he still took his time answering my questions regarding my investment options.”
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A. R. Bruce and Company
“When our first child was born, five years into our marriage, Allen was there with all the information and coverage he'd told us about in the beginning.”
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Cogc, Cpas
“I love getting to talk to my accountant directly.”
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G&E Financial, Tax Services, and Notary Public
“Sonia is very kind and I have been taking my taxes with her since 2017.”
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Cetera Advisors
The 24 firms listed for Silver Spring, 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: Silver Spring, MD
Of the 24 firms we list here, 11 are in Silver Spring itself and 13 come from towns including Rockville (2, 9 mi), Olney (2, 12 mi) and Vienna, VA (2, 13 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 489 reviews; 3 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), quality (84%) and responsiveness (71%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (4), business advisory services (2), estate planning (2), financial planning (2) and investment management (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 44 years. 1 offers remote or virtual consultations; 2 offer payment plans; 5 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. 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.
Do firms listed for Silver Spring take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Fairway Asset Corporation
“The closing was prompt, and Lency was especially helpful in making sure everything went as smooth as possible.”
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Toler Financial Group
“Very professional and great advice.”
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Rock Creek Wealth Planners & Advisors
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BNB Wealth Management
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Bailey Wealth Advisors
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The Financial Planning Group
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KG Wealth Management
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Capital Financial
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Kurtz Connor Browning-Phillips
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Sharf Pointers Financial Services
“I have no much to explain but let me give you a good advice Sharf Pointers is the best company across the country, the place you can go to file your Tax and feel relaxed, even if you have a problem with IRS they will help you solve the problem quick...”
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Xpertax
- Service
- Patient
- Questions
“Roy has been always so understating and detailed every year he does my taxes, his patience is beyond incredible he will explain in details how everything will go until you understand.”
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Quantum Financial Advisors
- Learned
- Financial Services
- Work
“I left the seminar with insights into alternative assets and private equity, from industry-leading professionals, that could only be communicated in this setting.”
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Elderlife Financial
- Assisted Living
- Info
- Sale
“I called and spoke to someone after hours and within a few hours Ginger called me and she took all info from me and gave me tons of info and I started the Bridgeloan on a Sunday and by Tuesday we were done and approved and money being deposited.”
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Divergent Planning
- Market
- Results
- Goals
“It's been a challenging year, for us personally and for the US writ large, and having DP support and guide us has been key to getting through successfully.”
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Capital Financial Planners
- Market
- Risk
- Questions
“While the market isn't always heading in the direction we want, Capital Financial Planners has helped me understand the trends, where we have been and where we are headed, and has helped guide me with decisions to protect and grow my nest egg for the...”
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Dapa Multiservices Advisors
- Attention
- Team
- Taxes
“Excellent service, magnificent advice, they have the patience and willingness to respond to any concerns that may arise in the process, I clearly recommend their services.”
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Davidov & Associates, CPA
- Emails
- Tax Filing
“We've always dreaded filing taxes because my husband was self-employed through a company based in a different state and I was on a scholarship grant that left all taxes to be handled by the recipient.”
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Jacques Financial
- Questions
“We have used them for Financial and Estate Planning which is another thing that easily got put on the back-burner year after year until they helped us keep in check!”
Retirement Planning and Investment Management Services in Silver Spring, MD Cost Estimates
Minimum cost
$1133
Maximum cost
$9624
National Average
$3397
Avg Per Hour Rates
$340
$2265
$6227
Average price range is based on 329 cost profiles
Why these companies made our list
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