Expertise.com

Best Financial Advisors in Germantown

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Germantown, MDGermantown, MD

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Germantown, MDGermantown, MD

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1 Bank Street Suite 200, Gaithersburg, MD 20878
Gaithersburg, MD 20878
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Arnold Financial Services, LLC, helps clients in Germantown succeed in their financial undertakings through its independent and fiduciary services. With a focus on developing retirement strategies, it walks individuals through investment, insurance, estate conservation, and wealth preservation solutions. Its advisors also help create financial plans for cash management and business succession. Owner David Arnold is a Certifed Financial Planner who focuses his practice on asset management and financial insurance. Each year, his company gives five percent of its income to charitable causes.

1 Bank Street Suite 200, Gaithersburg, MD 20878
Gaithersburg, MD 20878

Website(240) 261-4572

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1101 Wootton Parkway Suite 980, Rockville, MD 20852
Rockville, MD 20852
  • Wealth Management

CIC Wealth is a financial advisory firm serving Germantown. Its core service is financial planning customized to its clients’ needs. It includes recommending investment options to help them achieve their financial goals and creating a personalized portfolio that includes bonds, cash, exchange-traded funds, stocks, or other securities. It can be accessed via a web portal in partnership with Charles Schwab & Co. Its advisors have written articles on stocks and finance in Forbes Magazine and The Wall Street Journal.

1101 Wootton Parkway Suite 980, Rockville, MD 20852
Rockville, MD 20852

Website(301) 816-4683

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

One Church Street, Suite 901, Rockville, MD 20850
Rockville, MD 20850
  • Finance Planning

Financial Services Advisory has been helping clients in Germantown manage their monetary assets for over three decades. It caters to families, individuals, and business owners, providing an individualized investing approach to protect their financial future. The firm offers financial and retirement planning, service and reporting, and investment management services. As a Certified Financial Planner, its president, James Joseph, educates clients on their best options and helps them plan for their retirement needs. Joseph is also a member of the Financial Planning Association.

One Church Street, Suite 901, Rockville, MD 20850
Rockville, MD 20850

Website(301) 949-7300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

481 North Frederick Avenue Ste 412, Gaithersburg, MD 20877
Gaithersburg, MD 20877
  • Certified Financial Planner (CFP)
  • Finance Planning

Jeet Financial Services is a full-service firm that serves clients in the Germantown area. Its team of professionals offers a variety of services for individuals, such as personal financial planning, elder care, and estate planning. The company’s personal financial planning option includes preparing for a child’s college education, emergency funds in case of disability, and retirement. In addition, it handles business services like accounting and bookkeeping, cash flow management, and succession planning. Jeet Financial Services has staff members who are fluent in Spanish.

481 North Frederick Avenue Ste 412, Gaithersburg, MD 20877
Gaithersburg, MD 20877

Website(301) 990-9443

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12410 Milestone Center Drive, Suite 140, Germantown, MD 20876
Germantown, MD 20876
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Serving Germantown and the surrounding regions, Legacy Capital Planners, LLC, assists individuals and families in crafting their ideal retirement by providing retirement income strategies. The company also offers wealth management and investment services. In addition, the business helps clients pass on their wealth through IRA legacy planning. Legacy Capital Planners has been featured on Fox and Yahoo! Finance. The firm enables clients to access their portfolio data on their gadgets using the Milestone Asset Management application.

12410 Milestone Center Drive, Suite 140, Germantown, MD 20876
Germantown, MD 20876

Website(240) 395-1060

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

20251 Century Boulevard Suite 350, Germantown, MD 20874
Germantown, MD 20874
  • Financial Planning

Potomac Financial Consultants serves families and women investors in the Germantown area. It provides personalized financial planning solutions that are based on the need of each client and take long-term decisions into consideration. The firm offers ongoing guidance that evaluates the current situations of clients. It serves women of diverse lifestyle backgrounds. Additionally, it assists with retirement planning, covering health care costs, Social Security benefits, assets, and savings. Potomac Financial Consultants is headed by Michelle Bender, a Certified Financial Planner with 20 years of experience.

20251 Century Boulevard Suite 350, Germantown, MD 20874
Germantown, MD 20874

Website(301) 948-3900

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

51 Monroe Street, Plaza West 06, Rockville, MD 20850
Rockville, MD 20850
  • Tax Planning

Quantum Financial Advisors provides custom-fit financial solutions to business owners and individuals in the Germantown area. Its advisors help improve clients' long-term financial success by providing personalized financial advisory services. The firm offers investment advisory, cash management, financial planning, and retirement planning options. President Joseph F. Rinaldi is an investment advisor who has been in the industry for almost three decades. He received his bachelor's degree and Master's degree in Business Management from local universities.

51 Monroe Street, Plaza West 06, Rockville, MD 20850
Rockville, MD 20850

Website(301) 296-6203

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9841 Washingtonian Blvd, #200, Gaithersburg, MD 20878
Gaithersburg, MD 20878
  • Financial Planning

Sherman Wealth Management is a fiduciary financial planning and wealth management firm that assists clients in Washington, D.C., and nearby cities like Germantown. It aims to make financial literacy and education accessible to its clients, regardless of their varying investable assets. Founder and president Brad Sherman helps individuals simplify and optimize their financial life by helping them tackle items such as their employee benefits, estate planning, cash flows, and debts. He also handles investment consulting, performance reporting, and benchmarking services for small businesses.

9841 Washingtonian Blvd, #200, Gaithersburg, MD 20878
Gaithersburg, MD 20878

Website(240) 428-1622

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you