Laurels

Best Financial Advisors in Rockville
2022

CIC Wealth

CIC Wealth

  • Certified Financial Planner (CFP)

CIC Wealth is a financial planning company that has been serving families, professionals, and business owners in Rockville since 1999. It helps its clients reach financial independence by evaluating their needs and crafting a personalized portfolio that includes bonds, stocks, or exchange-traded funds. The financial program also covers risk management, asset allocation review, college and retirement funding projection, and legacy planning. The fiduciary advisors and planners at CIC Wealth write for media outlets like Forbes Magazine, the Wall Street Journal, and the Washington Post.

1101 Wootton Parkway Suite 980
Rockville, Maryland, MD 20852

Website

Website

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:

9 (Good)

Score Consistency:

Consistent (Best)

Financial Services Advisory

Financial Services Advisory

  • Certified Financial Planner (CFP)

Financial Services Advisory serves the locals of Rockville. It works to help individuals, families, and business owners manage their finances for their stability during financial downturns and in preparing for the future. It assists with financial planning, offering sound advice in navigating the path to retirement; and in managing clients' investments and applying the FSA Safety Net, which is designed to protect their assets. Financial Services Advisory has been in business for almost 40 years and now has clients across 40 states with over $600 million in investments.

One Church Street, Suite 901
Rockville, MD 20850

Website

Website

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+

Gallant Financial Planning, LLC

Gallant Financial Planning, LLC

  • Retirement Planning
  • Tax Planning

Gallant Financial Planning, LLC is a firm that serves the Rockville area. Its advisors create comprehensive plans tailored to their clients’ circumstances and goals to help them achieve a secure future. They address different aspects in their financial lives, including education, estate, retirement, and tax. The firm also assists in managing wealth by designing investment portfolios consisting of ETFs and mutual funds and periodically assesses them according to life changes. Gallant Financial Planning was founded in 2008.

13001 Cleveland Drive
Rockville, MD 20850

Website

Website

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:

1 (Good)

Score Consistency:

Consistent (Best)

Jacques Financial

Jacques Financial

  • Certified Financial Planner (CFP)

Jacques Financial is a family-owned firm that serves Rockville. It offers financial planning services to help individuals and families maximize their wealth, protect their assets, and achieve their education, estate planning, and retirement goals. To address clients’ needs, the company provides products such as actively managed investment accounts, annuities, bonds, certificates of deposit, mutual funds, and tax-advantaged college savings plans. It also offers disability, life, and long-term care insurance to manage financial risks. Jacques Financial was established in 1978.

1700 E. Gude Drive
Rockville, MD 20850

Website

Website

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:

4.6 / 5 ( Best)

Total Reviews:

27 (Best)

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+

Lighthouse Financial Planning, LLC

Lighthouse Financial Planning, LLC

  • Certified Financial Planner (CFP)

Lighthouse Financial Planning, LLC, serves individuals and families in Rockville and the neighboring communities. The company helps clients with financial planning, asset management, and cash flow assessment. It also assists clients in college and retirement planning. It guides clients in managing IRA, rollover 401(k), 529, and other employer plans. Barry R. Korb established Lighthouse Financial Planning in 2003. He operates as the president and chief planner at LFP. Korb holds membership at the Financial Planning Association and National Association of Personal Financial Advisors.

1515 Allview Drive
Potomac, MD 20854

Website

Website

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:

1 (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+

OnPlane Financial Advsiors

OnPlane Financial Advsiors

  • Certified Financial Planner (CFP)

OnPlane Financial Advisors, LLC, serves clients around the Rockville metro. Its staff, which is led by CFP Darren Straniero, assists married couples between ages 35 and 55 in matters concerning tax, financial, and education planning, as well as investment management and asset protection. It employs a collaborative approach that involves a customized action plan designed to outline strategies and long-term goals. OPFA and its work have been featured on platforms such as Yahoo! Finance, Bankrate, Medium, and the XY Planning Network.

Darnestown, MD 20878

Website

Website

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:

5 (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+

Planning Financial Group

Planning Financial Group

  • Certified Financial Planner (CFP)

Planning Financial Group is a wealth management firm that serves individuals and businesses from Rockville and the surrounding areas. It provides personal financial planning services, which include cash management, risk management, estate planning, and retirement planning. It also offers business financial planning services such as benefits and succession planning. Founder Charles Lewandowski has been working in the financial services industry for more than four decades. He is a Certified Financial Planner and Chartered Financial Consultant.

6219 Executive Blvd.
Rockville, MD 20852

Website

Website

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:

10 (Better)

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+

Quantum Financial Advisors

Quantum Financial Advisors

  • Estate Planning

For over 20 years, Quantum Financial Advisors has been serving both families and small business owners throughout Rockville. It assists customers in a variety of matters involving financial planning, such as cash management, retirement plans, cash flow analysis, financial performance, and trust and estate planning. Its team of financial consultants evaluates, researches, and recommends retirement, disability, and defined benefit plans. Before establishing the firm, president Joseph F. Rinaldi used to work for Bank of America, Morgan Stanley, and The Resolution Trust Corporation for almost three decades.

51 Monroe Street, Plaza West 06
Rockville, MD 20850

Website

Website

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+

Risk Management Group, LLC

Risk Management Group, LLC

  • Certified Financial Planner (CFP)

Risk Management Group, LLC provides financial consulting services in Rockville and the surrounding areas. Its staff creates and implements plans to meet the retirement, insurance, education, and social security needs of its clients. The company also aids people going through life transitions such as illness, disability, marriage, divorce, and widowhood. In addition, its experts manage legacy, estate, and tax planning, assisting customers in maintaining the security of their family in their absence. The firm's president, Jamie Lapin, possesses the CFP®, CDFA®, and AIF® credentials.

14 South Adams Street
Rockville, MD 20850

Website

Website

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:

5 (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+

RMG

RMG

  • Certified Financial Planner (CFP)
  • Retirement Planning

For over 40 years, RMG has been helping federal employees and their families in Rockville and nearby areas achieve financial independence. The firm develops and implements financial plans that are tailored to its clients’ needs. It also assists them in planning for retirement through various financial instruments, such as Social Security, FEGLI, and FLTCIP. RMG has been featured on ABC News, FedSmith, and My Federal Retirement. One of the firm’s planners, Jamie Lapin, is a CFP, AIF, and CDFA professional.

14 South Adams Street,
Rockville, MD 20850

Website

Website

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:

1 (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+

Schaeffer Financial

Schaeffer Financial

  • Certified Financial Planner (CFP)

Schaeffer Financial is a family-owned company that has been in operation for more than 30 years. It serves government employees and G-4 visa holders in Rockville. With a mission to help individuals make smart financial decisions, the company offers advice on asset allocation, cash flow management, and estate administration, as well as life, health, and auto insurance. Its co-founder, Karen Schaeffer, has been quoted in publications, such as The Washington Post, The New York Times, and The Wall Street Journal.

4612 Great Oak Road
Rockville, MD 20853

Website

Website

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:

3 (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+

Vintage Financial Partners

Vintage Financial Partners

  • Certified Financial Planner (CFP)

Vintage Financial Partners caters to individuals and businesses in Rockville and the surrounding areas. Its associates hold over 80 years of collective industry experience, providing a wide range of services, including risk management, succession, and 401(k) sponsors. They work closely with clients to determine their situation and create strategies tailored to their goals and needs. The firm also offers retirement planning and tax solutions. Its managing partner, Brian Oettinger, holds designations as a CFP and CIMA.

600 Jefferson Plaza Suite 316
Rockville, MD 20852

Website

Website

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:

11 (Better)

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+

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