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Trumbower Financial Advisors

3 Bethesda Metro Ctr #340
Bethesda, MD 20814 301-215-8340

Ratings

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Consumer Ratings for Trumbower Financial Advisors — 3 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Trumbower Financial Advisors

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Consumer from Washington, DC
Jun 20, 2018
Recommended
We've use Trumbower Advisors for more than a decade to monitor our portfolio, rebalance it as needed between stocks and bonds, and occasionally replace investments in tax-advantaged accounts. The services are fine. Because we're not a high-dollar account, we get shifted occasionally to the newest member of the staff. All have been competent and professional. If you're looking for an investment advisor who provides freebie meals, seminars, and fruit baskets on your birthday, this isn't the place for you. The quarterly newsletters are pretty basic and rely on somewhat forced extended metaphors. E.g., "The markets lately have been in choppy waters. Captained by...., the shoals have...., and we should soon be sailing into port." Stuff like that. Props for creativity . We'll stick with their competent services.
Consumer from VIENNA, VA
Dec 27, 2014
Recommended
Have been using for about 20 years. Very knowledgeable in tax and investment advice. High integrity; engenders great trust.
Consumer from WASHINGTON, DC
Sep 14, 2013
Recommended

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