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Sherman, Matthew B

9829 Singleton Dr
Bethesda, MD 20817 240-630-4620

Ratings

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?%    
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Consumer Ratings for Sherman, Matthew B — 2 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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Promptness/responsiveness
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Consumer Comments for Sherman, Matthew B

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Consumer from Bethesda, MD
Jan 19, 2021
Not Recommended
It did not go well. He kept on blaming his slow service on my submitting my info late, but he set three different dates to have my return ready and did not deliver. Then he told me at the end he had important family reasons (illnesses) that kept him from delivering on time. I wish he had told me that instead of continuing to blame me for his late service, I would have understood. He also gave me very bad (wrong) advice on my IRA - I fortunately had other financial professionals who would provide me with the correct info. To top it off, he "discharged" me as a client even after we agreed by phone it had not gone well and we would no longer continue to work together. What was the point? Blame the client.
Consumer from Bethesda, MD
Oct 04, 2018
Recommended
Mr. Sherman took the time to meet me to assess my needs. I am a corporation and had certain requirements. Mr. Sherman answered my questions patiently and if he did not know the exact answer researched the issue and called me back promptly. I would recommend him

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