Services We Rate Services we rate   Auto Services Healthcare Providers Home Services Financial Services Pet Care Stores Travel & Leisure Washington, DC area
Consumers Checkbook

Auto Services

Healthcare Providers

Home Care

Financial

Personal Services

Pet Care

Stores

Consumers Checkbook

Ratings & Advice

Buying a New Car

Consumers Checkbook

Popular

Doctors

Dentists

More Ratings & Advice

Consumers Checkbook

Popular

More Ratings & Advice

Consumers Checkbook

Popular

More Ratings & Advice

Consumers Checkbook

Popular

More Ratings & Advice

Consumers Checkbook

Ratings & Advice

Consumers Checkbook

Popular

More Ratings & Advice

Consumers Checkbook

Ratings

Advice

Services we rate
Checkbook Logo

XML Financial Group

6901 Rockledge Dr #730
Bethesda, MD 20817 301-770-5234

Ratings

?
?%    
? out of 10 recommended

Consumer Ratings for XML Financial Group — 10 Ratings

Register here and see full info on XML Financial Group, FREE.
Percent of customers who rated service "superior" for:
Giving helpful advice
?
?%    
Doing work properly
?
?%    
Promptness/responsiveness
?
?%    
Overall quality
?
?%    

Consumer Comments for XML Financial Group

Register here and see full info on XML Financial Group, FREE.
Consumer from Washington, DC area
Aug 02, 2026
Not Recommended
Pitch included tax planning relative to investments (in written literature) but advisor when asked for guidance related to Required Minimum Withdrawals and impact on overall budget including Medicare premiums was extremely reluctant to provide scenarios concerning donations through direct funding vs actual withdrawals— something my previous advisor was providing. Similar reluctance on providing Roth conversions advice. Will be changing advisors as a result
Consumer from SILVER SPRING, MD
Apr 26, 2026
Recommended
My financial advisors for over 20 years. Honest, polite, and responsive.
Consumer from ARLINGTON, VA
Nov 04, 2025
Recommended
We work with Noory Enayat.

...and 7 more consumer comments for XML Financial Group

You won't find anything else like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Thousands of undercover price comparisons
  • Complaint histories from consumer agencies

Related Content