Cherry Bekaert

6116 Executive Blvd #600
Rockville, MD 20852 301-589-9000

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Consumer Ratings for Cherry Bekaert — 1 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Cherry Bekaert

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Consumer from Derwood, MD
Dec 13, 2019
Recommended
Before retiring two years go I did all my own retirement planning and investing, choosing a variety of mutual funds for a diversified financial portfolio. I finally decided to turn over the reins to a financial advisor so I investigated fee only CFPs in the DC area. I chose Peter Tomasch with Cherry Bakaert to jhelp guide me into retirement. His team had done an excellent job managing my financial affairs and involving me in the decision making process. I highly recommend you interview them if you need assistance.