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XML Financial Group

1 Preserve Pkwy #120
Rockville, MD 20852 301-770-5234

Ratings

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Consumer Ratings for XML Financial Group — 10 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Consumer Comments for XML Financial Group

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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

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