Thalheimer Financial Planning

715 Boundary Ave
Silver Spring, MD 20910301-589-6868

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Consumer Comments for Thalheimer Financial Planning

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Consumer from WASHINGTON, DC
Apr 14, 2016
Recommended
Steve is independent so you don't have to worry about him making recommendations based on commissions. He helped us get every part of our financial lives in order and reminded us of our tasks. Steve will provide a complete review of your situation and provide advice for an hourly rate. After that, you can do the follow-up yourself or keep him on yearly retainer based on your net worth.
Consumer from SILVER SPRING, MD
Aug 23, 2012
Recommended
Steve Thalheimer is great. My wife and I really benefitted from his service. His office is in his home near downtown SS; very down to earth. My only wish is that he offered periodic check-ups... he only works with clients on an ongoing basis by retainer.