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Xml Financial Group
- Financial Services
- Rockville, MD
About this business
Location details
One Preserve Pkwy Suite 120, Ste 120, Rockville, MD, 20852, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’ve had several conversations with John and found him to be extremely knowledgeable and highly responsive to my financial questions.
I've had the pleasure of working with Shawna since 2019, and over the past six years, she has completely transformed my financial outlook. She took a homegrown portfolio and skillfully managed it to grow by over 50%—a testament to her deep expertise and strategic insight. But Shawna is far more than just a financial planner. She takes the time to truly understand who you are—your personality, your goals, and the unique challenges you face. She’s been a steady coach through tough times, offering not just financial advice but ... read more
My husband and I have been working with Shawna Bieda for over a decade now. She has gone above and beyond to keep our plans on track, ensure we are informed and comfortable with our investment portfolio, and is always proactive in her communication with us during times of volatility and uncertainty. I cannot say enough positive things about our experience with Shawna and her team. We have immense trust and confidence in her judgment and ability. We would not hesitate to recommend her to anyone.
Nicole has been an incredible wealth advisor—she treats our finances like they’re her own, always going the extra mile with care, diligence, and professionalism. We trust her completely and couldn’t recommend her highly enough. Financial planning and risk analysis technology is so insightful!
David Clark is an outstanding financial advisor and manager. You can definitely trust his advice and judgment in these turbulent financial markets!
Frequently asked questions about Xml Financial Group
How is Xml Financial Group rated?
Xml Financial Group has a 4.3 star rating with 9 reviews.
When is Xml Financial Group open?
Xml Financial Group is closed now. It will open on Monday at 9:00 a.m.
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