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A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Fairfax

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Fairfax

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Fairfax, VA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

Accelerated Benefits

5880 Venture Drive

Access Accounting & Tax Services

4740 Kandel Ct
Annandale

Accountables

3985 Prince William Pkwy
Woodbridge

Accountables

2200 Opitz Blvd.
Woodbridge

AccountOnMe123

Gainesville

AGTA Group CPA

20 Pidgeon Hill Dr Ste 203
Sterling

Albana Collaku, Loan Officer of UNFCU

1775 Pennsylvania Avenue NW

Alcova Mortgage, LLC

6110 Executive Boulevard

All American Insurance

5502 Kenilworth Avenue, Suite 302

Allegiant Group Inc

189 W Clarkston Rd

American Bank

9001 Edmonston Road #100

AMERIPRISE FINANCIAL

7711 BELLE POINT DR

ANS Financial Services

2224 Central Avenue
Vienna

ARK Financial Solutions LLC

6600 Rockledge Drive 6th floor

ARTCorp

8401 Churchside Dr
Gainesville

Aurora Financial Group

8150 Leesburg Pike
Vienna

Barlow Inspirations

1109 Fiji Avenue

Barry Dang: Financial Services

8315 Lee Highway, Suite 302
Fairfax

Barry Queen II, New York Life

999 Waterside Dr
Norfolk

BetaFrontier, LLC

858 North Franklin St

Betty List

2703 MEMORIAL STREET
Alexandria

Blue Ridge Tax Inc.

42779 Chatelain Cir
Ashburn

BMD Professional Consulting CPA-RESTON

11710 Plaza America Drive
Reston

BMD Professional Consulting CPAs

11710 Plaza America Drive
Reston

Brad Gibson and Associates

7305 Baltimore Ave

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Buwe & Associates

14142 Minnieville Road, Suite# 203
Woodbridge

Cape Investment Management

502 Washington Ave Ste 620

Capital Asset Management and Investments

1629 K Street NW, Suite:300

CF Services Group Inc

9083 Shady Grove Ct

Chevy Chase Trust

7501 Wisconsin Avenue

CJM Wealth Advisers

11320 Random Hills Rd
Fairfax

CloudStar360

3 Bethesda Metro Center, Suite 700

Communicative Debt Consolidation

1318 Pennsylvania Avenue Northwest

Credit Repair Washington

201-301 14th St SW

Cromwell & Company, LLC

7305 Baltimore Avenue

Davidoff & Associates

1800 Diagonal Rd, Ste. 600
Alexandria

Destination USA Consulting

1629 K St NW #300 Washington DC

DEW Financial Management Group

10560 Main St Ste 305
Fairfax

DMVTech

3234 Holly Berry Court
Falls Church

E1 Asset Management

2331 Mill Road
Alexandria

Edelman Financial Services LLC

4000 Legato Rd.
Fairfax

Edelman Financial Services LLC

1750 Tysons Boulevard
Tysons Corner

EDWARD JONES

14018-D SULLYFIELD CIR
Chantilly

EDWARD JONES

10619 JONES ST
Fairfax

EJ financial corporation

1608 Sierra Woods Dr
Reston

Embrace Home Loans

800 King Farm Blvd

Enterprise Tax & Accounting, LLC

6118 Franconia Road
Alexandria

Exclusive Debt Consolidation

419 John Carlyle St

Exit Realty Associates

8998-C Lorton Station Boulevard
Lorton

Exodus Financial

1300 Mercantile Lane

Express Appraisal Services

12587 Fair Lakes Circle
Fairfax

F.A.T. Freedom

4/41 Meinzinger Ave.

Fairfax Financial Services

11350 Random Hills Rd #720
Fairfax

Fairfax Merchant Processing Account

10675 Fairfax Blvd
Fairfax

Family Management Services

11325 Random Hills Rd Ste 360
Fairfax

FINANCIAL NETWORK INVESTMENT

11320 RANDOM HILLS RD
Fairfax

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500
Fairfax

First Meridian Mortgage Corporation

8305 Richmond Hwy 12A
Alexandria

Freyman CPA, P.C.

57 Washington Ave

Frontier Financial Group

12701 Fair Lakes Circle Suite 570
Fairfax

Fundamentals For Financial Freedom

8947 Claret Way
Bristow

Gilliland & Associates PC

7700 Leesburg Pike
Falls Church

Gobbar.com

9451 Lee Highway, Apt 815
Fairfax

Goldberg Financial, LLC

Po Box 288
Clifton

H.E. Freeman Enterprises

3 Bethesda Metro Center Suite 700

HBC Tax & Accounting, Inc

1073 W. Broad St.
Falls Church

HICKMAN LAW OFFICE

1000 Queen Street
Alexandria

Hopler Pilkinton Associates, Inc.

1875 Campus Commons Drive
Reston

Howard Feldman Insurance Agency

11140 Rockville Pike Suite 380

Hudson Advisor Services, Inc.

11504 Bedfordshire Ave

iBank

3090F Pullman St

Insurance Associates

8312 Cedardale Dr
Alexandria

Integrtiy Accounting

3820 Robinson Rd

IRS Tax Help Team

1201 S Beach Blvd

John Wall & Associates

1730 Rhode Island Avenue, NW

Johnson & Associates CPAs PC

917 W Broad St
Falls Church

Keith Florczyk - State Farm Agent

46950 Jennings Farm Dr
Sterling

Lendinero

848 Brickell Ave 603

Liberty Run Benefits

8116 Arlington Blvd.
Falls Church,

LINSCO PRIVATE LEDGER

4021 WILLIAMSBURG CT
Fairfax

Loans 4 Your Gold

21580 Atlantic Blvd
Sterling

Lost Angels International, Inc.

1170 Peachtree Street NE

MBAProjectSearch.com

3100 Wisconsin Ave NW

McCaskill Financial

220 West Patrick Street

Merrill Lynch

3 Bethesda Metro Center

Merrill Lynch

1152 15th Street N.W.

Metro Quickhomebuyers Inc.

6920 Bradlick S/C
Annandale

Michael Obeya & Associates

10015 Old Columbia Rd

Michael Weston

1875 Eye St NW

Midas Arlington

1001 South Glebe Rd
Arlington

Monique T Valentine

PO Box 1909
Woodbridge

Morelli Financial Group Inc

3182 Golansky Blvd
Woodbridge

MR Insurance Consultants

1355 Piccard Drive

Murray Financial, Inc.

13603 Gladwyn Ct.
Chantilly

Nationwide

4301 Silver Hill Rd

NewDayLending

1629 K St. Suite 300

NORTHWESTERN MUTUAL FINANCIAL

6849 OLD DOMINION DR
Mc Lean

Old Town IRS Tax Relief Lawyers

112 North Washington Street
Alexandria

Prudential Financial Inc

1919 Gallows Rd
Vienna

Pure Financial, Inc.

1712 Financial Loop
Lake Ridge

Quantive Business Valuations

6888 Elm Street
Mclean

Quantum Financial Advisors

9710 Traville Gateway Drive

R.T. McCalpin & Associates, LLC

13992 Baltimore Ave, Suite 209

RapidAdvance

7316 Wisconsin Avenue Suite 350

RE/MAX 100

5501 Backlick Road
Springfield

Reliable Alliance Financial, LLC

10625 Jones St.
Fairfax

Rembert Pendelton Jackson

7647 Leesburg Pike
Falls Church

Ross, Langan and McKendree, L.L.P.

7900 Westpark Drive
Mc Lean

ROSYAN BOOKKEEPING SERVICES

2218 Alice Ave Apt 102

Ryan Moorhart State Farm Agent

15805 Crabbs Branch Way

Secured Futures LLC

1629 K Street NW

Sherman Wealth Management

9841 Washingtonian Blvd,

Soares Accounting & Tax Service, Inc.

14738 Potomac Branch Drive
Woodbridge

State Farm - Mike Bushey, Agent

11 Catoctin Cir SE
Leesburg

Stitley and Karstetter

14016-D Sullyfield Circle Maryland
Chantilly

Sullivan & Company, CPAs

4709 Montgomery Lane

Swann's Credit Repair Services

11167 Soldiers Court
Manassas

Tax & Business Expertise, LLC

69 Harry Truman Dr, Ste 12

TaxBiz USA

9300 Livingston rd

Taxline Services, Inc.

11230 Grandview Avenue, Suite 2B

Tech Street Research

1225 13th Street NW, Suite 109

The Cornell Group, Inc.

4017 Williamsburg Court Suite 200
Fairfax

The McGruder Group, CPAs

3925 Chain Bridge Rd Ste 302
Fairfax

The Mutual Fund Store

1 Research Court, Suite 450

The Mutual Fund Store

2331 Mill Road
Alexandria

The Mutual Fund Store

1900 Campus Commons Drive
Reston

The Mutual Fund Store

8130 Boone Boulevard
Vienna

Unifirst Financial & Tax Resources

3312 Hill Haven Ct
Herndon

United Gold Direct

2945 Townsgate Road

United IRS Back Tax Help Center

101 Independence Avenue Southeast

USAA Bank

PO Box 33490

VNMutual Solutions Inc

1 Lincoln Centre

Washington Tax & Financial Service Inc

5881 Leesburg Pike
Falls Church

WELLS FARGO

12020 Sunrise Valley Dr Ste 220
Reston

Will Gamarra, CPA

701 W Broad St
Falls Church

Wincreek Financial

1420 Spring Hill Road
Mclean

Wofunding.com

9121 Selver Brook Road
Fairfax Station

ZEGA Financial LLC

15122 Newport Ave

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