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Over 722 reviews for
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A
"He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. " We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.

-PAMELA W.

A
"I've been working with
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial" plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
life insurance. Now he provides advice for my 401k,
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
whether just starting out in your career, getting close to retirement or anywhere in between

-david G.

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Financial Advising reviews in Fairfax

A

Rating
Mr.
Fairfax Financial Planners Provider Name Locked
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
- Robyn W.
D

Rating
I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
Fairfax Financial Planners Provider Name Locked
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
- robert O.
C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Fairfax Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Fairfax Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Fairfax Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Fairfax Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Fairfax Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.

All Financial Planners 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!

3 Pointe Financial

8001 Irvine Center Dr

Alcova Mortgage, LLC

6110 Executive Boulevard

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMERIPRISE FINANCIAL

7711 BELLE POINT DR

AMG Legacy Planning

10100 W Sample Rd

ARK Financial Solutions LLC

6600 Rockledge Drive 6th floor

ARTCorp

8401 Churchside Dr
Gainesville

Aurora Financial Group

8150 Leesburg Pike
Vienna

Barry Queen II, New York Life

999 Waterside Dr
Norfolk

BAUER & SCOTT

16027 COMPRINT CIR

BetaFrontier, LLC

156 W Superior St Apt 401

Blue Ridge Tax Inc.

42779 Chatelain Cir
Ashburn

Boost Credit 101

3773 E Cherry Creek N Dr

Brad Gibson and Associates

7305 Baltimore Ave

Cape Investment Management

502 Washington Ave. Suite 600

Cassaday & Company Inc

8180 Greensboro Dr
Mclean

CF Services Group Inc

9083 Shady Grove Ct

Charles Schwab & Co Inc

11874 Market St
Reston

Chevy Chase Trust

7501 Wisconsin Avenue

CJM Wealth Advisers

11320 Random Hills Rd
Fairfax

Destination USA Consulting

1629 K St NW #300 Washington DC

District Financial Planning

1201 East-West Hwy

Dunlap Wealth Management Group

14074 Trade Center Dr

E1 Asset Management

2331 Mill Road
Alexandria

Edelman Financial Services LLC

4000 Legato Rd.
Fairfax

EDWARD JONES

14018-D SULLYFIELD CIR
Chantilly

EDWARD JONES

10619 JONES ST
Fairfax

EJ financial corporation

1608 Sierra Woods Dr
Reston

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

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

FREYERMARTIN

PO BOX 84058

Freyman CPA, P.C.

40 Exchange Place

Gilliland & Associates PC

7700 Leesburg Pike
Falls Church

Goldberg Financial, LLC

Po Box 288
Clifton

HBC Tax & Accounting, Inc

1073 W. Broad St.
Falls Church

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

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

John Wall, CPA

1730 Rhode Island Avenue, NW

Johnson & Associates CPA's PC

917 West Broad Street
Falls Church

Kathleen Finn, LLC

1316 Q Street NW

Keith Florczyk - State Farm Agent

46950 Jennings Farm Dr
Sterling

Kendall Capital

600 Jefferson Plz Ste 410

Koller Financial Solutions LLC

2928 Vandever Street

LINSCO PRIVATE LEDGER

4021 WILLIAMSBURG CT
Fairfax

Lowe-Tillson Insurance

2403 Research Blvd

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

75 State St # 24

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.
Falls Church

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARIA ELENA LOPEZ, LLC

4416 GEORGIA AVENUE NW

MBAProjectSearch.com

3100 Wisconsin Ave NW

Merrill Lynch

3 Bethesda Metro Center

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

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

QuoteHero

5115 Douglas Fir Rd

Reliable Alliance Financial, LLC

10625 Jones St.
Fairfax

Rembert Pendelton Jackson

7647 Leesburg Pike
Falls Church

ROSYAN BOOKKEEPING SERVICES

2218 Alice Ave Apt 102

S P Johnson Group

2025 Delaware Ave

Secured Futures LLC

1629 K Street NW

SECURITIES AMERICA INC

4001 Dogberry Ln
Fairfax

Soares Accounting & Tax Service, Inc.

14738 Potomac Branch Drive
Woodbridge

SPC Financial Inc

3202 Tower Oaks Blvd

State Farm - Mike Bushey, Agent

11 Catoctin Cir SE
Leesburg

STATE FARM INSURANCE

6020 Richmond Hwy
Alexandria

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR
Fairfax

The Cornell Group, Inc.

4017 Williamsburg Court Suite 200
Fairfax

The Main Street Group

4510 Cox Road
Glen Allen

The McGruder Group, CPAs

3925 Chain Bridge Rd Ste 302
Fairfax

Trigate Insurance Agency

6560 Backlick RD # 207
Springfield

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

Washington Tax & Financial Service

5881 Leesburg Pike
Falls Church

WELLS FARGO

12020 Sunrise Valley Dr Ste 220
Reston

Westwood Mortgage Inc.

9706 4th Ave NE

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

Shop Local Financial Advising Services in Fairfax, VA

Fairfax Zip Codes

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