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Financial Planners to Avoid

126

Top Rated Financial Planners

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  • Only 17% of Fairfax Financial Planners are reliable
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Over 693 reviews for
Fairfax Financial Planners from people just like you.

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"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.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Financial Advising reviews in Fairfax

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Fairfax Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Fairfax Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Fairfax Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Fairfax Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Fairfax Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Fairfax Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Fairfax Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Fairfax Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Fairfax Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Fairfax Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Fairfax Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Fairfax Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Fairfax Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Fairfax Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Fairfax Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Fairfax Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Fairfax Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Fairfax Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Fairfax Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

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

Andre's Technology Empire

1200 Delaware Avenue SW Suite 303

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

Communicative Debt Consolidation

1318 Pennsylvania Avenue Northwest

Davidoff & Associates

1800 Diagonal Rd, Ste. 600
Alexandria

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

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

Investment & Financial Services Consultant

1593 Spring Hill Road
Vienna

IRS Tax Help Team

1201 S Beach Blvd

John Wall, CPA

1100 N Glebe Rd
Arlington

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

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

Overreacher Empire Corporation

11231 Lockwood Drive

Planning Needs Financial Group

6219 Executive Blvd.

Price Financial Group, Inc.

603 Post Office Road

Prudential Financial Inc

1919 Gallows Rd
Vienna

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

Tax Proficient

1073 W. Broad St.
Falls Church

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

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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