Fairfax Financial Planners

in Fairfax, VA

152
Financial Planners are
in Fairfax

25
Financial Planners in Fairfax
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Fairfax Financial Advising Articles

Financial Advising reviews in Fairfax

A

Rating
I have worked with
Fairfax Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Fairfax Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Fairfax Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Fairfax Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Fairfax Financial Planners Provider Name Locked
,
Fairfax Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Fairfax Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Fairfax Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Fairfax Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Fairfax Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Fairfax Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Fairfax Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Fairfax Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Fairfax Financial Planners Provider Name Locked
notified me that since
Fairfax Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Fairfax Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Fairfax Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Fairfax Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Fairfax Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Fairfax Financial Planners Provider Name Locked
. (
Fairfax Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Fairfax Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Fairfax Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Fairfax Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

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 Ste 1

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

Capitol Benefits LLC

220 Main Street

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

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

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.

Home Finanical Corporation

459 Herndon ParkwaySuite #16
Herndon

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

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

20 Courthouse Square

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

293 Mulberry St

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 Street
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

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

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
Fairfax Zip Codes

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