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Finance Advising reviews in Herndon

  • A
    Manna Wealth Management
    Really well. Explained all of my options in a very thorough and concise manner. David was also not pushy - great attentive to detail and followed up within minutes. I had a general idea of what I was looking for and he helped me fill in the blanks where needed. Would definitely refer in the future.
    - John M.
  • F
    Capitol Benefits LLC
    I reached to Capitol Benefits, since I was impressed with their good reviews on Angie's List and printed a coupon that reads that potential customers will get a $10 Visa gift card, just for contacting Capitol Benefits. Alan Putterman of Capitol Benefits, initially gave me a great auto insurance quote. Thus, I was prepared to send him a check and do business with Capitol Benefits. A day later, the quote changed for the worse. Displeased and jaded, I informed Mr.Putterman that the quote is unacceptable and never received their $10 Visa gift card in the mail, as advertised on Angie's List.
    - David C.
  • A
    Edelman Financial Services LLC
    I use their service all the time. Their price is pretty much same as others. Everything has been good and everything has been great. They are very professional. They were very responsive. I got into talk to them very quickly when I need to. They answer my questions. When one is talking about finances, all these are very important.
    - Nicholas C.
  • A
    Edelman Financial Services LLC
    They are absolutely terrific. We have been using them for about fifteen years. They are good about getting back to us. They invest very wisely for us and we have done very well with them. They have planned so well for us that we will be able to retire in comfort. They are very open to people calling or emailing them. They have a terrific website and are all over the country now. Rick Edelman has several books and is listed as the number one financial advisor in America. We see a planner in his office but Rick is very well known. He also has a monthly newsletter. He also has a book that I give out to any young person who is getting married because it has so much useful information in it. It is fee based planning and depends upon the size of your portfolio. You can start an account with a minimum of $5,000.
  • A
    Prudential Financial Inc
    I can be a bit of a challenge to work with because I want to be sure I completely understand something like life insurance before I make a decision. Matt was patient and took all the time I needed to help educate me and answer all my questions. He is knowledgeable and smart enough to know when to bring other advisors with expertise different from his own. I'd highly recommend him if you are looking for help with your financial and insurance planning.
    - Shannon B.
  • A
    David Herndon has been our financial planner for about 10 years now, and we are very happy with the services he has provided. He is always just a phone call away when things need to be changed (like new beneficiary designations, etc.). Anytime we need a re-evaluation, he comes to our house at our convenience, which has sometimes meant that he's left at 9 PM! He has always kept our best interests in mind and steered us toward savings and investing to maximize our returns, but only to a point within our comfort zone. He has never tried to oversell us, and he is always willing to answer questions. If David ever leaves, I hope our next agent is as wonderful!
  • A
    Pacific Crest-Global Wealth Management
    We are very please with Robert Chapman and Pacific Crest Wealth Management. Our returns has been consistent with the overall market with downside protection.
    - Anthony B.
  • B
    Apex Home Loans Inc
    Smooth. low closing costs. closing took place at my home not in an inconveniently located title company..
    - RICHARD M.
  • A
    Financial Services Consultant
    Glen gave us advice and walked us through what we needed to do to set up accounts. There was no pressure, just solid advice.
    - Laurie R.
  • B
    Cassaday & Company Inc
    - Dorli B.
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Financial Advisors in Herndon

Companies below are listed in alphabetical order.

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