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Recent Finance Advising Reviews in Manassas

  • A
    Bruno Nascimento - Health & Life Insurance Broker
    Bruno was very helpful and responsive. He helped me navigate the various Medigap plans to find the best fit at the best price. Great experience! Highly recommended!
    - Richard L.
  • A
    Manna Wealth Management
    I was looking for a fiduciary financial advisor for sometime, that would be the right fit for me and my girls. I interviewed several and David Kassir and his team really stood out from the rest. They weren’t the ordinary run of the mill advice you often hear but, forward thinking with solutions to all my major concerns. Highly recommend them!
    - Mandy S.
  • A
    Manna Wealth Management
    Mr. DKassir and his secretary are the best. Anytime that I have a financial request, they are there for me. Things get done efficiently and professionally with consideration to all aspects of matters, best account and avenue of dispersement to all parties concerned.
    - mary lou r.
  • A
    FIDELITY INVESTMENTS
    They have been outstanding to work with. I work with Mr. Winston Imwalle who is my investment consultant. Mr Imwalle is very helpful giving us assistance and information to make educated decisions on trends on the market. He is extremely knowledgeable and able to answer our questions thoroughly. You always have access to your money thorough the internet and there are people on duty 24 hours a day by phone to assist you. The main focus of Fidelity is customer service and treating customers with respect and integrity.
    - Steven M.
  • A
    Johnson & Associates CPAs PC
    Great. I've been working with Eric on my personal and business tax returns for many years now. Eric is always available to the phone for questions and is very reasonable with his fees.
    - shawn a.
  • A
    Tom Love, CFP®,CRPC®,CRPS®
    Tom did a fantastic job. We went aggressive, and he made us 39% in 2019. He did it all, and kept us updated on the accounts. It was friendly, no stress and easy. Best decision ever!
    - Sarah K.
  • A
    SOVEREIGN WEALTH MANAGEMENT
    They have worked for me for many years and have provided great service to me. They have made profitable choices to handle my investments so I can live well in my senior years. I have been impressed with the wonderful way they keep me informed and help me make investment decisions. They are especially good at helping widowed persons plan for the rest of their lives, possibly alone.
    - Carla J.
  • A
    Manna Wealth Management
    When choosing my financial planner, I knew I had to be able to let go and trust the process. David’s professionalism, knowledge, responsiveness, and ability to change courses to coincide with life events has allowed me to do exactly that! My family and I were blessed to have met David through a friend who had been working with him for years. We can’t thank David and his team enough for their guidance and financial expertise.
    - VJ D.
  • A
    SOVEREIGN WEALTH MANAGEMENT
    I have been working with Gary Korolev at Sovereign for several years, and have nothing but positive things to say about the company and their service. The meetings are comprehensive and detailed, and there is a natural progression from one review meeting to the next. I really feel like Gary and his team know me and care about me, and my financial well being. I would recommend them to anyone!
    - Claire V.
  • A
    Manna Wealth Management
    David, is the only person I would trust to manage my portfolio. He goes out of his way to make sure you understand everything that he is doing to manage your portfolio.
    - Yasser M.
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Financial Advisors in Manassas

Companies below are listed in alphabetical order.

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