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Finance Advising reviews in Mclean

  • A
    FundsFlo, Escrow-Like Payment for Home Improvement
    Great - best part was that it was all on-line; had the escrow element where the money was held until my wife & I could inspect the furniture.  Escrow without any lawyers or human element - it went pretty smooth actually.

    - Som S.
  • A
    FundsFlo, Escrow-Like Payment for Home Improvement
    I was able to set dates for payment, so I could give my client my work in blocks.
    I liked that the FundsFlo system let me set up my own payment schedule, so I never had to wonder when I would be paid for my work. Since everything was direct deposited to my account, I also didn't have to deal with going to the bank or waiting on a check in the mail. I will definitely use them again.
    - Ashley S.
  • A
    FundsFlo, Escrow-Like Payment for Home Improvement
    It went great, ensured my contractor to perform to my full satisfaction and within the time promised. I was in full control of payment and released the payment on the basis of per-negotiated payment schedule terms.
    - Farzaneh F.
  • A
    First Home Mortgage - Richards Team
    I have been using Jeff Richards for the last 18 years -- no kidding! I found them as a first time home buyer back in the early 90's and he was extremely helpful in helping us purchase our first home. Always finding us the best program with the best rates, low closing costs, and generally very trustworthy and honest.
    Since then, I have refinanced with Jeff and his team for probably a dozen or more times and always a pleasant experience. His staff has remained the same over the years, so they really know their customers and it makes the process so much simpler. This recent house purchase in Springfield was no different -- I contacted the Richards team just before writing up the contract and the loan was approved in about 5 days. I was also pleasantly surprised when he locked me in to a rate mid-week when it he noticed a blip in the interest rate, and it saved me thousand of dollars.
    I did shop around with other lenders and it was just not the same -- not to mention higher rates and much higher closing costs. I have never met his team but after all these years, feel like I know all of them by first name. Their staff is top notched and is always on top of things -- no wonder they were recently voted as on of the best places to work.
    - Bernie K.
  • B
    Jacques Financial CPA's
    Joe was professional and gave us some good advice.  Based on what we discussed and I hoping that my parents will qualify for some tax relief programs and save some money.  We need to follow up with him on the specifics, but things are looking up.  So far, so good.
    - John P.
  • A
    Cocozza Financial Planning Ltd
    The first meeting is at his home in Arlington. He will put together a comprehensive plan tailored to your needs and then goes over it with you in a comfortable and pleasant environment. After that, he will speak with you on email and on the phone if necessary.
    - John J.
  • A
    FundsFlo, Escrow-Like Payment for Home Improvement
    The process of transaction was very easy and smooth. We look forward to using FundsFlo again soon!
    - Hope S.
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Financial Advisors in Mclean

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