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8AM - 9PM
500 King St, Alexandria
Financial Advising
“We scheduled a consultation with Jofi to help us better plan for tax year 2023. Jofi was a pleasure to work with from the start! He was friendly, professional, and highly responsive. During our consultation, it was clear he had thoroughly reviewed all of the documents that we submitted. He provided detailed feedback and suggestions on how to minimize our tax burden. As we near retirement, he also gave us some things to consider, insofar as financial planning, that we would never had thought of going this alone. Highly recommend Jofi!”
“Nesha and her team were helpful and personable. When it was time to do my taxes they provided necessary documents for me to have ready prior to my appointment. Nesha was knowledgable and walked me through my taxes which made filing with her (360 Lifetime) such a breeze. Will definitely be filing again with them.”
“Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.”
““I trust Joel wholeheartedly when it comes to my finances. I know Joel will make intelligent decisions over risky ones when it comes to market trends which is important to me. He’s a true fiduciary in every sense of the word. He listens and cares about his clients. I’ve recommended him to close friends and family.” -Molly Dedham”
“Jim and Amy have served me extremely well over the years. They're responsive but don't rush and always take the time to make the right decision with you - a no hesitation 5 star review!”
“I do all my business here very good rates treat customers like gold was able to complete everything without having to come in the branch. I will be a lifelong customer.”
“For many years I had used tax software to file my federal return. Last year I had a tricky situation arise and was referred to David. He charged a few hundred dollars to prepare a 53-page return that saved me over $4,000 versus the 30-page return that my software came up with.Oh - and the 1-star reviewer down below DESERVED to be told to go elsewhere!”
8:30AM - 3:30PM
3330 King St, Alexandria
Financial Advising
“I have been with Commonwealth One for over 40 yrs. The Customer Service within the staff is Outstanding. COFCU has always been my financial advisers on so many of my purchases. Every once in a while I get the opportunity to come in and meet the staff..Awesome! Thank you so much for all the personal and professional effort you guys give us!!”
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“I used to get my taxes prepared at Longterm a few years back. I switched up around the pandemic, and didn't return until last year. The only mistake that i made, was leaving Longterm Financial Services! I have recommended my ENTIRE family!!! We will continue to come back!”