Financial Advising in Falls Church, VA

“In my pursuit of financial well-being, I had the distinct pleasure of engaging with Maura Schauss, and the experience has been nothing short of exceptional. Maura is not merely an expert in wealth building; she is a salt-of-the-earth individual whose commitment to the highest levels of integrity and honesty is truly commendable.Maura Schauss's command of her field is nothing short of encyclopedic. Her profound knowledge and expertise span a spectrum of crucial financial domains, making her an invaluable resource for anyone seeking astute guidance in the following areas:Financial Planning: Maura's strategic approach to financial planning is unparalleled. Her insights into creating comprehensive, tailored financial plans are a testament to her dedication to helping clients navigate their unique financial landscapes.Tax Strategies: Maura's adept understanding of tax strategies sets her apart as a true authority in optimizing financial outcomes. Her ability to navigate the complexities of the tax landscape ensures that clients maximize their returns while remaining compliant with the latest regulations.Investment Management: Maura's acumen in investment management is marked by a meticulous approach and a deep understanding of market dynamics. Her guidance empowers clients to make informed decisions that align with their financial goals.Risk Management & Insurance: Maura's emphasis on risk management underscores her commitment to safeguarding her clients' financial futures. Her strategic approach to insurance and risk mitigation ensures comprehensive coverage tailored to individual needs.Estate Planning: Maura's proficiency in estate planning goes beyond the technicalities; it reflects a genuine concern for the long-term financial well-being of her clients and their families.Retirement Income Planning: Maura's expertise in retirement income planning is characterized by a foresightedness that addresses not only the present but also the evolving needs of her clients in their retirement years.I wholeheartedly recommend Maura Schauss without hesitation. Her multifaceted expertise, coupled with an unwavering commitment to honesty and integrity, make her a standout professional in the financial realm. Whether you are seeking comprehensive financial planning, astute tax strategies, or sound investment advice, Maura Schauss is the trusted advisor you can rely on for unparalleled guidance. Engaging with Maura is not just a transaction; it's an investment in a relationship founded on expertise, trust, and a genuine commitment to your financial success.”

“I have had the great fortune of working with Rocco for over ten years and can't recommend him highly enough. Aside from being a fantastic human who gives back to the community in so many ways not the least of which as a volunteer EMT serving Northern VA, he absolutely excels at being a financial planner. With so many advisors to choose from in the world, it is difficult to find someone you believe will truly and honestly have your best interests at heart, which Rocco does. I chose Rocco ten years ago due to his love of and passion for studying, researching and managing investments and his desire to be one of the best in the industry. His expertise has afforded me growth in my portfolio year after year and allowed me to plan accordingly. As a small business owner growing my assets and protecting my interest are hugely important but I also don't have the time or energy to focus on every detail, having someone like Rocco and his team who love the details, take the time to listen to my goals and help me structure a path for greater wealth is invaluable. I am so appreciative of how he is able to build a portfolio that supports my goals and objectives while also keeping in mind the social and moral values I hold important. I love that Edward Jones as a whole does not have their own products to push which allows them to provide a more objective and comprehensive strategy. Please do yourself the favor of taking the time to speak with Rocco and his team to see if there might be a fit. As an aside, I am not sure who David H. is but I am certain, Rocco never goes door to door, he does however have a wonderful team who goes out of their way to make you feel like part of the family.”

“They are incredibly professional and are highly responsive. They have a great knowledge base and were able to answer my higher level questions. I love using this firm because I do not feel like I need to hound them for status updates, to catch errors, etc. This is an absolutely professional firm and they are delivering a very professional end product.”

“I have had the pleasure of working closely with Bay Business Group for over 10 years. They are extremely knowledgeable, tech savvy, and provide excellent customer services.”