Financial Advising in McLean, VA

“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.”

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.”

“Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.”

“My family and I have had a relationship with this Fidelity location for 20 plus years. My father was a tough man to please and he was always so happy with the services provided and more importantly, the relationships he established with his advisors. I have built on these relationships with my own investing, as have my children. I only have wonderful things to say about this location. No matter what I’m calling about, whether it be a question or concern, or needing help( which has been often) I have always been dealt with in a professional, fast and courteous manner. Charlie Romero is amazing at his job, i value his guidance and advice and would be lost without him. Ronald Neblett has been a trusted adviser (and friend) for so long I can’t even remember how long. He has now moved on to a different position at this location and I was kinda bummed but I’m happy for him. Alexander Mentzer always returns my calls and has helped me with so many things and trust me, I have put this poor man through the wringer at times. I would trust all these men with my life if needed. Thank you Fidelity, especially Charlie, Ronald, and Alexander for being so phenomenal and taking care of ALL of us. Thank you, thank you, thank you. Anyone reading this, you can not go wrong with Fidelity and the Tysons Corner location is the best in my opinion”