Investing near Oakton, VA
30 locations found near Oakton
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“Team Neilson did an amazing job with preparing our qualifying loan documentation. They were very responsive with providing us estimates on homes we were interested in! The thing that stands out the most is their promptness, professionalism, and quality!”
Investing
“I've been in the real estate industry over a decade and have professional and personal experience with many lenders, traditional and non-traditional. Restoration Capital is honest, efficient and extremely professional. I have used them more than one time and look forward to more deals in the future. If you are looking for lending, look no further!”
Investing
“I have been working with Drew Bonk for about four years...my goal in working with Drew was to get help consolidating various company portfolios, move to tax sensitive investments, and position myself for a successful retirement... Drew has exceeded my expectations!!! We talk about my Edward Jones portfolio on a regular basis and I am extremely pleased at how effectively Drew has worked a superior financial strategy that continues to grow my investments... Drew has taken the time to fully understand my risk tolerance and my desire to grow my investments with only a moderate risk... today I am happy to report I am enjoying retirement while being financially secure...I continue to put my trust and financial future in Drew's care knowing he has my best interest as a high priority... lastly, I really enjoy talking directly to Drew to discuss my financial options... this personal touch is very rare in today's financial investment world!!!!”
Investing
“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.”
Investing
“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.”
Investing
Investing
“Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, "Invest Like the Best," and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients' best interests in mind. I completely trust and highly recommend him!”
Investing
“Schwab rocks. You never have to wait on the phone long because an other branch will pick up and answer your questions. They are though on security. I forgot my verbal password and they are making me come in to update it, but I understand it. You can use you card & ATM in any country in the world no fees. Or if ATM fees apply at the foreign bank, Swab will reimburse you.”
Investing
“I was referred to Kim from a friend a few years ago. She advices me on how to achieve my financial goals and was able to relieve the stress I had about retirement. I have never been the most financially savvy person, but after all these years, I know I can trust Kim's suggestions because I'm yet to be disappointed with her guidance. She has also won many awards with Forbes and the Washington Post which is always assuring as well. Meeting with Kim changed my life for the better. I recommend her to my family and friends and will continue to do so because she's not only knowledgeable but she's also personable.”
Investing
“I visited today to open a new bank account and was warmly welcomed by Mr. Arif. He provided exceptional assistance throughout the process, making it effortless. Highly recommended!”
Investing
“I highly recommend Lindsay Veleber as my financial advisor. I have been with her for approximately 10 years and will continue. Lindsay and her BOA Barbara are warm and caring and is always available for any questions I may have. I have recommended her to several others who are now working with her. My experience has been nothing less than excellent.”
Investing
“I would like to take time to mention that Aaron Jones has been a pleasure to work with. With my father having an advisor in NY state, I randomly found Mr. Jones to help me settle up my late dad's accounts and deal with the paperwork.Couple agents at other firms, didn't even take the time to call me back. Even though I was not keeping the accounts with NY Life with Mr. Jones(I work for a financial planning firm near by), he was still very professional and awesome at getting everything done in a timely manner. If I was not in the business, I surely would be keeping my accounts with Mr. Jones to manage. It really means a lot to my brother and I during this difficult time of losing our dad to not have to stress about dealing with his accounts and getting this settled. If you are in the Vienna/Tysons area looking for an advisor, please reach out to Aaron Jones. Thank you”
Investing
“The team at Acorn has helped me tremendously as a young teacher to get started investing. I am very appreciative of having them as a group of trusted professionals who give me sound advice. They are an incredible team!”
Investing
“Everyone in this Branch is amazing. Not only did they help with my business account my personal as well. Only doing business with this location and referring all of my business clients to this location”
Investing
“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.”
Investing
Investing
“Meerim was exceptionally friendly and helpful despite me coming 30 min before closing on a Friday. She also speaks fluent Russian which is a great resource for any fellow Russian foreigners. Thanks Meerim - keep up the great work!”
11AM - 2PM
11098 Fairfax Blvd, Fairfax
Investing
“I had a fantastic experience at TD bank. The staff was friendly, efficient, and knowledgeable, making my visit hassle-free. They offered valuable financial advice, and their digital banking services are convenient. The branch is clean, welcoming, and safety-conscious. I highly recommend TD bank for outstanding banking services.”
Investing
“We had 5 star service when we opened an account here a week ago. This is my 2nd pnc account but first at this location. I will deduct a star for every spam letter this branch sends to my mail, then i'll move to the nearby branches.”
Investing
“Generally good customer service at this location. Drive thru lines move quick enough plus they have one drive through ATM only and one machine outside the store. I've ordered foreign money through this location and it's been a smooth process.”
Investing
“Just want to thank Zamir Saiyed for his help, guidance and assistance with my banking needs. Zamir goes out of his way to advocate for me with my finances and investments. I highly recommend working with Zamir for your banking needs. He is very client oriented and attentive to the needs of his clients.”
Investing
“I want to give a 10 stars good review if I can do that. This is the first time I do some account stuff for my business with Charles Schwab, my brain was empty when I face to the numerous financial terms, especially for me without any experience in this field. I would say many thanks to Lauren Blaney, she is patient and professional, she always replied my emails on time and answered my questions patiently. She did the online meeting with me and guided me step by step to set up my accounts and explained to me how to use these accounts. I never ever saw any person in any bank can be so nice like her.”
Investing
Investing
“Even though we ended up had to close all of our accounts, the entire family base on the corporate decision, but this wells fargo's branch had been taking a good care on us. Last month, I personal received the letter from wells fargo bank informing me about account enclosure. At that time, I were struggling to find out the reasons. I decided to call in and made an appointment to have a banker to help me find out about this matter. Thankful to the staffs, they were very helpful. Even I would get the same answer nothing I could do much, but I were glad I stop by at the bank and asked them to help. Everything went smoothly, all accounts closed with the cashier check handy which took us less than 30 mins. Thank you for your support.”
Investing
Investing
Investing
Investing
Open 24 hours
353 Maple Ave E, Vienna
Investing
“Every staff at this branch is nice. Especially, Ms Lynn! She helped me to open a account, it was a pleasant experience. :) Mt friend recommended me this branch and I'm doing the same to people around me.”
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Wells Fargo Bank
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Chase Bank
2936 Chain Bridge Rd, Oakton Locations
“I love this branch. They have great customer service every time I've been in the branch. Reuben and Diana are very friendly and have helped me on many occasions from savings bond questions, foreign currency transactions, account history and closing out account. It's always clean and not too many people whe I'm there and the wait is generally very short. Plenty of parking as well.”