Financial Advising near Tysons, VA

“David has been patient taking my questions, following up and trying to understand what my needs and goals are. I trust him for the advice and the guidance. I would recommend him to anyone that is looking for a financial advisor.”

“We absolutely love working with Asim. He is super knowledgeable quick to respond, and most of all, very trustworthy. Highly recommend his services for all things taxes, payroll, and bookkeeping.”

“He has thorough explanations for everything he does regarding tax services and business practices. I use him for several of my businesses along with my personal tax filings and never encountered a problem. I highly recommend Potomas Advisory Group.”

“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.”

“I was fortunate to work with the team composed of wonderful people here at Greenway Funding located in Centreville, VA. I was assisted by Jun and Jin during the entire purchasing and post-purchasing process. As a first time homebuyer, I don't think it can get any easier than this. Jun and Jin were quick and transparent, patient and polite with any questions I had. What a blessing, truly. Thank you guys!”

“If you think you've failed in forex trading, I'm glad to introduce you to the most amazing manager Mrs. Olivia Carlos in fact all hope was lost until I met this amazing manager who changed my life within one week. I invested just $500 and within 6 days I made $7000. My friends I will forever be grateful to Mrs. Olivia Carlos for helping me recovered all my losses. Words cannot explain or express how grateful I am. If you had lost a lot in forex trade give Mrs. Olivia Carlos a trial… you can reach her via”

“Brian helped me with a time sensitive legal and financial matter. He not only gave me sound expert advice with an immediate turnaround, he was there for me and guided me through an overwhelming situation at a time where I thought I had no where to turn. I knew I could trust not only his expertise, but his sensitivity to the matter. I highly recommend Brian for his knowledge, professionalism and compassion, but also for his profound trustworthiness. Brian is a great individual.”

“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.”

“I was a bit concerned about access when I had to make my way to a relatively urban physical branch. All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.”

“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.”

“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.”

“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!”

“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.”

“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”

“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.”

“I’ve given Lamar’s name to a few of my clients, and they’ve had nothing but good things to say. He is very knowledgeable, and very prompt in getting back to his clients.”

“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!”

“I work hard but I wasn't getting anywhere.I knew I didn't want to keep working this wayn in 10 years. Shelly helped me to set attainable financial goals. She analyzed my budget and showed me how to create my emergency money. She always returns calls and is really easy person to talk to. I'm looking forward to another good year with Shelly & New York Life!”

“Will Mitchell and the team at First Savings Mortgage are basically like a team of wizards. What is a group of wizards called again? A coven? A Hogwartz? Basically, JK Rowling should write another book entitled: "Harry Potter and the easiest mortgage ever executed" I'm telling you, the first time I bought a house I dealt with another mortgage company (which I... obviously didn't use again). Why did I not work with them again? Well... basically I put in an offer on a home, it gets accepted, then we'll just call him "Zack" - Zack gives me an estimate of how much money I'll need to close on the home. Then a week later that amount increases by a couple of grand. Then a week later the amount increases by several grand. And I'm like... dude... what is happening?! My breathing room right now is about equal to those little air pipes they used to use in coffins in case someone gets buried alive. The day of closing finally comes along weeks later and I put down every shiny cent to my name to close on my first home. I barely made it. Now comes along Will with his mortgage wand for my second home, yeah the interest rate core of that wand is a little thicker, and yeah the closing cost wood it's made out of is a little more expensive cause it's a townhome and not a condo. But man o man, not only did the estimated cost to close not go up during that closing process, it went DOWN. Yes DOWN. AND Will and his team (The Order of the mortgage) we're able to get everything approved and finalized within... jeez... I think it was 12 days. Will literally works like a boss. He's available at pretty much all times. He always took my calls, he always informed me of any changes. He was super responsive, he was on top of everything. I mean... he is professional and shows not a sense of urgency, but a glut of urgency. His team was also very responsive and organized with all the paperwork we had to do. I don't know if you've ever bought a home before, but it can be very stressful. For usually weeks you're balancing getting paperwork to the mortgage lender, paperwork to the real estate agent, going over paperwork from the seller's real estate agent, you inevitably have a billion questions even if you've done it before cause it's just a whole process and every home purchase is different. It's basically like a part time job for a month buying a home. This home purchase was accelerated cause we were trying to make a very aggressive and appealing offer to a home where we KNEW we would have competition during the initial height of home buying season. I just can't say enough about Will. It also didn't hurt that Will knows my real estate agent Kris Nelson and has a good working relationship with him. Just such a solid solid team. Oh... did I mention that NOT JUST the closing costs were down, but my monthly mortgage payment went down as well! Now, this isn't gonna happen with every transaction - so don't go in there expecting it. But, I will say that if there's anyone who can make it happen, it's Will and his team over there. Early on in the process another mortgage company called me and tried to get me to switch over to use them for the mortgage. They must have gotten my info when my credit was pulled. I went back to Will and basically presented their offer to see if Will could beat it. Will pointed out A NUMBER of incorrect items on their offer and basically explained to me that it would actually end up being more in the end cause they under estimated on a few items and I basically would get "Zacked" again. And honestly, it's because of Will's firsthand and deep knowledge of real estate transactions in this area. So... I know this goes without saying by now... but I'll put it here in writing. If you're looking for a well trained wizard of mortgage lending, winner of the tri-wizard lending tournament, professor of magic mortgage history, and leader of the ministry of mortgage... just go with Will. Trust”

“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.”

“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 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.”

“Excellent financial service. My advisor is constantly making contact to ensure I understand what is going on in the market and how it impacts our finances. But, the most important thing is my wife feels very comfortable with him. So, I feel a sense if relief that if any thing happen to me she will be in good hands.”