Ashburn, VA15 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Financial Planners Close to You

Thumbtack helps thousands of people asking, ”How do I connect with the best financial planners in my area?” We offer free custom quotes from financial planners near you, ready to help.

Financial Planners Close to You

Top Rated Financial Planners Around Ashburn, VA

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 107 reviews
  • 3 years in business
  • 191 hires on Thumbtack
  • Top pro on Thumbtack
Michal B.
Verified review

Jofi helped me sort out a lot of small details and create a financial plan that is feasible and smart. Thank you!

Alton Dawsey
5.0
from 6 reviews
  • 4 hires on Thumbtack
JD S.
Verified review

Alton’s experience and advice greatly helped us to undersntand the impact of our current financial decisions. He guided my fiancé and I through making necessary and beneficial changes so that we could feel more secure about our financial future. We enjoyed talking to him and found his demeanor to be personable yet very professional.

Top Pro
Fi-Tech Business Solutions
4.9
from 36 reviews
  • 28 years in business
  • 111 hires on Thumbtack
  • Top pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

  • 12 years in business
  • 5 hires on Thumbtack
VARIAN P.
Verified review

Unifirst Financial & Tax Resources has been serving clients, including myself, since 2006. For eight years now, I have always come out as an educated taxpayer every tax season. I had trusted Unifirst to handle my financial plans as well, including my current college funding needs.

  • 9 years in business
  • 4 hires on Thumbtack
Renee D.
Verified review

I recently hired Luramon Jean Pierre, CPA, CMA to assist me with a variety of projects related to financial projections for my business start-up as well as completion and filing of my taxes. Mr. Pierre’s quality of work and customer service and satisfaction is ranked well above average. He is very knowledgeable and professional and he made sure that at each step and through each project, he understood my whole financial picture and was able to provide a detailed explanation of each process and the reasoning to support the explanations. He is very passionate about what he does and it is reflected in the projects that he produces. Mr. Pierre removed the high anxiety level that existed due to my anticipation of my personal tax outcome and how my financial projections for presentation of my business to lenders. He is very patient and flexible and takes his time to understand his customer needs. I would recommend Luramon Jean Pierre, CPA, CMA to anyone and everyone seeking the assistance of an extraordinary professional who handles financial situations with great ease on a personal or business level. Mr. Pierre transformed my vision and a complex tax situation into something that I can manage. I give Luramon Jean Pierre, CPA, CMA *****5 stars for his work ethic and his whole approach to his customers and meeting their needs. Dr. RD

Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 97 hires on Thumbtack
Devon G.
Verified review

I am amazed by OH!CPAs.Having just gone through the passing of my Mother and having a backload of things to be done, I needed a new tax accountant and financial adviser. The one we had had for over 30 years just wasn't working out. I looked on Thumbtack after looking elsewhere and not getting good results. Immediately had four or five replies. I picked Mr. Fidelis Ohiri because he actually responded the best and the most humanly. I felt like I wasn't just a client but a person. He came out to the house and got the material for the taxes. Believe it or not he's done and that was last week. Mr. Ohiri is amazing and has vast knowledge and explains things well to the client which one so needs re: taxes. I highly recommend him and this firm.

Business Help, Inc.
4.7
from 6 reviews
  • 23 years in business
  • 5 hires on Thumbtack
Giselle P.
Verified review

Business Help, Inc. provides thorough, knowledgeable and detail oriented bookkeeping and accounting services. While they have recently downsized staffing, the owner, James Landfield has taken over much of the direct service for my agency. Despite the decrease in staffing capacity, he as been able to maintain deadlines and work collaboratively with myself and my staff, both on-site and off-site.

  • 21 years in business
  • 34 hires on Thumbtack
Bill G.
Verified review

My previous account made me feel like I was bothering him every time I contacted him for an issue that related to my growing business. Jason is a refreshing change in his ability to answer a question directly and his ability to see the long term ramifications of tax planning, while not making me feel like I am imposing on him. His guidance through some pretty tricky tax issues as I transitioned from an LLC to an Scorp has made me feel confident in his knowledge of tax law and financial planning. I would recommend Jason if you have a small business or even a simple tax situation, he makes you feel like he values you as a client.

  • 9 years in business
  • 1 hire on Thumbtack
About

I help Main Street Families become Properly Protected, Debt Free and Financially Independent by providing Financial Solutions In ways no other company can.

  • New on Thumbtack
About

I offer tax, accounting, and financial statement preparation. I have worked in the accounting and finance profession for the last 5 years, with focus on individual and corporate taxation, developing and creating financial statements for companies, and helping them organize and file articles of incorporation.

KCL Financial Services
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Betty B.
Verified review

Amazing company highly recommend

  • New on Thumbtack
About

My services include life and health insurance, retirement plans, college education plans, disability insurance, annuities, mortgage protection, and long-term care. I'm a certified senior financial advisor, tax consultant, and agency marketing director.

About

We provide full-service tax preparation, consultation, IRS audit resolutions, 50 state tax filing, small business compliance, bookkeeping, small business payroll, credit restoration, budget analyst, and audit services.

Fischer Wealth Advisors
5.0
from 1 review
  • 3 years in business
  • New on Thumbtack
Ivonne R.
Verified review

I am a single mom taking care of two kids and a parent who had a stroke. It was nice being able to work with some to get my financial house in order. Glenn was able to help me work though some planning issues like the end of life concerns I had for my mom. He also helped me prioritize what I needed to focus on for me and my children.

  • New on Thumbtack
About

Educates and provides plan in their financial goal

JKooper Financial Services
5.0
from 9 reviews
  • 21 years in business
  • 11 hires on Thumbtack
Linn R.
Verified review

JKooper aims to please. Whether you are in need of consultations, tax preparation, and taxes files you never have to worry. Your documents are prepared correctly and in a timely manner. JKooper wlecomes all inquiries with precise feedback. With more than 10 years of exprience, I only prefer JKooper financial Services, my taxes are always done to perfection. Thank you. Your company is excellent! And your customer service is exceptional.

  • New on Thumbtack
Sylvia N.
Verified review

We do much phone talking which is better than emailing all the time especially what has been going on this past year

  • New on Thumbtack
Chris B.
Verified review

Balanced Financial Solutions was very knowledgeable, prepared my tax return quickly, and charged a reasonable price. I wouldn't hesitate to use them again!

About

We provide small business accounting and taxation services.

  • 8 years in business
  • 3 hires on Thumbtack
Adevia H.
Verified review

Choosing to work with Mr. Smith has been the smartest financial decision my husband and I have made. We appreciate the education, support, and respectful accountability offered. Mr. Smith has strong and clear values which are not only demonstrate in how he has worked with us, but also in the his language, and demonstration of principles. We have saved more money in the 3 months we've been working with him, than we have EVER before! Invest in yourself and your financial future, you have nothing to lose but so much to gain! Thank you Mr. Smith for being a man of wisdom and character and for your willingness to share your gifts. Adevia Hellen

  • 5 years in business
  • 14 hires on Thumbtack
Matthew M.
Verified review

be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!