Ashburn, VA153 Financial Advisors near you

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Financial Advisors Close to You

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Financial Advisors Close to You

Top Rated Financial Advisors Around Ashburn, VA

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
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 98 hires on Thumbtack
  • Top Pro on Thumbtack
Chinedu I.
Verified review

As a new business start up I needed a CPA firm to help set up my books and handle my IRS filings, and I was referred OH Partners CPA. They did an excellent job in setting up and my books and bringing my taxes up to date in a very timely manner. I have had very easy access to them and they return my calls promptly and communicate in a courteous manner. They have also been very helpful in working with my bank to meet my financial reporting requirements by providing accurate financial statements to the bank for my line of credit.

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 111 reviews
  • 3 years in business
  • 201 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!

  • 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!

Top Pro
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 113 hires on Thumbtack
  • Top Pro on Thumbtack
Tasha E.
Verified review

Great working with Fi-Tech, she was prompt, supportive and very professional! Enjoyed not having to worry about anything this year.

  • 4 years in business
  • 5 hires on Thumbtack
Mark R.
Verified review

Angel Financial Services has done my taxes for the past few tax years. Angie has gotten me great refunds, legally! She explains in detail my best options and allows me to make informed choices for my best interest! Angie also provides excellent financial advice on how to save and minimize taxes for the future!

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.

Manna Wealth Management
5.0
from 11 reviews
  • 56 years in business
Philip L.
Verified review

I highly recommend David Kassir at Manna Capital Management for financial planning and advice. He’s part of the Wells Fargo Advisors Financial Network. David has been a tremendous help to me in building a common sense set of priorities and a financial plan to get there. He has been extremely generous, patient and attentive.

Denislav Dantev
5.0
from 6 reviews
    Kaloyan Z.
    Verified review

    I was referred to Denislav by a friend and I'm very glad I got to meet him. He truly worked with me and in my family's best interest. He explained everything clearly and made complicated topics simple and easy to understand, putting us on the path to financial security.

    • 4 years in business
    Johnny S.
    Verified review

    Working with Deri was a breeze. She really understands your needs and finds financial products that make most sense for you.

    • 5 years in business
    • 3 hires on Thumbtack
    Mimi Y.
    Verified review

    Aliona was very helpful and took her time to explain process. She was very accommodating and flexible to meeting times. She handling everything in a timely, proficient and professional manner! She really has a strong sense of responsibility which is really an invaluable trait in an accountant. I highly recommend her for all your tax & accounting needs!

    Agog Financials
    4.7
    from 20 reviews
    • 21 hires on Thumbtack
    Anuj M.
    Verified review

    Karan is a consummate professional who seeks to provide good value services to his clients. I am glad I found him and plan to continue to employ him to do my taxes and other financial services.

    Hope Financial
    4.8
    from 5 reviews
    • 1 year in business
    Rohit C.
    Verified review

    Productive experienceI I highly recommend Hope Financial as a financial adviser.

    Joyce A.
    Verified review

    I and my family are completely satisfied with the financial guidance given by Nick Wilson. His knowledge is sound and he offers advice that is sensible and clear. Our association with Mr. Wilson afforded us the individual direction we had not received from any other financial agent or organization. He is someone you can trust to get you through the murky waters of planning for a secure future and retirement. JA

    • 58 years in business
    Tom J.
    Verified review

    Working with this financial team was very easy. I wish I had known all the information I received in my 20's. Looking forward to our continuing relationship.

    Advocate Investing Services
    4.8
    from 9 reviews
    • 11 years in business
    Cheri W.
    Verified review

    I have had the pleasure of using John's investment services for the past four years. He is extremely knowledgeable of the different financial instruments, always accessible, and willing to answer my numerous questions. I am confident that he is managing my portfolio in a manner that will maximize my returns. I highly recommend his financial advisor services.

    • 5 years in business
    • 9 hires on Thumbtack
    Marquita A.
    Verified review

    Reassurance financial services was very helpful and thorough, help my husband and I file our taxes correctly after years of us filing them incorrectly. She walked us through everything before just submitting my taxes. I would definitely recommend this company. Very professional

    KWR Tax Service
    5.0
    from 11 reviews
    • 14 years in business
    • 6 hires on Thumbtack
    Sabrina H.
    Verified review

    I would recommend KWR Tax Services. I have been a customer for 2 years, and am very pleased with the services by Kadian. She is very professional and knowledgeable. I received my refund within 2 days (Results may vary depending on Bank/Credit Union). So far, I have referred 3 family members to KWR Tax Service.

    Bull Run Financial Group
    5.0
    from 1 review
    • 2 years in business
    • 1 hire on Thumbtack
    Martin G.
    Verified review

    The team at Rillhurst Capital helped me understand how to utilize my old 401ks from previous employees that I left behind. As a result I've been able to use that money to invest in my retirement.

    CrossCheck Bookkeeping
    4.5
    from 2 reviews
    • 2 years in business
    Marie L.
    Verified review

    I was in desperate need of help getting back on track, data entry, organization. Just guidance on how to do what I needed for my business to remain up to date and to have a clear financial picture! I will continue to use them for reconciliation and invoicing to help ease my mind. Thank you!

    • 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