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

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!

Top Pro
Fi-Tech Business Solutions
4.9
from 38 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.

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.

    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.

    • 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!

    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.

    Ian Smith
    5.0
    from 6 reviews
      Brenda A.
      Verified review

      Ian Smith is great. He's responsive and goes to great lengths to to make sure my questions are answered. His feedback is honest and direct, and his insight on how to make better financial decisions is invaluable.

      • 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

      • 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.

      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.

      About

      We specialize in educating people about living benefits, equity indexing, maximizing income and minimizing taxes.

      About

      We cater to your personal financial needs. Whether it is business, personal, nonprofit or home budgeting-we are here to get you on the right financial path.

      About

      I & R Financial Services is capable of helping you navigate complex federal and state tax laws, establishing financial systems and safeguards and ultimately achieving your organizational goals. I & R Financial Services will complete a small amount of work at your office and the bulk of the work off-site. All on-site appointments are booked by the half day or full day to accommodate both you and the bookkeeper. You are assigned a certified QuickBooks ProAdvisor who is supported by a finance and administrative team to provide the following services: 1. The Engagement Service: All new clients must begin with this service, so that we can assess your needs and have clarity about the list of tasks and who is to do each task. 2. Simplicity Bookkeeping: By committing to a minimum service per month, our regular clients are guaranteed general bookkeeping, payroll processing, company banking and accounts receivable and payable management. 3. Intricate Bookkeeping: Once we have provided the engagement service on your organization and determined what your system requirements are, our certified QuickBooks ProAdvisor will complete the design, implement the set up, get your data up-to-date, and/or do any cleanup needed. 4. Premium Bookkeeping: Once your bookkeeping systems are consistently providing timely, accurate figures about your business behavior, we can help develop next-level tools to quantify your plans, evaluate your performance and see how you compare to other companies in your industry. 5. Consultation and Tune-Up: Some businesses do not need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up-to-date and provide a tune-up service. A tune-up is a smart and affordable way to get a handle on your business finances. This service is ideal for clients who have their own staff available to create and code transactions but who want a second set of expert eyes to check books monthly against the bank statements to ensure balances are correct and to review basic reports for potential errors. 6. Other Services: This includes clerical and data entry services as well as 1099 service, tax and audit preparations.

      About

      I provide tax service for individuals and businesses, for federal and all states. I provide financial coaching and planning on a fee basis, not commission. I specialize in federal employee tax and financial planning.

      Fischer Wealth Advisors
      5.0
      from 1 review
      • 3 years in business
      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.

      • 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.

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

      Amazing company highly recommend

      About

      I specialize in personal financial consulting, bookkeeping and tax preparation (1040, 1040A, 1040EZ and Schedule A, B, C, D and E).

      • 14 years in business
      About

      Dave Ramsey's SmartVestor Pro and independent financial planner and advisor- we stand only for objective advice and help in our community