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
  • 200 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 37 reviews
  • 28 years in business
  • 112 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.

    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.

    • 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
    • 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!

    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.

      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.

      • 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

      About

      I have a Bachelor of Science in Accounting/Finance degree and am a registered tax preparer with IRS and an e-file provider. I have worked and have experiences with both commercial and government contractors for over 14 years. I'm specialized in accounting, audit, payroll, bookkeeping, individual and corporate tax preparation, setup of new business entity and more. Please inquire for more information. Thank you!

      About

      We provide small business accounting and taxation services.

      About

      I offer consulting in financial analysis, budget analysis, and research analysis. I am expert in Microsoft Suite and Access.

      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.

      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

      At Prime Tax & Financial Services, we believe that your trust is our success. We provide our client's quality services such as accounting, bookkeeping, financial statement preparation, and more!

      About

      I am dedicated, efficient and an accurate with figures. I am loyal to my customers.

      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.

      About

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

      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.

      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.