Ashburn, VA
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Retirement Planning Professionals Close to You

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Retirement Planning Professionals Close to You

Top Rated Retirement Planning Professionals Around Ashburn, VA

Top Pro
Jofi Joseph CPA Tax Services
4.9
from 106 reviews
  • 3 years in business
  • 191 hires on Thumbtack
  • Top pro on Thumbtack
Jack M.
Verified review

Jofi did a great job on our 2014 taxes. He kept to his 48 hour turnaround time. He also gave me advise on our retirement planning and starting a 529 Plan for our daughter. Jofi is also redoing my 2013 taxes so we can maximize our refund. I will use Jofi next year as well for my tax needs. I recommend Jofi to anyone looking fr tax preparation services. Jack and Sandra Washington DC

  • 23 hires on Thumbtack
Tasha S.
Verified review

I just needed some help to remove dead trees, shrubbery, and leaves from my yard. Not only did Adrian help with the labor part, but he also provided some great ideas to help us clear the yard more efficiently. He said they also do cleaning and organizing and I plan on hiring them to help organize and clean my basement.

  • 5 years in business
  • 14 hires on Thumbtack
John S.
Verified review

They will be doing my tax preparation on a yearly basis at a very reasonable price.

Top Pro
Fi-Tech Business Solutions
4.9
from 33 reviews
  • 28 years in business
  • 109 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!!

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

From my one-time experience preparing my tax files with OH!: Pros: I got an answer and a quote almost instantly. Ohiri was readily available for me to talk on the phone and meet in person. The online portal makes it easy to share documents. He also took the time to walk me through the final balances and how they were calculated. Cons: The final amount charged was twice the initial quote (and more expensive than HR Block or similar). Be ready for an almost 100% electronic deal; he has no physical space to meet with clients (we meet outside his office and then on a cafe). The deadline that we initially set was not met by a week. My name was misspelled and there was a minor address error on the tax file packet.

Obra Services
5.0
from 1 review
  • New on Thumbtack
Juliet A.
Verified review

He helped me to plan for retirement and also educated my husband and I how money really works in todays economy.Im glad he came along because i really learned a lot from him that i wouldnt else where. Im not confident about my retirement.

Agog Financials
4.6
from 20 reviews
  • 21 hires on Thumbtack
Michelle W.
Verified review

Agog Financials was extremely helpful in organizing our business financials and preparing our tax returns. Karan Malhotra, President of Agog Financials, personally took on our project. He was extremely professional and always responsive to answer our questions. We are continuing to work with Karan and his team at Agog Financials for our business accounting needs. Hire them! You won't be disappointed.

  • New on Thumbtack
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
  • New on Thumbtack
Rebecca S.
Verified review

Mark was extremely helpful. He reviewed all of my accounts and proposed some great ideas on how I can make my retirement dollars last for my lifetime and create a legacy for my grandchildren

Manna Wealth Management
5.0
from 10 reviews
  • 56 years in business
  • New on Thumbtack
Dushyanthi Z.
Verified review

Manna Wealth Management provides excellent financial management and retirement planning services! David Kassir and Lola are great to work with and provide great customer service. David Kassir has years of experience that he leverages to advice and guide us on conducting our retirement planning in the most optimal manner. David is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend Manna Wealth Management!

  • New on Thumbtack
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
  • 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.

Top Pro
Hearn & Associates, LLC
4.8
from 30 reviews
  • 59 hires on Thumbtack
  • Top pro on Thumbtack
Mary Z.
Verified review

Hearn & Associates did an awesome job with my taxes, which was no easy task! Super glad I chose Hearn and Associates for my income tax preparation.

  • New on Thumbtack
About

As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our highly customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together. We work closely with you to develop, implement, and monitor a personal action plan for growing and protecting your wealth. We will help you with your investments, retirement planning, estate planning, and tax planning/preparation. Call us today for a complimentary, no-pressure consultation.

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.

  • New on Thumbtack
About

Northwestern Mutual will help you create a financial plan that grows with you. Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security. The Northwestern Mutual Difference: Backed by the strength of Northwestern Mutual, my team and I will provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Advocate Investing Services
4.8
from 9 reviews
  • 11 years in business
  • New on Thumbtack
Elisa S.
Verified review

Mr Funderburk was very helpful and explained every area of my finances and investing choices. He seemed to truly care about the future of my finances and I feel he wasn't just trying to sell what would be of benefit to him but what would be of service to me and my family's future. My (and your) trust are safe with this gentleman. Thank you for your help Mr Funderburk

  • 17 years in business
  • New on Thumbtack
About

As a CERTIFIED FINANCIAL PLANNERtm (CFP®) professional I have a true passion for helping families plan for a successful future. What makes me standout from your traditional financial advisor is an unrelenting energy and passion for the financial planning industry and dedication to constantly provide the highest level of service to all of my clients’ needs. You will rarely see me without a smile and most importantly I will act as an uncompromising advocate for my clients. Since I was a young child, my parents taught me about the basics of personal financial planning. I started my career working with Ultra high-net worth ($10 million+) clients in a local family office. It didn’t take me long to realize that I genuinely enjoyed working with upper middle class families like the one I grew up in in Ellicott City, MD. Over the past 10 years I have built my practice around upper middle class families who after many years of managing their own family finances, have decided to hire a professional so they can spend their time and energy on family and work using their unique abilities. I advise my clients on the following topics: *Cash Flow and Net Worth Projections *Retirement Modelling *Investment Management *Life, Disability and Long Term Care Insurance *Annuity Strategies *Estate Planning (Trust and Will planning) *Tax Strategies *Financial Organization *College Education Savings Strategies *Inheritance Planning and How to Build Wealth for Future Generations On a personal note, I grew up in Ellicott City, MD and live in Sykesville, MD with my wife, Emily. I am active in the Baltimore Jewish community and am currently serving on the Young Leadership Council of the Associated. I love staying physically active by running, rock climbing and going to the gym and while sitting around the house you can find me watching my favorite sports teams, the Mets, Orioles, Jets and University of Maryland Terps. Finally, our firm, Planning Solutions Group is a holistic, fee based, independent financial planning firm based in Fulton, MD. We coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience. Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC

About

  • 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.

  • 2 years in business
  • 1 hire on Thumbtack
Jess L.
Verified review

I had a pray-away habit prior to working with Maggie and a total allergy to tracking and planning. Maggie helped me figure out my biz and personal priorities and create a system that allowed me to be extremely present with money. Prior to that, I had a very binge and starve mentality. Showing up consistently and being present with my money allowed me to build the systems to take care of it.