Financial Advising in Alexandria, VA
19 locations found near Alexandria
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Financial Advising
8AM - 9PM
500 King St, Alexandria
Financial Advising
“We scheduled a consultation with Jofi to help us better plan for tax year 2023. Jofi was a pleasure to work with from the start! He was friendly, professional, and highly responsive. During our consultation, it was clear he had thoroughly reviewed all of the documents that we submitted. He provided detailed feedback and suggestions on how to minimize our tax burden. As we near retirement, he also gave us some things to consider, insofar as financial planning, that we would never had thought of going this alone. Highly recommend Jofi!”
Financial Advising
“Nesha and her team were helpful and personable. When it was time to do my taxes they provided necessary documents for me to have ready prior to my appointment. Nesha was knowledgable and walked me through my taxes which made filing with her (360 Lifetime) such a breeze. Will definitely be filing again with them.”
Financial Advising
“For many years I had used tax software to file my federal return. Last year I had a tricky situation arise and was referred to David. He charged a few hundred dollars to prepare a 53-page return that saved me over $4,000 versus the 30-page return that my software came up with.Oh - and the 1-star reviewer down below DESERVED to be told to go elsewhere!”
Financial Advising
“Highly recommend their services. One of the co-founders is deeply committed to supporting the local community as well as our military and veterans. Their social media graphics and videos on finance and wealth management are timely, informative, and honest. I've gained valuable insights and frequently share the information they post with others.”
Financial Advising
Financial Advising
“Staff there is always attentive and they make sure that your questions are answered and your needs are met. I have used Schwab for more than 30 years for various investment instruments and have always been pleased with their service and products. This office is convenient to my home and office and they are very professional.”
Financial Advising
“I do all my business here very good rates treat customers like gold was able to complete everything without having to come in the branch. I will be a lifelong customer.”
Financial Advising
“I have been with Commonwealth One for over 40 yrs. The Customer Service within the staff is Outstanding. COFCU has always been my financial advisers on so many of my purchases. Every once in a while I get the opportunity to come in and meet the staff..Awesome! Thank you so much for all the personal and professional effort you guys give us!!”
Financial Advising
“Kurt Langenwalter at First Command Financial planning in Alexandria, VA has been a valuable coach and resource for my financial planning. His consultation and efforts have allowed for me to feel comfortable with my financial decisions and to spend my time focused on areas of my life that are important to me such as with my family and building my business. In addition to the direct benefit that Kurt provides me, I have seen him assist others on numerous occasions. He cares for others and places their needs and cares first. If you are seeking financial planning for your future, I would give Kurt and his team a call.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Darren Aversa is a fantastic financial advisor. He is responsive, responsible and has great feedback on making good financial decisions. I highly recommend him and his very capable team!”
Financial Advising
Financial Advising
““I trust Joel wholeheartedly when it comes to my finances. I know Joel will make intelligent decisions over risky ones when it comes to market trends which is important to me. He’s a true fiduciary in every sense of the word. He listens and cares about his clients. I’ve recommended him to close friends and family.” -Molly Dedham”