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9AM - 4PM
1940 Duke St Suite 6100, Alexandria
Investing
“Team Neilson did an amazing job with preparing our qualifying loan documentation. They were very responsive with providing us estimates on homes we were interested in! The thing that stands out the most is their promptness, professionalism, and quality!”
9AM - 5PM
1875 Campus Commons Dr #100, Reston
Investing
“I started looking for a financial planner/advisor back in 2019. After interviewing several different firms it was clear that Acorn was the correct company to go with to manage my finances. James and his team took the time to understand my financial goals and the risk I was willing to take with my investments.
After a couple meetings Acorn, they drafted a financial plan and explained their rationale for the funds my money was invested in. They ensured I was comfortable with the amount of risk and allocations.
They do at least a bi-yearly check in to go over how the funds are performing and they explain changes they are planning to make based on the market.
One great benefit to Acorn is the ability to get ahold of the team and have questions answered. This could be about possible purchases you are thinking of making, money you may be thinking of withdrawing from your accounts, or fund performance.
I have been thoroughly impressed with the service I have received in the 6 years I have been using Acorn and would recommend them to anyone seeking a expert in financial planning.”
“I am very pleased with Joel and his team. Joel is extremely punctual, professional, and has a great sense of humor. I highly recommend him especially for individuals and even more so for business owners.”
8:30AM - 5PM
2010 Corporate Ridge Suite 900, McLean
Investing
“Morgan is the absolute best! Very good at sharing exactly how much information you need without getting too in the weeds, and very understanding of how different people have different goals. Would highly recommend working with Morgan!”
“My wife and I were introduced to this firm a couple of years ago now and worked predominantly with Robert Schneider. Robert seemed to genuinely care about everything happening in our lives across a pretty tumultuous time. More importantly, he was a tremendous help. I can confidently say we'd still be in business together if we didn't move overseas.”
9AM - 5PM
10649 Main St, Fairfax
Investing
“I had an excellent experience with my PNC bank advisor Anne Marie Selwan. She was extremely patient, attentive, and took the time to understand every concern I brought up. She provided me with the best possible solutions for each situation and made the whole process clear and easy to navigate. I truly appreciate her professionalism and dedication. Highly recommended!”
“Chris Belchamber is a brilliant investment professional who is extremely knowledgeable and experienced. He is also a natural teacher who can explain things to someone who is not into finance. His book, "Invest Like the Best," and his blogs demonstrate his willingness to share what he knows generously. He sincerely values integrity and transparency and it is clear that he has his clients' best interests in mind. I completely trust and highly recommend him!”
“The Branch Manager and the entire team at this PNC location are awesome! They strive to always be of help and are most knowledgeable in all the programs that PNC offers.”
“My experience at this branch was very positive. Simar, the manager, was attentive, professional, and extremely helpful. Simar and Awesta worked efficiently and followed through until everything was completed successfully.
Thank you both for the excellent service and support.”
“My experience at this branch was very positive. Simar, the manager, was attentive, professional, and extremely helpful. Simar and Awesta worked efficiently and followed through until everything was completed successfully.
Thank you both for the excellent service and support.”
“Incredible experience here banking! My fiancé and I needed to open a new bank account. Rochelle was more than happy to help, and even guided us think through other products we may need/ want at the bank. If you need to open a bank account, or have questions on the many products PNC offers, this bank location is where you should go. Conveniently located near any apartments in ballston, too.”
“Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.”
“Very friendly and helpful staff. Was helped by Mirana and she was extremely knowledgeable and kind. Was able to assist me quickly and was very respectful through it all. Thank you, again.”
“My family and I have had a relationship with this Fidelity location for 20 plus years. My father was a tough man to please and he was always so happy with the services provided and more importantly, the relationships he established with his advisors. I have built on these relationships with my own investing, as have my children. I only have wonderful things to say about this location. No matter what I’m calling about, whether it be a question or concern, or needing help( which has been often) I have always been dealt with in a professional, fast and courteous manner. Charlie Romero is amazing at his job, i value his guidance and advice and would be lost without him. Ronald Neblett has been a trusted adviser (and friend) for so long I can’t even remember how long. He has now moved on to a different position at this location and I was kinda bummed but I’m happy for him. Alexander Mentzer always returns my calls and has helped me with so many things and trust me, I have put this poor man through the wringer at times. I would trust all these men with my life if needed. Thank you Fidelity, especially Charlie, Ronald, and Alexander for being so phenomenal and taking care of ALL of us. Thank you, thank you, thank you. Anyone reading this, you can not go wrong with Fidelity and the Tysons Corner location is the best in my opinion”
“(Translated by Google) Excellent friendly staff, and very efficient they helped me with my account, and everything was explained very well, I give them 5 stars!(Original)Excelente un personal amable, y muy eficiente me ayudaron con mi cuenta, y todo lo explicaron muy bien, yo les doy las 5 estrellas!”
“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.”
“I've been using the Motley Fool Stock Advisor service for more than a decade and I can't recommend it more highly. If you're ready to be a long term investor and take their advice, the returns can be incredible. As they say, not every choice is going to be a winner, so I leave all the research to them and invest some of my money in every recommendation. That way I have much more than balanced out the duds with the winners.The only negative I've experienced is their sneak-marketing campaigns for their more expensive services that masquerade as informative talks. They're truly infuriating. I'd think those would turn more people off than anything else, but it must work since they keep doing it. Just be aware.”
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“I’ve known Dean for nearly 50 years and was glad to reach out to him at Monument Wealth Management when I retired from my business and transitioned to Medicare. Because Medicare premiums are based on income from two years earlier, my costs were much higher than expected.
He recommended I request a retirement-based premium adjustment from Social Security. It worked — lowering my Medicare Part B and D premiums by about $3,000 per year. That’s real savings!
Even though I’m not a client, he gave me clear guidance that made a meaningful difference.”