Investing near Great Falls, VA

“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!”

“My experience with Restoration Capital was excellent!
They were able to close within 24 hours. I had been struggling with another lender who was delaying the process and pushing back the closing date. Once I contacted Restoration Capital, they immediately got the ball rolling—requesting the necessary documents and handling everything efficiently. By the next day, all the paperwork was ready, and we successfully closed. Their speed and professionalism made all the difference!”

“I can’t express enough how helpful this company has been. Specifically Hayley and Andrew have gone above and beyond in assisting me with all my needs and questions. They are sincerely dedicated to their clients and it shows.”

“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've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.”

“In my pursuit of financial well-being, I had the distinct pleasure of engaging with Maura Schauss, and the experience has been nothing short of exceptional. Maura is not merely an expert in wealth building; she is a salt-of-the-earth individual whose commitment to the highest levels of integrity and honesty is truly commendable.Maura Schauss's command of her field is nothing short of encyclopedic. Her profound knowledge and expertise span a spectrum of crucial financial domains, making her an invaluable resource for anyone seeking astute guidance in the following areas:Financial Planning: Maura's strategic approach to financial planning is unparalleled. Her insights into creating comprehensive, tailored financial plans are a testament to her dedication to helping clients navigate their unique financial landscapes.Tax Strategies: Maura's adept understanding of tax strategies sets her apart as a true authority in optimizing financial outcomes. Her ability to navigate the complexities of the tax landscape ensures that clients maximize their returns while remaining compliant with the latest regulations.Investment Management: Maura's acumen in investment management is marked by a meticulous approach and a deep understanding of market dynamics. Her guidance empowers clients to make informed decisions that align with their financial goals.Risk Management & Insurance: Maura's emphasis on risk management underscores her commitment to safeguarding her clients' financial futures. Her strategic approach to insurance and risk mitigation ensures comprehensive coverage tailored to individual needs.Estate Planning: Maura's proficiency in estate planning goes beyond the technicalities; it reflects a genuine concern for the long-term financial well-being of her clients and their families.Retirement Income Planning: Maura's expertise in retirement income planning is characterized by a foresightedness that addresses not only the present but also the evolving needs of her clients in their retirement years.I wholeheartedly recommend Maura Schauss without hesitation. Her multifaceted expertise, coupled with an unwavering commitment to honesty and integrity, make her a standout professional in the financial realm. Whether you are seeking comprehensive financial planning, astute tax strategies, or sound investment advice, Maura Schauss is the trusted advisor you can rely on for unparalleled guidance. Engaging with Maura is not just a transaction; it's an investment in a relationship founded on expertise, trust, and a genuine commitment to your financial success.”

“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!”

“Went in to Roll Over some 401Ks i had. The person at the front desk was helpful. I had a few questions that were answered and we got the transaction completed. I would go back with out a thought if i needed anything down the road.”

“Helen the front desk person was super helpful and knowledgeable. I called customer service before depositing and they gave me the wrong information. Helen was able to answer all my questions”

“Visited for a transaction and was impressed with the high level of service, professionalism and service. Highly recommend visiting here if you are looking for a Schwab branch.”

“Excellent customer service, they really go above and beyond for their customers. Especially would like to acknowledge the branch manager, Ray Naisan for helping me out with a notarization request for TreasuryDirect when other banks (like Chase) lacked the knowledge and enthusiasm to help.”

“I visited today to open a new bank account and was warmly welcomed by Mr. Arif. He provided exceptional assistance throughout the process, making it effortless. Highly recommended!”

“Great location and customer service. They really are over the top nice here at this location! I'd like to thank Augustina for taking the time to help me with service charges I had questions about. Many, many thanks!”

“Excellent customer service, they really go above and beyond for their customers. Especially would like to acknowledge the branch manager, Ray Naisan for helping me out with a notarization request for TreasuryDirect when other banks (like Chase) lacked the knowledge and enthusiasm to help.”

“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.”

“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”

“I recently visited PNC Bank for help with a balance transfer. Despite my limited English, Sami Omar was incredibly kind and patient, taking the time to assist me not once, but twice. His dedication and willingness to help were truly exceptional.
Sami's professionalism and kindness made a significant difference for me. He explained everything clearly and ensured that I understood the process. I am very grateful for his outstanding service.
Thank you, Sami Omar, for your exceptional help. You have made my experience with PNC Bank very positive.”

“Obtaining a car loan from Navy Federal Credit Union was a great idea and a good experience. I did need to ask for a manager and not general customer service personnel. Once I got to someone who could provide a change to my loan request, it was smooth sailing. The representatives were professional, informative, answered by questions and provided me with exactly what I needed. In a timely manner. I appreciate their efforts, professionalism, knowledge, and friendliness. I am glad to do business with NFCU and bank with them for savings accounts. Thanks so much for your great customer service!”

“(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!”

“Even though we ended up had to close all of our accounts, the entire family base on the corporate decision, but this wells fargo's branch had been taking a good care on us. Last month, I personal received the letter from wells fargo bank informing me about account enclosure. At that time, I were struggling to find out the reasons. I decided to call in and made an appointment to have a banker to help me find out about this matter. Thankful to the staffs, they were very helpful. Even I would get the same answer nothing I could do much, but I were glad I stop by at the bank and asked them to help. Everything went smoothly, all accounts closed with the cashier check handy which took us less than 30 mins. Thank you for your support.”