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8:30AM - 4:30PM
200 Spring StSuite 120, Herndon
Financial Advising
“Sayek Ahmed is an exceptional tax accountant! He made filing my taxes seamless and stress-free.I highly recommend him to anyone seeking reliable and personalized tax services.”
“Excellent service from Taj Tax, Payroll and Accounting Services. Mr. Asim Butt is very knowledgeable, professional, and helpful. He made the tax process simple and stress-free and answered all my questions clearly. Highly recommended”
“I have been a Bankers Life agent for 17 years. I have many clients that consider me part of their family and have been very grateful for our service and relationship. I have coworkers that have been working with this office for over 20 years and love the opportunity to help people and have flexibility in their career for a work/life balance. We always strive to put customer service first but also have to follow compliance regulations and ethical standards; if agents or clients try to influence us to do something that is not appropriate, we cannot accommodate them in those requests. We are happy to have anyone that is interested in the career to talk to current or former agents that have/had been with us for years. We are happy to have anyone that is interested in working with our agents to talk to client references. We have many, many clients and agents willing to serve as references and speak to their positive experience with Bankers Life Chantilly.”
“I have been a Bankers Life agent for 17 years. I have many clients that consider me part of their family and have been very grateful for our service and relationship. I have coworkers that have been working with this office for over 20 years and love the opportunity to help people and have flexibility in their career for a work/life balance. We always strive to put customer service first but also have to follow compliance regulations and ethical standards; if agents or clients try to influence us to do something that is not appropriate, we cannot accommodate them in those requests. We are happy to have anyone that is interested in the career to talk to current or former agents that have/had been with us for years. We are happy to have anyone that is interested in working with our agents to talk to client references. We have many, many clients and agents willing to serve as references and speak to their positive experience with Bankers Life Chantilly.”
“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.”
“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”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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