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“The inancial advisor I had relied upon for over 20 years retired and recommended David Kassir and his assistant, Sabrina. I find them knowledgeable and easy to work with. I am never made to feel that my questions are dumb and I have been given advice appropriate for my needs.”
“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”
“Erin O'Flaherty and Ashley Higgins are wonderful to work with! Erin seems have a lot of experience, is good at tracking things, is very intelligent and is strong at getting/keeping transaction logs clean. Ashley is also intelligent, super friendly, willing to help/take on tasks, will put in the time and effort to find a solution, and is organized. They are a pleasure to work with!”
“Appreciate that Jason and Jordan always take their time when meeting with us to review our portfolio. We never feel rushed and they seem genuinely interested in our lives and future. They tailor our risk/reward profile to meet our needs. We actually look forward to our meetings.”
“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.”
“Finding a thorough, trust-worthy, responsive accountant has been a nightmare. Finally, I have found Hans with Potomac Advisory Group! My accountant from five years ago did not file my taxes correctly and years later I ended up with an IRS fine. At the time of the notice I had just met with Hans for my tax season and brought up in passing. He was able to take care of it and get the fee waived with no headache to me at all. He simultaneously guided me into maxing my tax return. He is very responsive to emails and always willing to help. I have trusted him so much that I will be removing my third party payrolls service and delegating to Hans and team. I can't say how grateful I am to Potomac Advisory Group and Hans for everything you all have done for me!”
“Dan is extremely knowledgeable and gave great advice on how to anticipate upcoming changes in the tax code. He walked me through past returns and helped show me what would be changing and I will continue to consider him a trusted adviser moving forward. I would highly recommend him whether your financial situation is simple or complicated.”
“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 highly recommend TPI for all financial needs. They are very knowledgeable and every member we have worked with has been willing to help with anything we need. Especially love working with Cesar!”
“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.”
“The lobby worker Jeremy Mullaney was super helpful with showing me how to use Fidelity’s website so that I can hone my research skills to find investments that peek my specific interests. Him & Joshua Remmele were very kind and knowledgeable. Highly recommend!”
“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!”
“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.”
“I was a bit concerned about access when I had to make my way to a relatively urban physical branch. All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.”
“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.”
“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 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.”
8:30AM - 5PM
11957 Democracy Dr, Reston
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“After several months of research and interviews, we selected Glassman Wealth Services to manage our retirement assets. Are they really the best? Couldn't say, because we don't think, after seven years, that we'll ever go with anyone else!”