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BestProsInTown

Financial Planners in Alexandria

Financial Planners in Alexandria picked by BestProsInTown

Good Life Financial Advisors of NOVA

Good Life Financial Advisors of NOVA

633 South Washington Street, Alexandria

Mon 9AM - 5PM

5.0 32 reviews

“Good Life Financial Advisors of NOVA (GLFA) have been a blessing to me and my financial health. I moved my finances from one of those big 1-800 firms because I wanted a more personal experience with my financial handling. I did not want to talk to a new person each time I required assistance and then made to tell my entire financial history all over again each time. With GLFA my experience has definitely been more personal. There is a team that is familiar with my financial situation, and my questions are answered quickly and professionally. I do my own research prior to each meeting, and I know what answers I am looking for, and they continue to earn my trust at each turn. Thank you GLFA team for your unwavering professionalism and abundance of knowledge on each subject matter I have placed before you.”

Monument Wealth Management

Monument Wealth Management

1940 Duke St Suite 6100, Alexandria

Mon 9AM - 5PM

4.8 25 reviews

“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.”

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