Financial Planners near Arlington

“We have been working with Bill and Pacesetter Planning since its beginnings. We trust Bill wholeheartedly and he has been with us through major life milestones. From paying off student loans, saving for our wedding, saving for and purchasing our house, career changes, to helping ensure our comfort in our long term savings and retirement goals, Bill has been our guide and a voice of reason and reassurance. Deciding to work with Bill and Pacesetter Planning has been one of the best decisions we have made. Bill is extremely easy to work with, very knowledgeable, always accessible to answer questions, and takes the time to explain financials in a way that is easy to understand. Bill takes his time to get to know his clients and what is important to them; he does not apply a one-size-fits-all approach to financial planning. He meets you exactly where you are, spends time getting clear on your goals, and sets a plan that is truly unique to you. Additionally, over the span of more than eight years working with Bill he has been there as more than just our Financial Advisor; he’s been a confidant, life coach, and friend. We are excited to continue working with Bill and Pacesetter Planning long into the future and would highly recommend him.“

“Manna wealth management was instrumental in helping me beyond investing but more focusing on true business planning. Their true guidance around tax strategy, cash flow retirement planning long-term growth has been incredibly helpful.. highly professional, thoughtful“

“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.“

“I have been a very satisfied client of Good Life Financial Advisors of NOVA for over 8-years. As a Widow faced with making financial decisions alone to ensure a sound financial future, selecting the right advisor was one of the most important decisions for this new season of life. My Advisor has walked me through the process of investing the proceeds of selling my home, of consolidating my investments, and providing sound and much appreciated directions on solid management of my resources. My preferences and risk comfort level was always taken into consideration, and I have access to my Advisor whenever I have questions or concerns. More than just a trusted, ethical, and objective decision-maker, I consider my Advisor a friend I can depend on with my financial resources.“

“Had a great experience and received great service. They are knowledgeable, very responsive and professional. The communication was prompt and always answered my questions.“

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“Centurion Wealth Management has proved beneficial to my wife and I in so many ways. They have always had our best interests at heart. We couldn’t be happier with the professionalism of the entire management team.“

“David was really patient and helpful with me as we approached the top of planning. As a business owner it gave me confidence about the path forward“

“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!“

“We have been working with Wade for over 13 years and in that time he has provided us with outstanding service and advice. He has helped us navigate several major life events, all while keeping us on track to our financial goals. We are still a decade away from retirement, but it would be many more years if not for Wade's support. He truly cares about his clients -- listening to your needs, understanding your goals, and then customizing his support to make sure you achieve them. We appreciate that Wade is an independent advisor, beholden to no one but his clients.“

“Absolutely phenomenal experience with Tanika and her team at Ayanna Financials. As a nonprofit organization seeking funding opportunities, we were in desperate need of a comprehensive financial analysis to accurately depict our profit and loss statements. Ayanna Financials stepped in and exceeded all expectations with their unparalleled expertise and dedication.

From the outset, Tanika and her team demonstrated a deep understanding of nonprofit finances and grant application requirements. They meticulously analyzed our financial data, uncovering valuable insights that we hadn't even considered. Their attention to detail and commitment to accuracy were truly impressive.

Not only did Ayanna Financials provide us with meticulously crafted financial statements, but they also offered invaluable guidance on how to interpret and present the data effectively in grant applications. Their insights were instrumental in bolstering our credibility and positioning us for success in securing funding.

Thanks to Tanika and her team’s exceptional support, we now have the confidence and tools needed to pursue our mission with renewed vigor. Their professionalism, expertise, and genuine commitment to our cause have left an indelible mark, and we recommend Ayanna Financial services to any nonprofit or for profit entity in search of financial clarity and success.“

“My family has been working with VWG for years and we have always felt that we are in the best possible hands. From the start they have always placed our best interests at the heart of every planning and investment conversation we have. We feel confident and most importantly trust the advice and investment management from our advisor!“

“As a recently-retired federal government employee it was difficult for me to parse through all of the retirement and financial advice out there that doesn't quite match up to my situation. Dan bridged that gap for me and helped me understand my options. He is always easy to reach and has been very helpful with random questions that came up over the past year.“

“I've trusted Robert Kloss with my family financial planning for the last 12 years and have been put at ease with his counsel over the ups and downs. I'd recommend Bob to anyone in the area!“

“This is a great investing team who consistently (in my experience) has beaten the market average. Your money is safe with them. They’ll walk you through the process and explain their choices. Couldn’t ask for anything more.“

“I completely trust Quantis with my business and personal tax filings. Thorough, and efficient experts guide our filings year after year. I appreciate the proactive nudges at the beginning of year reminding me of the various forms and deadlines with both the state and federal agencies.“

“I have had the pleasure of working with Tyler and Clay for the past few years when managing my assets. They are a great team and were always available to answer any of my questions. Highly recommended!“

“Highly recommend! Patrick was very professional, knowledgeable, and easy to work with.“

“First Financial Group has been an invaluable resource for my family, providing exceptional education and guidance on financial health. For over a decade, we have worked closely with Clarence Goldsborough, gaining insights and lessons that we are now passing down to our children. Thanks to the efforts we’ve made, our children will benefit from this foundation of knowledge. None of this would have been possible without the support and expertise of these advisors.“

“I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss one's concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.“

“I have had the privilege of working with Noory Enayat, XML Senior Wealth Advisor since 2009, and I can confidently say that her expertise in managing my investment portfolio has been nothing short of exceptional. Noory’s strategic approach to portfolio management has consistently yielded outstanding results, helping me grow my wealth with remarkable success.

Her ability to expertly navigate the complexities of the financial markets on my behalf is truly impressive. She has a keen eye for identifying investment opportunities, and her insightful advice has been invaluable in shaping my financial decisions and educating me along the way.

Even during uncertain or challenging financial times, Noory’s guidance has helped me maintain confidence, stability, and focus. Her professionalism is unparalleled in every aspect of her work, yet she delivers it with a personal touch that makes her truly stand out. Noory’s unwavering commitment to my financial well-being has made a lasting impact, and I am fortunate to have her as my advisor.

I would also like to express my gratitude for Debbie Rayman, Client Service Associate. Debbie is a gem, whose strategic support has been essential in the processing and execution of my financial requests and decisions. Her client service has been outstanding ensuring everything is handled efficiently and effectively. Debbie’s attention to detail and responsiveness have been invaluable, and I am deeply grateful for her continued support.

Throughout our years of working together, my relationship with Noory and the entire team at XML has grown and developed alongside my financial journey. I am thankful for their unwavering commitment to my financial well-being. Noory’s expertise and guidance, along with Debbie’s exceptional client service, has made a lasting impact, and I am fortunate to have them both supporting me in achieving my financial goals.“

“Had a great experience purchasing a second home through Fairway. The closing was prompt, and Lency was especially helpful in making sure everything went as smooth as possible. I definitely plan on working with them in the future.“

“In addition.to increasing my wealth substantially this past year, they have all been both knowledgeable and responsive to my inquiries. They regularly provide education to the clients even in the stressful time restrictions caused by the pandemic.“