Financial Planners near Fairfax

“Brendan is great!!, very personable and has helped us a great deal when we were very unsure on what to do, made the process go smoothly and comfortably. Definitely recommend ?☺️“

“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.“

“I tend toward a DIY approach, so committing to an advisor was a big step. I have had zero regrets. Alex has become one of my most trusted thought partners. He brings a rare combination of expertise, collaboration and objectivity. Like all great advisors, he gives me new ideas to consider along with new ways to think about what I already knew. Ultimately time is our most precious resource and this has been one of the better time investments I've made in recent years.“

“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!“

“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.“

“Justin and everyone with District Financial Advisors is terrific. That work with integrity and the goals that you desire to meet for your family and future. He listens and understands what the risk tolerance is for each person, and helps them plan well for milestone events, such as college, weddings, home purchases, and retirement or even a retirement home! There software is very helpful as you always know where your money is and how everything is performing. It is easy to recommend Justin and the team.“

“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.“

“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.“

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“They are much better now than they used to be. Was an agent here a few years ago. The former general manager (JD) was a nice guy but he let a lot unqualified managers go unchecked. One manager (BG) from the midwest and another manager (JB) from New York were horrible.They have new leadership and are much, much improved!“

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