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4213 Dale Blvd, Woodbridge“John has been a financial planner for our family for many years. He is an honest and helpful person who takes the time to explain and answer my questions so that I understand everything about my finances. He is friendly and is like a member of the family!“
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12150 Monument Dr #500, Fairfax“Austin Edmunds gave me a great complimentary session, was super friendly, knowledgable, and explained everything very clearly to me!“
Financial Planners
Financial Planners
Financial Planners
“From the first time I heard Larry Rosenthal speak on the radio (probably 30 years ago), I had some clarity about managing money and learned some things about investing. We had been with an adviser for many years and were too busy to watch things, so essentially had minimal growth in our investments. After attending a dinner meeting with Larry's group, we transferred everything to him including the legacy money from an aunt who had died.
We haven't looked back since. My husband will retire next year without ANY worries about how we will survive doing what we want to do as far as travelling, looking out for all the grands, continuing to charitably give to organizations and enjoying the rest of our lives. We have referred many times to them over the years and will continue to do so.
Thank you Larry and your staff for a great ride. The professionalism of the entire staff is par excellence.
Happy Holidays.
Caryl & Rodney“