Reviews for Bogart Wealth
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Bogart Wealth
2010 Corporate Ridge #650, McLean
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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.
My experience with Bogart Wealth was absolutely incredible! They provided me with exceptional advice and guidance when it came to retirement planning. They were very knowledgeable about the various strategies I should pursue, and the financial products that could best meet my needs. The team is always available to answer questions and provide support whenever needed. They took the time to explain different concepts in detail, so that I fully understood what each option entailed. They also went above and beyond to ensure that I had a comprehensive plan in place for my long-term retirement goals. They crafted a portfolio tailored specifically towards my goals and risk tolerance,...read full review