Financial Planners in Mclean

“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'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.“

“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!“

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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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