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Best Financial Advisors In Washington Near Me sorted by user rating
VALUATIONS:
1-2 = Improvable
3-4 = Pass
4-5 = Excellent
1-2 = Improvable
3-4 = Pass
4-5 = Excellent
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1. Washington Wealth Advisors
Address: 300 N Washington St #101, Falls Church, VA 22046
Schedule: Closed ⋅ Opens 9AM Thu
Telephone: (703) 584-2700
Guy: Financial planner
Web page: http://www.washingtonwealthadv.com/
There are no offers available.
Near Washington Wealth Advisors:
- a 14 meters away hearing centers in: Hearing Doctors - Falls Church, VA
- a 20 meters away skin cleansing: Esthertiques European Skin
- a 105 meters away music concerts: State Theatre
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Washington Wealth Advisors: what do users think?
Claire Akin: The team at Washington Wealth Advisors is awesome - Todd and Maura are two of the nicest professionals you'll ever meet and their support staff is amazing at what they do. What I like about them is that they are independent and fiduciaries, so they look out for the best interest of their clients first and are unbiased in the investment advice they give. They have two offices so it's super convenient to meet with them, one is in Ashburn at the new One Loudoun and one is in Falls Church. You can also schedule a phone call or meeting online. The other thing I love about them is that they have events, both for their clients and for their clients children to teach kids about money! If you don't have a financial advisor you love, you definitely need to meet them.
Lori Koepke: I have loved working with Maura and Todd over these past 4 years. They are so invested in their clients and work to create unique and strategic financial plans for their clients. The support staff are also very professional and responsive. I highly recommend working with this firm!
Claire Akin: The advisors at Washington Wealth Advisors care about you as their client and strive to know your personal financial needs and goals before helping you implement a strategic financial plan. From financial planning to investment management, Washington Wealth Advisors use trusted methods that you can be confident in. Great firm!
2. Morgan Stanley Financial Advisors
Address: 1775 I St NW Suite 200, Washington, DC 20006
Telephone: (202) 862-9000
Guy: Financial planner
There are no offers available.
Near Morgan Stanley Financial Advisors:
- a 9 meters away cheap vans for rent: Rendez-Vous Limousine, LLC
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Morgan Stanley Financial Advisors: what do users think?
Kate Porter: this place is a nightmare. They've been "managing" my Roth IRA for years and I have historically received about 1 phone call per year in which a few stocks are bought/sold, presumably as a way to justify the quarterly advisory fees. I was meaning to change for years before I finally submitted the request. Twice. That was 2 months ago, and the funds still haven't been transferred, instead I've lost 10% of my portfolio in the market downturn, helpless to do anything but watch, yet they continue to charge me fees. When I called after the first transfer request wasn't granted, it was explained to me that my account had been passed on to someone else who had since left the firm and no one there could access it. "Can you access it online and tell me if the stocks are in your account?" she asked. Comforting.
Ricardo Haynes: For the big boys and girls only.
3. Illumint by Kevin Mahoney, CFP®
Address: Wonder Bread Factory, 641 S St NW, Washington, DC 20001
Schedule: Closed ⋅ Opens 9:30AM Thu
Guy: Financial planner
Web page: https://illumintfc.com/
Review: "We featured: ➡️ Helaine Olen writing (in The Washington Post) ..."
There are no offers available.
Near Illumint by Kevin Mahoney, CFP®:
- a 0 meters away installation of solar panels: Revolution Solar
- a 0 meters away professional painters: CertaPro Painters of Washington, DC
- a 0 meters away immigration lawyers: Immigration Lawyer DC - Alien Attorney
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Illumint by Kevin Mahoney, CFP®: what do users think?
Laura F: Kevin takes a holistic approach to financial planning that helps balance short and long-term financial needs. He is calm, non-judgmental, and excellent at asking questions that help you drill down to core goals. Improving financial literacy, making a plan, and setting goals can feel overwhelming. Having a professional with your best interest in mind to guide decision making has been immensely reassuring. Kevin has crafted a plan for me that allows the freedom to enjoy more time with family, friends, and hobbies today while still aggressively planning for retirement.
Jessica Lin: Kevin has helped my husband and I tremendously over the last couple of years in navigating our finances. When we first met with Kevin, we were fortunate to be a dual income family and have already achieved a few financial milestones; however, we knew we weren't efficiently investing and lacked clarity in our goals. Working with Kevin helped my husband and I identify and clarify our long term and short term goals and laid out a clear financial plan for our dual incomes. This has given us the confidence for one of us to take time off of working, knowing our financial status allows us to do so. We highly recommend working with Kevin!
Meg Marchand: Thanks to Kevin's advising, I now feel more confident and knowledgable making financial decisions for my family. He helped us come up with a plan and a list of goals that prioritizes what matters most to us. Kevin is trustworthy, personal, and I know I can reach out to him whenever I have any questions.
Sarah Brookshier: We've worked with Kevin for a few years now, and I really like the model he's set up. You pay a fee to discuss various big "topics" and build an action plan together on that topic. We've discussed plans for student loans, buying a house, and investing, and I appreciate that his approach doesn't start from a place of "here's what you should do," but instead starts with him helping you understand what's important to you. If you're doing this with a partner (which we are) it's a really good way to kickstart important financial conversations and priorities. My recommendation is you come prepared to meetings with as much specific information as possible, as his recommendations/next steps will be as broad or as specific as the information you provide.
Aubrie Gould: Over the past year my husband and I worked with Kevin to put together a financial plan. Our approach to our finances prior had been ad hoc, with no long-term goals integrated into them. Now we have a plan to check our progress against and feel good about where we are and where we are going. I also know that if anything comes up in the future that we need financial guidance on we have Kevin in our corner to turn to for advice and guidance.
Sarah Holland Bacot: A friend from law school recommended Kevin to me. I had recently graduated and started a new job, and I had questions about savings, loans, and how to balance financial priorities. Kevin was responsive, kind, and asked me questions about my situation so that he could provide tailored feedback rather than giving blanket advice. Kevin provided me with questions to help figure out my own priorities and, based on those and our conversations, options for budgeting strategies and habits. He's easy to talk to and nonjudgmental, which made what could have been awkward conversations much easier. I've made significant progress on my goals since working with Kevin and would absolutely recommend him to any friend looking for similar help.
Alison Scimeca: If you're looking for a professional who not only knows and can advise on millennial finance issues and concerns, but also embodies traits necessary to truly trust your advisor, Kevin is your person. He is empathic and non-judgmental in his approach, and has a relaxed style that makes you feel comfortable when discussing some of the more serious things in your life, like finances and juggling what's important to and for you and your family.
Rachel Jadkowski: I highly recommend doing yourself a favor and booking a session with Kevin. In my experience, he is both knowledgeable and nonjudgmental. I have always been skeptical about talking with financial advisors, but found Kevin to be a good fit specifically for my needs as a millennial facing student loans. Talking with Kevin allowed me to equip myself with the necessary knowledge to be an equal financial partner with my spouse and be on top of our needs as we became parents.
Begoña Fernandez: I absolutely recommend working with Kevin Mahoney. Kevin is extremely professional, knowledgeable and patient. He effectively communicates information and options and also asks all the right questions. After my sessions with Kevin, I felt empowered to make important decisions about my financial future. I'm really glad that I know I can count on Kevin to help us navigate any future financial planning.
Response: I'm so grateful to you for sharing your experience, Begoña. It's been a joy to work with you!
Missy Jenkins: Kevin has been extremely helpful over the last year, providing financial advice specific to my circumstances and walking me though a number of decision making processes. He was professional, always responsive, and had really flexible scheduling, making the whole process stress-free and easy. I will certainly continue to use his financial planning support!
Response: Thanks as always, Missy! You know where to find me!
4. Alex.Brown, A Division of Raymond James
Address: 801 17th St NW, Washington, DC 20006
Telephone: (202) 876-2400
Guy: Financial planner
Review: Their website mentions of the states
There are no offers available.
Near Alex.Brown, A Division of Raymond James:
- a 10 meters away German lawyers in: Fried Frank Harris Shriver: Steinwurtzel Richard A
- a 16 meters away Markets, Museums, & Parks Segway Tours: Capital Segway Tours
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Alex.Brown, A Division of Raymond James: what do users think?
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5. Morgan Stanley Private Wealth Advisors
Address: 1747 Pennsylvania Avenue NW Ste 900, Washington, DC 20006
Telephone: (202) 292-5400
Guy: Financial planner
Web page: http://www.morganstanley.com/
There are no offers available.
Near Morgan Stanley Private Wealth Advisors:
- a 2 meters away mediterranean restaurants in: Roti
- a 3 meters away household appliances repair: District of Columbia Uline Rpr
- a 27 meters away citibank banks: Citi
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Morgan Stanley Private Wealth Advisors: what do users think?
6. Wells Fargo Advisors
Address: 1133 Connecticut Ave NW, Washington, DC 20036
Telephone: (202) 861-4400
Guy: Financial consultant
There are no offers available.
Near Wells Fargo Advisors:
- a 13 meters away room soundproofing: Skyline Drywall Repair Service
- a 13 meters away personal coach: Unbounded Potential, LLC
- a 13 meters away modern dance lessons: DC Conservatory of Dance
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Wells Fargo Advisors: what do users think?
Connie Briley: Experience at Wells Fargo was fantastic! Quick and efficient service. I fully recommend Wells Fargo Advisors.
7. Haffner Wealth Management Group - UBS Financial Services Inc.
Address: 1501 K St NW Suite 1100, Washington, DC 20005
Telephone: (202) 585-5440
Guy: Financial planner
Web page: https://advisors.ubs.com/haffner/
There are no offers available.
Near Haffner Wealth Management Group - UBS Financial Services Inc.:
- a 29 meters away cheap restaurants in: G Street Food
- a 35 meters away Silk-screen design specialists: Skivvy Works
- a 37 meters away Center City Walking Tours: Custom Tours of DC - Private Tour Agency
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Haffner Wealth Management Group - UBS Financial Services Inc.: what do users think?
Walter Cheney: I have been using hafner wealth Management services for over 10 years. It has been a financially rewarding experience. I have never had a single complaint about the personnel the service or the results.
