Financial Planners near Manassas

“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“

“Provides good sound advice. Good at providing options and recommendations for managing all my investments. Works with me providing advice to come to a mutual agreement on changes and helps with budgeting my income to debt when needed.“

“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 ?☺️“