“David has been patient taking my questions, following up and trying to understand what my needs and goals are. I trust him for the advice and the guidance. I would recommend him to anyone that is looking for a financial advisor.“
“Love working with Taylor! Taylor is an incredible financial advisor who helped my husband and I with our budgeting, planning, and about 10,000 questions we've thrown her way. She's knowledgeable about market trends and always helps me make sound decisions. She gives me the information I need to feel comfortable making decisions on my own, and is always prompt and responsive when I need assistance or advice.“
“Justin and everyone with District Financial Advisors is terrific. That work with integrity and the goals that you desire to meet for your family and future. He listens and understands what the risk tolerance is for each person, and helps them plan well for milestone events, such as college, weddings, home purchases, and retirement or even a retirement home! There software is very helpful as you always know where your money is and how everything is performing. It is easy to recommend Justin and the team.“
“David Kassir is very friendly and professional. He planned our life insurance, our retirement plan, and our investment plan for my family. I am very happy with his service and highly recommend David as a financial advisor.“
8:30AM - 5PM
2010 Corporate Ridge #650, McLean
Financial Planners
“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 family has been working with VWG for years and we have always felt that we are in the best possible hands. From the start they have always placed our best interests at the heart of every planning and investment conversation we have. We feel confident and most importantly trust the advice and investment management from our advisor!“
“Best in the business....Honest and always helpful in all aspects of finance. Extremely knowledgeable. They have my business indefinitely!“
“We have been remodeling homes since the mid 80's. We have long come to realize that the key ingredient to a beautiful remodel is the relationship between the contractor (us) and our clients. The same holds true for our professional relationships. For over a decade, we have benefited and prospered from the relationship we have with Mary and her amazing team. So much more than accounting services, the CAS team provides us witha dazzling array of efficient, intelligent and innovative services directly relevant to us. They continue, year after year, to exceed our expectations, anticipate our needs and keep us very well informed. They have helped us navigate some very uncertain times (covid!), and they have guided us as we have moved forward. We are so grateful for the CAS team!“
“I worked with Benjamin Green to update my life insurance policy. What I really enjoyed about working with Ben was his desire to learn as much as possible about my background. This allowed Ben provide product options that made the most sense for my family. After he learned about my background he performed a detailed analysis and he gave me the time (without pressure) to decide. I would highly recommend Ben for his life planning services.“
8:30AM - 5:30PM
3202 Tower Oaks Blvd #400, Rockville
Financial Planners
“Top notch investment advice and support at a flat rate. We have been clients since 1998, and are very glad that Jeff Sella is handling our retirement accounts. We would not be so confident of a comfortable retirement without his guidance.Highly recommended.“
“Excellent financial planning firm, Rick Gurz and his group have made retirement easy and lucrative!“
“This is a great investing team who consistently (in my experience) has beaten the market average. Your money is safe with them. They’ll walk you through the process and explain their choices. Couldn’t ask for anything more.“
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