Leesburg, VA

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Best Financial Advisors Near You

The highest-rated nearby Financial Planning & Wealth Management firms out of 261 vetted & reviewed businesses.

Kenneth K. Liu, CPA

Kenneth K. Liu, CPA

(19)
  • Financial Advisor
  • Tax Laws
  • Questions
“In fact, as we entered retirement and created a new trust (we moved to another state) he identified an error made by the attorney in trust formation and saved us tens of thousands of dollars.”
In Business Since 2008
Serving Leesburg Area
i
Lifetime Financial Planning

Lifetime Financial Planning

(1)
“Trustworthy-honest We have been doing business with Dean for a few years now, all positive experiences.”
In Business Since 2004
CPA Certified
Accepts All Major Credit Cards
208 S King St # 201, Leesburg, VA
i
Fredericks & Associates

Fredericks & Associates

(2)
“They also went above and beyond in preparing a notebook with my information as well as extra information I can leave my family in case of death.”
In Business Since 2004
Serving Leesburg Area
i
Cassaday & Company

Cassaday & Company

(1)
“Before signing up, prospective clients have several chances to meet with many members of the team, feel their authentic enthusiasm and recognize their professional level.”
In Business Since 1998
Serving Leesburg Area
i
Futurity Capital

Futurity Capital

(1)
“One of their features that I liked the best and found refreshing was the fact that they are independent and fee-only and that I did not have to be subjected to a hard sell of life insurance or an over priced mutual fund that I did not want or need.”
In Business Since 2011
Serving Leesburg Area
i
Updegrove Combs & Mc Daniel, PLC

Updegrove Combs & Mc Daniel, PLC

(1)
Business, Individuals & Families, Litigation Support
“Saved us alot of money after short selling a rental property , good communication and nice people to work with.”
In Business Since 2010
Se Habla Español
Serving Leesburg Area
i
Morgan Financial Group

Morgan Financial Group

(1)
Portfolio Management, Wealth Management, Tax Planning
“Good listening, responsive to my needs, well informed and highly skilled”
In Business Since 2001
Serving Leesburg Area
i
CPA Offices of Sandra

CPA Offices of Sandra

(1)
“I had a very good experience in tax filing this year and highly recommend her!”
In Business Since 2005
Serving Leesburg Area
i
Benefits One Financial Services

Benefits One Financial Services

(4)
“Denton at Benefits One over the nearly ten years since we have engaged him as our financial advisor, insurance broker, employee benefits provider and more.”
In Business Since 2018
Serving Leesburg Area
i
United Capital Shepherdstown

United Capital Shepherdstown

(2)
“We love the professionalism, expertise, and trustworthiness of HFI Wealth Management!”
Serving Leesburg Area
i

Retirement Planning and Investment Management Services Near You: Estimated Cost in 2022

Minimum cost
$970
Maximum cost
$8245
National Average
$2910
Avg Per Hour Rates
$291
$1940
$5335
Fair price range based on 872 cost profiles
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National Average $2910
Minimum cost $970
Maximum cost $8245
Avg Per Hour Rates $291

Average price range $1940 to $5335 is based on 872 cost profiles.

Why these companies made our list

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