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)
  • Tax Laws
  • Tax Returns
  • Financial Advisor
“I have been having my taxes prepared by Kennerh since 2007 nothing but solid experience and trust that I am being taken care of by a group that knows the tax laws.”
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.”
CPA Certified
In Business Since 2002
Accepts All Major Credit Cards
208 S King St # 201, Leesburg, VA
i
Fredericks & Associates

Fredericks & Associates

(2)
“Very professional, helpful and take the time to explain everything clearly.”
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)
Litigation Support, Individuals & Families, Assurance Services
“Saved us alot of money after short selling a rental property , good communication and nice people to work with.”
Se Habla Español
In Business Since 2010
Serving Leesburg Area
i
Morgan Financial Group

Morgan Financial Group

(1)
Tax Planning, Wealth Management, Estate 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)
“Their investment philosophy is the best for most of us.”
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 566 cost profiles
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National Average $2910
Minimum cost $970
Maximum cost $8245
Avg Per Hour Rates $291

Typical price range $1940 to $5335 is based on 566 cost profiles.

Why these companies made our list

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