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JMU Tax & Financial
“Outstanding service and knowledge, really helped me out sorting out my complex taxes and ensured a positive outcome for a case where self service tax services left me with a substantial negative outcome.”
Best Financial Advisors near Centreville, VA
We have 2 firms in Centreville on file, and both are on this list, along with 22 from towns including Reston (5, 9 mi), Fairfax (3, 8 mi) and Sterling (3, 12 mi).
3 open weekends · 21 rated 4.5+
Data verified October 21, 2026
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Values Based Wealth Management
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SK Cpas & Business Advisors
- Work
- Responsive
- Advice
“The other reason we have stayed and grown with S&K, is that Frank is always looking in way to increase the value of the relationship he has by adding other services.”
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Xpertax
- Price
- Understanding
- Knowledge
“I definitely look forward recommending my friends and family to him as he is able to explain any questions or concerns that may be needed on anybody's end.”
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Kang & Thomas
- Tax Laws
- Knowledge
- Advice
“The communication was top-notch - they always kept me in the loop with updates and progress reports, and they were always available to answer any questions I had.”
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Kenneth K. Liu, CPA
- Communication
- Retirement
- Income
“Kenneth has been advising us and preparing our tax returns for over 10 years now; he always goes above and beyond to save us money and maximize our tax returns.”
The 24 firms listed for Centreville, VA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Centreville, VA
23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 572 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (87%) and quality (78%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "attention to detail". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (4), accounting (3), small business accounting (3), business services (2) and industries (2). 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 38 years. 2 offer payment plans and 6 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 22 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Centreville listed here?
2 of the 24 firms are located in Centreville. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Lucas, Moreland and Mastbrook
- Information
- Insight
“They truly care about what you need to know, understand the process and they went above and beyond to make sure that I had all information required about filling taxes in a very efficient and timely manner.”
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Clark Joan F CPA
“They are timely, friendly and go above and beyond for their clients.”
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Acorn Financial Services
- Interest
- Questions
- Mind
“Having so many sets of expertise under one roof gives confidence when I recommend any colleagues, friends, or family members should come speak with the advisers in this office.”
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Florin Group
- Leaders
- Holistic
- Humor
“During this past difficult year my advisor employed a number of clever strategies that resulted in an increase in my assets no one could have foreseen, really nice.”
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Potomac Wealth & Tax
- Attention
- S Corporation
- Future
“He pointed out exactly where I should be concentrating my efforts and gave me a clear understanding of the tax implications of my current and future holdings.”
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David Wealth Management
- Mind
- Financial Advisor
- Retirement
“Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets.”
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Leaf Point Solutions
“Leaf Point Solutions continues to do a great job with my company's Accounting and CFO level work.”
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Corbett Road Wealth Management
- Goals
- Company
“They navigated difficult investment parameters due to employee restrictions with ease, and strike a great balance between the current market and our long term financial goals.”
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Synergy Consultants & Cpas
“He was available at all times to answer my questions , I highly recommend him and his group.”
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T.M. Wealth Management
- Portfolio
- Life
- Past
“He is extremely generous with his time, always making sure you are comfortable with the topic at hand and maintaining a clear understanding of its importance.”
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Gumax Cpas and Consultants
“Gumax has been handling my taxes (personal and business) for over 10 years.”
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Quantum Accounting & Tax
- Team
“I would recommend her to anyone (even those who feel confident doing taxes on their own), she knows how to maximize tax savings and is so organized and attentive!”
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Surefinbiz Financial Services Company
- Retirement
- Team
“Happy to collaborate on their 'no family left behind' initiative and be a part of their awareness campaigns, financial literacy programs, and educational events.”
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Kheire & Associates
“Kheire not only helped me properly file my taxes, and enlightened me on ways to get money back but gave me financial advise that I could not put a price tag on.”
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Planwell Financial Planning
- Patient
“David is highly knowledgeable with regard to financial planning and takes the time to educate you to make the right decisions to make sure you have a stable retirement plan and make smart investments.”
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BMD Professional Consulting Cpas
“Birhanu is very friendly/bubbly person and very good at what he does.”
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IFS Consulting Group
- Expertise
“"I like many other people thought that our financial problems were due to a lack of finances, but working with IFS Consulting Group I found out that money wasn't our problem.”
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Hughes Financial Services
“Very client oriented with the client's interest and risk propensity always their main focus.”
Retirement Planning and Investment Management Services in Centreville, VA Cost Estimates
Minimum cost
$1116
Maximum cost
$9479
National Average
$3346
Avg Per Hour Rates
$335
$2231
$6134
Average price range is based on 422 cost profiles
Why these companies made our list
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