Chantilly, VA

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Chantilly, VA
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Best Financial Advisors in Chantilly, VA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Chantilly area.

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Stitely & Karstetter

Stitely & Karstetter

(45)
Tax Service, Total Accounting Care, Accounting Services
“I have used Frank for my taxes for many years and have always been extremely happy with the accuracy and promptness of the work that has been performed.”
In Business Since 1996
Free Initial Consultation
4460 Brookfield Corporate Dr suite f, Chantilly, VA
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Paytech Trust

Paytech Trust

(30)
  • Professional
  • Questions
  • Company
“I would recommend them to any business owner and I will be keeping all my businesses with Paytech Trust I've been in business 30 years and this is by far the best customer serves of any other business I have ever done any type of business with.”
In Business Since 2019
Remote Consultations Available
3901 Centerview Dr suite f, Chantilly, VA
FAQs
How long does the approval process take?
Processing time is approximately 24 hours or less after all necessary application information is received. Once approved, we will notify you immediately and deliver your terminal equipment or software.
Do I need a business license?
Requirements vary according the level of risk associated with your business. A business license is one type of item that satisfies the premise inspection requirement, but if you have different acceptable documentation item for this requirement, that would suffice.
What if I have less than perfect credit?
Technically, your personal credit score does not affect your merchant account rates, but if you have a low credit score there is the possibility that you may not be eligible.
Will I receive a statement?
Yes. Every month, by mail and/or email, you will receive a statement that details all your payment information for the month, including deposits into your account, your total sales volume, and the charges for the month. You can also access this information online for real-time, up-to-date information.
What is the discount rate?
The discount rate is your fee for all the processing services that enable you to accept bankcards as payment. Our discount rates are extremely competitive.
You'll find more information on the FAQ page of our website.
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Campbell Veltri & Clark, PLC

Campbell Veltri & Clark, PLC

Services For Individuals, Services For Quickbooks, Industries
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. We'd like to provide you with an opportunity to get to know our staff as well as our fir...”
In Business Since 1998
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
4437 Brookfield Corporate Dr STE 205, Chantilly, VA 20151
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Pegasus Financial Group

Pegasus Financial Group

Financial Life Management, Life Planning For the Aging
“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”
In Business Since 2012
4211 Pleasant Valley Rd #260, Chantilly, VA 20151
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Gladwyn Financial Advisors

Gladwyn Financial Advisors

Investment Advice, Estate Planning, Education Planning
“The financial services industry often uses continuous stock market and business news updates to engender worry and "fear of missing out". This emotional state can lead to the sale and purchase of expensive, complicated, and often inappropriate invest...”
In Business Since 2021
13603 Gladwyn Ct, Chantilly, VA 20151
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Bia Digital Partners

Bia Digital Partners

In Business Since 2002
Accepts All Major Credit Cards
15120 Enterprise Ct # 200, Chantilly, VA 20151
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Farr Law Firm

Farr Law Firm

(49)
Living Trust Plus® Medicaid Asset Protection Trust, Lgbt Elder Law, The 4 Needs Advance Medical Directive®
“Shamika and the entire team were quick, communicative, and professional, providing me a fantastic binder of finalized, comprehensive documentation within about 3 weeks of my first phone call.”
In Business Since 1995
Licensed, BBB Rating: A
Accepts All Major Credit Cards
Serving Chantilly Area
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Numbersquad

Numbersquad

(47)
  • Tax Services
  • Documents
  • Company
“A few minutes before the visit to the office and after calling HR Block, and other comparable tax businesses to complete some taxes that I needed files immediately, on a short notice, with no hesitation, I contacted the office assistance and was told...”
In Business Since 2015
Transparent Fees & Pricing
Serving Chantilly Area
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Xpertax

Xpertax

(50)
  • Questions
  • Service
  • Patient
“Roy Reynolds and his team at Xpertax are very professional and friendly, the process of reporting my taxes was very clear and relaxed, Roy makes this process not stressful, 100% satisfied with his help.”
In Business Since 2018
Serving Chantilly Area
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Kang & Thomas

Kang & Thomas

(48)
  • Skills
  • Questions
  • Advice
“Michael has been my CPA for over ten years now and each year I've visit him, I've always been very impressed at how good he is at crunching numbers as well as the amount of time he spends in making sure all my itemization are properly accounted for t...”
In Business Since 2011
Serving Chantilly Area
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Kenneth K. Liu, CPA

Kenneth K. Liu, CPA

(48)
  • Tax Returns
  • Questions
  • Financial Advisor
“Liu was definitely a savior--he was able to fit me in at the last minute when my brokerage was late in getting some tax info to me (that does not get sent out from the source stocks until near to the tax due date), and he was the only one I could fin...”
In Business Since 2008
Serving Chantilly Area
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JMU Tax & Financial

JMU Tax & Financial

(16)
Tax Preparation, Accounting, Payroll
“Did you buy a house in the middle of a pandemic and not have a ton of cash for the ridiculous market, and had to sell a tiny Telco stock, who acts as their own transfer agent, to pull together enough to not crumble under mortgage insurance premiums”
In Business Since 2003
Licensed, BBB Rating: A+
14637 Lee Hwy #108, Centreville, VA
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Meredith & Associates

Meredith & Associates

(1)
Tax Services, Business Services, Services For Individuals
“Not only will I continue to use this company during the next tax season, I will be contacting them again soon to help with my financial & estate planning needs.”
In Business Since 1989
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Serving Chantilly Area
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Lucas, Moreland and Mastbrook

Lucas, Moreland and Mastbrook

(28)
Business and Financial Consulting, Small Business Accounting, Trusts and Estate Planning
“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.”
In Business Since 2016
8201 Greensboro Dr #613, McLean, VA
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Hollins and Hur Cpas

Hollins and Hur Cpas

(10)
Services For Individuals, Quickbooks Services, Industries
“We started a small business and everyone in the office was so pleasant to deal with, even while bombarding them with questions on how to set up all our accounts in Quick Books (first time ever doing this and oh so many phone calls & emails).”
In Business Since 2013
Transparent Fees & Pricing
Offers Financing Options
Licensed
Serving Chantilly Area
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Clark Joan F CPA

Clark Joan F CPA

(3)
Advisory Services, Virtual CFO, Personal Financial Planning
“They are timely, friendly and go above and beyond for their clients.”
In Business Since 1989
Licensed, BBB Rating: A+
Remote Consultations Available
Serving Chantilly Area
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Capital Fiduciary Advisors

Capital Fiduciary Advisors

(26)
Tax Planning, Individuals & Families, Pre- and Post-Sale Business Liquidity Planning
“Its one thing to have experience, a successful track record and knowledge (derived from the prior two)- but its the urgency, the character, the consistency and the surgical execution from Capital Fiduciary Advisors that makes them second to none.”
In Business Since 2020
Serving Chantilly Area
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Beta Solutions CPA

Beta Solutions CPA

(2)
Business Services, Tax Services, Industries
“He gave us options, applied for our companies to be S Corps and also retroactively refiled our taxes from 2014-2016 which should have been submitted as S Corps and not LL Cs and saved us literally thousands of dollars, which we used to pay off 2017.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Rating: A+
Serving Chantilly Area
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Ravi B CPA & Company

Ravi B CPA & Company

(12)
Business Services, Tax Services, Quickbooks Services
“I am using their services for the past few years and I am very pleased and would highly recommend for anyone who is looking for Tax services and the rest is assured that you are in good hands.”
In Business Since 2013
Family Business
Transparent Fees & Pricing
Offers Financing Options
Serving Chantilly Area
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Washington Wealth Advisors

Washington Wealth Advisors

(3)
“What I like about them is that they are independent and fiduciaries, so they look out for the best interest of their clients first and are unbiased in the investment advice they give.”
In Business Since 2017
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Chantilly Area
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VG CPA

VG CPA

(25)
  • Call
  • Questions
  • Work
“I am working with VIKAS GARG, VGCPA for the last 10 years, I am using his services for both business and personal; he always there for me whenever I need him, he always personally answers the client calls or returns the calls promptly; I also referre...”
In Business Since 2015
Transparent Fees & Pricing
Offers Financing Options
CPA, CPA, CPA, CPA, CPA, CPA Certified
Serving Chantilly Area
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WEN Zou, CPA

WEN Zou, CPA

(11)
Services For Individuals, Services For Quickbooks, Industries
“We feel fortunate to have met this very talented CPA Wen Zou whom helped us with our taxes and we will definitely be back again for her services next year.”
In Business Since 2022
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
13800 Coppermine Rd Suite#146, Herndon, VA
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Tax Man

Tax Man

(2)
“My family and friends have been using Jay now for over 11 years.”
In Business Since 2002
Licensed, BBB Rating: A+
Transparent Fees & Pricing
11735 Bowman Green Dr, Reston, VA
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Quantis Wealth Management

Quantis Wealth Management

(1)
Who We Are, CFN Research Team
“Excellent financial planning firm, Rick Gurz and his group have made retirement easy and lucrative!”
In Business Since 2016
Licensed, BBB Rating: A+
Serving Chantilly Area
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Retirement Planning and Investment Management Services in Chantilly, VA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 388 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 388 cost profiles.

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