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G&E Financial, Tax Services, and Notary Public
“Excellent 👍👍👍 …”
Best Financial Advisors near Dale City, VA
There are no firms listed in Dale City itself yet; the 24 below are the closest options, from towns including Manassas (7, 10 mi), Fairfax (4, 14 mi) and Woodbridge (3, 6 mi).
2 open 24/7 · 4 open weekends · 21 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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J.W. Financial / R.e.m Tax Services
- Financial Advisor
- Questions
- Managing
“I've known John for a few decades now and he's been so great not only as a friend but as someone with whom I trust both my personal well being along with my financial.”
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Arch Financial Advisors
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Kang & Thomas
- Price
- Business Tax
- Knowledge
“If you need a professional to guide you and handle your small business tax and or accounting matters, or, if, you merely need to have your personal taxes addressed, I suggest you come to this firm.”
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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.”
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Gumax Cpas and Consultants
“Gumax has been handling my taxes (personal and business) for over 10 years.”
The 24 firms listed for Dale City, 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: Dale City, VA
23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 188 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise quality (90%), responsiveness (90%) and professionalism (85%). 2 are open around the clock; 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax planning (4), estate planning (3), tax preparation (3), business valuations (2) and payroll (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 14 have ten or more years of experience, the longest 29 years. 2 offer urgent consultations; 2 offer payment plans and 4 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 17 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.
Do any financial advisers listed for Dale City offer a free first meeting?
4 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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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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Murphy & Associates
“Boutique CPA firm specializing in small business accounting and a full range of tax services.”
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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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The Retirement Solution
- Annuity
“Fabiano is very friendly, helpful, knowledgeable, and patient.”
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BTS Consulting
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Yetti Financial
“She explains well about the property and does not push buyers to buy the house.”
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Legacy Wealth Management
- Retirement
“Jay is extremely knowledgeable and truly has his clients' best interests at heart.”
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Marc Trost Financial
“Marc was on point and very informative and made sure I was comfortable, informed and that he knew my wants and need well before he made recommendations.”
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Khalid Yousif & Associates
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Fischer Wealth Advisors
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Financially Present
- Financial Literacy
“He knew how to tailor the subjects to be inclusive to college students, but still make it very practical for life in general, and I now feel better equipped with better financial literacy.”
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Harry H. Horning Financial Services
“Professional.”
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Sheffield Group Financial & Notary Services
“I got excellent services and he went the extra mile to explain my questions.”
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Rosenthal Wealth Management Group
“Customers get to speak with real people and not machines.”
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Reframe Wealth
“One of the most important aspects of any relationship with a financial strategist is trust and we trust Mitch and his team with all of our critical financial decisions.”
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Primeaumayer Financial
“Retirement planning”
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Clarion Wealth Management Partners
“Highly recommend them for looking out for your investments and family future.”
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Englert Financial
“Relaxed professionalism from start to finish.”
Retirement Planning and Investment Management Services in Dale City, VA Cost Estimates
Minimum cost
$1112
Maximum cost
$9449
National Average
$3335
Avg Per Hour Rates
$334
$2224
$6114
Average price range is based on 313 cost profiles
Why these companies made our list
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