Herndon, VA

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Herndon, VA
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Best Financial Advisors in Herndon, VA

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the Herndon area.

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WEN Zou, CPA

WEN Zou, CPA

(16)
Industries, Business Services, Services For Quickbooks
“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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2022
Offers Financing Options
13800 Coppermine Rd Suite#146, Herndon, VA
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Leaf Point Solutions

Leaf Point Solutions

(1)
Non-Profit Services, Bookkeeping Services, Cash Flow Management
“Leaf Point Solutions continues to do a great job with my company's Accounting and CFO level work.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
Offers Financing Options
13800 Coppermine Rd, Herndon, VA 20171
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Hughes Financial Services

Hughes Financial Services

(2)
Education & Communications
“Very client oriented with the client's interest and risk propensity always their main focus.”
Transparent Fees & Pricing
In Business Since 2009
2201 Cooperative Way #150, Herndon, VA 20171
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Huey & Associates

Huey & Associates

(1)
Non-Profit Organizations, Business Succession Planning, Individual
“He has been super responsive and have come through with solutions to complex business needs.”
Transparent Fees & Pricing
In Business Since 2001
13873 Park Center Rd #210, Herndon, VA 20171
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Sunrise Tax & Bookkeeping

Sunrise Tax & Bookkeeping

(4)
Notary Services, Accounting & Bookkeeping, Estate & Trust Services
“He knows exactly what to do and help you during all the procedures with patience,experience and knowledge which is really important in accounting stuff.”
In Business Since 2010
13630 Salk St, Herndon, VA 20171
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Nova Accounting

Nova Accounting

(3)
  • van
“I wasn't super excited about having to switch over to a professional to have them completed, but looking back after 2 years of Nova Accounting's services...”
In Business Since 2015
299 Herndon Pkwy STE 209, Herndon, VA 20170
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Birks Financial Corp. Retirement and Investment Advisor

Birks Financial Corp. Retirement and Investment Advisor

(1)
“Birks Financial Corp was extremely thorough with their analysis of our portfolio which helped them come up with a plan moving forward.”
CFP Certified
In Business Since 2004
431 Carlisle Dr STE A, Herndon, VA 20170
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Symphony Financial

Symphony Financial

“Symphony is a privately owned financial services firm with offices in Herndon and Ashburn, Virginia, as well as Bethesda, Maryland. Our advisors offer fee-based financial planning and investment management services. When you engage us you receive per...”
In Business Since 2003
441 Carlisle Dr, Herndon, VA 20170
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Republic Capital Access

Republic Capital Access

(2)
“Still need help with documents we did not agree to.”
Offers Financing Options
In Business Since 2006
2411 Dulles Corner Blvd Suite 625, Herndon, VA
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Dellinger Wealth Management

Dellinger Wealth Management

Financial Planning
“​Let our family help you. Our family run investment practice has more than 75 years combined experience in the investment industry. Our focus is educating our clients in order to help them make better decisions and reach their financial goals. Let ou...”
Accepts All Major Credit Cards
In Business Since 2014
719 Pine St, Herndon, VA 20170
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Northern Virginia Wealth Management

Northern Virginia Wealth Management

Investment Services, Estate Planning Strategies, Financial Guidance
“Charles Schwab's beliefs align with Northern Virginia Wealth Management, LLC goal of providing our clients with an unbiased resource that can offer you advice based solely on your needs and goals.”
In Business Since 2016
13800 Coppermine Rd, Herndon, VA 20171
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JMU Tax & Financial

JMU Tax & Financial

(15)
Accounting, Tax Preparation, Payroll
“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.”
Licensed, BBB Rating: A+
In Business Since 2003
14637 Lee Hwy #108, Centreville, VA
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Farr Law Firm

Farr Law Firm

(49)
Living Trust Plus® Medicaid Asset Protection Trust, Long-Term Care Directive®, The Ethics and Complexity of Medicaid Planning
“Starting with their approach to orientation and education, it made us feel certain that we selected knowledgeable people who were focused on our needs and could assist us in making the right decisions.”
Licensed, BBB Rating: A
In Business Since 1995
Accepts All Major Credit Cards
Serving Herndon Area
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CAS & Associates

CAS & Associates

(32)
For Small Businesses, Tax Problem Resolution, Advisory & CFO Services
“We have always felt very secure and confident with the sound advice and tax preparations they have provided with both our personal and corporate taxes.”
Licensed, BBB Rating: A+
In Business Since 1988
Accepts All Major Credit Cards
11300 Rockville Pike Ste 706, Rockville, MD
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Numbersquad

Numbersquad

(50)
  • Expert
  • Employment
  • Work
“I love to work with Fairfax Tax Service because they have very qualified and professional crew and fast respond service for any kind of question or request.”
Transparent Fees & Pricing
In Business Since 2015
Serving Herndon Area
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SK Cpas & Business Advisors

SK Cpas & Business Advisors

(45)
Accounting Services, Total Accounting Care, Tax Service
“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.”
Accepts All Major Credit Cards
In Business Since 1996
Free Initial Consultation
4460 Brookfield Corporate Dr suite f, Chantilly, VA
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Xpertax

Xpertax

(50)
  • Price
  • Understanding
  • Service
“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.”
In Business Since 2018
Serving Herndon Area
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Quantum Financial Advisors

Quantum Financial Advisors

(46)
New Page, Media Appearances, Investment Intern Incubator Program (Iiip)
“There are also many events such as luncheon and dinner seminars as well as many various company webinars offering insights into areas of the finance world I was previously unfamiliar with.”
In Business Since 2018
Penthouse Suite 1902, 51 Monroe St, Rockville, MD
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Kang & Thomas

Kang & Thomas

(48)
  • Business Tax
  • Skills
  • Tax Laws
“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.”
In Business Since 2011
Serving Herndon Area
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Paytech Trust

Paytech Trust

(43)
  • Price
  • Money
  • Calls
“I have been in the Merchant service industry for 9 years however when I was offered a position with Pay Tech Trust it was the best decision i could of made.”
Remote Consultations Available
In Business Since 2019
3901 Centerview Dr suite f, Chantilly, VA
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Elderlife Financial

Elderlife Financial

(45)
Communities, Life Insurance, VA Benefits
“Thanks Scott, at a time when family life with an elderly parent is difficult both emotionally and financially, you provided some wonderful much needed relief.”
Licensed
In Business Since 2002
100 Bluegrass Commons Blvd Bldg 1, Ste 120, Hendersonville, TN
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Craig Rosenfeld

Craig Rosenfeld

(31)
  • Insights
  • Call
  • Resources
“Craig's approach is marked by clear communication and honesty, traits that instill confidence and peace of mind in those looking to buy or sell property.”
Emergency Services
In Business Since 2006
Transparent Fees & Pricing
6, Montgomery Village Ave suite 200, Gaithersburg, MD
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Kenneth K. Liu, CPA

Kenneth K. Liu, CPA

(49)
  • Communication
  • Retirement
  • Financial Advisor
“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.”
In Business Since 2008
Serving Herndon Area
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Bay Business Group

Bay Business Group

(30)
Non-Profits, Government Contractors, Small Business
“I use them for their suite of services and David is always available if needed but Kerry and Mary do such a great job, I almost never need to bother the boss.”
Transparent Fees & Pricing
In Business Since 2002
Free Initial Consultation
Serving Herndon Area
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Retirement Planning and Investment Management Services in Herndon, VA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 472 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 472 cost profiles.

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