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Englert Financial
“Relaxed professionalism from start to finish.”
Best Financial Advisors near Springfield, VA
We have 2 firms in Springfield on file, and both are on this list, along with 22 from towns including Alexandria (3, 6 mi), McLean (3, 11 mi) and Falls Church (2, 7 mi).
1 open 24/7 · 6 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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Willing Steward Ministries, Springfield, VA
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Palladium Wealth Management
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SK Cpas & Business Advisors
- Advice
- Small Business
- Outcome
“If you're looking for someone who will listen to your needs, deliver the solution right for you, and give a great service experience from start to finish, call Michael.”
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Xpertax
- Knowledge
- Service
- Patient
“Roy has been always so understating and detailed every year he does my taxes, his patience is beyond incredible he will explain in details how everything will go until you understand.”
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Kang & Thomas
- Advice
- Tax Return
- Skills
“A friend of mine referred me to this company 5 years ago because mine retired and I need to be able to trust and because he is a business owner himself.”
The 24 firms listed for Springfield, 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: Springfield, VA
23 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 628 reviews; 4 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (83%) and quality (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "price". 1 is open around the clock; 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax services (4), accounting services (3), accounting (2), financial services (2) and small business accounting (2). 1 shows a license on its website; 1 lists staff certifications (CPA) and 3 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 1 offers remote or virtual consultations; 4 offer payment plans; 6 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 Springfield listed here?
2 of the 24 firms are located in Springfield. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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G Petrov & Associates
- Number
- Tax Returns
- Pay
“We recently used George Petrov and Associates for help filing several years of back taxes and we couldn't be more satisfied with the service and guidance we received.”
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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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Capital Financial Planners
- Meetings
- Market
- Advice
“I am really enjoying sharing the responsibility of properly stewarding the profits God has blessed me with with Austin, Neil and the rest of the team and you have to just love Lidia!!!”
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Davidov & Associates, CPA
- Emails
- Tax Filing
“He was accessible, via phone and email, and the scheduling via his website was one of the best experiences I've had with customer oriented business, bar none”
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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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Rams Fast Tax Service
- Cooperative
“The staff is really cooperative, I have seen them deal with really problematic customers and I can say that they are really calm and passive when it comes to handling this type of customers.”
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Illumint by Kevin Mahoney, CFP
- Understand
- Future
- Student Loans
“When we first met with Kevin, we were fortunate to be a dual income family and have already achieved a few financial milestones; however, we knew we weren't efficiently investing and lacked clarity in our goals.”
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Acorn Financial Services
- Mind
- Financial Advisor
- Expertise
“Shortly after becoming a client with Acorn I got the peace of mind knowing that people like Jim Gambaccini and Matt Brennan are overseeing my portfolio.”
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Good Life Financial Advisors of Nova
- Investment Decisions
- Goals
- Future
“In fact, while no one could foresee the COVID-19 pandemic and associated financial crisis, the plan Josh Strange constructed for us HAS withstood the real life stress test well.”
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Monument Wealth Management
- Organized
- Portfolio
- Call
“Everyone has a different need, but if you are looking for a high-touch, customized approach to your wealth planning - Monument should be considered in your search.”
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Florin Group
- Humor
- Retirement
- Strategy
“We were able to live our choices while relatively young, and yet now find ourselves on a glide path towards a retirement in this decade that will keep us from becoming a burden to our children.”
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Maxtaxplan COM INC
“He really took his time to process my documents, asked a lot of questions to make sure I could get the best results.”
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David Wealth Management
- Financial Advisor
- Assets
- Goals
“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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Gary Spoon, CPA
“They like to meet with their clients which is a nice personal touch.”
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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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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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Gumax Cpas and Consultants
“Gumax has been handling my taxes (personal and business) for over 10 years.”
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T.M. Wealth Management
- Past
- Advice
- Expertise
“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.”
Retirement Planning and Investment Management Services in Springfield, 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 446 cost profiles
Why these companies made our list
What clients say about firms near Springfield
- “Tracey and Salma have been wonderful, knowledgeable, responsive and have really helped me map out my retirement plan and feel secure financially.” — client of Florin Group
- “Capital Financial Planners is an outstanding team of professionals - everyone is extremely knowledgeable, friendly, proactive, and accessible.” — client of Capital Financial Planners
- “As a young female professional, Kevin helped me establish my early career financial plans and helped me take actionable steps towards financial security.” — client of Illumint by Kevin Mahoney, CFP
- “After my husband died, they were compassionate and caring while helping me get my estate in order and make a financial plan based on my goals and situation.” — client of Good Life Financial Advisors of Nova
- “The entire Capital Financial Planners team is knowledgeable, communicative, accessible, and flexible.” — client of Capital Financial Planners
Excerpts from public reviews of the firms listed on this page.
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