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Gumax Cpas and Consultants
“Guma is very professional, knowledgeable and takes time to walk you through financial strategies.”
Best Financial Advisors in Woodbridge, VA
24 firms listed · 7 in Woodbridge · 2 open 24/7 · 7 open weekends · 23 rated 4.5+
Data verified October 16, 2026
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IFS Consulting Group
- Expertise
“When my husband and I started looking for a financial advisor last year, we wanted someone to help us with our spending & debt just like a personal trainer would help someone lose weight.”
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J.W. Financial / R.e.m Tax Services
- Retirement
- Life Insurance
- Questions
“He even went as far as giving my wife some excellent points to note when purchasing a new car, she is very proud of how her purchasing experience went after talking with John.”
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Fiscally Fit
“Not only is Cassie a great person, but she is also a great teacher and really takes the time to make sure that you understand financial concepts to help you in both the short and long term.”
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CBN & Associates Accounting & TAX
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Accountables
“You can't find any one more precessional than Mr Daniels and his team of young women.”
The 24 firms listed for Woodbridge, 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: Woodbridge, VA
Of the 24 firms we list here, 7 are in Woodbridge itself and 17 come from towns including Alexandria (7, 14 mi), Fairfax (3, 14 mi) and Bailey's Crossroads (1, 15 mi). The firms on this page are rated from 4.4 to 5.0 across 336 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (79%) and quality (76%). 2 are open around the clock; 7 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are tax preparation (3), estate planning (2), financial planning (2), payroll (2) and personal financial planning (2). 1 lists staff certifications (CPA) and 1 has a BBB rating of A or A+. 13 have ten or more years of experience, the longest 45 years. 2 offer urgent consultations; 1 offers remote or virtual consultations; 4 offer payment plans; 4 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.
Do firms listed for Woodbridge take financial planning bookings online?
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Sentinel Wealth Partners
“More importantly he understands that saving is a long term game and keeps his clients calm with their eyes on the prize whenever there is noise in the market.”
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Kang & Thomas
- Advice
- Questions
- Tax Laws
“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.”
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JMU Tax & Financial
“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”
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Davidov & Associates, CPA
- Tax Filing
- Emails
“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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Deblanc, Murphy & Murphy
- Financial
- Tax Returns
- Pay
“Great app they use for filing the taxes its nice that everything that was documented year prior is there, things i would suggest to add would be a part of the app that you can pay your dues through and then maybe get an update when they have complete...”
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Good Life Financial Advisors of Nova
- Investment Decisions
- Knowledge
- Company
“Another wonderful thing I would like to highlight is that Josh and his assistant Amy, keep me updated and share important information throughout the year that pertains to my financial needs.”
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Monument Wealth Management
- Organized
- Team
- Matter
“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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David Wealth Management
- Retirement
- Financial Advisor
- Mind
“Jim quickly got into the details of my existing portfolio and didn't just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis.”
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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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Quantum Accounting & Tax
- Team
“Highly organized and efficient, she made a relatively painful process incredibly easy and straight forward, not to mention the services were completed in record time!!”
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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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Wesling Financial Planning Services
“Their outstanding work ethic has certainly exceeded my expectations.”
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All New Beginnings
- Education
- Financial
“Definitely a great place to start when investing in your future.”
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The Retirement Solution
- Annuity
“Great customer service and caring staff!”
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Stock Plan Advisory Group
- Goals
- Retired
“In today's volatile market his sage advice has given us peace of mind and we don't have to spend all our time doing research and hoping we make the right decisions.”
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JTM Williams Capital Management
“Working with Matt Williams has helped our family collaborate on a retirement plan that was far beyond what we could have done on our own.”
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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.”
Retirement Planning and Investment Management Services in Woodbridge, 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 453 cost profiles
Why these companies made our list
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