Washington, DC 94 Financial Advisors near you
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Dean Tax & Bookkeeping Services
(8)
We pride ourselves on offering our clients value 1st in solving their tax problems!!! With over 4 years of experience in Tax Preparation we not only work closely with our clients; we also see to it that the client is our number one priority.
Shirley Luu Finance
(6)
Specialized Guaranteed lifetime income. Safe guard retirement from loss. Bonus on roll over. Tax free income.
Sovereign Wealth Management
(6)
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion.
You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals.
Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her r
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Mark Sullivan CPA
(3)
I have helped thousands over the years with tax and financial planning. Reviews of prior years returns often result in filing amended income tax returns which result in refunds.
MyTaxx Office
(2)
Financial services has overlooked underserved communities in the U.S. today. MyTaxx Office, LLC (through innovative products, entrepreneurial opportunities, ans an emphasis on financial education) helps those underserved communities experience the generational benefits of a strong financial strategy. In other words, we help you become a better, financially stronger you!
ATM Professional Services, CPA
(2)
Please visit our website at: www.atmcpas.com and www.localaccountant.us
Stephen & Associates, CPA P.C.
We are a Certified Public Accounting and Certified Management Accounting firm . As such, we are a full service accounting firm. Our philosophy and approach is to provide client organizational accounting support from the two optimal points of everyday internal accounting (Certified Management Accounting) and external accounting/reporting (Certified Public Accounting). Our approach is particularly effective as we are able to understand our clients' needs more deeply. We are therefore able to offer the most relevant services that satisfy each client's unique needs.
CERTIFICATIONSCertified Business Enterpr
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TaxBiz USA
Specialized in accounting, tax, payroll, business compliance and Tax resolutions services for small business, real estate investors/developers.
TaxBizUSA is a full service accounting and payroll firm for self-employed and small businesses servicing the DMV area. We strive to provide outstanding services to our clients by dedicating ourselves to the three underlying principles of professionalism, responsiveness and quality. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. You can find us at 9300 Livingston Rd., Suite 160, Fort Washington, MD 20744
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Carrington Financial Planning, LLC
We all have goals and dreams in life such as a comfortable retirement, funding our children’s education, buying a second home or traveling the world. Most of these require significant funding to achieve. However, many individuals and families do not have a well thought out, written plan for achieving their goals.
Nebulous plans and wishful thinking often lead to disappointment. Carrington Financial Planning develops financial plans that clearly explain the most efficient way to use your financial resources to achieve your goals.
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SMB Advisors Corporation
Our firm offers virtually automated A/P, A/R, Payroll and Bookkeeping Services through to Corporate and Personal Tax Preparation and Financial Planning all through triple secure cloud technology and utilizes mobile apps for bill payment approvals and time keeping for employees. We can be your back office so you can focus on your front office and making profits. Get back to doing what you love most.
Aronson LLC
Aronson LLC provides a comprehensive platform of assurance, tax, and consulting solutions to today’s most active industry sectors and successful individuals. For more than 50 years, we have purposefully expanded our service offerings and deepened our industry specialties to better serve the needs of our clients, people, and community. From startup to exit, we help our clients maximize opportunity, minimize risk, and unlock their full potential.
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Glass Jacobson Financial Group
Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, investment advisory, financial planning, and 401(k) services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life. The result is a cohesive approach to your financ
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Sera Capital
Welcome to Sera Capital
We Are Investors
This singularly focused identity explains the essence of our firm and what attracts our clients to Sera Capital. Whether we’re helping you save it, grow it, keep it, or enjoy it, when it comes to you and your money, we partner with you to achieve your unique investment objectives.
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Independent Financial Group
Deciding when to retire is based on more than reaching an age or date. We aim to help our clients plan, save and prepare for retirement, manage risk, and preserve accumulated wealth. Our approach is simple--consider each client's individual situation and objectives, and offer the most suitable unbiased advice in the best interest of the client.
We aim to take the mystery out of retirement, investments, and income planning. Our advisors will help you create a customized financial plan that suits your objectives and individual circumstances, considers your federal retirement income, and forms a taxation strategy. And we can he
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Charles Carroll Financial Partners
Fee-Only - We Do Not Accept or Solicit Commissions
Individual Securities Practice
Tax preparation as part of service
Financial Planning as a compliment to Investment Management
Served as a Commissioner on the CFP(R) Board of Standards Disciplinary & Ethics Commission
DavisTaxFirm.com
Our firm comprises a trusted team of accountants and business advisers providing the highest degree of professional service.We specialize in complicated, complex returns.
Scarborough Capital Management
CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ providing wealth management & flat-fee 401(k) help to individuals across America.SPECIALTIES:-Our Savings Plan Management program offers personalized management of your workplace 401(k), 403(b) or TSP-Financial Planning for Individuals and Business Owners-Investment & Wealth Management -Pension Buyout Analysis-401(k) / IRA Rollover Specialist-Retirement Income PlanningACTIVITIES:-Forbes.com & US News & World Report contributor-US News & World Report contributor-Served as panelist on AARP's LifeTuner.org, teaching Millenn
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BMD PROFESSIONAL CONSULTING LLC
BMDPC is the ultimate accounting service you will need to hire. We offer a comprehensive bookkeeping, and financial services plans that fit your business requirements and budget. We do NOT just crunch numbers. We add values to your business including enhancing internal control, identifying and mitigating risk, and saving you tax dollars.
We provide a wide range of services for individuals including tax preparation and filing, personal financial planning and estate planning. We develop a financial plan customized to achieve your specific financial goals and objectives within the desired time frame. We will help you to retire with style, save t
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Largo Financial Services LLC
We have a unique approach to financial planning by helping our clients find money in places they might be throwing money away unknowingly and unnecessarily for example we find money in the way they contribute to a qualified retirement plan , the way that they pay taxes , the way that they make their mortgage payment , the way that they save for their Children’s college and the way they make major capital purchases like cars , weddings, travel .
We also help them get out of debt in 9yrs or less including mortgages and student loans without them having to spend any additional money that they are currently spending .
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Ridley Wealth Strategies
I work with financially motivated individuals who seek to accumulate wealth through their businessprofits and income generated from their salaries through out their professional career. I createWealth Planning strategies that strive to provide the desired income to be financially independentand focus on enjoying their lifestyles.
Michael Feeley, Financial Advisor
Most people I meet with for the first time have an idea of what they want and what they have. Most have not ever coordinated their assets to take what they have and turn it in to what they want.
My goal is to help clients coordinate their assets and develop an over all Financial Plan so they can achieve their goals in an efficient way. As life happens and goals change, your financial plan should evolve as well. Your Financial Advisor should be their to educate you and help you stay on track. My goal is to have a long term relationship with my clients and be the last Financial Advisor they ever have.
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The Success Partner
Daya is an affiliate member of ICF (International Coaching Federation) accredited Accomplishment Coaching. She began “The Success Partner” program specifically to support attorneys better their lives and enhance their careers. With offices in Washington, DC and New Orleans, LA and the ability to serve clients on-site and virtually through ZoomPro, Daya tailors each program to the needs of the individuals, companies and firms.Daya is also an experienced neutral, resolving conflicts primarily in the construction and real estate arenas.
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Florin Group
1. Our passion is Holistic Wealth Planning for families and also multi-generation families. Our Holistic Planning process is unique and thorough. We are fee only. We collaborate with family to show them all the fees they are currently paying and customize a plan that's best for them. We also help give them advice on how they an manage their parent's finance. We provide a high level of concierge service by visiting seniors and connecting family in real-time via technology on meetings. We help families connect with vetted resources for Seniors.
2.The Founder have been doing planning over 23 years and brings her own uniqu
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Caldwell & Company
Caldwell & Company provides individuals and businesses with the expertise, relliability and experience of a well-established firm, but the custom, high-touch service of a family friend.
We provide tax planning, tax preparation services, audit review, estate planning, financial planning, small business management advisory services, and outsourced bookkeeping – all tailored to your needs.
Our metropolitan Washington, D.C. location is close to embassies and multinational organizations. This proximity, our multilingual tax experts and our deep expertise in the financial challenges faced by foreign nationals working in the U.S. allows us
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