After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

I have found everyone I have talked to here to be a huge help. Will definitely continue banking and…read moreinvesting with them

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Silas & Ward has provided tremendous assistance in the management of my minor son's financial…read moreaffairs. Thanks to their thoughtful and strategic planning he will achieve a major goal when he turns 21 years old. Thank you Silas & Ward Financial Group.

From the owner: Silas & Ward Financial Group, based in Vienna, Virginia, specializes in retirement income planning,…read morelong-term care insurance, life insurance, and legacy planning. With over 29 years of experience, they offer personalized strategies to help clients achieve financial security and a lasting legacy. The firm, led by founders Frederick and JoAnn Griffin, emphasizes a holistic approach to financial planning, focusing on clients' unique needs and goals.

I have a small beauty business and wanted to plan for growth over the next few years. A friend…read morerecommended the services of We Fam Enterprises, and I'm so glad they did! They helped me develop a solid 5-year plan tailored to my business's unique needs, and I feel more confident about the future now. If you're a small business owner looking to grow, I highly recommend We Fam Enterprises--they're professional, insightful, and truly dedicated to helping you succeed!

From the owner: We provide clients with wealth building strategies and products, while enhancing their financial…read moreliteracy and maintaining long lasting relationships. We offer one on one sessions along with virtual, group and corporate seminars.

the worse place ever! needs to be in office by 7 am where…read moreowner/ceo bores you to death with @&#*. by the time you get out of meeting half the day is over, your biggest and best opportunists are gone. this is noting more than cold calling in person. another comment said the same, going up to strangers and asking them to buy insurance. we can do better.

I saw an ad for this company on Indeed offering a position for "Benefits Counselor". I applied…read morebecause the pay was high and it seemed like something I could do. Oh no. I got an email and they tell me to come in for an interview. Wear business attire and Bring your resume. I get there and there's a room set up with chairs and they're blasting music and everyone wanted t know my name and who invited me. As other people walked in they were as perplexed as me. Turns out its nothing but a pyramid scheme. They try to gloss over it with jokes and the such, but thats all it is. Stay far away.

These guys are great. Professional, helpful and convenient. Online trading works flawlessly…read more Security settlements (Fidelity) handles paperwork. Trustworthy!

Truly disappointed with the services render by this company. We were told one thing per our signed…read morecontract and the complete opposite happened with our taxes this year. The company stated they would handle everything, but a month later, that was not the case. Now we are stuck with a late fee on top of the money we owe back to the IRS.

If there is anyone looking for an amazing CPA, I highly recommend Norris Accounting Firm. Deon is…read morethe CEO and when I tell you that from the introduction he did everything that I asked to make me comfortable with him prior to sharing any of my info he did. I never hired one because I am so protective of my financial information so I required a lot of documentation and verification of his credentials. With my laser focus on my business goals and personal goals it was necessary for me to have someone in my pocket watching and assisting with my financial strategies and moves. Already he has provided value to my vision and strategy. For those not already using Quick Books he set it up for me and assisted me with properly categorizing previous transactions. I share my profile with him so he can give me proper guidance using a proactive approach to my decisions and accounting. His communication is clear, concise, and timely and the secured systems he used to protect your data and keep all things transparent is phenomenal. If you aren't in the DMV he also provide virtual services. I prefer virtual although he is only a couple of miles away. Lol