Excellent service and communication! Great team to deal…read morewith. Elena is the best she is professional and knowledgeable.

From the owner: Citizen Financial Center, financial services company with…read moreheadquarters in Northern Virginia, specializes in supporting business owners, small and medium sized companies, and organizations by providing them with working capital and funding their daily and long-term needs including expansion, construction projects, real estate purchases and mortgage refinancing. Build Prosperous Business Together Business loans and programs. Commercial real estate loans and property financing. Programs for small and medium sized businesses. Our Services Working capital loans Expansion loans designed for established companies and organizations Short term cash flow assistance to cover operating expenses and keep employees in place Equity investment and start up funding Loan programs guaranteed by the Small Business Administration and USDA Lines of credit Uncollateralized programs Leveraged loans Business grant programs Alternative documentation loan programs

Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Brian was absolutely outstanding, and guided us through the entire mortgage process (as buyers)…read morewith poise and humor. We would absolutely use Brian again if we needed to get another mortgage. Cannot recommand him highly enough!

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.

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

This place is the best of the best. They are honest, knowledgable, and prompt. I mainly dealt with…read moreMadina Mojadidi. She is the office manager that gets-things-done! I called in in need of my payroll taxes reduced as I knew I was paying too much per paycheck. I was booked for an appointment super quick., Madina realized I'm in Maryland and opted to do a virtual meeting. She actually gave me a great discount and the price was way below what I thought I would pay. They advised it would be $55 for 15 mins. They stuck to exactly what they promised. In addition, I had quite a few follow-up questions and some adjustments had to be made after my initial virtual meeting. They didn't inconvenience me by making me meet again, Madina got things taken care of and only called me to advise that my questions were resolved. She offered to meet again for free if I wanted to speak to the CPA again. I was not ever charged for additional work or time to re-review the questions I had. They fixed every single concern/issue. My payroll taxes are now reduced. I'm thrilled and grateful for the outcome of using this CPA company.The best part, Madina did it with the most gracious and kind attitude. Kindness is for sure her super power. I would recommend this company 10 times over! If you're thinking about using this company, reach out to Madina!!! She will get you taken care of promptly, kindly, and handle all of your needs/concerns without missing a beat.

During my first appointment with Make my Day I was met initially with an the CPA's assistant who…read moretook all my forms (which they had asked for) and talked to me for some time. This was weird because over the phone the appointment was said to be made with the CPA herself. So just be sure when you make an appointment that you know who it's with and what will occur. The assistant after looking at all my tax papers gave me a quote for $350- 375, then a quote for $450- 475, then a quote for $550- 575, then was told that I would you would need to charge by the hour to look at one thing. I'm a small business owner, and they advertise specializing in small bushiness, so I'm not really understanding that why I would need to pay her to research something like that. For each increase in price I was told that it was because she didn't notice that my taxes would require "additional work" in certain areas. She gave me the first quote after looking at all of my papers and no new information was provided the first quote to the then open ended quote of apparently I'm guessing $550 + hourly, but we don't know how many hours? Not a great way to run a business in my opinion. I liked the CPA but when it comes down to it they're going to have to run their business like a business- they can't increase the price 4 times during a meeting. They should be able to read the forms, ask some questions, give an estimate. (Edit: I don't have a ton of "issues" as the buisness owner below says, I'm just a small business owner. In fact the first increase was because "they didn't know they needed a schedule c" even I know that and I wasn't pressuring them for a quick estimate, I was happy to answer any questions). Also, the office setting is not professional. It has a really bare bones feeling. We met in the lobby (I would a private setting) and sofa was super uncomfortable, painfully so. They say that people can come in and DIY taxes with someone helping to answer questions but the little cubicles were totally empty while I was in the office- probably because this DIY area had absolutely nothing to offer- they didn't even have coffee! How can someone focus on taxes without coffee!!? (Edit: yes I brought the end of my coffee at first but did need more and didn't know they had any- I couldn't see it, I did look for it).

This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.

They're supposed to be open until 6pm Friday. Drive a long ways & Was here before 5 pm just now…read more(Friday) and they were already closed! I hate businesses like these." So much. Everyone's time is valuable. CLOSE WHEN YOU SAY YOU WILL OR CHANGE YOUR SIGN!!!

From the owner: Our Team is here to help you and your business. From any tax preparation, notary and business…read moresolution need you might have to finding the right insurance for you. We are here to help you reach your goals and dreams! Business Loans including Commercial Real Estate Lending Tax Preparation For Personal & Business. IRS Resolution Notary Services Merchant Services Bookkeeping/Payroll Services Competitive Auto, Home, and Business Insurance. Call Now or Visit Our Website Free Consultation

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.