I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

Very knowledgeable staff and i went in to deposit check and they completed it promptly. Didn't…read moreupset which was very nice. Definitely recommend them for savings accounts. Their app is very intuitive too.

Had the pleasure of meeting Jason Smoot after securing an appointment online. It was an informative…read moreand detailed oriented discussion. Jason listened intently to our desires and offered solid options. There is no hard selling just facts! Tom's of resources online for self service but it's nice to connect with an Advisor to discuss. I look forward to working with his team!! The office is conveniently located at Reston Town Center, plenty of parking and options of a food plethora!

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

I had a great time working here as an intern. The company is located near the metro station, making…read moreit really convenient to get there. Meanwhile, the company offers much flexibility in the work time and fantastic opportunities to learn about the money and capital market. Everybody is friendly and patient. I ended up becoming a client of the firm after my internship is over. Highly recommended Joe and his team!

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

I highly recommend Lindsay Veleber as my financial advisor. I have been with her for approximately…read more10 years and will continue. Lindsay and her BOA Barbara are warm and caring and is always available for any questions I may have. I have recommended her to several others who are now working with her. My experience has been nothing less than excellent.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ask a friend. Google something. Just don't invest anything here. There are many better quality…read moreand lower cost options. They made it inappropriately difficult to withdraw my own funds. They charged high fees including a final fee to close my account as I spent several hours terminating my captivity. In my personal experience, Merrill Lynch actively and inappropriately worked to discourage my withdrawal of my funds from their investment account. Merrill Lynch requires a Medallion Signature for withdrawal transfers exceeding $20,000. After speaking with their phone support to confirm beforehand that they would provide a Medallion Signature, I visited a branch where they told me that they do not provide Medallion Signatures for withdrawals. Okay. Merrill Lynch requires something of their withdrawing account holders that they do not provide to their own account holders. They would gladly provide a Medallion Signature if I was a new customer transferring funds into one of their accounts. I ended up taking a full withdrawal in a complicated risky indirect IRA rollover among several more pitches and dire tax-danger-scary warnings from account retention. Those warnings may be true, but their policies forced me to take that risk. Frankly, I would rather take the hit on taxes and penalties rather than let them keep my funds hostage. Despite the fund fees they charged for over a decade (including inexperienced me buying the stupid Class B shares they were selling) I was charged $50 to close my account. Their policies only benefit themselves. This disorganized mess made me miss several hours of work across two days. Don't invest here. You will pay higher fees here than elsewhere. You will make less money in your investment accounts. You will have less money when you retire. You will have a more difficult time accessing your own money. You will be misled by support people only to be denied by policies that work only in their self interest.

I've had a Merrill Lynch account since I was a kid and only had to move it to the Reston branch…read morewhen I moved to the area 2 years ago. The "financial advisors" I was assigned seemed less knowledgeable than I am (which, I didn't think you could get any less educated) and I never felt comfortable accepting their recommendations since they seemed like they were selling me products that reap them the best commission. Turns out my Spidey-sense was correct.... Without my knowledge, they transferred my accounts to a "discount" brokerage house and SOLD PART OF MY PORTFOLIO WITHOUT MY KNOWLEDGE. Additionally, they charged me $250 in fees because my portfolio was now spread into an additional account because of their screw up. Needless to say, once I called up to ask what the hell they were doing, and to inform them that they BROKE THE LAW by making unauthorized trades, they responded by telling me their computer malfunctioning and that they'd call me back. I'm still waiting for their call. I'm still waiting for a call from anyone from their office. My accounts are being investigated by another Merrill Lynch office and fixed. I hope they've fired the morons that were involved with this "mistake". If you're making mistakes with a basic account transfer, I wonder what they'd do with larger trade or more difficult task. STAY FAR, FAR AWAY unless you want to have them completely rob you and mismanage your funds. In the meantime, I'll be filing my complaint with Merrill Lynch corporate and the SEC. This office should be shut down.

My company offerers EFE as a 401K rebalancing and management option through Fidelity. Many large…read morecorporations offer this option with the company. That is how they built their core business for the past decades I believe. As an example for the past 24 months my 401K is up 27%. I'm completely hands off. I haven't even seen my statements for the past few years - until recently - and I was pleasantly surprised. It's interesting to see all the negativity in this review section.

I felt ripped off by these people. They did nothing with my account and just pulled an exorbitant…read moreamount of money out of my retirement account. It was even hard to tell what I was seeing was their fees in my account history; edelman wasn't noted anywhere, it just had the funds that were being sold to pay for their fees, so I had thought it was some kind of fee from the fund until talking to someone at Vanguard who said it was Edelman. Leeches.

Exceptional Tax Specialist - A Game-Changer for My Businesses!…read more Working with Cha Group, Andy & Duncan + the whole firm has been an absolute game-changer for my family businesses. Their depth of knowledge, professionalism, and dedication have not only helped me navigate complex tax matters with ease but also freed up valuable time and mental space to focus on what truly matters--growing our businesses. What truly sets them apart is their use of cutting-edge tools and resources that simplify the entire tax process. From smart financial insights to real-time planning strategies, they bring clarity and confidence to areas that used to feel overwhelming. I now have a clearer view of my financial picture and peace of mind knowing everything is being handled with expert care. Thanks to their proactive guidance, I've been able to make smarter business decisions, stay compliant, and optimize my finances--all while focusing more on innovation and scaling. The price I'm paying is well worth the care and guidance we are receiving. If you're a business owner looking to not just survive tax season, but truly thrive year-round, I can't recommend Cha Group highly enough. Professional, insightful, and always one step ahead! We are so appreciative for them!

Before meeting Andy, I had worked with a couple of other accountants, but none of them came close…read moreto the experience I've had with him and his team. For the past two years, they've handled both my business and personal finances with exceptional professionalism and expertise. Their knowledge and dedication are truly remarkable. If you're looking for a seamless and satisfying experience, I highly recommend visiting Cha Group. You won't be disappointed!

I was looking for a financial advisor who could help with my 401k and help me invest additional…read moremoney. I was referred to Kevin by a family member. I would say that I am an investment newbie/dumbie... and I was very confused coming into his office. Kevin made sure to explain things in such a way that I could mostly understand. I am not going to become an investment genius overnight! That is why he was hired. Kevin and his assistant are also very personable and make you feel welcome. The only downside to my visit is that the office was HOT. I started sweating through my dress. It's not fun to be hot while dealing with financial business. Other than that, I highly recommend him for your financial advising needs.