Financial Advisors familiar with federal benefits Can anyone recommend a financial advisor who is familiar with federal benefits? I'm not looking for someone to manage my money (for a fee), but someone who will sell me their time to look at my current assets, etc. to determine what my financial situations will be at retirement.
Nanyea replied:
I pay for a CPA, besides actually filing taxes, they are professional financial advisors, and surprisingly adept. If you look in Virginia, there are quite a few who have deep knowledge of Fed benefits. Not sure if recommendations are kosher, but start with something like the link below. Many of them will do a free initial consult. http://www.gillilandcpa.com/
Can anyone recommend a CPA or contract CFO in DC or NOVA to help get my start-up's financials into shape? I need experience in addition to the work, so they really should have experience/expertise working with start-ups seeking financing from angel investors. Thank you!
rcsuc replied:
I've been using gillilandcpa.com in Falls Church to handle the financials for my seven person company. He doesn't handle CFO work, he just does our taxes and answers our questions about tax related stuff. Sorry if this is not what you are looking for.