Here’s The Deal: Illumint by Kevin Mahoney is a fee-only Financial planner in Washington, D.C., United States. Kevin Mahoney is the founder and chief executive officer of the firm. He holds an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. He is both proud and humbled to say that Investopedia identified me as one of the top 100 financial advisors in the country. As a financial advisor in Washington, DC, He has worked exclusively with Millennials since 2017. He realized that many families have the same questions about spending, saving, and investing that he once had. Because of this, he has spent the past seven years focusing his training, research, and work on helping people with these specific financial decisions. Kevin Mahoney and his team help his peers navigate the new financial decisions.
3 Best Financial Services in Washington, DC
Expert recommended Top 3 Financial Services in Washington, District of Columbia. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ILLUMINT BY KEVIN MAHONEY REVIEWS
My husband and I have loved working with Kevin. He is thoughtful, transparent, non-judgmental, and easy to talk to. He is also very responsive and communicates complex financial terms in a manner that is easy to understand. Unlike previous financial advisors we’ve worked with, he’s not selling or pushing anything and truly has his clients’ best interests at heart. We absolutely loved the thought exercise he had us do when we first started working with him, which is just an example of how he encourages his clients to think about what they truly value and then come up with a plan for prioritizing those values. The financial advisement process can be scary, especially in these crazy times, but Kevin has a unique ability to simplify the terms and make the advisement process much less overwhelming. Dare I say it, he even makes it fun! I would recommend him to anyone who is looking for someone who can help them achieve their financial objectives and present them with creative options to meet their short and long-term goals. As a woman, I’m continually surprised at how many men my husband and I engage with on a transaction-type basis, whether it's a car dealer, realtor, mortgage lender, etc. who primarily address my husband and not me throughout the process. Kevin has always engaged us both equally and goes out of his way to make sure both of our perspectives are heard.
evin has been instrumental in helping my husband and I figure out our finances and planning for our future. He has helped us prioritize our goals--like buying our first house--and feel confident in how we are spending and saving money. When we met Kevin, we had just gotten married and were still figuring out how to look at our income and assets collectively as opposed to individually. He helped us think through our investments as a unit and our budget so that we could make the changes we needed to meet our goals. Working with Kevin has been one of the best decisions we have made in our first year of marriage as it has helped us make short-term and long-term financial decisions together based on our priorities as a family. If you are someone who feels a little lost (and maybe not totally seen) by all of the advice out there on planning/ saving/ investing, I would recommend meeting with Kevin.
My husband and I really enjoyed working with Kevin to not only develop a sustainable financial plan, but actually become financially literate. Kevin was always willing to answer any and all questions and helped demystify financial planning for us. Most importantly, he helped us reframe how we approach saving, budgeting, and investing, which will pay dividends for us in the long term. I highly recommend Kevin, especially for young professionals looking to understand personal finance and investing but don’t know where to start.
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![Networth Financial Group Washington Financial Services Networth Financial Group Washington Financial Services](https://threebestrated.com/images/NetworthFinancialGroup-Washington-DC.jpeg)
Here’s The Deal: Networth Financial Group is a leading financial planner in Washington, D.C., United States. They can assist you in all your tax, financial, and business affairs assistance to improve your financial well-being. They offer insurance coverage decisions, social security, claiming decisions, and debt repayment. They first establish a baseline and implement strategies to meet your financial goals. Then, they work together to arrive at a workable plan and provide action items for you to implement to address the areas of concern. At The NetWorth Financial Group, they have the expertize needed to help you file your returns while also allowing you to minimize your tax liability with careful planning. They carefully construct a written financial plan that reviews each aspect of your financial situation and provides specific advice to help you attain your goals.
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TOP 3 NETWORTH FINANCIAL GROUP REVIEWS
I have been seeing different accountants for the past two years and haven’t been impressed. I finally feel like I found a great one! Donna Deluze is professional, friendly and exceptional. I really appreciated the attention to detail and the thoughtful information she shared with me. Taxes can be so confusing and daunting and she was able to take me through it step by step and helped me understand more. I would highly recommend this place. The front desk staff was very friendly and helpful as well. All in all a fantastic experience and I will definitely be back.
My family has been using Mr Cooke for almost 10 years.. He is very knowledgeable. He works well with business and personal taxes.. I have never seen him act negative at all so I’m quite surprised by the negative reviews. But I can just speak for myself, and say I highly recommend him.
I have been doing my personal and now business taxes with them. Very knowledgeable and professional.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Monumental Financial Planning Washington Financial Services Monumental Financial Planning Washington Financial Services](https://threebestrated.com/images/MonumentalFinancialPlanning-Washington-DC.jpeg)
Here’s The Deal: Monumental Financial Planning is a well-known Financial planner in Washington, D.C., United States. John Cortale is the founder of the firm. With over two decades of experience, he and his team have provided comprehensive investment solutions and personally tailored advice to families and individuals. Monumental Financial Planning proudly presents its cutting-edge Complete Confidence Retirement Plan. They help clients define their retirement goals, assess their financial readiness, secure reliable retirement income, and create enduring legacy strategies to get them to the work-optional phase of life. They have provided comprehensive investment solutions and personally tailored advice to families and individuals. By delving deep into comprehensive financial planning and focusing on risk management, they can maximize clients’ understanding of the market. They believe in building a direct and personalized connection with their clients and crafting individualized plans that suit your unique needs.
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TOP 3 MONUMENTAL FINANCIAL PLANNING REVIEWS
I have been with Mr. John Cortale and Group for over two decades. He does an excellent job as Financial and Wealth Advisor. When I leave any concerns in his hands, he and his group are attentive and see the issues through to completion. It has never been necessary to keep calling for anything. The Cortale Group keep their fingers on the pulse of your finances. The Cortale Group is always caring and professional. Mr. Cortale and Group appreciate their Clients and work hard to serve them.
Ive been invested with John for numerous years. Out of all the investement companies that I have dealt with he has been the best. He has kept me informed any time he made significant changes within my account,and we have done several zoom meetings as well as numerous phone calls. He always keeps us informed and is aware of the various market trends. He can answer any of my questions and has made me more confident in my investments. The Cortale Group is the place to go for service and the ability to grow your money.
We have been clients of John Cortale for several years now. John is doing a brilliant job of managing our retirement funds. He is personable and easy to work with and is committed to regularly communicating with clients. When a relative passed away late last year, I had to set up an estate fund. I cannot speak highly enough about how John and his client support manager, Adam, have made the process of getting things squared away as painless as possible. They truly go the extra mile to help out. John's expertise is evident in how well our funds are holding up in this up and down market.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.