3 Best Financial Services in Washington, DC

“Illumint by Kevin Mahoney is a fee-only financial planner. Kevin Mahoney is the founder &CEO of Illumint. He holds an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. Investopedia named him 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.”

Read more

“Networth Financial Group offers insurance coverage decisions, social security, claiming decisions, and debt repayment. They first establish a baseline and implement strategies to meet your financial goals. They can assist you in all your tax, financial, and business affairs assistance to improve your financial well-being. 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.”

Read more

“Monumental Financial Planning was founded by John Cortale. With over two decades of experience, he and his team provide comprehensive investment solutions and personalized 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.”

Read more