Acorn Financial Services, Inc. - Reston, Virginia

P L.

We are thoroughly impressed with the financial planning services offered by Acorn Financial Services. About 16 years ago we looked into several financial services and it was clear that Acorn Financial Services’ expertise and dedication were unmatched. They took the time to thoroughly understand our financial goals, both short-term and long-term, and crafted a personalized plan that perfectly aligned with our family’s aspirations.

What sets Acorn Financial Services apart is their genuine care for their clients. They were always available to answer our questions, provide advice, and offer reassurance during market fluctuations. Their proactive approach ensured that our financial plan was always up-to-date and optimized for the best possible outcomes.

Acorn Financial Services demonstrated a deep knowledge of investment strategies, tax planning, college planning, and retirement planning. Their ability to explain complex financial concepts in an easy-to-understand manner was invaluable. They made sure I was comfortable with every decision and kept me informed about the progress of my investments. They consistently take a comprehensive approach to managing our current finances and planning for our future retirement goals. They offer not only financial advice but also guidance on life event changes that could affect our financial goals.

With the support of Acorn Financial Services, my family and I feel confident and secure about my financial future. Their professionalism, integrity, and personalized attention have made a significant positive impact on our financial well-being. I wholeheartedly recommend Acorn Financial Services to anyone seeking an expert and reliable financial planner.

cajoulito1

I was initially unhappy with my experience with my previous financial advisor, as they didn’t fully understand my needs and communication was lacking. However, the managing partner promptly reached out to address my concerns. They took the initiative to assign me a new advisor, and I have been extremely happy with the change. The new advisor is attentive, knowledgeable, and has been proactive in guiding me through my financial goals. I’m now confident that I’m in good hands.

Alex D.

My experience with Acorn Financial Services has far exceeded my expectations. I have been a client of Acorn for 3 years and have worked with the team to build a long term financial plan to ensure my financial success. This has given me the confidence to live my life to the fullest knowing I'm in great hands. I highly recommend Acorn.

Andy M.

My family and I are have been extremely impressed by the level of service and care we receive from the Acorn team. Especially since we have a new baby, there is no one else we would trust with our family's financial future.

I really love that they not only do it all, but do it all well. From financial advice to life insurance, estate planning to taxes, they offer services to help us reach all our financial goals. 10/10

Brock L.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first meeting 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.

Darina G.

I have been a client of Acorn's for four years. Shortly after becoming a client with Acorn I got the peace of mind knowing that people like Jim Gambaccini and Matt Brennan are overseeing my portfolio. They are always responsive to my emails and happily answer any questions I have. Follow up summary emails after meetings are very helpful and have a personal touch. They helped create a sound financial plan and with their advice I was able to afford my secondary education. I am very grateful for finding them!

Morena M.

My family has been working with the Acorn team for three years and have tremendous appreciation for their financial guidance and professionalism! 5 stars.

Rimas C.

I have been a client for a couple years. Acorn is an impressive firm run by an amazing team who are dedicated to delivering the best in financial services to their clients. Beyond financial planning and wealth management, they have experts in house that are highly skilled in tax, business, estate and other related legal matters so that you don’t have to go back and forth with your financial planner, CPA, attorney. Everything under one roof, very reasonably priced, what a relief, highly recommended.