Kathleen Finn, LLC
About the Business
Kathleen Finn, LLC, located at 1316 Q Street Northwest in Washington, DC, is a finance institution that operates under the name Finn Financial Advisory Group, Inc. As an independent Registered Investment Advisor (RIA), we provide personalized financial advice and planning services to clients in the DC, MD, and VA area, as well as Americans living abroad. Our goal is to offer simple yet comprehensive solutions that take into account various factors such as income, investments, taxes, fees, and interest rates. We believe in a common-sense approach to financial planning, focusing on coordinated and integrated advice.
Finn Financial Advisory Group, Inc. is registered under the Investment Advisers Act of 1940, and our team is dedicated to providing high-quality services to our clients. We are licensed to offer securities in MD, VA, and DC, and we are registered with the U.S. Securities and Exchange Commission as an RIA. Our ADV Part 2, which details our investment strategies, fees, and objectives, is available upon request. Please note that this is not an offer to sell securities in any other state or jurisdiction.
Location & Phone number
1316 Q St NW, Washington, DC 20009, United States
Reviews
"Unprofessional, unfriendly and unreliable. Came back with comments on a tax return last minute (on a Saturday before filing deadline) even though she had the underlying info for 1 month. Was unwilling to share her understanding of certain choices she made, suggesting that she could either file the return (her way) or leave it; but wouldn’t explain the tax law to me."
"Kathleen was great to work with! It was the first tax season since my wife and I got married, and Kathleen handled everything for us and made the process easy to understand."
"Thay did everything to help me thay are so good"
List of local businesses, places and services in Virginia
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos