Bogart Wealth
About the Business
Bogart Wealth is a finance institution located at 2010 Corporate Ridge in McLean, Virginia, United States. Specializing in financial planning, investment management, tax optimization, and tax preparation, our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth. Our team takes a personalized approach to understand each client's financial goals, opportunities, and concerns. As fiduciaries, we are held to the highest standards of conduct and always act in the best interests of our clients. With over four decades of experience advising successful executives, entrepreneurs, and families, we offer unbiased recommendations tailored to each client's unique dreams and aspirations. Visit our resource center for the latest insights. Operating in McLean, VA, Houston, TX, and The Woodlands, TX. Please note that by clicking on any hyperlinked third party websites, you are leaving the Bogart Wealth website and should review their privacy and security policies before providing any information.
Photos
Location & Phone number
2010 Corporate Ridge #650, McLean, VA 22102, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with."
"My experience with Bogart Wealth was absolutely incredible! They provided me with exceptional advice and guidance when it came to retirement planning. They were very knowledgeable about the various strategies I should pursue, and the financial products that could best meet my needs. The team is always available to answer questions and provide support whenever needed. They took the time to explain different concepts in detail, so that I fully understood what each option entailed. They also went above and beyond to ensure that I had a comprehensive plan in place for my long-term retirement goals. They crafted a portfolio tailored specifically towards my goals and risk tolerance, taking into account all of my individual needs and circumstances. The team is incredibly competent, professional and friendly, making the process enjoyable as well as educational! It was great having access to such high-quality financial advice that I can trust 100%. I would highly recommend Bogart Wealth when it comes to retirement planning - they are truly an outstanding company!"
"Great wealth management firm with a wealth of knowledge. They’ve helped us with our financial planning and investment management for over 3+ years now. Couldn’t be happier."
"Working with Bogart Wealth to setup my ExxonMobil savings plan has been nothing short of amazing. Thank you, I will be recommending you to fellow colleagues of mine."
"The team at Bogart wealth are exceptional at what they do. I highly recommend them for wealth management."
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