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Ravi Dave Financial in Falls Church, VA

Ravi Dave Financial

Banking Services Serving in Falls Church Area
  • 5star2 Reviews
  • 6.8
    Sulekha score
  • work_history5-15 years in Business
  • translateLanguage:English , Hindi +1 more
Accountant Services:Tax Preparation and Filing, Financial and Tax Planning, QuickBooks Consulting, Best Mortgage, Cash Flow Analysis, Certified Professional Tax Preparer, Home Loan Agent, Individual Tax Return, Indiviual Tax Filing, Latest Mortgage Quotes, Mortgage Refinancing, Non-Filed Tax Returns, Property Mortgage, Property Tax Loans, Purchase Loan, Purchase Mortgage, Special Circumstance Mortgages, Tax Implications, Auto and Home Insurance, Bookkeeping for Small Business, Trust Tax Preparation, Tax Consultation, Insurance Quote, Tax Preparer Specialist, Mortgages, Insurance Agency, Personal Tax Preparation, Mortgage Banking, Tax Analysis, Accounting Systems, Hindi insurance agent, Broker, Indian insurance agents, Independent Insurance agents, Workers Compensation Insurance, Tax Efficient Investments, Indian Mortgage Broker, Desi Broker, Desi Mortgage, Desi loan officer, Business and Individual tax filing, ATV Insurance, Snowmobile Insurance, Motor Home Insurance, Motor Cycle Insurance, Long Term Insurance, Joint Life Insurance

Serving ZIP Codes:30101, 30102

From the Business:Our mission is to inspire, protect and restore your dreams. Because we don’t want to let your dreams be just a dream. We enhance the financial security of the people we serve by providing an array of insurance products and services that offer choice, independence and peace of mind. We enable professionals in the financial and risk, tax and accounting, intellectual property and media markets to make the decisions that matter most, all powered by the world's most trusted news organization. We have experience of more than 40 years in financial field. Our commitment to you is to be fair, helpful and caring, and to provide ease and convenience when working with us. We strive to provide you products that build long-term relationships. So we are providing Free financial Consultations and Retirement Solutions to our customers. Throughout the city, we support hundreds of diverse state and local events that help individuals and strengthen communities. We speak Gujarati, English and Hindi.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:When it comes to preparing for the future, it is important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, starting a business, needing employee benefit information, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our advisors can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. We do offer our clients comprehensive financial planning services, especially for clients approaching retirement. We are firm believers in educating the client such that they can make informed decisions Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:Realtime FinanceFix is a tax, accounting, and advisory firm helping individuals and businesses stay organized, compliant, and financially prepared. We provide tax preparation and planning, bookkeeping, accounting, payroll support, business advisory, and financial consulting services designed to give clients clarity and confidence in their numbers. Our goal is to make financial management easier, more accurate, and more proactive — so clients can make better decisions throughout the year, not just during tax season.Read more

Serving ZIP Codes:99501, 99502, 99503, 99507, 99508

From the Business:I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less than three yearsRead more

Ratings & Reviews for Banking Services

perm_identityNaveen Pillala
calendar_month11 months ago

I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.

perm_identityRaghuveer Pulijala
calendar_month11 months ago

I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.

perm_identityKrishna Podury
calendar_month11 months ago

I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.

perm_identityMadhu Bhogadi
calendar_month11 months ago

I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.

perm_identitySantosh Vemula
calendar_month11 months ago

I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.

calendar_month11 months ago
perm_identityVinay Kumar Akula

I attended one of the presentations on Financial Planning given by Kumar Vutakuri and called him to understand more. He educated me on Financial Planning for me and my family and explained about Retirement planning. He did the free financial health checkup (FNA) and showed us the numbers we require when we retire. He educated us on Protection planning, kids college education and showed us the Road Map for the next 40 years. We ended up having IUL’s for me and my wife and Fixed Indexed Annuity (FIA). He has a lot of patience, and is very committed to helping the families. He has a lot of knowledge on what he is doing. I have recommended a couple of friends also to avail these services.

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perm_identityRam Shastri

Good Service

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perm_identityIrfanul Kabir

As a college student, it is quite difficult to find an professional tax accountant as we lack knowledge in the field of expertise. When I discovered HBC Tax & Accounting, I can happily say that their tax service has exceeded my expectation. Mr. Shamim Iqbal was very professional and knowledgeable tax accountant and his great interpersonal skills provided me an exceptional tax service. He truly cares about your tax service and helped me understand various tax related things that I was not aware of. He would also sit with you to review all the information to make sure they are correct. His service was on time, and helps you out throughout the process with multiple questions to make sure you get the maximum tax refund possible.

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perm_identityJennifer Caires

I am in the middle of a major life transition and I needed a tax professional that would be willing to work with my unique situation, be sensitive to my needs and be able to complete the work in a certain amount of time. Shamim exceeded all my expectations. I plan to use him next year and I highly recommend his services.

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perm_identityImran Mollick

Very reasonable and experienced accountant. He treat every client as a family member.

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perm_identityBabak Garakani

Very knowledgable and professional. Definitely someone who cares about his customers. I would highly recommend him to anyone

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perm_identitySarolta Steinerné Beno

Great accountant, amazing person! His excellent work ethic and professionalism make him a quality business owner. He genuinely cares for his client and keeps their best interest in mind. I would highly recommend him to anyone!

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perm_identityLea Starosta

He was really professional and fast Really good work

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perm_identityHorvathagi Littlestar

Sina Kazemi is the best accountant you could ever have! It takes a rare individual to make a great accountant because the qualities of an accountant are hard to find in a person after all. Sina is not only good with numbers, detail-oriented and have the ability to stay organized and focused but also has the right personality traits for his job. He definitely possesses strong ethics and integrity both personally and professionally. I can always trust him giving me the advice tailored specifically to my situation which is a crucial benefit for me because the IRS has different criteria for various situations I wouldn’t know about otherwise. I have been using his services for many years and have been more than satisfied with his work. I can only recommend him to everyone who seeks help in this field.

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perm_identityMohammed

He did our taxes for 2010 and 201! and we're planning to visit him again for 2012 very soon.That tells you he's doing something right!Great service and a very smart man. Guides through the Tax process seamlessly.

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perm_identityVijay

Very helpful, take personal interest in each and every one of his clients. He was recently nominated as one of the best cpa in the Washington metro

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