Edward Jones - Financial Advisor: Chad D McMichael, CFP®|AAMS™
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(571) 367-2026
24805 Pinebrook Rd STE 210, South Riding, VA 20152, USA
Opening Hours:Monday: 8:30 AM – 5:00 PMTuesday: 8:30 AM – 5:00 PMWednesday: 8:30 AM – 5:00 PMThursday: 8:30 AM – 5:00 PMFriday: 8:30 AM – 5:00 PMSaturday: ClosedSunday: Closed
Area Served:Within 4 miles (6.4km) of 24805 Pinebrook Rd STE 210, South Riding, VA 20152, USAGet more exposure
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Google Rating: 5.0 out of 5 stars (8 total ratings)
Muralitharan Srinivasan5 StarChad is our go-to person for financial planning and advice and knows the trade very well. He has been helping us grow our financial/wealth management portfolio(IRA, 401k, 529, Insurance, will/trust, and others) for the past 10 years. For new folks reading this review, don’t hesitate to reach out and have a chat with him. It would be time well spent.
Thanks Chad for all you do.Monday 25th November 2024
Charlie Cook5 StarOur family has been using Chads services since COVID. Customer service is fantastic. The phone app is easy to use. Chad is always available. Total financial health is primary focus, family planning, retirement, tax planning, insurance, trust and wills. Chad makes sure all the bases are covered. Portfolio returns are exceeding our expectations.Saturday 16th November 2024
Mary Ann Cox5 StarMy husband and I have worked with Chad for several years and he’s first off been a trusted advisor for us all along. He meets with us on a regular basis. Explains the market, maps our strategic plan to our financial goals and personal temperament (meaning our appetite for taking risk) and adjusts and advises us where we are always comfortable and understand. He’s personable and professional and always quick to respond to our needs. Highly recommend Chad and his team to anyone seeking to grow and invest in their future.Thursday 3rd October 2024
Sridhar Valluri5 StarChad has exeptional Knowlege regarding financial things to help families. He helped me and various friends. I have been going to him from past 8 years for 401k, college tution plans and investmentsTuesday 4th February 2025
Robert Bagnall5 StarChad has been my financial advisor for several years. He is thoughtful, professional, and works hard to help me keep my money and grow it toward the future I want. If you are in need of financial advice, Chad is the person to help!Monday 18th January 2021