Varilpan

19775 Belmont Executive Plz Ste 320
Ashburn, VA 20147703-771-8194

Ratings

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Consumer Ratings for Varilpan — 8 Ratings

Percent of customers who rated service "superior" for:
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Consumer Comments for Varilpan

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Consumer from Bethesda, MD
Jan 01, 2019
Recommended
Variplan's approach to investment risk was what sold me on their services (and philosophy). Prior financial advisors asked me only what my personal risk tolerance was, before making investment recommendations. Variplan took a completely different approach, which is wiser, in retrospect. First, they determined what money I though I would need in retirement. Then, they determined what resources I currently have and would receive upon retirement. Then they made recommendations on investments with levels of risk that would help me meet my goals. That way I wasn't overly risky in my investment choices. Seems simple, in retrospect. Also, I trust a fiduciary, rather than firms like Merrill Lynch, where the advisors are never entirely clear on the fees they, or their firm, earn.
Consumer from HERNDON, VA
Sep 08, 2017
Recommended
Consumer from HERNDON, VA
Aug 17, 2016
Recommended

...and 5 more consumer comments for Varilpan