Oakton Financial

11710 Plaza America Dr #2000
Reston, VA 20190 703-871-5014

Ratings

?
?%    

Consumer Ratings for Oakton Financial — 4 Ratings

Register here and see full info on Oakton Financial, FREE.
Percent of customers who rated service "superior" for:
Giving helpful advice
?
?%    
Doing work properly
?
?%    
Promptness/responsiveness
?
?%    
Overall quality
?
?%    

Consumer Comments for Oakton Financial

Register here and see full info on Oakton Financial, FREE.
Consumer from Chevy Chase, MD
Dec 01, 2022
Recommended
Kevin Lozer is terrific. He is not only always responsive, he is also proactive. He monitors your investments and financial plan on a regular basis and will contact you if he feels something needs to be discussed and/or changed with your investments. He also helps with advice on issues like insurance, taxes, etc. He is a very caring person who makes decisions based only on what is best for his clients. He is a great financial advisor and planner.
Consumer from Chevy Chase, MD
Aug 19, 2021
Recommended
Consumer from Chevy Chase, MD
Apr 04, 2020
Recommended

...and 1 more consumer comment for Oakton Financial