TOP 10 Business strategy and solutions in Washington, Virginia
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Merrill Lynch Financial Advisor Dallas Y. Vipond
● ClosedMerrill Lynch Financial Advisor Dallas Y. Vipond, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to managing your wealth through a personalized approach. By understanding your financial goals and priorities, Dallas Y. Vipond can create a flexible strategy tailored to today's market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, Dallas Y. Vipond can help you pursue your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Dallas Y. Vipond believes in building strong relationships with clients and participating in the communities they serve. Through the Merrill Personal Wealth Analysis™ tool, Dallas Y. Vipond can create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Dallas Y. Vipond can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 2001 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. With a strong commitment to helping individuals and businesses achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products and services. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for insurance coverage, retirement planning, investment strategies, or wealth management services, Northwestern Mutual is a trusted partner you can rely on for sound financial advice and guidance.
2001 Pennsylvania Avenue NW, Washington, DC 20006, United States -
Merrill Lynch Financial Advisor Charles King
● ClosedMerrill Lynch Financial Advisor Charles King is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With over 35 years of experience in the financial services industry, Charles King and his team are dedicated to providing personalized strategies and advice to individuals, families, and businesses. They focus on understanding clients' short and long-term financial objectives to help them pursue their goals. As a graduate of the University of Virginia with a background in architecture, Charles King is passionate about delivering excellent service and building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management offers a comprehensive approach to managing wealth, starting with listening to clients' needs and goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor John Maguire Heckler
● ClosedMerrill Lynch Financial Advisor John Maguire Heckler, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing exemplary client service. John, who joined Merrill in 2008, specializes in creating strategic financial strategies for foundations, charities, affluent families, and nonprofit organizations. He also offers guidance to corporate executives, business owners, professionals, and entrepreneurs, focusing on customized wealth management strategies tailored to each client's unique needs. John and his team take the time to understand each client's whole life in order to establish objectives, develop appropriate strategies, and make recommendations that align with their investment goals. As part of the Merrill Lynch Wealth Management team, John conducts regular reviews to track progress towards reaching financial goals and adjusts strategies as needed. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By focusing on the things that matter most to his clients - family, goals, and priorities - John helps them achieve their financial aspirations through a personalized approach. With access to investment insights from Merrill and banking solutions from Bank of America, John works with clients to develop strategies that address their financial needs and adapt to changes in their lives or the market. As a Merrill advisor, John puts his clients first, offering guidance based on their goals and priorities to help them navigate the complexities of their financial lives. Through one-on-one relationships and personalized investment strategies, John and his team help clients pursue their goals and achieve financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 1650 Tysons Boulevard in Tysons, Virginia, United States. Since 1995, David has been providing financial advice and wealth management services to various clients, including corporate executives, business owners, multigenerational families, and trustees. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 and has been featured in interviews on CNBC, Investment News, and RIA Channel. David focuses on managing the complexities of his clients' financial lives, including risk management, retirement planning, tax planning, and estate planning. He believes in helping clients understand what's important and what's possible, with a goal of balancing present living with future planning. David is also actively involved in community service and leadership through various charities, including Second Story and George Mason University.
1650 Tysons Blvd # 1575, Tysons, VA 22102, United States -
Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKatherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 6 East Washington Street in Lexington, Virginia, United States. Katherine E Crow holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial solutions for individuals, small business owners, retirees, and domestic partners, Katherine E Crow offers comprehensive services to meet the unique needs of her clients. Whether you are looking for investment advice, estate planning assistance, or retirement strategies, Katherine E Crow is dedicated to helping you achieve your financial goals with integrity and professionalism.
6 E Washington St, Lexington, VA 24450, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 5301 Wisconsin Avenue Northwest in Washington, District of Columbia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and support to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial world and create a customized financial plan that meets your needs.
5301 Wisconsin Ave NW Suite 400, Washington, DC 20015, United States -
Merrill Lynch Financial Advisor Christopher Cunniff
● ClosedMerrill Lynch Financial Advisor Christopher Cunniff is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Christopher Cunniff can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on community involvement, Christopher Cunniff volunteers with local organizations. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals. Through ongoing communication and adjustments, Christopher Cunniff will work with you to pursue your financial objectives. With a focus on understanding your unique needs and priorities, Christopher Cunniff will help you create a financial approach that aligns with your goals. Get personalized investment strategies and comprehensive financial solutions from a dedicated Merrill advisor. Stay on track with the latest investment insights and strategies to help you achieve your financial goals. Christopher Cunniff is registered to do business in multiple states and is committed to providing personalized financial guidance to help you navigate the complexities of investing. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services to meet your financial needs.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William S Jeffery
● ClosedMerrill Lynch Financial Advisor William S Jeffery is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on understanding your full financial picture, William S Jeffery can help create a flexible strategy tailored to your specific goals and needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in managing your wealth and pursuing your financial goals through personalized wealth management strategies. William S Jeffery is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As your financial advisor, William S Jeffery prioritizes what matters most to you and your family, adapting your financial approach as your life and goals evolve. By utilizing the Investment Personality Assessment, he can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. With a focus on building a long-term relationship, William S Jeffery aims to help you manage, grow, and preserve your wealth while addressing your financial needs. Certified as a Financial Planner, William Jeffery is registered to do business in multiple states and offers personalized investment strategies tailored to your unique situation. With a commitment to putting you first, William S Jeffery is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Robert Howe
● ClosedMerrill Lynch Financial Advisor Robert Howe is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Robert Howe began his professional journey as a Vice President at the Money Management Institute before joining Merrill Lynch Wealth Management in 2016. At Merrill, Robert focuses on providing clients with tailored investment plans, specializing in corporate retirement plans and individual wealth management. He works closely with business owners, plan sponsors, and participants to ensure a secure retirement future, offering services such as enhancing existing 401k plans, delivering employee education sessions, managing fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs. In addition to his financial expertise, Robert enjoys traveling, sporting clays, and coaching CrossFit in the local community. He is an active contributor to the local and national Phillips Andover Alumni Association. Robert offers personalized wealth management, retirement planning strategies, and small business solutions. His mission is to help clients secure their financial futures by understanding their goals and priorities, and creating a customized financial approach. Robert is registered to do business in multiple states and believes in the power of personalized investment strategies combined with comprehensive financial solutions from Merrill and Bank of America. Contact Robert Howe for expert financial advice and personalized service to help you achieve your financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
JTM Williams Capital Management - Alexandria, VA
● ClosedJTM Williams Capital Management is a prestigious finance institution located in Alexandria, Virginia. Situated at 500 North Washington Street, this firm offers expert financial management services to clients in the area. With a team of experienced professionals, JTM Williams Capital Management provides personalized investment strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is dedicated to providing top-notch financial solutions.
500 N Washington St Ste 201, Alexandria, VA 22314, United States -
Merrill Lynch Financial Advisor Michael B Cunningham
● ClosedMerrill Lynch Financial Advisor Michael B Cunningham is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. This institution follows the deep-seated Merrill tradition of community participation and volunteering. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, focusing on managing investment risk while helping clients pursue financial goals. The advisors at Merrill Lynch Wealth Management prioritize understanding clients and their aspirations, offering customized financial approaches to help achieve their goals. Through regular check-ins and updates, they aim to keep clients on track towards their financial objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers a range of services including investment advisory, financial planning, and more, tailored to individual client needs. Michael Cunningham, a Chartered Retirement Planning Counselor™, is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. The goal of Merrill Lynch Financial Advisor Michael B Cunningham is to help clients achieve their financial goals through personalized approaches that reflect their unique needs and priorities.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
J. Ambler Cusick - Morgan Stanley
● OpenJ. Ambler Cusick - Morgan Stanley is a renowned finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, J. Ambler Cusick - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its expertise in financial planning, asset management, and investment strategies, making it a trusted partner for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, J. Ambler Cusick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
1775 I St NW Suite 200, Washington, DC 20006, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 2703 George Washington Memorial Highway in Yorktown, Virginia, United States. While our tax advance loans have ended for this year, our experienced Tax Pros are ready to assist you in maximizing your refund. Whether you prefer to drop off your tax documents for a Tax Pro to handle, or schedule an in-person appointment for tax preparation, we offer convenient options to fit your busy life. Although Refund Advance loans are no longer available this year, we can still help you navigate the tax process and provide assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or by calling (757) 898-1600. Walk-ins are also welcome at our George Washington Memorial Highway office. Trust Jackson Hewitt Tax Service for all your tax needs, because when every dollar matters, it matters who does your taxes™.
2703 George Washington Memorial Hwy, Yorktown, VA 23693, United States -
Yount, Hyde & Barbour
● ClosedYount, Hyde & Barbour is a trusted accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. Our mission is centered around delivering excellence and earning the trust of our clients every day. We listen, learn, and strategize with our clients at the forefront of everything we do. Whether you are a business owner, a non-profit organization, or an individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer a range of services including accounting, tax, wealth management, assurance, and advisory services. Our team of experts are dedicated to minimizing your tax liabilities and positioning you for success. We are not just your accountants, we become your partners in achieving your goals. Visit one of our locations in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia to experience the Yount, Hyde & Barbour difference.
50 S Cameron St, Winchester, VA 22601, United States -
American Law & Tax Counsel, PLLC
● OpenAmerican Law & Tax Counsel, PLLC is a comprehensive institution specializing in accounting, finance, and legal services. Located in Washington, District of Columbia, our team carefully researches your business activity to identify proper deductions with the IRS for tax optimization. We specialize in tax relief strategies for businesses of all sizes and can negotiate payment plans to fit your budget. Our tax practice covers Federal, State, Local, and Foreign taxes for individuals, businesses, partnerships, trusts, estates, and nonprofit organizations. We offer tax return preparation, planning, and representation for IRS audits, appeals, and litigation. As a debt relief agency, we assist individuals in filing for bankruptcy relief under the Bankruptcy Code when debts exceed the ability to repay. Our services include filing for Chapter 7 debt discharge and preventing cancellation of debt liability. We also handle non-dischargeable debts, student loan debt relief, and employment-related legal matters, including Federal Employment Attorney representation and Whistleblower Protection Act cases.
Virtual Practice: Appointment, Phone, Video Evening Star Building, 460 11th St NW, Washington, DC 20004, United States -
Expeditious Tax Service Inc
● OpenExpeditious Tax Service Inc is a reputable accounting and finance institution located at 1101 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. With a focus on personal tax preparation, they offer a $2,500 guarantee and $1,000,000 errors and omission insurance for each client. Their team of tax professionals utilizes strategic approaches to implement tax laws, ensuring accuracy and compliance. Unlike traditional tax preparers who focus solely on data entry, Expeditious Tax Service Inc goes above and beyond to provide comprehensive and reliable tax services for individuals.
1101 Pennsylvania Avenue NW, Washington, DC 20004, United States -
Finch Phillip CPA
● OpenFinch Phillip CPA is a trusted accounting and finance institution located at 6420 George Washington Memorial Highway in Yorktown, Virginia, United States. With years of experience and expertise in the field, our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust Finch Phillip CPA for all your accounting and finance needs.
6420 George Washington Memorial Hwy, Yorktown, VA 23692, United States -
Highbridge
● ClosedHighbridge is a reputable real estate agency located at 2512 Q Street Northwest in Washington, District of Columbia. With a team of experienced and knowledgeable agents, Highbridge specializes in buying, selling, and renting properties in the bustling real estate market of the nation's capital. Whether you are looking for a new home, investment property, or commercial space, Highbridge is dedicated to helping clients navigate the real estate process with professionalism and expertise. Contact Highbridge today to start your real estate journey in Washington, DC.
2512 Q St NW, Washington, DC 20007, United States -
Letizia Valentin-Friebele
● OpenLetizia Valentin-Friebele is a doctor specializing in health located at 2333 Ontario Road Northwest in Washington, District of Columbia, United States. Dr. Valentin-Friebele holds a Bachelor’s Degree in Art History from Fordham University and a Medical Degree from Howard University College of Medicine. She joined Mary’s Center in September 2017 and was born and raised in Manhattan, New York. In addition to her medical practice, Dr. Valentin-Friebele is a former dancer and singer with a passion for the performing arts. In her free time, she enjoys spending time with her husband and family, as well as going for runs with her dog. This health center is a Health Center Program grantee and a deemed Public Health Service employee.
2333 Ontario Rd NW, Washington, DC 20009, United States -
The Saga by Seven Reasons Group
● OpenThe Saga by Seven Reasons Group is a renowned restaurant located at 1190 22nd Street Northwest in Washington, District of Columbia. Known for its exquisite cuisine and impeccable service, this establishment offers a unique dining experience that combines traditional flavors with innovative techniques. Whether you're looking for a casual meal or a special occasion, The Saga by Seven Reasons Group is the perfect destination for food enthusiasts in the heart of the United States capital.
1190 22nd St NW, Washington, DC 20037, United States -
International Finance Corporation
● ClosedThe International Finance Corporation (IFC) is located at 2121 Pennsylvania Avenue Northwest in Washington, D.C. It is the largest global development institution focused on the private sector in developing countries. By encouraging growth and investing in impactful projects, IFC advances economic development, creates jobs, and improves the lives of people. With operations in over 100 countries, IFC leverages its expertise and financial resources to help clients overcome challenges and mobilize solutions for development. As a member of the World Bank Group, IFC focuses on promoting green growth, creating inclusive jobs, and transforming communities through private sector investments. Join IFC Insights for the latest updates on investment opportunities in emerging markets.
2121 Pennsylvania Avenue NW, Washington, DC 20433, United States -
PARCO
● OpenPARCO Finance Located at 2000 Pennsylvania Avenue NW #7000 in the heart of Washington, DC, PARCO Finance stands as a beacon of financial expertise and dedicated service. Specializing in a comprehensive range of financial solutions, PARCO Finance caters to both individuals and businesses with a commitment to excellence and personalized attention.
2000 Pennsylvania Avenue NW #7000, Washington, DC 20006, United States
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