City planning strategies in Washington, Virginia
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Merrill Lynch Financial Advisor Joseph T Coliton
● ClosedMerrill Lynch Financial Advisor Joseph T Coliton, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to understanding your values and helping you achieve your financial goals. The team takes a personalized approach, focusing on wealth building, preservation, and succession planning for high-net-worth individuals, families, executives, and more. With a background in finance and marketing, Joe offers tailored strategies using a goals-based process to align your financial picture with your priorities. From retirement planning to education funding, the team at Merrill Lynch works with you to develop a plan that fits your needs. Through the Merrill Investment Advisory Program, custom strategies are designed to help you meet your goals with a balance of risk and reward. Regular reviews ensure that your financial approach reflects any changes in your life or the market. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and work towards achieving your goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor George W. Seals, Jr.
● ClosedMerrill Lynch Financial Advisor George W. Seals, Jr. is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a wealth of experience and expertise in financial planning and investment strategies, George W. Seals, Jr. provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor George W. Seals, Jr. is dedicated to providing top-notch guidance and support.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Marie Mattes
● ClosedMerrill Lynch Financial Advisor Marie Mattes is a reputable financial institution located at 1152 15th Street Northwest in Washington, District of Columbia. As a trusted finance advisor, Marie Mattes provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on investment strategies, retirement planning, and wealth management, clients can expect expert guidance and support in navigating the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Marie Mattes is dedicated to helping you make informed decisions and achieve financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Tammy Haygood - RBC Wealth Management Financial Advisor
● ClosedTammy Haygood - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, D.C. As a skilled and experienced financial advisor, Tammy Haygood provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment portfolio management, Tammy Haygood offers expert advice and tailored solutions to meet the unique needs of each client. Trusted by individuals, families, and businesses alike, Tammy Haygood - RBC Wealth Management Financial Advisor is committed to providing top-notch financial services in the heart of the nation's capital.
2100 Pennsylvania Avenue NW Ste 810N, Washington, DC 20037, United States -
Merrill Lynch Financial Advisor William J. Moran Jr.
● ClosedMerrill Lynch Financial Advisor William J. Moran Jr. is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, Mr. Moran and his team are dedicated to building strong client relationships based on trust and personalized service. With over 30 years of experience in the financial industry, Mr. Moran focuses on providing exceptional service to clients by developing personalized wealth-planning strategies tailored to their individual needs. Mr. Moran is also the Director of Merrill's nationwide LGBT Financial Services Team, which caters to the specialized needs of the diverse LGBT community. He has received numerous awards and accolades for his leadership in diversity and inclusion, including the Merrill Leadership & Inclusion Diversity Award and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elizabeth M Shepard
● ClosedMerrill Lynch Financial Advisor Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients. The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Gabriella Barbuto
● ClosedMerrill Lynch Financial Advisor Gabriella Barbuto is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a comprehensive understanding of your financial picture, and Gabriella can help create a flexible strategy tailored to your specific goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your financial objectives. The institution focuses on family, goals, and priorities, adapting to any changes over time. Through a personalized approach and ongoing conversations, the team aims to provide advice and guidance to help you achieve your financial goals. By utilizing the Investment Personality Assessment, they can gain a deeper understanding of your investing preferences and customize a financial plan to align with your priorities. With regular check-ins and adjustments, the team is committed to helping you stay on track and adapt to changes in the market and in your life. Let Merrill Lynch Financial Advisor Gabriella Barbuto assist you in reaching your financial goals through a personalized and comprehensive investment approach.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Engida Sewnet
● ClosedMerrill Lynch Financial Advisor Engida Sewnet, located at 1152 15th Street Northwest, Washington, D.C., is a dedicated Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Engida works closely with individuals and families to understand their financial goals and provides personalized financial planning services. With a background in private banking and investment advisory, Engida brings a wealth of experience and expertise to help clients achieve their financial objectives. Engida's approach is centered on attentive listening, responsive action, and personalized service. He collaborates with a team of specialists to tailor financial strategies that align with each client's unique circumstances and priorities. Engida holds Series 7, 65, and 63 FINRA registrations and is committed to helping clients make informed investment decisions to reach their financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Elijah D Smith
● ClosedMerrill Lynch Financial Advisor Elijah D Smith is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Accessible, knowledgeable, and experienced, Elijah is committed to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and offers a disciplined process for managing wealth. Elijah provides tailored strategies based on each client's needs and goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. He is dedicated to delivering excellent service and helping clients pursue their financial goals. Elijah also participates in community service activities and volunteering.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William Wilson
● ClosedMerrill Lynch Financial Advisor William Wilson is a leading finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our team of talented and experienced individuals is dedicated to helping individuals, families, and organizations achieve their most critical financial goals and objectives. As Purpose Driven advisors, we believe in using every dollar earned, spent, invested, or gifted to make a positive impact within your family, organization, community, and the world at large. We work closely with our clients to understand their values, guiding principles, and priorities in order to build a customized financial strategy tailored to their unique needs. Our services include personalized investment strategies, financial planning, and access to comprehensive financial solutions from Bank of America. With a focus on True Financial Success and bringing your values to life, we are committed to helping you pursue your goals and stay on track regardless of market fluctuations. Contact us today to learn more about how we can help you achieve your financial aspirations.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Joseph Accurso
● ClosedMerrill Lynch Financial Advisor Joseph Accurso, located at 1152 15th Street Northwest in Washington, DC, offers personalized financial planning services to help clients pursue their retirement goals and ensure their assets last a lifetime. With a deep understanding of each client's financial picture, Joseph Accurso creates flexible strategies tailored to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Through the Merrill Personal Wealth Analysis™ process, clients receive a personalized plan focused on their unique goals and priorities. As a Certified Financial Planner, Joseph Accurso helps clients navigate the complexities of wealth management, offering customized investment approaches to address their evolving needs. By staying updated on changes in clients' lives and the financial markets, Joseph Accurso ensures their financial plans remain on track to achieve their goals. With a focus on building long-term relationships, Joseph Accurso puts clients first, providing guidance and support to help them live their best financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
LPL Financial
● OpenLPL Financial is a leading financial institution located at 1717 K Street Northwest in Washington, D.C. They offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their commitment to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit LPL Financial today to start planning for a secure financial future.
1717 K St NW, Washington, DC 20006, United States -
Christina Parra - UBS Financial Services Inc.
● OpenChristina Parra - UBS Financial Services Inc. is a finance institution located at 1501 K Street Northwest in Washington, D.C. They offer a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement planning services, Christina Parra - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.
1501 K St NW #1100, Washington, DC 20005, United States -
Armstrong Fleming & Moore
● ClosedArmstrong Fleming & Moore is a leading financial institution located in Washington, D.C. With over 35 years of experience in financial planning, we are dedicated to helping our clients achieve true financial independence. Our team understands that life moves at its own pace, which is why we tailor our services to meet your unique needs and goals. Whether you are approaching retirement or planning for the future, we are here to guide you every step of the way. Our investment management strategies are designed to help you reach your financial objectives and build a secure future. Additionally, we are committed to making a positive impact on the world through philanthropic efforts. Contact us today to learn more about how we can help you secure your financial future.
1800 M St NW Suite 1010S, Washington, DC 20036, United States -
Merrill Lynch Financial Advisor Freddie Moultrie
● ClosedMerrill Lynch Financial Advisor Freddie Moultrie is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over time. By starting with a conversation to identify and prioritize your goals, the team can provide advice and guidance tailored to your unique situation. Through an Investment Personality Assessment and personalized financial planning, the team at Merrill Lynch works to help you pursue your most important financial goals. With access to investment insights and banking solutions, they aim to develop an approach that addresses your financial needs and helps you manage, grow, and preserve your wealth. The team at Merrill Lynch is committed to understanding you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals and manage investment risk. Through regular check-ins and adjustments to your financial approach, they strive to help you stay on track and achieve what's most important to you. With a focus on personalized investment strategies and comprehensive financial solutions, working with a Merrill Lynch Wealth Management Advisor can help you navigate the complexities of your financial life and pursue your goals. Contact Merrill Lynch Financial Advisor Freddie Moultrie to learn more about the dedicated one-on-one relationship they offer and how they can help you achieve your financial goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Lynx Investment Advisory LLC
● ClosedLynx Investment Advisory LLC is a leading finance institution located at 1100 Connecticut Avenue Northwest in Washington, District of Columbia. Our team of experienced professionals provides expert advice and guidance in investment strategies, financial planning, and wealth management. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, Lynx Investment Advisory LLC is a trusted partner in navigating the complex world of finance.
1100 Connecticut Ave NW # 300, Washington, DC 20036, United States -
Merrill Lynch Financial Advisor James Giaccia
● ClosedMerrill Lynch Financial Advisor James Giaccia, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With a focus on understanding each client's goals and priorities, James Giaccia offers access to investment insights from Merrill and banking solutions from Bank of America. Services include banking and cash management, wealth management, home financing, investment management, insurance, trust and estate planning, and more. With a commitment to community involvement and a deep understanding of each client's financial situation, James Giaccia works to create a customized financial approach that reflects individual needs and priorities. By staying informed on changes in clients' lives and the financial markets, James Giaccia helps clients stay on track to achieve their goals. As a Chartered Retirement Planning Counselor™, James Giaccia is registered to do business in multiple states and offers personalized investment strategies to help clients live their best financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Angela Gwynne Ellison
● ClosedMerrill Lynch Financial Advisor Angela Gwynne Ellison, located at 1152 15th Street Northwest in Washington, D.C., is a premier finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of talented and experienced financial advisors takes the time to understand each client's unique goals and priorities, creating individualized investment plans that reflect their needs. With access to investment insights from Merrill, trust services from Bank of America Private Bank, and lending solutions from Bank of America, clients can benefit from a comprehensive financial approach tailored to their personal circumstances. The institution's personalized financial strategies, transparent approach to risks and opportunities, and ongoing support help clients navigate the complexities of investing and plan for their financial future with confidence. Recognized for their exemplary client service, the team at Merrill Lynch strives to help clients achieve their financial goals and enjoy a fulfilling journey towards financial success.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Fundrise
● ClosedFundrise is a finance institution located in the heart of Washington, D.C. at 11 Dupont Circle Northwest. Specializing in real estate investment, Fundrise offers a unique platform for individuals to invest in a diversified portfolio of properties. With a focus on transparency and accessibility, Fundrise gives investors the opportunity to participate in the real estate market with lower fees and minimums than traditional investment methods. Join Fundrise and start building your investment portfolio today.
11 Dupont Cir NW, Washington, DC 20036, United States -
JMU Tax & Financial
● ClosedJMU Tax & Financial is a reputable institution located in the heart of Washington, D.C. We specialize in providing expert accounting and finance services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, financial planning, or investment strategies, we are here to help. Visit us at 1933 18th Street Northwest to learn more about how JMU Tax & Financial can support your financial needs.
1933 18th St NW STE C1, Washington, DC 20009, United States -
Potomac Advisory Group
● ClosedPotomac Advisory Group is a leading institution located in the heart of Washington, D.C. at 1050 Connecticut Avenue Northwest. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch guidance and support to individuals and businesses alike. With a focus on personalized solutions and strategic planning, Potomac Advisory Group is committed to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in navigating the complexities of finance and insurance.
1050 Connecticut Ave NW #500, Washington, DC 20036, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 1250 U Street Northwest in Washington, D.C. They offer a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a team of experienced professionals, H&R Block is dedicated to helping individuals and businesses manage their finances effectively. Whether you need help with filing your taxes or creating a financial strategy, H&R Block is here to assist you. Visit their office in Washington, D.C. for expert financial advice and services.
1250 U St NW, Washington, DC 20009, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 1527 Maryland Avenue Northeast in Washington, D.C. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block helps individuals and businesses navigate the complexities of tax laws and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is a trusted partner in managing your finances effectively.
1527 Maryland Ave NE, Washington, DC 20002, United States -
W R Strother III Tax & Financial
● ClosedW R Strother III Tax & Financial is a reputable accounting and finance institution located in the heart of Washington, D.C. With a prime location at 511 11th Street Southeast, this institution offers expert tax and financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing comprehensive and personalized solutions to help clients navigate the complexities of tax and financial planning. Whether you need assistance with tax preparation, financial analysis, or investment strategies, W R Strother III Tax & Financial is committed to helping you achieve your financial goals. Trustworthy, reliable, and knowledgeable, this institution is a go-to resource for all your accounting and finance needs in the District of Columbia.
511 11th St SE, Washington, DC 20003, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3909 Georgia Avenue Northwest in Washington, D.C. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you're an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and support to help you achieve your financial goals. Visit us today to learn more about how we can help you with all of your accounting and finance needs.
3909 Georgia Ave NW, Washington, DC 20011, United States -
Castro & Co.
● ClosedCastro & Co. is a prestigious institution located at 1701 Pennsylvania Avenue Northwest in Washington, DC, offering expert services in accounting, finance, and law. With a team of internationally recognized tax attorneys, Castro & Co. provides top-notch legal services for individuals and companies facing complex tax issues. Our firm has a global reach, partnering with firms in over 130 countries to ensure comprehensive solutions for our clients. Our reputation for excellence has been acknowledged by major news outlets such as ABC, CBS News, CNN Money, Forbes, and NBC News. With office locations in Washington, DC, Dallas, Orlando, and Miami, Castro & Co. is well-equipped to handle international tax matters with precision and expertise. Whether you need assistance with tax planning prior to immigrating to the U.S. or require strategies for your company's international tax needs, our dedicated team is here to exceed your expectations.
1701 Pennsylvania Avenue NW Suite 300, Washington, DC 20006, United States -
Marcum LLP
● ClosedMarcum LLP is a leading accounting and finance institution located at 1899 L Street Northwest in Washington, District of Columbia. With a strong reputation for providing top-notch financial services, Marcum LLP offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their financial goals. Whether you need assistance with tax planning, audits, or financial consulting, Marcum LLP is committed to providing expert guidance and personalized service to meet your needs.
1899 L St NW #850, Washington, DC 20036, United States -
J Arthur Brown & Associates
● OpenJ Arthur Brown & Associates is a reputable accounting and finance institution located at 1421 Marion Barry Avenue SouthEast in Washington, District of Columbia. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, J Arthur Brown & Associates is committed to helping you achieve your financial goals.
1421 Marion Barry Ave SE, Washington, DC 20020, United States -
Matthews Business Associate Services - MBA Services
● ClosedMatthews Business Associate Services (MBA Services) is a leading accounting and finance institution located at 1426 G Street Southeast in Washington, District of Columbia. With a team of experienced professionals, MBA Services offers a wide range of financial services to businesses and individuals, including tax preparation, bookkeeping, and financial consulting. Whether you are a small business owner or an individual looking for expert financial advice, MBA Services is committed to providing top-notch service and helping you achieve your financial goals.
1426 G St SE Rear, Washington, DC 20003, United States -
Quality Tax Service
● ClosedQuality Tax Service is a reputable accounting and finance institution located at 3663 Georgia Avenue Northwest in Washington, District of Columbia. With a team of experienced professionals, we provide top-notch tax services to individuals and businesses alike. Our services are tailored to meet the specific needs of our clients, ensuring accuracy and efficiency in every transaction. Whether you need help with tax preparation, planning, or filing, our knowledgeable staff is here to assist you every step of the way. Trust Quality Tax Service for all your financial needs.
3663 Georgia Ave NW B1, Washington, DC 20010, United States
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