TOP 30 Comprehensive estate planning in Vienna, Virginia
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SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA
● ClosedSovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.
8229 Boone Blvd Suite 760, Vienna, VA 22182, United States -
National Capital Legal Services
● ClosedNational Capital Legal Services is a reputable law firm located in Vienna, Virginia, specializing in providing expert legal services to clients in the National Capital Region. Our team of experienced lawyers is dedicated to offering professional assistance and guidance in a wide range of legal matters, including personal injury, family law, estate planning, and business law. With a commitment to excellence and a focus on client satisfaction, National Capital Legal Services is the go-to destination for all your legal needs. Visit us at 8230 Old Courthouse Road to learn more about how we can help you navigate the complexities of the legal system.
8230 Old Courthouse Rd STE 200, Vienna, VA 22182, United States -
McDevitt Law Office
● ClosedMcDevitt Law Office is a reputable law firm located at 2155 Bonaventure Drive in Vienna, Virginia. Specializing in various legal matters, the team of experienced lawyers at McDevitt Law Office provides expert legal advice and representation to clients in the United States. With a commitment to professionalism and client satisfaction, this institution is dedicated to protecting the rights and interests of individuals in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a real estate transaction, McDevitt Law Office is here to help. Trust in their expertise and knowledge to navigate the complexities of the legal system and achieve the best possible outcomes for your case.
2155 Bonaventure Dr, Vienna, VA 22181, United States -
Law Office of Dan "Daniel" Park DBA Watts and Park
● ClosedThe Law Office of Dan "Daniel" Park DBA Watts and Park is a reputable legal institution located at 8245 Boone Boulevard in Vienna, Virginia, United States. Specializing in various areas of law, including but not limited to personal injury, family law, and criminal defense, the skilled lawyers at this firm are dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to professionalism, integrity, and client satisfaction, the Law Office of Dan "Daniel" Park DBA Watts and Park is a trusted choice for those in need of legal assistance in the Vienna area.
8245 Boone Blvd #704, Vienna, VA 22182, United States -
Tucker, Nong & Associates
● ClosedTucker, Nong & Associates is a full-service law firm located at 8133 Leesburg Pike in Vienna, Virginia. Our experienced team of lawyers handles a wide variety of legal matters for clients throughout Virginia, Maryland, and the DC metro area. We offer free consultations to discuss your case and provide you with information and options to help you understand your rights and resolve your legal issues. Our multi-lingual call center is ready to assist you from the start, and our attorneys work together to achieve the best possible outcome for our clients. From immigration to criminal defense, we serve clients in Vienna and surrounding areas such as Oakton, Tysons, Reston, Fairfax, and more. Contact us today to get started on resolving your legal problems.
8133 Leesburg Pike #900, Vienna, VA 22182, United States -
Parastoo Zahedi Law Office
● ClosedParastoo Zahedi Law Office is a reputable legal institution located at 8133 Leesburg Pike in Vienna, Virginia, United States. Specializing in various areas of law, the office is dedicated to providing high-quality legal services to clients in need of expert legal representation. With a team of experienced and knowledgeable lawyers, Parastoo Zahedi Law Office is committed to helping clients navigate through complex legal matters and achieve favorable outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice in a business matter, the professionals at Parastoo Zahedi Law Office are here to help. Contact them today to schedule a consultation and discuss your legal needs.
8133 Leesburg Pike # 770, Vienna, VA 22182, United States -
Leon S. Demsky, Esq.
● ClosedLeon S. Demsky, Esq. is a reputable law firm located at 8133 Leesburg Pike in Vienna, Virginia. Specializing in various legal matters, the firm is led by experienced attorney Leon S. Demsky who is dedicated to providing top-notch legal services to clients in the United States. With a focus on professionalism, integrity, and client satisfaction, Leon S. Demsky, Esq. is a trusted institution for anyone in need of legal representation.
8133 Leesburg Pike, Vienna, VA 22182, United States -
Romney Wright Law Offices
● ClosedRomney Wright Law Offices is a reputable law firm located at 2104 Gallows Road in Vienna, Virginia. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Romney Wright Law Offices is the go-to choice for individuals seeking expert legal counsel in the United States.
2104 Gallows Rd STE C, Vienna, VA 22182, United States -
Seddiq Law Firm, PLLC
● ClosedSeddiq Law Firm, PLLC is a reputable legal institution located at 1952 Gallows Road in Vienna, Virginia, United States. Specializing in estate planning, business law, and real estate, our team of dedicated lawyers serve clients in Northern Virginia and the District of Columbia. We provide expert legal advice and strategies to protect your assets and ensure your financial security for the future. Whether you are a small-business owner, a tenant, a homebuyer, or an entrepreneur, Seddiq Law Firm is here to assist you with your legal needs. Our experienced attorney, Shafeek Seddiq, has over 15 years of diverse legal experience and is committed to providing professional and reliable services to our clients. Contact us today to learn more about how we can help you with your legal issues.
1952 Gallows Rd #206, Vienna, VA 22182, United States -
Miorini Law PLLC
● ClosedMiorini Law PLLC is a prestigious law firm located in Vienna, Virginia, specializing in accounting and finance law. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients, ensuring their financial interests are protected. With a focus on professionalism and integrity, Miorini Law PLLC is committed to delivering exceptional results for our clients. Visit us at 8233 Old Courthouse Road to learn more about how we can assist you with your legal needs.
8233 Old Courthouse Rd STE 340, Vienna, VA 22182, United States -
James Armstrong - RBC Wealth Management Financial Advisor
● ClosedJames Armstrong - RBC Wealth Management Financial Advisor is a leading financial institution located at 8010 Towers Crescent Drive in Vienna, Virginia. As a trusted advisor, James Armstrong provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, James Armstrong offers expert guidance and customized solutions to individuals and families seeking to secure their financial future. With a strong reputation for professionalism and integrity, James Armstrong - RBC Wealth Management Financial Advisor is dedicated to providing exceptional service and building long-lasting relationships with clients.
8010 Towers Crescent Dr 4th Floor, Vienna, VA 22182, United States -
KFA Private Wealth Group
● ClosedKFA Private Wealth Group is a comprehensive wealth management firm located in Vienna, Virginia. As a SEC Registered Investment Advisor, we specialize in providing personalized financial solutions to meet the unique needs of our clients. Our experienced team offers a wide range of financial services, including investment management, retirement planning, estate planning, and more. Visit us at our office at 8350 Broad Street, Tysons, Virginia, United States to learn how we can help you achieve your financial goals.
8350 Broad St Suite 220, Tysons, VA 22102, United States -
Drew Gillespie - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDrew Gillespie is a Financial Advisor at Ameriprise Financial Services, LLC located at 8150 Leesburg Pike, Vienna, Virginia, United States. Drew holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Drew's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Drew is dedicated to providing comprehensive and personalized financial advice to clients, helping them achieve their financial goals.
8150 Leesburg Pike # 600, Vienna, VA 22182, United States -
Micah Hopkins - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMicah Hopkins - Financial Advisor, Ameriprise Financial Services, LLC, located at 8150 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Micah Hopkins holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Micah Hopkins' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are looking for advice on wealth transfers, tax planning, retirement, or insurance products, Micah Hopkins can provide personalized solutions to help you achieve your financial goals. Contact Micah Hopkins - Financial Advisor, Ameriprise Financial Services, LLC, for comprehensive and professional financial services tailored to your specific needs.
8150 Leesburg Pike # 600, Vienna, VA 22182, United States -
Anthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike, Vienna, Virginia, offers personalized advice to help clients achieve their financial goals. With a focus on estate planning and passing wealth to the next generation, the institution works alongside attorneys and CPAs to guide families through the complex process. The institution also provides insights on stock prices and market trends to help clients make informed investment decisions. By setting up a complimentary initial consultation, individuals can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Anthony Walsh, the financial advisor, is registered in states where securities business can be conducted. Clients can expect a comprehensive approach to financial planning and legacy management to bring clarity and peace of mind.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Farzana Sultana - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFarzana Sultana is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1950 Old Gallows Road in Vienna, Virginia, United States. Farzana holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Farzana's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and advanced knowledge in financial planning, Farzana is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Farzana Sultana for expert financial guidance and personalized wealth management services."
1950 Old Gallows Rd STE 420, Vienna, VA 22182, United States -
Michael Scheeler, Financial Advisor - Avenue Wealth
● OpenMichael Scheeler, Financial Advisor at Avenue Wealth, located at 8075 Leesburg Pike in Vienna, Virginia, offers comprehensive financial planning services to help clients achieve peace of mind and clarity in managing their wealth. With a team of experienced professionals, including Jason Apolenis, Bradley Burton, Samuel Froehlich, and others, Avenue Wealth is dedicated to exceeding client expectations and providing innovative solutions. Services include insurance sales through New York Life Insurance Company, investment advisory services through Eagle Strategies LLC, and securities products through NYLIFE Securities LLC. The team at Avenue Wealth focuses on helping clients narrow the gap between their financial goals and current assets, empowering them to live richly and confidently. Consultations are available for individuals residing in various states, including Arizona, California, Colorado, and more. Avenue Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal, or accounting advice. Contact Michael Scheeler and his team at Avenue Wealth for personalized financial planning tailored to your needs.
8075 Leesburg Pike STE 400, Vienna, VA 22182, United States -
Susan Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSusan Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8150 Leesburg Pike, Vienna, Virginia, United States, offers a range of financial services and expertise to help individuals achieve their wealth management goals. Susan Kim holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her commitment to ethical practices and comprehensive knowledge in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Susan Kim is dedicated to helping clients navigate complex financial decisions and achieve financial success.
8150 Leesburg Pike # 600, Vienna, VA 22182, United States -
Kevin Collison - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKevin Collison - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, offers a range of financial services to meet the diverse needs of individuals. Kevin Collison holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Kevin Collison provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, navigating a divorce, or seeking guidance on estate planning, Kevin Collison is dedicated to providing expert financial guidance tailored to your unique needs.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
W. Reid Howard - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenW. Reid Howard is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 301 Maple Avenue West in Vienna, Virginia, United States. W. Reid Howard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various individuals and businesses. W. Reid Howard is dedicated to providing comprehensive financial advice and solutions to help his clients achieve their financial goals.
301 Maple Ave W STE 510, Vienna, VA 22180, United States -
Joe Waluk - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLocated at 8045 Leesburg Pike in Vienna, Virginia, Joe Waluk is a Financial Advisor at Ameriprise Financial Services, LLC. Joe holds multiple certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. Joe specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and real-world application of investment concepts, Joe is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Joe Waluk is here to provide expert guidance and personalized solutions to meet your needs.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Brian Robinson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian Robinson - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 301 Maple Avenue West in Vienna, Virginia, offers a range of financial services to meet the needs of individuals and businesses. Brian Robinson holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Brian Robinson provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Robinson is dedicated to helping you make informed choices and secure your financial future.
301 Maple Ave W STE 520, Vienna, VA 22180, United States -
Pels Law
● ClosedPels Law is a reputable law firm located at 8229 Boone Boulevard in Vienna, Virginia. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the United States. We specialize in a wide range of practice areas, including business law, real estate law, estate planning, and more. At Pels Law, we prioritize client satisfaction and work tirelessly to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
8229 Boone Blvd Suite 610, Vienna, VA 22182, United States -
Offit Kurman: Tysons Corner
● ClosedOffit Kurman: Tysons Corner is a prestigious law firm located at 8000 Towers Crescent Drive in Vienna, Virginia, United States. Our institution specializes in providing high-quality legal services to help clients achieve their goals and objectives. With a team of experienced specialists, we offer a full range of legal services to individuals and businesses. Over the years, Offit Kurman has experienced significant growth and expansion. From absorbing other law firms to opening new offices in various states, we have continuously evolved to better serve our clients. Our firm now has offices in multiple states, including Maryland, Virginia, New York, North Carolina, and more.
8000 Towers Crescent Dr # 1400, Vienna, VA 22182, United States -
Bowman Gaskins Financial Group
● ClosedBowman Gaskins Financial Group is a reputable finance institution located at 410 Pine Street Southeast in Vienna, Virginia, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to help them achieve their financial goals. Visit Bowman Gaskins Financial Group today to secure your financial future.
410 Pine St SE #300, Vienna, VA 22180, United States -
Bryan Riley - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBryan Riley - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 301 Maple Avenue West, Vienna, Virginia, United States. Bryan Riley holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bryan Riley's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, risk management, and more. With a commitment to ethical standards and continuing education, Bryan Riley provides comprehensive financial services to individuals and businesses.
301 Maple Ave W STE 520, Vienna, VA 22180, United States -
Christie Nix - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristie Nix - Financial Advisor at Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, United States, offers a wide range of financial services. Christie Nix holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. Christie Nix is dedicated to providing personalized financial advice to individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and continuous education, Christie Nix strives to help clients achieve their financial goals and secure their financial future.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Johnny Yun - RBC Wealth Management Financial Advisor
● ClosedJohnny Yun is a highly experienced and knowledgeable financial advisor at RBC Wealth Management, located at 8010 Towers Crescent Drive in Vienna, Virginia. With a commitment to helping clients achieve their financial goals, Johnny provides personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for education, or building your investment portfolio, Johnny Yun offers expert guidance and support every step of the way. Trust in Johnny Yun and RBC Wealth Management to help you secure a prosperous financial future.
8010 Towers Crescent Dr 4th Floor, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Nedra O Agnew
● ClosedMerrill Lynch Financial Advisor Nedra O Agnew, located at 8075 Leesburg Pike in Vienna, Virginia, is a trusted finance institution that offers personalized and comprehensive financial services to clients. Nedra and her team have a deep understanding of their clients and their families, providing insights, observations, and ideas to help them achieve their financial goals. With a focus on retirement planning, investment strategies, and estate planning, Nedra is dedicated to helping clients navigate major life events and transitions. Her expertise in wealth management is reflected in her recognition as a Forbes "Best-in-State Wealth Advisor" and "Top Women Wealth Advisor" in 2022 and 2023.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Karl Loehle
● ClosedMerrill Lynch Financial Advisor Karl Loehle, located at 8075 Leesburg Pike in Vienna, Virginia, is a dedicated finance institution committed to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch is passionate about assisting individuals and families in planning for their futures, focusing on life goals and legacy planning. With a personalized approach, the team aims to build strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team offers personalized investment strategies and comprehensive financial solutions. By getting to know you personally, Merrill Lynch Financial Advisor Karl Loehle can help you create a financial approach that reflects your unique needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping you achieve your goals. With a focus on staying on track and adapting to changes in the market and in your life, Merrill Lynch Financial Advisor Karl Loehle is here to guide you every step of the way. Let's work together to help you live your best financial life.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States
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