D suite strategy and planning in Virginia
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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 -
D Squared Tax Strategies
● OpenD Squared Tax Strategies is a finance institution located at 1701 Pennsylvania Avenue Northwest in Washington, District of Columbia. Specializing in tax strategies, this institution is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations to maximize their financial success. With a team of experienced professionals, D Squared Tax Strategies provides personalized services and expert advice to ensure clients are making the most of their tax planning opportunities. Whether you need assistance with tax planning, compliance, or representation, D Squared Tax Strategies is committed to helping you achieve your financial goals.
1701 Pennsylvania Avenue NW Suite 300, Washington, DC 20006, United States -
Prosperity Growth Strategies
● ClosedProsperity Growth Strategies, located at 3751 Westerre Parkway in Richmond, Virginia, is a finance institution founded by Mike with a mission of "Protection-Based Planning" for retirees and pre-retirees. As a Fiduciary and top investment advisor, Mike is dedicated to helping his clients protect and grow their retirement nest eggs. With a passion for educating clients and a proven process that focuses on individual goals and objectives, Mike and his team at Prosperity strive to provide peace of mind and superior service to families and individuals. As a licensed investment advisor and insurance agent in multiple states, Mike's expertise and success in the retirement income field are nationally recognized.
3751 Westerre Pkwy Suite C, Richmond, VA 23233, United States -
Merrill Lynch Financial Advisor D. Nathan Johnson
● ClosedMerrill Lynch Financial Advisor D. Nathan Johnson is located at 999 Waterside Drive, Norfolk, Virginia, United States. This finance institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Nate Johnson, a native of Hampton Roads, joined Merrill Lynch Wealth Management in 2011. He is a problem solver who simplifies high-net-worth clients’ financial lives by providing a broad range of strategies customized to their personal circumstances. Nate is a CERTIFIED FINANCIAL PLANNER™, CFP® professional, with a background in Physics, Applied Mathematics, and an M.B.A. He, along with his team, offers personalized banking guidance and lending solutions to help clients pursue their financial objectives. Merrill Personal Wealth Analysis™ is used to build a personalized plan centered on clients' goals. The institution believes in building relationships through conversations to understand clients' goals and priorities. By utilizing the Investment Personality Assessment, Merrill can tailor the financial approach to suit clients' investing preferences. The institution's mission is to help clients pursue their financial goals by providing personalized plans and investment strategies. With access to Merrill's investment insights and Bank of America's banking solutions, clients can manage, grow, and preserve their wealth. The institution stays updated on clients' life changes and financial markets to adjust their financial approach accordingly. Merrill Lynch Wealth Management Advisors provide personalized investment approaches to address clients' needs and goals. The institution prioritizes the client's needs and offers a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. David Johnson is registered to do business in several states.
999 Waterside Dr Suite 1100, Norfolk, VA 23510, United States -
D Suite consulting
● ClosedD Suite Consulting is a leading consulting firm located at 13733 Piedmont Vista Drive in Haymarket, Virginia. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and increase their success. From strategic planning to operational efficiency, we provide tailored solutions to meet the unique needs of each client. With a focus on innovation and excellence, D Suite Consulting is dedicated to helping businesses thrive in today's competitive market. Contact us today to learn more about how we can help your business grow and succeed.
13733 Piedmont Vista Dr, Haymarket, VA 20169, United States -
Horizon Tax And Accounting Services, LLC
● ClosedHorizon Tax And Accounting Services, LLC is a reputable financial institution located at 2211 East Parham Road in Henrico, Virginia. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients navigate the complexities of the financial world with confidence and ease. Trust Horizon Tax And Accounting Services, LLC for all your financial needs.
2211 E Parham Rd suite d, Henrico, VA 23228, United States -
Cara Golish Hartle D.O.
● OpenCara Golish Hartle D.O. is a renowned doctor's office located at 7605 Forest Avenue in Richmond, Virginia. Specializing in health and wellness, Dr. Hartle provides top-notch medical care and personalized treatment plans for her patients. With a focus on holistic healing and preventive medicine, the institution offers a wide range of services to promote overall well-being. Patients can expect compassionate care and expert medical advice from Dr. Hartle and her dedicated team. Visit Cara Golish Hartle D.O. for comprehensive healthcare in a welcoming and professional environment.
7605 Forest Ave Suite 206, Richmond, VA 23229, United States -
Martha Dupecher, Ph.D., MSW
● ClosedMartha Dupecher, Ph.D., MSW is a renowned health institution located at 3 Washington Circle Northwest in Washington, District of Columbia, United States. Led by Dr. Martha Dupecher, a highly qualified and experienced professional with a Ph.D. in Health Sciences and a Master of Social Work degree, the institution offers a wide range of health services and programs. With a focus on holistic health and well-being, Martha Dupecher, Ph.D., MSW provides personalized and compassionate care to all patients. Whether you are seeking mental health support, counseling services, or physical therapy, this institution is dedicated to helping you achieve optimal health and wellness.
3 Washington Cir NW Suite 405, Washington, DC 20037, United States -
The Independence Wealth Management Group - Morgan Stanley
● OpenThe Independence Wealth Management Group at Morgan Stanley is a prestigious financial institution located in the heart of Washington, D.C. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With our commitment to independence and integrity, we strive to provide our clients with the highest level of service and expertise. Visit us at 1775 I Street Northwest to learn how we can help you secure your financial future.
1775 I St NW Suite 200, Washington, DC 20006, United States -
The McGavock Reed Law Firm- Law Firm in Alexandria, Virginia(VA)
● ClosedThe McGavock Reed Law Firm is a reputable law firm located in Alexandria, Virginia. Specializing in attorney ethics, estate planning, family law, business law, and criminal defense, our firm is dedicated to upholding the highest standards of professionalism and ethics. Led by experienced attorney McGavock Reed, we provide comprehensive legal advice and representation to clients in Washington D.C. and Virginia. With a focus on ethics and professional responsibility, our firm offers practical guidance, defense, and compliance solutions for attorneys facing disciplinary actions or bar complaints. Our estate planning services ensure your assets are protected and your wishes are fulfilled, while our criminal defense practice provides vigorous defense and strategic representation.
277 S Washington St Suite 210, Alexandria, VA 22314, United States -
Agarwal Law Group
● ClosedAgarwal Law Group is a prestigious legal institution located at 1100 H Street Northwest in Washington, D.C. With a team of experienced attorneys specializing in various areas of law, including business, immigration, and civil litigation, Agarwal Law Group is dedicated to providing top-notch legal services to clients in the District of Columbia and beyond. Known for their professionalism, expertise, and commitment to client satisfaction, Agarwal Law Group is a trusted choice for individuals and businesses seeking high-quality legal representation. Contact them today for all your legal needs.
1100 H St NW Suite 1220, Washington, DC 20005, United States -
Bold Patents Alexandria Patent Law Firm
● OpenBold Patents Alexandria Patent Law Firm is a local government office located at 5680 King Centre Drive in Alexandria, Virginia, United States. We specialize in intellectual property law and provide top-quality patents to help visionaries dominate the market. Our services extend to areas such as Richmond, Charlottesville, Winchester, and Fredericksburg. Located across the Potomac River from Washington D.C., Alexandria is a hub for innovation and entrepreneurship. With organizations like The National Science Foundation and the United States Patent and Trademark Office headquartered here, our city is a breeding ground for groundbreaking ideas.
5680 King Centre Dr Suite 600 Room B, Alexandria, VA 22315, United States -
foggy bottom clinic
● ClosedThe Foggy Bottom Clinic is a leading healthcare institution located at 908 New Hampshire Avenue Northwest in Washington, D.C. This esteemed clinic offers a wide range of medical services provided by experienced doctors and healthcare professionals. Patients can expect personalized care and top-notch treatment in a modern and welcoming environment. Whether you require routine check-ups, specialized treatment, or preventive care, the Foggy Bottom Clinic is dedicated to ensuring the health and well-being of all its patients. Visit us today for exceptional healthcare services in the heart of the nation's capital.
908 New Hampshire Ave NW suite 4000, Washington, DC 20037, United States -
Corner Alliance
● OpenCorner Alliance is a dynamic institution located at 6218 Georgia Avenue Northwest in Washington, D.C. We are dedicated to helping Federal agencies design and implement high-impact programs in areas such as broadband, cybersecurity, and public safety. As a government ally, we are committed to supporting agencies in achieving their mission and goals. Our team at Corner Alliance specializes in assisting Federal agencies in closing the Digital Divide through expert grants management, strategic planning, technical assistance, legislative and policy analysis, and more. We also work with agencies to connect their programs to public safety requirements, helping to enhance operations and leverage emerging technologies for the benefit of communities nationwide.
6218 Georgia Ave NW Suite 1, Washington, DC 20011, United States -
The McCune Group - Morgan Stanley
● OpenThe McCune Group at Morgan Stanley is a renowned finance institution located in the heart of Washington, D.C. With a prime address at 1775 I Street Northwest, this institution offers top-notch financial services to clients in the District of Columbia and beyond. Specializing in wealth management, investment strategies, and financial planning, The McCune Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a strong reputation in the industry, clients can trust in the expertise and guidance provided by The McCune Group at Morgan Stanley.
1775 I St NW Suite 200, Washington, DC 20006, United States -
The DePorter/Mann Group - Morgan Stanley
● OpenThe DePorter/Mann Group at Morgan Stanley is a leading financial institution located in the heart of Washington, D.C. With a prime address on I Street Northwest, the firm offers a wide range of financial services to clients in the District of Columbia and beyond. Specializing in wealth management, investment strategies, and financial planning, the experienced team at The DePorter/Mann Group is dedicated to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, The DePorter/Mann Group is a trusted partner in the world of finance.
1775 I St NW Suite 200, Washington, DC 20006, United States -
Federal Financial Analytics
● ClosedFederal Financial Analytics is a finance institution located at 2101 L Street Northwest in Washington, D.C., United States. The institution provides in-depth analysis on breaking strategic challenges and critical policy questions, keeping senior management informed on federal developments that impact strategy and financial outcomes. Led by managing partner Karen Petrou, the institution offers expert witness services on matters related to regulatory requirements, financial institution resolution, and regulatory planning in corporate actions. Federal Financial Analytics also offers analytical services such as Financial Services Management and GSE Activity Report, which provide detailed discussions on federal actions and GSE activities. Additionally, the institution is known for its proprietary think-tank approach, offering strategic advice and analysis on public policy, regulatory, and legislative issues for industry and governmental clients. The institution's guiding principle is to be an honest broker, ensuring objectivity and independence in its services. Karen Petrou's book, "Engine of Inequality," offers solutions for creating more inclusive monetary policy and equality-enhancing financial regulation. Federal Financial Analytics is a trusted resource for high-powered clientele in Washington, Wall Street, and global central bankers, providing unique insights and advice on financial policy and regulation.
2101 L St NW Suite 300, Washington, DC 20036, United States -
Jurnex Advisors
● ClosedJurnex Advisors is a leading accounting and finance institution located in the heart of Washington, D.C. Our team of experienced professionals provides expert financial advice and consultation to help clients achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or financial management, our dedicated team is here to help. Visit us at 1300 I Street Northwest to learn more about how Jurnex Advisors can support your financial success.
1300 I St NW Suite 400 E, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Vishal Patel
● ClosedMerrill Lynch Financial Advisor Vishal Patel, located at 1152 15th Street Northwest in Washington, D.C., is dedicated to helping you manage your wealth with a personalized approach. By understanding your financial goals and priorities, Vishal Patel can create a flexible strategy tailored to the changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your goals through personalized wealth management strategies. Vishal Patel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Vishal Patel can provide advice and guidance to help you make informed financial decisions.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Chris Allen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChris Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 3100 Clarendon Boulevard, Arlington, Virginia, United States. Chris 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, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Chris specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Chris Allen is dedicated to helping clients achieve their financial goals.
3100 Clarendon Blvd Suite 200, Arlington, VA 22201, United States -
Merrill Lynch Financial Advisor Robert Huber
● ClosedMerrill Lynch Financial Advisor Robert Huber is a reputable financial institution located at 1152 15th Street Northwest in Washington, D.C. As a trusted financial advisor, Robert Huber provides personalized financial planning and investment advice to individuals and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Merrill Lynch Financial Advisor Robert Huber offers a wide range of services including retirement planning, wealth management, and investment strategies. With a dedication to excellence and a commitment to providing top-notch financial advice, Merrill Lynch Financial Advisor Robert Huber is a go-to destination for all your financial needs.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Paul Juergensen
● ClosedMerrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Brendan J. Guilday
● ClosedMerrill Lynch Financial Advisor Brendan J. Guilday, located at 1152 15th Street Northwest in Washington, D.C., offers a personalized and disciplined approach to financial planning. Brendan's focus on consistency and excellence ensures that his high net worth clients receive sophisticated financial solutions tailored to their individual needs. Named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2022 and 2023, Brendan's consultative and objective wealth management approach helps clients build and transfer their wealth, plan for retirement, manage liquidity needs, and more. With certifications as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor, CRPC®, Brendan is committed to helping clients achieve their short- and long-term financial goals. Through the Merrill Personal Wealth Analysis™, Brendan works with clients to develop personalized financial strategies that align with their life priorities and investment personalities. By staying proactive and transparent, Brendan ensures that clients' financial plans evolve with their changing needs and market conditions. Whether planning for retirement, education, or other goals, Brendan's goal is to simplify the complexities of wealth planning and help clients reach their financial aspirations. With a focus on open communication and periodic reviews, Brendan aims to keep clients on track towards achieving what matters most to them.
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 -
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 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 -
Merrill Lynch Financial Advisor Mike Harber
● ClosedMerrill Lynch Financial Advisor Mike Harber is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Mike Harber has been serving as a Merrill Financial Advisor in the Washington D.C area since 2014, offering customized strategies to help clients meet their short and long-term goals while managing volatility. His investment management strategy includes reviewing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. With a team of experienced associates, services include retirement planning, wealth preservation, insurance strategies, retirement plans, business transition planning, and business banking. Prior to joining Merrill, Mike Harber served over 20 years in the Navy as an FA-18 pilot. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The focus is on family, goals, and priorities, adapting to changes over time. The approach to financial planning places the client at the center, offering advice and guidance tailored to individual needs. The goal is to help clients pursue their most important goals and make informed decisions. The Investment Personality Assessment is used to customize financial approaches based on individual preferences and goals. Regular meetings are held to review progress and make adjustments as needed.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Drew Weinberger
● ClosedMerrill Lynch Financial Advisor Drew Weinberger, located at 1152 15th Street Northwest, Washington, D.C., is dedicated to helping individuals lead a life free of financial stress so they can pursue their personal happiness and fulfillment. They create deep and meaningful relationships with clients and provide unbiased advice for long-term benefit. Their team assists clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to help clients enjoy their lifestyle and preserve their wealth. They work closely with clients to determine the income needed to sustain their current lifestyle and establish portfolios aligned with their goals, time horizon, liquidity needs, and risk tolerance.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Jeffrey David Gregorio
● ClosedMerrill Lynch Financial Advisor Jeffrey David Gregorio, located at 1152 15th Street Northwest in Washington, D.C., offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Jeffrey follows the deep-seated Merrill tradition of serving the communities we work in. By utilizing the Merrill Personal Wealth Analysis™ tool, Jeffrey can create a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Jeffrey's team is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jeffrey will work with you to develop a financial approach designed to address your specific needs.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Matthew Benton
● ClosedMerrill Lynch Financial Advisor Matthew Benton, located at 1152 15th Street Northwest in Washington, D.C., offers insights, observations, and ideas to help clients pursue their financial goals. The team is proud of their advisors who have received recognition from top financial industry publications. With the support of Merrill's global resources, the team is committed to building strong client relationships based on trust and personalized service. The Group AG, comprised of talented individuals with decades of experience, is dedicated to fulfilling client needs and expectations through frequent communication, honesty, and transparency. Since 1998, The Group AG has provided customized wealth management services to affluent individuals, families, and professionals, focusing on creating strategies based on clients' needs, priorities, hopes, and concerns. The team takes a holistic approach to wealth management, considering clients' investment objectives, time horizon, risk tolerance, and long-term goals. They offer retirement planning services, wealth transfer strategies, and liability management, in addition to access to Bank of America's resources. The team is committed to helping clients make sound strategic decisions and investment selections, with a focus on providing superior service.
1152 15th St NW Suite 6000, Washington, DC 20005, United States
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