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TOP 30 Estate planning advisors in Washington, VA
59 results found
Search for local businesses, places and services near you
Koehler Law
Koehler Law is a reputable law firm located at 503 D Street NW in Washington, D.C. They specialize in providing legal services in various areas of the law, including criminal defense, family law, and civil litigation. With a team of experienced and dedicated lawyers, Koehler Law is committed to providing top-notch legal representation to their clients. Whether you are facing criminal charges, going through a divorce, or need help with a civil lawsuit, Koehler Law is here to help you navigate the legal system and achieve the best possible outcome for your case. Contact them today to schedule a consultation and discuss your legal needs.
Lawrence & Fisher
Lawrence & Fisher is a prestigious law firm located at 5335 Wisconsin Avenue in Washington, District of Columbia. With a team of experienced and knowledgeable lawyers, Lawrence & Fisher provides top-notch legal services to clients in various practice areas. From corporate law to estate planning, the firm is dedicated to helping individuals and businesses navigate the complexities of the legal system with professionalism and expertise. Whether you are facing a legal dispute or simply need legal advice, Lawrence & Fisher is committed to providing personalized and effective solutions to meet your needs.
Tully Rinckey PLLC
Tully Rinckey PLLC is a reputable law firm located in the heart of Washington, D.C. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in need of representation. Specializing in various areas of law, including civil litigation, criminal defense, immigration, and more, Tully Rinckey PLLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust Tully Rinckey PLLC to provide you with the expert guidance and representation you need.
Law Offices of Gregory Copeland
The Law Offices of Gregory Copeland, located at 601 Pennsylvania Avenue Northwest in Washington, DC, offers expert legal services in various areas of law. With a focus on providing top-notch representation and personalized attention to each client, Gregory Copeland and his team are dedicated to achieving the best possible outcome for their clients. Whether you are in need of assistance with a personal injury case, a criminal defense matter, or any other legal issue, the Law Offices of Gregory Copeland are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Pitre & Associates
Pitre & Associates, located in Washington, D.C., is a specialized law firm dedicated to protecting the civil rights of federal employees across the United States and beyond. With a focus on federal employment law and Title VII discrimination claims in the private sector, our experienced team has recovered over $5 million in compensation for our clients. We pride ourselves on our professionalism, integrity, and personalized approach to each case. Whether you are facing workplace abuse or discrimination, our attorneys will provide expert guidance and fight for your rights. Trust Pitre & Associates to handle your case with the care and attention it deserves.
Law Office of Donovan Anderson
The Law Office of Donovan Anderson is a reputable legal institution located at 1231B Good Hope Court Southeast in Washington, District of Columbia. Specializing in various areas of law, including criminal defense, personal injury, and family law, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a track record of success and a commitment to achieving the best possible outcomes for our clients, the Law Office of Donovan Anderson is a trusted choice for those in need of legal assistance in the Washington, D.C. area. Contact us today to schedule a consultation.
Agarwal Law Group
Agarwal 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.
Oliver-Zhang Law
Oliver-Zhang Law is a reputable law firm located at 810 New Hampshire Avenue Northwest in Washington, D.C. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation, or assistance with a legal matter, Oliver-Zhang Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
East West Financial Services Ltd
East West Financial Services Ltd is a leading finance institution located at 1717 Rhode Island Avenue Northwest in Washington, District of Columbia. With a strong presence in the United States, East West Financial Services Ltd offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, insurance services, or assistance with wealth management, East West Financial Services Ltd is here to help. Contact us today to learn more about how we can assist you with your financial needs.
ABG Wealth Management - UBS Financial Services Inc.
ABG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, ABG Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized wealth management solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ABG Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed in reaching your financial goals.
Katz-Moses Financial
Katz-Moses Financial is a finance institution located at 420 Oneida Place Northwest in Washington, DC, United States. Founded by a former DC Public Schools staff member who was shocked by the unnecessary fees in his 403(b) plan, Katz-Moses Financial now specializes in providing financial planning services to educators and government employees in the DC area. As a CERTIFIED FINANCIAL PLANNER™ professional, Katz-Moses Financial offers a range of services including ongoing, one-time, and hourly financial planning. While the costs may seem high, the institution believes that high-quality financial advice is invaluable and well worth the investment for the peace of mind it brings.
Capital Asset Management Group
Capital Asset Management Group is a finance institution located at 1000 Potomac Street Northwest in Washington, District of Columbia, United States. We provide advanced and integrated tax, estate, and investment strategies to simplify and maximize financial independence. Our services cater to established professionals, young professionals, and those researching fiduciary management options for retirement plans or endowments. At Capital Asset Management Group, we offer a unique approach to financial planning focused on life planning rather than just money management. Our experienced team provides education-based planning to empower clients to take control of their financial future. Contact us to schedule a meeting with a financial advisor either in person or virtually. Please note that by accessing external websites linked on our site, you assume total responsibility and risk. Stay up to date with DC Guidelines on COVID-19 by visiting https://coronavirus.dc.gov/healthguidance.
Campbell Wealth Management...
Campbell Wealth Management is a premier finance institution located at 700 South Washington Street in Alexandria, Virginia, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of services including investment planning, retirement planning, estate planning, and more. At Campbell Wealth Management, our priority is helping our clients secure their financial future and thrive in an ever-changing market landscape. Contact us today to learn how we can help you reach your financial goals.
J.S. Miller Group, PLLC
J.S. Miller Group, PLLC is a reputable law firm located at 540 11th Street Southeast in Washington, District of Columbia. Specializing in a wide range of legal services, including business law, real estate law, estate planning, and civil litigation, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. With a strong commitment to upholding the highest standards of professionalism and integrity, J.S. Miller Group, PLLC is a trusted partner for individuals and businesses seeking effective legal solutions in the Washington, DC area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Haffner Wealth Management Group - UBS Financial Services Inc.
Haffner Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at 1501 K Street Northwest in Washington, District of Columbia. With a strong focus on wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of financial services, including investment management, retirement planning, estate planning, and more. Trust in Haffner Wealth Management Group - UBS Financial Services Inc. to provide personalized solutions tailored to your unique financial needs.
Wharf Financial
Wharf Financial is a leading finance institution located at 639 Water Street Southwest in Washington, DC. We provide a wide range of financial services to individuals and businesses, including investment management, wealth planning, and lending solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Wharf Financial can help you reach your financial objectives.
Gregory J. Kight - UBS Financial Services Inc.
Gregory J. Kight - UBS Financial Services Inc. is a reputable financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Gregory J. Kight - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management, this institution is dedicated to providing top-notch service and expertise to help you secure your financial future.
District Wealth Strategies
District Wealth Strategies is a premier financial institution located at 800 Maine Avenue Southwest in Washington, D.C. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, our experts are here to provide comprehensive financial solutions tailored to your unique needs. Trust District Wealth Strategies to help you secure your financial future and build wealth for generations to come.
capital investment llc
Capital Investment LLC is a finance institution located at 6323 Georgia Avenue Northwest in Washington, District of Columbia. We specialize in providing a range of investment services to help individuals and businesses grow and manage their wealth. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and expert advice. Whether you are looking to invest in stocks, bonds, real estate, or other assets, Capital Investment LLC is here to guide you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
LPL Financial
LPL 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.
Christina Parra - UBS Financial Services Inc.
Christina 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.
Fundrise
Fundrise 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.
Potomac Advisory Group
Potomac 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.
Marcum LLP
Marcum 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.
Jarvis Law PLLC
Jarvis Law PLLC, located at 100 5th Street in Elkton, Virginia, was founded by Elaine Jarvis, a lawyer, author, pilot, and mother of three. The institution provides creative legal solutions to businesses, consumers, and families in Virginia, West Virginia, Maryland, New York, and Washington, D.C. Specializing in plaintiff’s side law, Jarvis Law strives to find remedies for those who have been wronged. Their diverse practice areas include business law and litigation, consumer protection, estate planning, employment law, real estate, aviation law, and general civil litigation. The team at Jarvis Law is made up of friendly and honest individuals who are dedicated to serving the community with compassion and fairness. Amanda Chaillan, who earned a Bachelor’s degree in Political Science and an Executive Certificate in Strategic Management, brings her business acumen and operational expertise to every engagement. Tarra Smeltzer, with over 30 years of customer service experience, manages trial schedules and coordinates office operations to ensure the best outcomes for clients. Madeline Farris, a student at the College of William & Mary, is passionate about law and writing and enjoys cracking fascinating cases at Jarvis Law. Joshua Smeltzer, a U.S. Army veteran, is a dedicated public servant with strong communication and research skills.
Middleburg Trust Co
Middleburg Trust Co is a reputable finance institution located at 111 West Washington Street in the charming town of Middleburg, Virginia. With a history of providing top-notch financial services to individuals and businesses, Middleburg Trust Co is known for its personalized approach and commitment to excellence. Whether you are looking for investment advice, estate planning services, or wealth management solutions, the experienced team at Middleburg Trust Co is dedicated to helping you achieve your financial goals. Trust in Middleburg Trust Co for all your financial needs.
Rhodes Butler & Dellinger
Rhodes Butler & Dellinger is a law firm located at 318 Washington Avenue Southwest in Roanoke, Virginia. Our team of four attorneys and seven support staff specialize in a variety of legal areas, including business, estate, trust, probate, taxation, elder law, and veterans benefits planning. We are dedicated to serving clients throughout Southwest Virginia, providing expert legal advice in a responsive and prompt manner. At Rhodes Butler & Dellinger, we understand that life is constantly changing and presenting new challenges. Our goal is to be your trusted advisors, standing alongside you to navigate these challenges together. Whether you need assistance with wills, trusts, business matters, or any other legal issue, we are here to help.
B J Kane & Co PC
B J Kane & Co PC is a CPA Firm located in Annandale, Virginia, just fifteen minutes from Washington, DC. Established in 1986, we specialize in providing accounting and finance services to healthcare professionals in the Washington Metropolitan area. Our team has expertise in tax planning, business consulting, estate and financial planning, and management advisory services. We have strategic business alliances to benefit our clients and are known for cultivating long-term relationships. Our sister company, Health Care Advisors, Inc. (HCA), offers health care reimbursement, compliance, and practice management consulting services. HCA also provides subcontracted services to CPA's, attorneys, and other entities seeking healthcare specialists.
J. Ambler Cusick - Morgan Stanley
J. 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.
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