Financial advisor for estate planning in Centreville, VA
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Jonathan Godfrey - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJonathan Godfrey is a Financial Advisor at Ameriprise Financial Services, LLC located at 14379 Summer Tree Road in Centreville, Virginia, United States. He 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®. Jonathan has expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals and small business owners. He is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
14379 Summer Tree Rd Ste B, Centreville, VA 20121, United States -
Moore William C
● OpenMoore William C is a finance institution located at 13880 Braddock Road in Centreville, Virginia, United States. They specialize in helping individuals build and protect a sound financial future, as statistics show that many Americans are not adequately prepared for retirement. The institution offers services in insurance, investing, retirement planning, estate planning, and wealth preservation. Their goal is to educate clients on financial planning concepts and provide access to market performance and data. Moore William C operates under the business names W.C. Moore Financial Services, LLC for insurance and financial services, Ameritas Investment Company, LLC (AIC) for securities and investments, and Ameritas Advisory Services (AAS) for investment advisory services. They are committed to helping individuals pursue their financial goals and ensure a secure future.
13880 Braddock Rd STE 211, Centreville, VA 20121, United States
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