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TOP 30 Financial advisory firm in Vienna, VA
11 results found
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Seddiq Law Firm, PLLC
Seddiq 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.
SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA
Sovereign 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.
W. Reid Howard - Private Wealth Advisor, Ameriprise Financial Services, LLC
W. 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.
Merrill Lynch Financial Advisor Ban Tran
At Merrill Lynch Financial Advisor Ban Tran, located at 8075 Leesburg Pike in Vienna, Virginia, United States, clients can expect personalized wealth management services tailored to their specific financial goals and needs. Ban Tran, a Senior Vice President-Senior Financial Advisor, holds designations such as Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor, with a focus on serving affluent clients, retirees, small businesses, and non-profit organizations. With a background in trade finance and international banking, Ban has extensive experience in managing investment portfolios using low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban's approach to financial planning involves getting to know each client personally and understanding their unique aspirations and concerns. By utilizing the Merrill Investment Personality Assessment, clients can receive a customized financial approach that aligns with their investment preferences and long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Ban works with clients to develop strategies that help them pursue what matters most to them.
Ackerman & Falcon
Ackerman & Falcon is a prestigious law firm located in Vienna, Virginia. With a prime location at 8221 Old Courthouse Road, this institution is known for providing top-notch legal services to clients in the United States. Specializing in various areas of law, the team of experienced lawyers at Ackerman & Falcon are dedicated to delivering expert advice and representation to their clients. Whether you are in need of legal assistance for personal matters or business affairs, Ackerman & Falcon is committed to providing professional and reliable services to meet your needs.
Duty First Consulting
Duty First Consulting is a leading institution located at 2650 Park Tower Drive in Vienna, Virginia, United States. We are dedicated to helping organizations achieve their missions by providing unique services, innovative insights, and industry expertise to address complex issues, overcome challenges, and seize opportunities. Recently, Duty First Consulting partnered with the Cloverleaf Equine Center in Clifton, Virginia to support their therapeutic riding program for Veterans, Servicemembers, and community members. Our team proudly participated in painting fences and picnic tables at the center, demonstrating our commitment to giving back to the community.
3Summit Investment Management
3Summit Investment Management is a finance institution located at 8609 Westwood Center Drive in Vienna, Virginia, United States. As a premier investment management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services including portfolio management, financial planning, and investment advisory services. With a commitment to excellence and a focus on delivering superior results, 3Summit Investment Management is dedicated to helping our clients navigate the complexities of the financial markets and build a secure financial future.
Merrill Lynch Private Wealth Advisor Gregory B Popera
Merrill Lynch Private Wealth Advisor Gregory B Popera, located at 8075 Leesburg Pike, Vienna, Virginia, United States, is a distinguished finance institution that offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs. The institution prides itself on its advisors who have received recognition from financial industry publications or Bank of America Corporation for their exemplary client service. With a track record of excellence, the advisors at Merrill are committed to providing strategies designed to help clients achieve their financial goals.
Cherry Bekaert
Cherry Bekaert is a leading CPA firm located in Tysons, Virginia, United States. We provide a comprehensive range of accounting, tax, audit, and advisory services to a diverse client base, including multinational corporations, private businesses, nonprofit organizations, and more. Our team of certified public accountants and tax advisors has been delivering high-quality accounting services for over 75 years. We offer innovative, digitally-enabled solutions and industry-aligned services to help guide middle market companies on their path to digital transformation. Our risk management consulting services for the financial services industry are designed to assist clients in navigating complex compliance regulations and audit requirements. Additionally, we provide guidance through the loan forgiveness documentation process and offer assistance with the Expanded Employee Retention Credit (ERC).
Hozik & Company
Hozik & Company, located at 374 Maple Avenue East in Vienna, Virginia, is a reputable accounting firm with a team of experienced professionals. Karen Fleming, a partner at the firm, brings over 20 years of experience in public accounting, specializing in audits, reviews, and consulting services. James Hozik, the founder of the firm, has over forty years of experience providing accounting and advisory services to clients in various industries. The team also includes Dave Hall, a supervisor with extensive experience in implementing accounting procedures and controls, and Corrie Scott and Amy Tillett, who both bring valuable experience in tax, audit, and accounting services. With a strong commitment to excellence and expertise in not-for-profit and for-profit entities, Hozik & Company is dedicated to providing top-notch financial services to its clients.
SaySo LLC
SaySo LLC is a health institution located at 301 Maple Avenue West, Vienna, Virginia, United States. Our valued members offer services to enhance and elevate our clients' confidence by maintaining, nourishing, and transforming their skin. With our tools, products, and education, we provide services for both men and women to sustain their skin's natural glow. Our customized facial treatments are personalized to treat various skin concerns such as acne, hydration, anti-aging, and more. We also offer express facial treatments for those with limited time. The Perfect Derma Peel, IPL treatments, eyebrow and lash tinting, lash lifts, waxing, and body wraps are among the services we provide to improve skin health and overall well-being.
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