Financial analysis in Washington, VA
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Merrill Lynch Financial Advisor Robert V Hetherington
● OpenMerrill Lynch Financial Advisor Robert V Hetherington, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free of financial stress so they can pursue personal happiness and fulfillment. With a focus on creating deep and meaningful relationships, the institution provides unbiased advice for long-term benefit. The experienced team at Merrill Lynch Financial Advisor Robert V Hetherington assists clients in making key financial decisions, distinguishing between needs and wants, and developing investment strategies to support their lifestyle and preserve their wealth. By working closely with clients to determine income needs, trade-offs, and portfolio size, the institution ensures that investments are aligned with goals, time horizon, liquidity needs, and risk tolerance.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Ryan P Kelly
● OpenMerrill Lynch Financial Advisor Ryan P Kelly, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free from financial stress so they can pursue their personal happiness and fulfillment. By building deep, meaningful relationships and providing unbiased advice, the institution aims to assist clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to support their lifestyle and preserve their wealth. The institution works closely with clients to determine their income needs, lifestyle sustainability, and risk tolerance, in order to establish a customized portfolio aligned with their goals, time horizon, liquidity needs, and risk tolerance. By utilizing the capabilities of Merrill, the institution addresses the various components of clients' complex financial lives and provides open communication about investments, fees, and strategies.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William S Jeffery
● OpenMerrill Lynch Financial Advisor William S Jeffery is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on understanding your full financial picture, William S Jeffery can help create a flexible strategy tailored to your specific goals and needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in managing your wealth and pursuing your financial goals through personalized wealth management strategies. William S Jeffery is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As your financial advisor, William S Jeffery prioritizes what matters most to you and your family, adapting your financial approach as your life and goals evolve. By utilizing the Investment Personality Assessment, he can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. With a focus on building a long-term relationship, William S Jeffery aims to help you manage, grow, and preserve your wealth while addressing your financial needs. Certified as a Financial Planner, William Jeffery is registered to do business in multiple states and offers personalized investment strategies tailored to your unique situation. With a commitment to putting you first, William S Jeffery is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Justin P. Gaither
● OpenMerrill Lynch Financial Advisor Justin P. Gaither, located at 1152 15th Street Northwest in Washington, District of Columbia, offers insights, observations, and ideas to help clients achieve their financial goals. The institution provides personalized plans through Merrill Personal Wealth Analysis®, focusing on individual goals and aspirations. Gaither and his team have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The Group AG, led by Gaither, is dedicated to building strong client relationships based on trust and personalized service. With decades of experience in the financial services industry, the team is committed to fulfilling clients' needs and expectations through frequent communication, honesty, and transparency. The talented client associates strive to provide world-class service in a prompt and professional manner, aiming to eliminate stress from clients' daily routines.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Pamela S.B. Wise
● OpenMerrill Lynch Financial Advisor Pamela S.B. Wise is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Our mission is to understand you and what matters most to you, in order to help you pursue your financial goals while managing investment risk. We focus on personalized plans tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. Our approach is grounded in understanding you as an individual, prioritizing your goals and building a plan that reflects your personal investment style. Through the Investment Personality Assessment, we can customize your financial approach to help you achieve what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, we can document a personalized plan centered on your goals. We are committed to helping you stay on track to achieve what's most important to you, adjusting your financial approach as needed. Let's work together to help you reach your goals and navigate the complexities of your financial life.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Jonathan L Sade
● OpenMerrill Lynch Financial Advisor Jonathan L Sade, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Jonathan L Sade, a Portfolio Manager with certifications including Certified Investment Management Analyst and Certified Plan Fiduciary Advisor, is dedicated to delivering excellent service and has been recognized as one of Forbes "Best-in-State Wealth Advisors" for multiple years. The institution offers personalized financial strategies tailored to each client's goals, with a focus on building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can work with Jonathan Sade to develop an approach designed to address their financial needs. The institution believes in helping clients achieve their goals by understanding their priorities and providing guidance based on their individual circumstances. By staying informed about changes in clients' lives and revisiting their financial approach, Merrill Lynch Financial Advisor Jonathan L Sade aims to help clients stay on track towards their financial goals. As a registered Senior Wealth Management Client Associate, Jonathan Sade is committed to putting clients first and providing personalized investment strategies to help them pursue their goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Drew Weinberger
● OpenMerrill 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
● OpenMerrill 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 Mohanad (Moe) Elhag
● OpenMerrill Lynch Financial Advisor Mohanad (Moe) Elhag is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Moe is an accessible, knowledgeable, and experienced senior financial advisor specializing in designing tailored wealth planning strategies and offering investment guidance. With over a decade of experience, he has proven invaluable to doctors, tech professionals, and business owners. Moe is dedicated to building and maintaining strong relationships with his clients, providing personalized financial education and advice aligned with each client's unique needs and goals. He holds an MBA and a BS in Finance from Virginia Commonwealth University. Moe's expertise extends beyond traditional wealth management, including assisting clients with concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Prior to his current role, Moe served as a medical wealth advisor at Truist Wealth, focusing on helping doctors manage personal wealth and address cash flow complexities with running a practice. In addition to his professional pursuits, Moe actively participates in his community by coaching his sons' basketball and soccer teams.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Trey Gray
● OpenMerrill Lynch Financial Advisor Trey Gray is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our mission is to help individuals lead a life free from financial stress, enabling them to pursue their personal happiness and fulfillment. We strive to create deep and meaningful relationships with our clients, providing unbiased advice for their long-term benefit. Our team can assist you in making important financial decisions, distinguishing between needs and wants, and creating investment strategies designed to help you enjoy your lifestyle while preserving your wealth. We work closely with you to determine the income needed to sustain your current lifestyle and make necessary trade-offs. This process helps establish the portfolio size and composition required to maintain and grow your assets.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Ronald Everett
● OpenMerrill Lynch Financial Advisor Ronald Everett is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Ron is a Financial Advisor in Merrill's Washington, D.C., office, specializing in serving corporate retirement plans, non-profit organizations, and high-net-worth individuals and families. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By starting with a conversation to understand your aspirations and concerns, the institution helps you develop a customized financial strategy to plan for your future. With access to investment insights from Merrill and banking solutions from Bank of America, the institution aims to help you manage, grow, and preserve your wealth. The institution believes in staying connected with you to ensure your financial strategy aligns with your changing life and market conditions. By providing transparency on risks, opportunities, and costs, the institution helps you make informed decisions to reach your financial goals. The institution's mission is to understand you and your priorities, offering personalized solutions to help you achieve financial success. Through regular check-ins and adjustments to your financial approach, the institution aims to keep you on track towards your goals. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Ronald Everett is committed to helping you navigate the complexities of your financial life and reach your goals.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Michael H Kirvan
● OpenMerrill Lynch Financial Advisor Michael H Kirvan is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The team at Merrill Lynch provides insights, observations, and ideas to help clients pursue their financial goals. The advisors at Merrill Lynch have received recognition from various financial industry publications, setting the standard for exemplary client service. The team is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the financial advisors focus on the things that clients care about most - family, goals, and priorities - even as they change over time. The team believes in fully involving clients in planning for their financial future, starting with determining their investment style and identifying individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Capstone LLC
● OpenCapstone LLC is a finance institution located at 1401 New York Avenue Northwest in Washington, D.C. They are a global, policy-driven firm that helps corporations and investors navigate the complex and highly regulated worlds of national security, defense, and various industries. Their team of analysts conducts in-depth policy research to uncover strategies for their clients, covering a wide range of topics such as healthcare, technology, energy, and more. With locations in Washington, Houston, London, and Paris, Capstone offers insights on policy and regulatory landscapes to create opportunities for corporations and investors. They provide strategies for navigating changing policies, predicting future policy landscapes, and quantifying the impact of policy changes on various industries.
1401 New York Ave NW #600, Washington, DC 20005, United States -
4C Partners, LLC.
● Open4C Partners, LLC. is a premier consulting firm located in the heart of Washington, D.C. Our team of experienced professionals provides innovative solutions and strategic guidance to clients in the public and private sectors. With a focus on collaboration, creativity, and commitment, we work with our clients to achieve their goals and drive positive change. At 4C Partners, LLC., we are dedicated to excellence and delivering results that exceed expectations.
1100 15th St NW, Washington, DC 20005, United States -
Simply Investing
● OpenSimply Investing is a leading financial institution located at 6218 Georgia Avenue Northwest in Washington, District of Columbia. Specializing in a range of investment services, our team of experts is dedicated to helping clients achieve their financial goals through sound and strategic investment strategies. With a focus on simplicity and transparency, we provide personalized advice and guidance to help individuals and businesses make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Simply Investing is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
6218 Georgia Ave NW Unit #1028, Washington, DC 20011, United States -
Castrum Realty
● ClosedCastrum Realty is a reputable finance institution located at 140A Wilmington Place Southeast in Washington, District of Columbia, United States. Specializing in real estate financing, Castrum Realty offers a wide range of services to help individuals and businesses achieve their property ownership goals. With a team of experienced professionals, Castrum Realty provides personalized financial solutions tailored to each client's unique needs. Whether you are looking to purchase a new home, refinance your current property, or invest in real estate, Castrum Realty is dedicated to helping you succeed in your financial endeavors.
140A Wilmington Pl SE, Washington, DC 20032, United States -
TD Ameritrade
● OpenTD Ameritrade is a renowned finance institution located at 1845 K Street Northwest in Washington, DC. As a leading brokerage firm, TD Ameritrade offers a wide range of financial services including investment advice, trading platforms, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively.
1845 K St NW, Washington, DC 20006, United States -
Donato Consulting
● OpenDonato Consulting is a reputable institution located at 328 Massachusetts Avenue Northeast in Washington, District of Columbia, United States. We specialize in providing expert consulting services to businesses and organizations looking to improve their operations, increase efficiency, and achieve their goals. Our team of experienced consultants offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for strategic planning, financial analysis, or project management support, Donato Consulting is here to help you succeed. Contact us today to learn more about how we can assist you in reaching your business objectives.
328 Massachusetts Ave NE # 4, Washington, DC 20002, United States -
Sage Enterprises, Inc.
● OpenSage Enterprises, Inc. is a leading business consulting firm located at 1250 4th Street Southwest in Washington, D.C. With a team of experienced professionals, they offer a wide range of services including strategic planning, financial analysis, and marketing solutions. Their commitment to excellence and client satisfaction sets them apart in the industry. Contact Sage Enterprises, Inc. today to see how they can help take your business to the next level.
1250 4th St SW w1315, Washington, DC 20024, United States -
GW Investment Institute
● OpenThe GW Investment Institute, located in Washington, D.C., is a renowned institution within the School of Business at The George Washington University. With a registration fee of $20, attendees can enjoy light refreshments, beer, wine, and non-alcoholic beverages at their events. Guests are also welcome to join. Tickets are limited, so be sure to secure your spot by registering no later than April 15. Join us at Funger Hall, Office 506 for an informative and engaging experience. We look forward to seeing you there!
The George Washington University School of Business 2201 G Street NW Funger Hall, Washington, DC 20052, 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 -
Persinger Planning
● OpenPersinger Planning is a finance institution located in the heart of Washington, D.C. We specialize in providing personalized financial planning services to help our clients achieve their long-term financial goals. Our team of experienced financial advisors works closely with each client to create a customized financial plan that meets their individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Persinger Planning is here to help you every step of the way. Visit us at 4360 Van Ness Street Northwest to learn more about how we can help you secure your financial future.
4360 Van Ness St NW, Washington, DC 20016, United States -
Oasis Realty Services
● OpenOasis Realty Services is a reputable real estate agency located at 301 Anacostia Road Southeast in Washington, D.C. With a team of experienced and dedicated real estate professionals, Oasis Realty Services offers a wide range of services including buying, selling, and renting residential and commercial properties. Whether you are looking to find your dream home, sell your current property, or invest in real estate, Oasis Realty Services is committed to providing top-notch service and expertise to help you achieve your goals. Contact us today to learn more about how we can assist you with all of your real estate needs.
301 Anacostia Rd SE #101, Washington, DC 20019, United States -
Analytics Research Group, LLC
● OpenAnalytics Research Group, LLC is a finance institution located at 912 F Street Northwest in Washington, District of Columbia, United States. ARG is an independent economic, statistics, and data analytics consulting firm comprised of Ph.D. economists who serve clients facing complex issues in legal disputes, regulatory proceedings, and valuation analysis both in the U.S. and abroad. In June 2019, Dr. Jennifer Vanderhart was recognized as a winner for the Lawyer Monthly Expert Witness Awards 2019 in the area of damages analysis. She has also spoken at various conferences, including the ICC Conference in Mexico City in March 2019 and the 13th Fordham International Arbitration and Mediation Conference in November 2018.
912 F St NW #707, Washington, DC 20004, United States -
World Data Inc.
● OpenWorld Data Inc. is a leading data analysis firm located in the heart of Washington, D.C. Our team of experts specializes in collecting, organizing, and interpreting data to provide valuable insights for businesses, government agencies, and organizations around the world. With a commitment to accuracy and efficiency, we strive to help our clients make informed decisions and drive success in their respective fields. Visit us at 1100 13th Street Northwest to learn more about how World Data Inc. can support your data needs.
1100 13th St NW STE 800, Washington, DC 20005, United States -
RMJR Tax and Accounting
● OpenRMJR Tax and Accounting is a professional accounting and finance institution located at 1054 31st Street Northwest in Washington, D.C. Our team of experts specialize in tax preparation, accounting services, and financial consulting for individuals and businesses. With years of experience and a commitment to excellence, we strive to provide our clients with top-notch financial solutions tailored to their specific needs. Whether you need help with tax planning, bookkeeping, or financial analysis, RMJR Tax and Accounting is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
1054 31st St NW, Washington, DC 20007, United States -
J Arthur Brown & Associates
● OpenJ Arthur Brown & Associates is a reputable accounting and finance institution located at 1421 Marion Barry Avenue SouthEast in Washington, District of Columbia. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, J Arthur Brown & Associates is committed to helping you achieve your financial goals.
1421 Marion Barry Ave SE, Washington, DC 20020, United States -
Matthews Business Associate Services - MBA Services
● OpenMatthews Business Associate Services (MBA Services) is a leading accounting and finance institution located at 1426 G Street Southeast in Washington, District of Columbia. With a team of experienced professionals, MBA Services offers a wide range of financial services to businesses and individuals, including tax preparation, bookkeeping, and financial consulting. Whether you are a small business owner or an individual looking for expert financial advice, MBA Services is committed to providing top-notch service and helping you achieve your financial goals.
1426 G St SE Rear, Washington, DC 20003, United States -
Capitol Hill Tax & Accounting Services
● OpenCapitol Hill Tax & Accounting Services is a reputable institution located at 810 L Street Southeast in Washington, D.C. They specialize in providing top-notch accounting and finance services to individuals and businesses in the area. With a team of experienced professionals, they offer expert tax preparation, bookkeeping, and financial consulting services to help clients manage their finances effectively. Whether you need assistance with tax planning or financial analysis, Capitol Hill Tax & Accounting Services is dedicated to providing reliable and personalized solutions to meet your needs.
810 L St SE, Washington, DC 20003, United States -
RM Martin, CPA
● OpenRM Martin, CPA is a reputable accounting and finance institution located at 800 Maine Avenue Southwest in Washington, District of Columbia. With a team of experienced and knowledgeable Certified Public Accountants, RM Martin offers a wide range of accounting services to individuals and businesses in the area. From tax preparation and planning to financial statement analysis and consulting, RM Martin is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust RM Martin, CPA for all your accounting and finance needs in Washington, DC.
800 Maine Ave SW #200, Washington, DC 20024, United States
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