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TOP 30 Financial planning for families in Washington, VA
75 results found
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Michael Feeley - Raymond James
Michael Feeley - Raymond James is a reputable finance institution located at 1717 Pennsylvania Avenue Northwest in the heart of Washington, District of Columbia. As a branch of Raymond James, a leading financial services firm, Michael Feeley provides a wide range of investment and wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they offer personalized financial planning, investment strategies, and retirement planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Feeley - Raymond James is dedicated to providing expert guidance and exceptional service.
Matthew Robertson - TIAA Wealth Management Advisor
Matthew Robertson - TIAA Wealth Management Advisor is a finance institution located at 601 13th Street Northwest in Washington, District of Columbia, United States. As a trusted advisor, Matthew Robertson provides expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Matthew Robertson is dedicated to helping individuals and families build and protect their wealth for the future.
Citi Pwm
Citi Private Wealth Management (PWM) is a prestigious financial institution located in the heart of Washington, D.C. at 600 Pennsylvania Avenue Southeast. As a leading provider of wealth management services, Citi PWM offers personalized financial solutions to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and investment professionals, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Citi PWM is committed to providing you with expert guidance and tailored solutions to meet your unique needs.
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.
Davis and Sons Tax Service
Davis and Sons Tax Service is a trusted accounting and finance institution located at 1522 Good Hope Rd SE in Washington, District of Columbia. With over 30 years of experience, this family owned business has built a reputation for providing professional services with integrity. Whether you need assistance with tax preparation, financial planning, or other accounting services, Davis and Sons Tax Service is here to help. Trust in their expertise to help you navigate the complexities of your financial needs.
Community Tax Aid
Community Tax Aid is a non-profit organization based in Washington, District of Columbia, United States, dedicated to providing free tax assistance and financial education to low-income individuals and families. Our team of trained volunteers, including accountants and finance professionals, work tirelessly to help our clients navigate the complexities of the tax system and improve their financial literacy. Whether you need help filing your taxes, understanding your financial situation, or planning for the future, Community Tax Aid is here to support you every step of the way. Join us in promoting economic empowerment and financial stability for all members of our community.
Nationwide Insurance: Payne Insurance Agency Inc.
Payne Insurance Agency Inc. is a Nationwide Insurance agency located at 3600 14th Street Northwest in Washington, District of Columbia. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, the agency offers a wide range of insurance products to meet the needs of individuals and businesses in the area. Whether you are looking for auto insurance coverage, protection for your home and personal property, or commercial insurance for your business, Payne Insurance Agency Inc. has you covered. With a team of knowledgeable and friendly agents, the agency is dedicated to providing personalized policy solutions tailored to each client's specific needs. From exclusive programs like the Vanishing Deductible® program to the On Your Side® Claims Service, Nationwide has the discounts, coverage programs, and claims service needed to serve the personal priorities of Washington drivers. In addition to insurance products, Payne Insurance Agency Inc. also offers life insurance plans to provide peace of mind and financial security for individuals and families. For business owners, the agency provides tailored coverage options specific to each industry, such as retail, professional, auto service, food and beverage, contracting, distributing, and specialized services. With additional solutions available for specific risk strategies, Payne Insurance Agency Inc. is committed to helping businesses protect their assets and succeed. Contact the agency at (202) 629-2233 to learn more about their insurance products and services, or visit their office at 3600 14th St NW in Washington.
Ellen Jefferson - Aflac Insurance Agent
Ellen Jefferson - Aflac Insurance Agent is an insurance agency located at 5408 Nebraska Avenue Northwest, Washington, District of Columbia, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help ease financial worries. Our coverage helps with deductibles, co-pays, hospital stays, dental care, and eye care. We also offer benefits for out-of-pocket expenses that major medical insurance may not cover. Employers can provide quality insurance products to their employees at no direct cost. Explore the opportunity to become an Aflac insurance agent and enjoy unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, except in New York where coverage is provided by American Family Life Assurance Company of New York. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac services are available in all states, except Puerto Rico, Guam, or the Virgin Islands. Administrative services are not insurance and may vary depending on state law. Contact us to learn more about how Aflac can provide essential financial protection for you and your loved ones.
New York Life
New York Life is an insurance agency located at 901 15th Street Northwest, Washington, District of Columbia, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, long-term coverage that is customizable to your needs and budget, and the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, professionally managed investments, education expenses, estate planning, and more. With over 12,000 agents nationwide, New York Life is dedicated to helping individuals and families protect their financial futures. Their commitment to diversity, responsibility, and service has made them a recognized industry leader for over 175 years. They also give back to communities through charitable giving and volunteerism. New York Life is on a mission to make the world a better place and support individuals, families, and communities in thriving.
Jean Claude Fresnel Jr - Aflac Insurance Agent
Jean Claude Fresnel Jr - Aflac Insurance Agent is an insurance agency located at 700 12th Street Northwest in Washington, District of Columbia, United States. We offer a wide range of insurance policies to help you feel confident about your coverage, providing an extra layer of protection for life’s speed bumps. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to alleviate financial worries during difficult times. Our policies also help with deductibles, co-pays, and other out-of-pocket expenses related to hospital stays. Additionally, we offer dental and vision coverage with no networks or deductibles. Aflac provides essential financial protection for you and your loved ones, giving you peace of mind when it comes to unexpected medical expenses. As an Aflac insurance agent, you have the opportunity to explore unlimited potential and flexibility in providing quality products to your employees at no direct cost. Please note that individual and group insurance policies are offered by American Family Life Assurance Company of Columbus, with group policies also available through Continental American Insurance Company. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac is committed to providing premium life, absence, and disability services in all states, except Puerto Rico, Guam, or the Virgin Islands. Administrative services are not insurance and may vary depending on state law. Contact Jean Claude Fresnel Jr - Aflac Insurance Agent to learn more about how we can help you protect what matters most.
Anthony G Hunter Agency
Located at 206 North Washington Street in Alexandria, Virginia, the Anthony G Hunter Agency is an insurance agency committed to helping ordinary, working people and their families. With a focus on providing assistance with basic necessities such as food, clothing, and shelter, as well as retirement planning and inheritance for future generations, the agency aims to help middle-class Americans navigate the complexities of the financial world. With over 30 years of experience, the agency offers expert employee analysis and benefits counseling, specializing in federal, state, and local government benefits plans. Their team of licensed professionals and corporate experts are equipped to handle even the most sophisticated financial situations.
Prosperity Growth Strategies
Prosperity 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.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1650 Tysons Boulevard in Tysons, Virginia, United States. Since 1995, David has been providing financial advice and wealth management services to various clients, including corporate executives, business owners, multigenerational families, and trustees. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 and has been featured in interviews on CNBC, Investment News, and RIA Channel. David focuses on managing the complexities of his clients' financial lives, including risk management, retirement planning, tax planning, and estate planning. He believes in helping clients understand what's important and what's possible, with a goal of balancing present living with future planning. David is also actively involved in community service and leadership through various charities, including Second Story and George Mason University.
Bank of America Private Client Advisor Morris Clarke
Bank of America Private Client Advisor Morris Clarke, located at 1800 K Street Northwest in Washington, D.C., offers personalized wealth management strategies for high- and ultra-high-net-worth individuals, families, and select not-for-profit institutions. Morris Clarke, a Managing Director with a background in finance and extensive experience in the industry, leads a team of specialists who provide tailored solutions for investment management, estate planning, family office services, and more. With a focus on preserving and growing wealth for future generations, the institution aims to help clients achieve their financial goals and leave a lasting legacy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering insights and expertise to navigate the complexities of managing significant wealth. By combining a personalized approach with the resources of Bank of America, the institution strives to make clients' financial objectives a top priority. Note that the team members are subject to change, but each individual is committed to listening to clients' needs and creating strategies that align with their best interests. As a client of Bank of America Private Bank, you can expect disciplined financial strategies, innovative solutions, and a focus on providing a bridge across generations to help you achieve your financial goals. Please be aware that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. It's important to note that neither Bank of America Private Bank nor any of its affiliates provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. With a commitment to excellence and a dedication to serving clients' best interests, Bank of America Private Client Advisor Morris Clarke strives to provide tailored wealth management solutions that align with your unique financial goals and aspirations.
Kirk Connelly - Mutual of Omaha
Kirk Connelly - Mutual of Omaha is an insurance agency located at 3877 Fairfax Ridge Road in Fairfax, Virginia, United States. As a lifelong resident of the Washington, DC area, Kirk understands the importance of protecting your family, business, and assets. With over 15 years of experience as a licensed insurance agent and holding Securities Series 6 and Series 63 licenses, Kirk is dedicated to providing tailored financial guidance to his clients. Kirk's personal journey, marked by both joy and tragedy, has deepened his commitment to helping others prepare for life's uncertainties. He and his team of specialists are here to assist you on your financial journey, whether you are just starting out or looking to enhance your current financial plan.
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