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TOP 30 Financial portfolio review in Virginia
102 results found
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Carradice Wealth Advisors - Ameriprise Financial Services, LLC
Carradice Wealth Advisors - Ameriprise Financial Services, LLC is a leading finance institution located at 12700 Black Forest Lane in Woodbridge, Virginia, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you track your financial journey. With secure online access, you can monitor your investments and accounts from any device. Our experienced Ameriprise financial advisors are registered to do business in select U.S. states and provide comprehensive financial planning services. Whether you're planning for retirement, education, or a major purchase, we are here to help you achieve your financial goals. Schedule a complimentary initial consultation to learn more about how we can assist you. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations.
Market Street Financial Group - Ameriprise Financial Services, LLC
Market Street Financial Group - Ameriprise Financial Services, LLC, located at 113 East Market Street in Leesburg, Virginia, is a finance institution that prioritizes what is most important to you. Whether your goals include retirement, education, or a major purchase like a second home, we provide personalized investment and portfolio recommendations based on your individual goals and risk tolerance. We document your goals, regularly review your progress, and update your approach as life changes. With secure access to your investments and accounts from any device, you can track your progress towards your goals at any time. Our financial advisors are registered to do business in certain U.S. states and are committed to helping you achieve your financial goals. A complimentary initial consultation is available to get started, providing an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, we are dedicated to helping you navigate the financial landscape and make informed decisions.
Jacqueline Aime - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jacqueline Aime is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 113 East Market Street in Leesburg, Virginia, United States. Jacqueline offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. She will document your goals, regularly review your progress, and adjust your approach as needed. You can easily access your investments and accounts from any device to track your progress towards your goals securely. If you have questions or would like to schedule a complimentary initial consultation, feel free to reach out to Jacqueline. She can only conduct securities business with residents of states where she is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Jacqueline values referrals and is dedicated to helping your friends and family members achieve their financial goals. Contact her today to learn more about how she can assist you in reaching your financial objectives.
Edward Jones - Financial Advisor: Conor J Mullee
Edward Jones - Financial Advisor: Conor J Mullee is a reputable finance institution located at 43330 Junction Plaza in Ashburn, Virginia, United States. Conor J Mullee is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Conor J Mullee can provide personalized guidance and support. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Conor J Mullee is a trusted partner in financial planning.
Michelle Mancari Rosenberg - Financial Advisor, Ameriprise Financial Services, LLC
Michelle Mancari Rosenberg is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located in the heart of Washington, D.C. With a focus on providing personalized financial planning and investment strategies, Michelle works closely with clients to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, Michelle is committed to providing expert guidance and support every step of the way. Visit her office at 1220 19th Street Northwest to learn more about how she can help you secure your financial future.
First Command Financial Advisor - Mike Hohenstein
First Command Financial Advisor - Mike Hohenstein is a trusted financial institution located at 241 18th Street South in Arlington, Virginia, United States. Specializing in providing personalized financial planning and investment services, Mike Hohenstein and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on comprehensive financial planning, retirement planning, investment management, and more, First Command Financial Advisor is committed to providing expert guidance and support to individuals and families seeking to build wealth and financial security. Contact them today to schedule a consultation and take the first step towards a brighter financial future.
Merrill Lynch Financial Advisor Pat Kamfolt
Merrill Lynch Financial Advisor Pat Kamfolt is a reputable finance institution located at 11951 Freedom Drive in Reston, Virginia, United States. With a focus on providing expert financial advice and services, Pat Kamfolt and his team offer personalized financial planning solutions to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your future, Merrill Lynch Financial Advisor Pat Kamfolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Mario Gabalda - Financial Advisor, Ameriprise Financial Services, LLC
Mario Gabalda is a financial advisor at Ameriprise Financial Services, LLC, located at 5680 King Centre Drive in Alexandria, Virginia, United States. He offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Mario will document your goals, regularly review your progress, and update your approach as needed. You can access your investments and accounts from any device securely. Schedule a complimentary initial consultation to learn more about how Mario can help you achieve your financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Mario Gabalda is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Let's meet to discuss what's most important to you and work towards a more confident financial future.
Merrill Lynch Financial Advisor Sean R Sweeney
Merrill Lynch Financial Advisor Sean R Sweeney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. The team at Merrill Lynch is committed to providing exemplary client service, with advisors who have received recognition from various financial industry publications. The team is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. The team helps clients determine their investment style and identify 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. The team believes in a one-on-one relationship with clients, getting to know them personally and helping them achieve their financial goals.
David Harrell - Financial Advisor, Ameriprise Financial Services, LLC
David Harrell - Financial Advisor at Ameriprise Financial Services, LLC, located at 12848 Harbor Drive in Lake Ridge, Virginia, is a trusted finance institution offering personalized investment and portfolio recommendations based on individual goals and risk tolerance. As part of Whitlock Wealth Management, a Forbes Best-in-State Wealth Management Team for 2024, David Harrell prioritizes client relationships and regularly reviews progress towards financial goals to adapt strategies as needed. With access to investments and accounts from any device, clients can track their progress and communicate securely with David Harrell. Ameriprise Financial is recognized as one of the Most Trusted Wealth Managers, providing expert financial planning concepts and services to help clients achieve a more confident financial future. Securities offered by Ameriprise Financial Services, LLC, are regulated by FINRA and SIPC, ensuring compliance with state registration requirements. Schedule a complimentary initial consultation to discuss your financial goals and learn more about how David Harrell can help you achieve them.
David Basinger - Financial Advisor, Ameriprise Financial Services, LLC
David Basinger - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 Ellicott Street in the Occoquan Historic District of Virginia, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio management to help you achieve financial success. Regular reviews and updates ensure your strategy evolves with life changes. Access your accounts and track progress online securely. Schedule a complimentary consultation to start planning your confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Visit our website for background and qualification information.
Brian Shanley - Associate Financial Advisor, Ameriprise Financial Services, LLC
Brian Shanley is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 12848 Harbor Drive in Lake Ridge, Virginia, United States. As part of Whitlock Wealth Management, recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, Brian specializes in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. At Ameriprise Financial, the focus is on what matters most to you, whether it's planning for retirement, education, or a major purchase. Brian works closely with clients to document their goals, regularly review progress, and adjust strategies as life circumstances change. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with Brian.
Merrill Lynch Financial Advisor Terrence L Frederick
Merrill Lynch Financial Advisor Terrence L Frederick is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Frederick Group follows a disciplined process to deliver a consistent yet customized wealth management experience, tailored to address your risk tolerance, time horizon, liquidity needs, and overall investment goals. They take the time to understand who you are and what matters most to you, both personally and professionally, in order to help you establish objectives, develop strategies, and make recommendations that encompass all aspects of your financial life. With access to the investment insights of Merrill and banking solutions from Bank of America, the Frederick Group can help you manage, grow, and preserve your wealth today while also considering the impact for years to come. They believe in starting with a conversation to identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can customize a financial plan centered on your goals and focused on what you want to achieve.
Merrill Lynch Financial Advisor George W. Seals, Jr.
Merrill Lynch Financial Advisor George W. Seals, Jr. is a renowned finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a wealth of experience and expertise in financial planning and investment strategies, George W. Seals, Jr. provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor George W. Seals, Jr. is dedicated to providing top-notch guidance and support.
Battlefield Wealth Planning - Ameriprise Financial Services, LLC
Battlefield Wealth Planning - Ameriprise Financial Services, LLC is a finance institution located at 9117 Center Street, Manassas, Virginia, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards their goals, and receive regular reviews and updates as life changes. The institution provides investment, asset allocation, and portfolio recommendations to help clients reach their financial goals, whether it be retirement, education, or a major purchase. They offer complimentary initial consultations to discuss how they can help you achieve your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can find more information on their personal website or FINRA's BrokerCheck website. The institution emphasizes privacy and security, and clients can rest assured that their information is safe and secure.
Merrill Lynch Financial Advisor Engida Sewnet
Merrill Lynch Financial Advisor Engida Sewnet, located at 1152 15th Street Northwest, Washington, D.C., is a dedicated Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Engida works closely with individuals and families to understand their financial goals and provides personalized financial planning services. With a background in private banking and investment advisory, Engida brings a wealth of experience and expertise to help clients achieve their financial objectives. Engida's approach is centered on attentive listening, responsive action, and personalized service. He collaborates with a team of specialists to tailor financial strategies that align with each client's unique circumstances and priorities. Engida holds Series 7, 65, and 63 FINRA registrations and is committed to helping clients make informed investment decisions to reach their financial goals.
Merrill Lynch Financial Advisor Nicole Hawkins-Normand
Merrill Lynch Financial Advisor Nicole Hawkins-Normand is a finance institution located at 910 Princess Anne Street in Fredericksburg, Virginia, United States. The institution is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, known as The Normand Group, provides financial advice and management strategies tailored to each client's risk tolerance, time horizon, and investment goals. Services offered include retirement planning, portfolio research and selection, investment guidance, estate reviews, and insurance coordination. The team believes in creating a financial approach that helps clients pursue their goals, with a focus on managing, growing, and preserving wealth for the future. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial strategies. Clients can expect transparency, thoughtful investment guidance, and a commitment to helping them achieve their financial goals. The team also offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. With a focus on understanding clients' needs and priorities, the team aims to help clients stay on track to achieve what matters most to them. The institution emphasizes the importance of personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.
Lundie Financial Insurance
Lundie Financial Insurance is a reputable insurance agency located at 2500 Boulevard in Colonial Heights, Virginia, United States. We specialize in providing a wide range of insurance products and services to meet the needs of our clients. Our dedicated team of professionals is committed to helping individuals and businesses find the right insurance solutions to protect their assets and financial well-being. With a strong focus on customer service and personalized attention, Lundie Financial Insurance is your trusted partner in securing the coverage you need for peace of mind. Contact us today to learn more about our offerings and how we can assist you in safeguarding your future.
Generations Wealth Management - Ameriprise Financial Services, LLC
Generations Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 301 Maple Avenue West, Vienna, Virginia, United States. Their team focuses on what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. They offer personalized investment recommendations based on your individual goals and risk tolerance, and regularly review and update your portfolio as life changes. With secure online access, you can track your progress towards your financial goals at any time. The institution also provides an overview of financial planning concepts during a complimentary initial consultation. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can find more information on their personal website or through FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but they are committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Susan E. Prince
Merrill Lynch Financial Advisor Susan E. Prince is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ in Reston, Virginia. Susan Prince is dedicated to providing clients with personalized investment and wealth management services. With a background in global management consulting, Susan delivers tailored advice to individuals with substantial wealth, offering services such as retirement planning, portfolio management, life insurance analysis, and wealth preservation strategies. Susan collaborates with clients' other family advisors to focus on tax, estate, and wealth transfer planning. By utilizing Merrill's resources and conducting a Personal Wealth Analysis, Susan helps clients achieve their financial goals and manage investment risk. With a focus on understanding clients' aspirations and priorities, Susan designs and implements personalized financial plans to help clients pursue their goals and address fluctuations in the market. By regularly reviewing and adjusting financial approaches, Susan ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Susan offers comprehensive financial solutions tailored to meet clients' needs and goals. With a commitment to personalized service and a focus on building strong client relationships based on trust, Susan Prince is dedicated to helping clients achieve their financial aspirations.
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.
Harris Financial Group
Harris Financial Group is a leading finance institution located at 9100 Arboretum Parkway in Richmond, Virginia, United States. With a commitment to providing top-notch financial services, our experienced team of professionals offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Harris Financial Group is dedicated to helping you secure a stable financial future. Contact us today to learn more about how we can assist you with your financial needs.
Merrill Lynch Financial Advisor Darren M Mazzoni
Merrill Lynch Financial Advisor Darren M Mazzoni is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Darren M. Mazzoni is a Managing Director, Senior Financial Advisor, Senior Resident Director, and Portfolio Manager who began his career with Merrill Lynch Wealth Management in 2003. He focuses on helping clients align their investment portfolios with their personal goals, providing exemplary client service. Darren has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023, 2022, 2021, 2020, and 2019, showcasing his commitment to financial excellence. He believes in building strong client relationships based on trust and personalized service, with a focus on understanding each client's unique goals and priorities. Darren's approach is centered on helping clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he tailors financial plans to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, Darren works collaboratively with clients to develop a customized approach designed to address their financial needs. He believes in regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the financial markets, ensuring they stay on track to achieve their goals. Darren's mission is to understand each client personally and help them design and implement a personalized plan to pursue financial goals while managing investment risk. By focusing on potential solutions that can turn goals into reality, he aims to provide clients with the guidance and support they need to navigate fluctuations in the market and changes in their lives.
Justice-Killam Insurance & Financial Service, Inc.
Justice-Killam Insurance & Financial Service, Inc. is a reputable insurance agency located at 6330 North Center Drive in Norfolk, Virginia, United States. With a commitment to providing top-notch insurance and financial services, our dedicated team of professionals is here to help you protect what matters most. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Trust Justice-Killam Insurance & Financial Service, Inc. to provide you with peace of mind and financial security.
Merrill Lynch Financial Advisor Christopher J Coffing
Merrill Lynch Financial Advisor Christopher J Coffing is located at 999 Waterside Drive in Norfolk, Virginia, United States. Christopher Coffing is a Senior Vice President, Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management, focusing on creating customized wealth management strategies, equity markets, and money management. Christopher is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing his own personalized or defined strategies. He holds two degrees and maintains Series 7, 63, and 65 FINRA registrations, as well as his Life and Health license. Christopher is dedicated to providing overall financial solutions for high net worth investors based on each client's goals and risk tolerance. As a family man, he is actively involved in the community and is a member of the Norfolk Yacht & Country Club. Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution believes in focusing on clients' priorities, goals, and family dynamics to create a financial approach that aligns with their aspirations. Clients' life and goals change over time, and Merrill Lynch Wealth Management has tools to help track these changes and reflect them in their financial approach. Christopher's mission is to understand each client and what matters most to them, in order to design and implement a personalized plan to help them pursue their financial goals and manage investment risk. The institution is dedicated to helping clients stay on track to achieve what's most important to them, by regularly reviewing goals and progress made towards reaching them. Merrill Lynch Wealth Management Advisors work to sort through the financial complexities of clients' lives, helping them build a customized investment approach to address their needs and pursue their goals.
Carradice Wealth Advisors, Financial Advisor in Falls Church, VA
Carradice Wealth Advisors is a reputable financial advisory firm located in Falls Church, VA. As one of Forbes Best-in-State Wealth Management Teams for 2024, we specialize in providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team of Ameriprise financial advisors will work closely with you to document your financial goals, regularly review your progress, and adjust your approach as needed to help you achieve your objectives. With convenient access to your investments and accounts from any device, you can track your progress and securely share information with us at any time.
D Kenton Lawler - Ameriprise Financial Services, LLC
D Kenton Lawler - Ameriprise Financial Services, LLC is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. The team at this institution holds various certifications and designations to ensure they provide expert financial advice and services to their clients. They offer services such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Some of the certifications held by the team include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require adherence to a code of ethics and successful completion of coursework and exams covering a wide range of financial planning topics. Whether you are looking for advice on retirement planning, estate planning, investment management, or insurance products, the team at D Kenton Lawler - Ameriprise Financial Services, LLC is well-equipped to assist you with your financial needs.
Steven Marshall & Associates - Ameriprise Financial Services, LLC
Steven Marshall & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1902 Campus Commons Drive in Reston, Virginia, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we prioritize your individual goals and personal risk tolerance when providing investment, asset allocation, and portfolio recommendations. We document your goals, regularly review your progress, and adjust your approach as needed to help you achieve financial success. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Our team is committed to helping you navigate important financial questions, such as retirement planning and market fluctuations. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Visit our website for background and qualification information, as well as important disclosures and privacy policies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for our clients.
Merrill Lynch Financial Advisor Chris A Dettra
Merrill Lynch Financial Advisor Chris A Dettra, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial planning services to help you achieve your goals. The Dettra, Wedel & Leygraaf Group team prioritizes your aspirations and works with you to develop a personalized financial strategy aligned with your goals. With access to global investing capabilities and banking solutions, they can assist with planning for education, retirement, healthcare costs, wealth preservation, and more. The team believes in putting you, rather than the market, at the center of the planning process. They prioritize building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on your goals. Your financial approach will be regularly reviewed and adjusted to reflect changes in your life and the financial markets. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and pursue your goals. With a dedicated advisor by your side, you can access personalized investment strategies and comprehensive financial solutions to help you achieve financial success.
Merrill Lynch Financial Advisor Thomas A. DePont
Merrill Lynch Financial Advisor Thomas A. DePont is a reputable finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. With a focus on providing expert financial advice and guidance, clients can trust Thomas A. DePont and his team to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Thomas A. DePont offers personalized services to meet your individual needs. Contact them today to schedule a consultation and take control of your financial future.
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