TOP 30 Individual investments in Fairfax, Virginia

101 results found

Edward Jones - Financial Advisor: Lindsay Veleber is a reputable finance institution located at 3701 Pender Drive in Fairfax, Virginia, United States. As a trusted financial advisor, Lindsay Veleber provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Lindsay Veleber is committed to helping individuals and families navigate the complexities of the financial world with confidence.

Sharon Meyer - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3600 Chain Bridge Road, Fairfax, Virginia, United States. Sharon Meyer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, investment strategies, and financial planning for retirees, small business owners, and high net worth clients. Additionally, Sharon Meyer offers services for domestic partners, seniors, those planning for retirement, and individuals going through divorce. With a focus on comprehensive financial planning and a commitment to ethical standards, Sharon Meyer is dedicated to helping clients achieve their financial goals.

Three Leaf Financial, located at 10560 Main Street in Fairfax, Virginia, is a finance institution that specializes in designing, implementing, and managing formal investment strategies for its clients. Led by Fiduciary Derek, the institution ensures that each investment account follows a risk-managed approach tailored to individual goals. Additionally, Three Leaf Financial offers insurance strategy services to supplement income, cover long-term care costs, and address survivorship concerns as part of a comprehensive financial plan. By understanding clients' goals, time horizons, resources, and risk tolerances, the institution develops personalized long-term financial plans that incorporate a mix of investments, insurance, and planning. Established in March 2010, Three Leaf Financial aims to build sound financial plans for clients, endowments, and corporations through one-on-one consultations and tailored financial plans. With a commitment to building lifelong relationships and making complex ideas easy to understand, Three Leaf Financial operates as a licensed Fiduciary, prioritizing clients' best interests and transparently disclosing any fees or charges associated with plan implementation and management.

Leticia Stallworth is a financial advisor at Ameriprise Financial Services, LLC located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. Leticia 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®. Leticia specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With expertise in investment strategies, estate planning, asset management, risk management, and more, Leticia Stallworth is dedicated to helping clients achieve their financial goals.

Benjamin Devine - Financial Advisor, Ameriprise Financial Services, LLC, located at 4000 Legato Road, Fairfax, Virginia, United States, is a finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service to their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution's advisors have undergone rigorous training and examinations to provide comprehensive financial planning services. From asset management to estate planning, retirement planning to risk management, and investment strategies to tax planning, the advisors at Benjamin Devine are equipped to address a wide range of financial needs. Additionally, with certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, and exit planning, clients can trust that they are receiving expert advice tailored to their unique circumstances. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Benjamin Devine - Financial Advisor, Ameriprise Financial Services, LLC, is committed to providing top-tier financial guidance and support.

Bob Schmiesing - Thrivent is a trusted financial institution located at 5552 Shooters Hill Lane in Fairfax, Virginia, United States. Specializing in financial planning and investment services, Bob Schmiesing - Thrivent offers personalized solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Bob Schmiesing - Thrivent is committed to helping you secure a stable financial future.

Adit Ryan - Financial Advisor at Ameriprise Financial Services, LLC, located at 3050 Chain Bridge Road in Fairfax, Virginia, offers a comprehensive range of financial services to individuals and small business owners. Adit Ryan holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. As a Chartered Financial Consultant and Certified Financial Planner™, Adit Ryan is committed to providing clients with the highest level of financial planning services. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Adit Ryan is here to help. Contact Adit Ryan - Financial Advisor at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.

Jennifer Marie Gallant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3201 Jermantown Road, Fairfax, Virginia, United States. Jennifer holds various 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®, CFP®, 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 reflect Jennifer's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.

Zachary Intermill is a Financial Advisor at Ameriprise Financial Services, LLC located at 3201 Jermantown Road, Fairfax, Virginia, United States. He holds various certifications such as 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®. Zachary is dedicated to providing comprehensive financial planning services to individuals and businesses, ensuring that their investment needs and goals are met with expertise and professionalism. With a strong focus on ethical practices and continuing education, Zachary Intermill is committed to helping his clients achieve financial success and security.

MassMutual Northern Virginia is a leading finance and insurance agency located at 3975 Fair Ridge Drive in Fairfax, Virginia. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust MassMutual Northern Virginia to provide you with the guidance and expertise you need to secure your financial future.

Two Lights Private Wealth is a premier finance institution located in Fairfax, Virginia. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on transparency and integrity, we offer a wide range of investment strategies tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Two Lights Private Wealth is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 10306 Eaton Place to learn more about how we can help you secure your financial future.

Barbara Ristow at Buckingham Strategic Wealth is a finance institution located at 11325 Random Hills Road in Fairfax, Virginia, United States. The Buckingham Fairfax team offers a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. They aim to manage and enhance clients' entire financial lives by providing sound advice with a high level of continuing service. The multi-credentialed advisors at Barbara Ristow at Buckingham Strategic Wealth take the time to thoroughly understand each client's overall financial picture, current situation, and goals. They specialize in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, and sudden wealth. The team has been serving clients in Northern Virginia and the D.C. metro area since 2001, previously operating as Focus Wealth Management Ltd.

Grose Peter is a reputable finance institution located at 3600 Chain Bridge Road in Fairfax, Virginia, United States. With a strong commitment to providing top-notch financial services, Grose Peter offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced professionals at Grose Peter are dedicated to helping you achieve your financial goals. Trust Grose Peter for expert financial guidance and personalized service.

Curtis Frazee - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. Curtis Frazee holds various certifications such as 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 cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Curtis Frazee is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and education, Curtis Frazee is committed to helping clients achieve their financial goals and secure their financial future.

Carlos Viera - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3050 Chain Bridge Road, Fairfax, Virginia, United States. They offer a range of certifications and designations to their advisors to ensure they have the expertise needed to provide comprehensive financial planning services. These certifications include 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 cover a wide range of topics including asset management, retirement planning, estate planning, investment management, and more. Advisors at Carlos Viera - Private Wealth Advisor are dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those with special financial planning needs.

Adams Wealth Management Group - Northwestern Mutual is a leading finance and insurance agency located at 10306 Eaton Place in Fairfax, Virginia, United States. With a team of experienced professionals, they provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. From retirement planning to investment strategies, Adams Wealth Management Group is dedicated to providing personalized solutions tailored to each client's unique needs. Trust Northwestern Mutual for expert financial guidance and secure insurance coverage.

Kelvin Creyts - Financial Advisor, Ameriprise Financial Services, LLC, located at 3201 Jermantown Road in Fairfax, Virginia, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Kelvin Creyts is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. The institution also offers specialized certifications such as Certified Divorce Financial Analyst, Chartered Advisor in Philanthropy®, and Certified Fund Specialist. With a commitment to excellence and ethics, Kelvin Creyts is dedicated to helping clients achieve their financial goals and secure their financial future.

Aspen Grove Wealth - Ameriprise Financial Services, LLC is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, our team is committed to providing personalized financial planning advice and exceptional client service. With over 25 years of experience, we work together to offer comprehensive advice for all generations. Grounded in a commitment to understanding our client's purpose and helping them achieve financial wellbeing, we strive to create a positive and supportive environment for our clients. Our personalized recommendations for a diversified portfolio aim to protect clients from uncertainty and help them reach their financial goals. Contact us for a complimentary initial consultation and let us help you navigate the financial landscape with confidence. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Jeffery S Adair, a Financial Advisor at Ameriprise Financial Services, LLC located at 3201 Jermantown Road in Fairfax, Virginia, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jeffery S Adair has the expertise and knowledge to provide comprehensive asset management, retirement planning, estate planning, investment strategies, and insurance products tailored to each client's unique situation. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jeffery S Adair can help you navigate the complexities of financial planning with confidence and peace of mind. Contact Jeffery S Adair today to schedule a consultation and take the first step towards securing your financial future.

Nicholas Camel - TIAA Wealth Management Advisor is a finance institution located at 3050 Chain Bridge Road in Fairfax, Virginia. As a trusted advisor, Nicholas Camel provides personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a focus on investment strategies, retirement planning, and asset allocation, Nicholas Camel offers expert guidance and support to individuals and families looking to build and preserve their wealth. Contact Nicholas Camel - TIAA Wealth Management Advisor today to start planning for a brighter financial future.

Matt Marquez - TIAA Wealth Management Advisor is a reputable finance institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a trusted advisor, Matt Marquez provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies tailored to individual needs, Matt Marquez is dedicated to helping clients navigate the complexities of investing and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Matt Marquez - TIAA Wealth Management Advisor is committed to providing top-tier financial guidance and support.

John Glorioso - TIAA Senior Wealth Management Advisor is a renowned finance institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a seasoned wealth management advisor, John Glorioso offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, John Glorioso is dedicated to helping individuals and families build and preserve wealth for the long term. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, John Glorioso - TIAA Senior Wealth Management Advisor is committed to providing top-notch financial services to clients in the Fairfax area and beyond.

Edward Jones - Financial Advisor: Melanie Kahrs, CFP® is a trusted financial institution located at 8500 Executive Park Avenue in Fairfax, Virginia, United States. Melanie Kahrs, a Certified Financial Planner, is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Melanie Kahrs, CFP® is committed to helping individuals and families secure their financial future.

Nova Financial Services LLC is a finance institution located at 3049 Nutley Street in Fairfax, Virginia, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Nova Financial Services LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Worthington Financial Partners is a leading finance institution located at 9990 Fairfax Boulevard in Fairfax, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, Worthington Financial Partners is here to help every step of the way. Trust us to provide expert guidance and support as you navigate the complex world of finance.

Ernest Rockey - TIAA Wealth Management Advisor is a trusted financial institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a dedicated wealth management advisor, Ernest Rockey offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and guidance, clients can trust in the expertise and professionalism of Ernest Rockey and his team. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Ernest Rockey - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

FitzGerald Financial Group is a reputable financial institution located at 3050 Chain Bridge Road in Fairfax, Virginia, United States. As a leading bank and finance company, we offer a wide range of financial services to individuals and businesses. Our experienced team of professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you need assistance with banking, investments, loans, or wealth management, FitzGerald Financial Group is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Apple Financial Services LLC is a finance institution located at 4097 Monument Corner Drive in Fairfax, Virginia. As a leading provider of financial services, we offer a wide range of products and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each of our clients. Whether you are looking for assistance with investments, loans, or financial planning, Apple Financial Services LLC is here to help you navigate the complex world of finance with confidence and ease.

Acuity Financial Services Group LLC is a reputable finance institution located at 3702 Pender Drive in Fairfax, Virginia, United States. With a focus on providing top-notch financial services, Acuity Financial Services Group LLC offers a wide range of financial solutions to individuals and businesses. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Acuity Financial Services Group LLC are here to help. Trustworthy, reliable, and dedicated to helping you achieve your financial goals, Acuity Financial Services Group LLC is your go-to institution for all your financial needs.

Tiffany McMillan is a reputable accounting and finance institution located at 11325 Random Hills Road in Fairfax, Virginia, United States. With a team of experienced professionals, they provide comprehensive financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, and investment management. Clients can trust Tiffany McMillan to help them achieve their financial goals with precision and integrity.