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TOP 30 Investment advisor member services in Virginia
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Investment Adviser Association
The Investment Adviser Association, located at 818 Connecticut Avenue Northwest in Washington, D.C., is a leading finance institution dedicated to providing expert guidance and advice to individuals and organizations seeking to make informed investment decisions. With a team of experienced professionals and a commitment to upholding the highest standards of integrity and professionalism, the Investment Adviser Association is a trusted resource for those looking to navigate the complex world of finance with confidence. Whether you are a seasoned investor or just starting out, the IAA is here to help you achieve your financial goals.
Professional Financial Services Inc
Professional Financial Services Inc is a finance and insurance agency located at 10913 Lawyers Road, Reston, Virginia, United States. Our website is designed to provide you with information about who we are and the services we offer in a timely and user-friendly manner. We encourage you to explore our website to learn more about PFS, Inc. and the ways in which we can assist you. We value feedback from our clients and welcome you to contact us with any thoughts or questions. At PFS, Inc., we aim to conduct business in a way that will have your friends thanking you for recommending us. Securities are offered through Grove Point Investments, LLC., member FINRA/SIPC. Please note that Professional Financial Services, Inc. is not affiliated with Grove Point Financial, LLC. or its subsidiaries. Our Financial Professionals are registered or licensed to conduct business in specific states and jurisdictions. To learn more about our investment professionals, please click here to view Form CRS. Rest assured that the background of our investment professionals is thoroughly checked for your peace of mind.
Native American Financial Services Association (NAFSA)
The Native American Financial Services Association (NAFSA) is a finance institution located in the heart of Washington, D.C. at 444 North Capitol Street Northwest. NAFSA is dedicated to promoting economic development and financial empowerment within Native American communities. With a focus on providing access to responsible financial services, NAFSA works to support tribal sovereignty and self-determination through innovative financial solutions. By advocating for fair and inclusive financial policies, NAFSA aims to improve the economic well-being of Native American individuals and communities.
Virginia Managed Investment Inc
Virginia Managed Investment Inc is an independent investment management firm located at 28 West Market Street in Leesburg, Virginia. Our mission is to ensure that all of your financial resources are working together to create a future filled with the things in life that matter the most. Since 1992, we have been providing personalized, honest, and steadfast commitment to serving our clients, including individuals, families, and small business owners. We do not sell any proprietary products, promote specific companies, or accept undisclosed compensation, ensuring that the advice we give you serves only your best interests.
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors is a finance institution located at 1775 Tysons Boulevard, McLean, Virginia, United States. We believe in considering all aspects of your financial life, including spending, saving, investing, and giving back. Our financial planners and advisors are dedicated to making your values the foundation of your financial decisions. With a wide range of investment options, including stocks, bonds, ETFs, and mutual funds, we can help you create a retirement plan, allocate your assets, and explore distribution options. Our goal is to alleviate your concerns about the future, support your loved ones, and help you leave a lasting legacy. At MANNA, we focus on your entire financial life, not just investments, to ensure your overall success. Contact us to start planning for a prosperous future and learn more about incorporating crypto into your retirement savings. Securities and insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC, and advisory services are provided by B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser.
Navigation Wealth Management - Ameriprise Financial Services, LLC
Navigation Wealth Management - Ameriprise Financial Services, LLC, located at 8484 Westpark Drive in McLean, Virginia, offers personalized financial planning and investment management services. Our team of advisors works closely with clients to understand their goals and risk tolerance, providing tailored recommendations to help them achieve financial success. We regularly review progress, adjust strategies as needed, and provide secure online access for clients to track their investments and goals. Background and qualification information for our advisors can be found on FINRA's BrokerCheck website. Our Client Relationship Summary Disclosure outlines our approach to financial planning and investment management. We offer complimentary initial consultations to discuss how we can help you reach your financial goals.
CFI Financial Advisors - Ameriprise Financial Services, LLC
CFI Financial Advisors - Ameriprise Financial Services, LLC, located at 7001 Heritage Village Plaza in Gainesville, Virginia, is a finance institution that offers personalized financial advice and exceptional client service. W. Reid Howard, #10 in Virginia on the Forbes Best-in-State Next-Generation Wealth Advisors list for 2023, leads a team dedicated to helping clients achieve their financial goals. At CFI Financial Advisors, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. We provide investment recommendations, asset allocation strategies, and portfolio management tailored to your individual goals and risk tolerance. We work with you to document your goals, monitor your progress, and adjust your approach as life circumstances change.
Old Dominion Investment Corporation
Old Dominion Investment Corporation is a full-service finance firm located at 459 Herndon Parkway in Herndon, Virginia, United States. We provide small-firm attention with the resources of a larger firm to help you achieve financial wellness and balance in your life or business. Our team is dedicated to understanding your unique needs and goals in order to provide personalized planning and support. With over thirty years of experience, we prioritize your security and success above all else. As a trusted partner, we offer thoughtful, caring, and prompt assistance to help you navigate life's challenges. We are not just financial planners - we are a part of your team, committed to your long-term success. Contact us today to take the first step towards a more confident financial future. Securities offered through Grove Point Investments, LLC, Member FINRA/SIPC. Investment Advisory services offered through Grove Point Advisors, LLC. Old Dominion Investment Corp. is not affiliated with Grove Point Financial, LLC or its subsidiaries.
Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting
Balfour Hamilton | WEALTH & Assets Marketplace is a finance institution located at 1732 Connecticut Avenue Northwest in Washington, District of Columbia, United States. Specializing in real estate investing and development consulting, Balfour Hamilton LP is dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on building long-term relationships, the professionals at Balfour Hamilton offer personalized services to individuals, companies, and families. In addition to providing architectural and engineering services, Balfour Hamilton LP operates a marketplace for buying and selling tangible and intangible assets. Sellers must submit their assets for approval before listing them on the website or other platforms. The firm's programs aim to help clients, families, and businesses achieve capital gains through strategic investment opportunities.
Chris Harvey - Financial Advisor, Ameriprise Financial Services, LLC
Chris Harvey - Financial Advisor, Ameriprise Financial Services, LLC, located at 113 East Market Street in Leesburg, Virginia, offers expert financial guidance and investment services. With a focus on understanding risk tolerance and creating personalized investment strategies, Chris Harvey helps clients navigate the complexities of the financial market. By providing complimentary initial consultations, Ameriprise Financial Services, LLC aims to empower individuals to make informed decisions about their financial future. As a member of FINRA and SIPC, Chris Harvey is dedicated to upholding the highest standards of professionalism and integrity in the financial industry. Whether you are looking to build wealth or secure your financial legacy, Chris Harvey is here to help you achieve your goals. Schedule a meeting today to start planning for a more secure financial future.
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.
Brandon S Lee - Financial Advisor, Ameriprise Financial Services, LLC
Brandon S Lee - Financial Advisor, Ameriprise Financial Services, LLC, located at 8150 Leesburg Pike in Vienna, Virginia, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement planning, education savings, and investment strategies, Brandon provides tailored recommendations based on individual risk tolerance. Clients can track their progress and access their accounts securely from any device. Schedule a complimentary initial consultation to learn more about how Brandon can help you reach your financial goals. Visit the FINRA BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for reference. Brandon S Lee is registered to conduct securities business in select states. Member FINRA and SIPC.
Ronnie Aikat - Financial Advisor, Ameriprise Financial Services, LLC
Ronnie Aikat, a Financial Advisor at Ameriprise Financial Services, LLC, located at 8000 Towers Crescent Drive in Vienna, Virginia, offers personalized financial advice to help individuals prepare for their future goals. With a focus on understanding what is truly important to each client, Ronnie helps them navigate through various financial challenges and uncertainties. Clients can expect a comprehensive approach to financial planning, whether it's saving for college, planning for retirement, or making smart investments. By addressing common retirement questions and concerns, such as income stability, market fluctuations, and inflation risks, Ronnie aims to provide clarity and confidence in each client's financial journey.
Anthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Walsh - Financial Advisor, Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike, Vienna, Virginia, offers personalized advice to help clients achieve their financial goals. With a focus on estate planning and passing wealth to the next generation, the institution works alongside attorneys and CPAs to guide families through the complex process. The institution also provides insights on stock prices and market trends to help clients make informed investment decisions. By setting up a complimentary initial consultation, individuals can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Anthony Walsh, the financial advisor, is registered in states where securities business can be conducted. Clients can expect a comprehensive approach to financial planning and legacy management to bring clarity and peace of mind.
Matt Felber - Financial Advisor, Ameriprise Financial Services, LLC
Matt Felber - Financial Advisor at Ameriprise Financial Services, LLC, located at 133 Maple Avenue East, Vienna, Virginia, offers personalized financial planning services to residents of select states. With a focus on helping clients achieve their financial goals, Matt Felber provides expert advice and guidance on investments, retirement planning, and more. Clients can schedule a complimentary initial consultation to discuss their needs and learn about financial planning concepts. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients. Contact Matt Felber today to start planning for a secure financial future.
Rob Taggart - Financial Advisor, Ameriprise Financial Services, LLC
Rob Taggart - Financial Advisor, Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike, Vienna, Virginia, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Rob provides investment recommendations and portfolio analysis to help you track your progress towards your financial objectives. With access to your investments and accounts from any device, you can stay informed and secure in your financial journey. Schedule a complimentary initial consultation to learn more about how Rob can assist you in achieving your financial goals. As a member of FINRA and SIPC, Rob Taggart is registered to conduct securities business in certain states. Contact Rob today to start a conversation about what matters most to you.
Austin Fitzpatrick - Financial Advisor, Ameriprise Financial Services, LLC
Austin Fitzpatrick - Financial Advisor at Ameriprise Financial Services, LLC, located at 3959 Pender Drive, Fairfax, Virginia, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Austin provides investment recommendations and portfolio analysis to help you track your progress and make adjustments as needed. Schedule a complimentary initial consultation to learn more about how Austin can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Austin's registration in your state. Your referral to friends and family is appreciated, and they can expect to hear from Austin soon to discuss their financial goals.
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.
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 James F O'Sullivan
Merrill Lynch Financial Advisor James F O'Sullivan is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. James focuses on delivering a comprehensive approach to managing personal wealth by proactively listening to client needs and intentions. He works closely with clients to ensure their investment strategy is aligned with their desired outcomes. In addition to his financial advisory services, James is an active member of the Federalist Society, the Alexander Hamilton Society, and supports the Center for New American Security. He offers Merrill Personal Wealth Analysis™ to build personalized plans centered around clients' goals and aspirations.
Merrill Lynch Financial Advisor Brian Wagner
Merrill Lynch Financial Advisor Brian Wagner is a dedicated finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Brian Wagner, a member of MKBH and Associates, offers a comprehensive approach to managing wealth by getting to know his clients, their families, financial situations, and priorities. With a passion for delivering excellent service, Brian provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address various aspects of his clients' financial lives. Brian believes in building strong relationships with his clients to help them make important financial decisions. He offers personalized financial plans through Merrill Personal Wealth Analysis™ and helps clients adjust their plans as needed based on changing needs and market conditions. With a focus on the client's goals and priorities, Brian works to develop an approach that helps manage, grow, and preserve wealth for the long term. As a Merrill advisor, Brian offers guidance based on the client's aspirations and encourages them to ask questions about what matters most to them. Through the Investment Personality Assessment, Brian gains a deeper understanding of his clients' investing preferences to customize their financial approach. By regularly reviewing goals and progress, Brian helps clients stay on track to achieve what's most important to them. With a commitment to putting clients first, Brian works to create a financial approach that reflects their personality and priorities. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Brian is dedicated to helping clients reach their goals. With a focus on personalized investment strategies and access to comprehensive financial solutions, Merrill Lynch Financial Advisor Brian Wagner is committed to helping clients live their best financial lives.
CG Financial Services
CG Financial Services is a finance institution located at 9100 Arboretum Parkway in Richmond, Virginia, United States. We specialize in adaptive financial planning for individuals and businesses, going beyond traditional financial planning to create personalized plans that evolve with your changing goals. Our experienced team offers expertise, credentials, and intelligence to provide you with the advice you need to achieve your financial objectives. We are not limited to any specific investment or insurance company, giving you the flexibility to choose what works best for you. Our advisors may hold designations such as CFP®, CFA, and AIF®, and are registered representatives with LPL Financial, Member FINRA/SIPC. Investment advice is offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. We are dedicated to helping you organize, design, and implement a financial plan that meets your unique goals.
Paragon Financial Services
Welcome to Paragon Financial Services, a finance institution located at 3761 Westerre Parkway in Richmond, Virginia, United States. Our firm specializes in financial planning and investments, helping clients gain a new perspective on their money and live richly. At Paragon Financial Services, we offer a unique approach to financial planning through our proprietary VantagePoint FORMula®, which helps piece together your financial puzzle as your needs evolve. Our long-term client experience is carefully crafted to provide you with anticipation for the future, rather than apprehension.
Alpha Wealth Advisors LLC
Alpha Wealth Advisors LLC is a finance institution located at 4435 Waterfront Drive in Glen Allen, Virginia, United States. We are dedicated to serving as advocates for our clients, helping them define and achieve their vision of the future. Our team is focused on being a trusted guide, advisor, and sounding board for all financial matters. We offer a wide range of solutions and a proven process to provide clarity and confidence about tomorrow. Our approach to asset allocation is unique, recognizing and responding to the changing winds of the market. We understand that sometimes it's necessary to chart a different course to achieve financial success.
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.
Jason A Williams - Financial Advisor, Ameriprise Financial Services, LLC
Jason A Williams - Financial Advisor at Ameriprise Financial Services, LLC is located at 100 Creekside Lane in Winchester, Virginia, United States. As part of The Myrias Group, they are recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. Jason A Williams focuses on understanding your individual goals, whether it's planning for retirement, education, or a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review your progress to adjust strategies as needed.
Ken Desmond - Financial Advisor, Ameriprise Financial Services, LLC
Ken Desmond - Financial Advisor, Ameriprise Financial Services, LLC, located at 3959 Pender Drive in Fairfax, Virginia, United States, offers personalized financial advice to help you achieve your goals. Whether you are saving for college, planning for retirement, or making investments, Ken Desmond takes the time to understand what is important to you. By providing tailored financial advice, you can feel more confident and in control of your financial future. Schedule a complimentary initial consultation to learn more about how Ken Desmond can help you prepare for the expected and unexpected in life. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Investment products involve risks and may result in loss of principal. Consult FINRA's BrokerCheck website for information on Ken Desmond's registration status in your state. Reach out today to start planning for a more secure financial future.
Mandy Leeth - Financial Advisor, Ameriprise Financial Services, LLC
Mandy Leeth, a financial advisor at Ameriprise Financial Services, LLC, located at 560 Neff Avenue in Harrisonburg, Virginia, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Mandy provides investment recommendations and portfolio analysis to help clients track their progress towards retirement, education, or other major purchases. Regular meetings and updates ensure that strategies are adjusted as life changes. Clients can easily access their accounts and investments from any device, securely sharing information with Mandy. Those interested in a more confident financial future can schedule a complimentary initial consultation to learn more about Mandy's services. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and services to help clients reach their financial goals. By referring friends and family to Mandy, clients can help others achieve financial success as well.
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