Investment management services in Leesburg, VA
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Lou Kelaher - State Farm Insurance Agent
● ClosedLou Kelaher - State Farm Insurance Agent is an insurance agency located at 20130 Lakeview Center Plaza in Ashburn, Virginia, United States. Serving the areas of Ashburn, VA, Sterling, VA, Leesburg, VA, Broadlands, VA, as well as D.C., Maryland, WV and NC, they offer a wide range of insurance services including pet insurance, auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, mobile food truck insurance, and health insurance. Lou Kelaher, a graduate of the University of South Carolina with a degree in business administration and the University of South Carolina School of Law with a JD, is licensed in VA, DC, MD, FL, and SC. With a background in youth soccer coaching and pro bono representation of Guardian ad Litems in court, Lou Kelaher is dedicated to providing the protection and service you deserve.
20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147, United States -
Compass NOVA
● ClosedCompass NOVA is a behavioral health institution located in Leesburg, Virginia, serving Loudoun County and the surrounding areas. Our mission is to provide quality services to stabilize, strengthen, and support youth, adults, and families. With core values of Integrity, Client Health, and Professional Growth, we offer trauma-informed and evidence-based therapies to address complex behavioral health needs. Our Intensive In-Home program provides comprehensive support for children and adolescents in mental health crisis, while Connections offers Applied Behavior Analysis services for those with adaptive functioning impairments. Mental Health Skill-building Services assist adults with long-term mental health needs in achieving stability in the community.
305 Harrison St SE Suite 1A, Leesburg, VA 20175, United States -
FINAssent Corporation
● ClosedFINAssent Corporation is a leading financial institution located at 10 South King Street in Leesburg, Virginia, United States. With a commitment to providing top-notch financial services, FINAssent Corporation specializes in investment management, financial planning, and wealth management for individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how FINAssent Corporation can help you reach your financial objectives.
10 S King St Suite 204, Leesburg, VA 20175, United States -
Merrill Lynch Financial Advisor Mike Harber
● ClosedMerrill Lynch Financial Advisor Mike Harber is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Mike Harber has been serving as a Merrill Financial Advisor in the Washington D.C area since 2014, offering customized strategies to help clients meet their short and long-term goals while managing volatility. His investment management strategy includes reviewing assets, liabilities, insurance, and cash flows to help clients navigate financial challenges. With a team of experienced associates, services include retirement planning, wealth preservation, insurance strategies, retirement plans, business transition planning, and business banking. Prior to joining Merrill, Mike Harber served over 20 years in the Navy as an FA-18 pilot. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The focus is on family, goals, and priorities, adapting to changes over time. The approach to financial planning places the client at the center, offering advice and guidance tailored to individual needs. The goal is to help clients pursue their most important goals and make informed decisions. The Investment Personality Assessment is used to customize financial approaches based on individual preferences and goals. Regular meetings are held to review progress and make adjustments as needed.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Eugene M McGuire
● ClosedMerrill Lynch Financial Advisor Eugene M McGuire is a reputable finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping individuals and businesses achieve their financial goals. Eugene M McGuire, a seasoned financial advisor, brings years of experience and expertise to the institution, offering personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Eugene M McGuire is committed to guiding you towards financial success.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Sam Sayyad
● ClosedMerrill Lynch Financial Advisor Sam Sayyad, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial advice and guidance to help clients navigate the complexities of wealth management. The Sayyad Group values teamwork and involvement, providing access to global investment capabilities and banking convenience through Merrill and Bank of America. The team is dedicated to building long-term relationships, developing customized financial strategies tailored to each client's unique goals and priorities. By understanding each client's aspirations and concerns, the team creates plans to manage, grow, and preserve wealth, with a focus on addressing financial needs at every stage of life. Through the Investment Personality Assessment, advisors gain insights into clients' investing preferences to customize approaches that align with individual goals. The team of experienced professionals is committed to providing exemplary client service, supported by the global resources of Merrill and Bank of America. With a focus on personalized service and trust, the team helps clients stay on track to achieve their financial goals through regular reviews and adjustments to financial approaches. Whether planning for retirement, education, or other life milestones, the team at Merrill Lynch Financial Advisor Sam Sayyad is dedicated to helping clients achieve their goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Darren Banh
● ClosedMerrill Lynch Financial Advisor Darren Banh, located at 8075 Leesburg Pike in Vienna, Virginia, is a trusted and experienced finance institution. Darren Banh, a CERTIFIED FINANCIAL PLANNERTM certificant, offers personalized retirement planning services, wealth preservation, and wealth management. With a background in Economics and Business Management from George Mason University, Darren brings a wealth of knowledge to help clients make important financial decisions. Darren's mission is to understand each client's unique goals and priorities, and to design a personalized plan to help them achieve financial success. As part of Merrill Lynch Wealth Management, Darren has access to global resources and a team of talented individuals dedicated to building strong client relationships based on trust and personalized service. Whether you are just starting to plan for retirement, already investing, or nearing retirement, Darren can help you pursue your financial goals. By focusing on solutions tailored to your needs, Darren can help you manage, grow, and preserve your wealth for the future. With the support of Merrill and Bank of America, Darren can provide comprehensive financial solutions to address your financial needs. Let Merrill Lynch Financial Advisor Darren Banh help you achieve your financial goals and create a secure financial future.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
D Orazio & Associates
● ClosedD Orazio & Associates is a reputable finance institution located at 7600 Leesburg Pike in Falls Church, Virginia, United States. With a team of experienced financial experts, they provide a wide range of financial services including investment management, retirement planning, and wealth management. Clients can trust D Orazio & Associates to help them achieve their financial goals and secure their financial future. Their dedication to excellence and personalized approach sets them apart in the finance industry.
7600 Leesburg Pike, Falls Church, VA 22043, United States -
Merrill Lynch Financial Advisor Ban Tran
● ClosedAt 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.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Gregory B. Johns
● ClosedMerrill Lynch Financial Advisor Gregory B. Johns is a finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. Specializing in wealth management, Gregory B. Johns and his team offer personalized strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, they are committed to helping you pursue your aspirations and manage your wealth effectively. By understanding your unique needs and preferences, they can create a customized financial plan that reflects your personality and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on your wealth to future generations, Gregory Johns is dedicated to helping you achieve your goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management Advisors are there to guide you through the complexities of your financial journey. Contact Gregory B. Johns to learn more about how he can assist you in reaching your financial objectives.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Rembert Pendleton Jackson
● ClosedRembert Pendleton Jackson is a prestigious finance institution located at 7647 Leesburg Pike in Falls Church, Virginia, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies tailored to meet the unique needs and goals of each individual client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rembert Pendleton Jackson is committed to helping you achieve your financial objectives.
7647 Leesburg Pike, Falls Church, VA 22043, United States -
Sherwood Capital
● ClosedSherwood Capital is a leading finance institution located at 8133 Leesburg Pike in Vienna, Virginia, United States. With a strong reputation for providing top-notch financial services, Sherwood Capital offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Sherwood Capital is committed to providing personalized and strategic advice to help you succeed.
8133 Leesburg Pike STE 400, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Paul Chrisman
● ClosedMerrill Lynch Financial Advisor Paul Chrisman, located at 8075 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of investment solutions and banking products from Bank of America. With over 40 years of industry experience, Paul Chrisman and his daughter, Colleen Chrisman, formed a dedicated advisory team in 2022. Together, they provide relationship-based wealth management services, with Colleen focusing on financial planning and Paul offering tailored wealth strategies. The Chrisman Group's investment philosophy is centered around long-term wealth creation, risk management, and client-centric decision-making. They believe in strategic asset allocation, diversification, and disciplined portfolio strategies to help clients achieve their financial goals. The team prioritizes cost-efficient investment solutions, transparency, and communication to build diversified portfolios aligned with clients' unique needs and aspirations. Additionally, they offer services in risk management, tax planning, retirement planning, and estate planning. With a focus on bringing fresh perspectives to clients' financial lives, Merrill Lynch Financial Advisor Paul Chrisman aims to help clients make informed decisions as they pursue their financial goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Chris A Dettra
● ClosedMerrill 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.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Nedra O Agnew
● ClosedMerrill Lynch Financial Advisor Nedra O Agnew, located at 8075 Leesburg Pike in Vienna, Virginia, is a trusted finance institution that offers personalized and comprehensive financial services to clients. Nedra and her team have a deep understanding of their clients and their families, providing insights, observations, and ideas to help them achieve their financial goals. With a focus on retirement planning, investment strategies, and estate planning, Nedra is dedicated to helping clients navigate major life events and transitions. Her expertise in wealth management is reflected in her recognition as a Forbes "Best-in-State Wealth Advisor" and "Top Women Wealth Advisor" in 2022 and 2023.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Peter J Gorman
● ClosedMerrill Lynch Financial Advisor Peter J Gorman, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized wealth management strategies tailored to each client's unique goals and priorities. Backed by the global resources of Merrill Lynch and Bank of America, the team is dedicated to building strong client relationships based on trust and personalized service. The Brandon Gorman Group, as Merrill Advisors, focuses on understanding the investor's life and goals to recommend appropriate financial strategies designed to help them pursue their aspirations. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with the team to develop a customized investment approach centered on their goals. With regular check-ins to discuss changes in life and financial markets, the team aims to help clients stay on track towards achieving what's most important to them. Merrill Lynch Wealth Management Advisors put clients first, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Sarah A. Cammiso
● Closedexpertise of Merrill Lynch, we provide customized advice and guidance to help you achieve your financial goals. Our team at Cammiso, Wilson and Associates is dedicated to providing superior service with the highest level of integrity, ensuring that your needs are a priority. Whether you are planning for retirement, education funding, tax minimization, philanthropic gifting, or managing liabilities, we are here to help you every step of the way. Our personalized approach to financial planning includes a thorough understanding of your individual goals and priorities. By utilizing tools such as the Investment Personality Assessment, we can tailor our recommendations to align with what matters most to you. We believe that financial success is achieved when you are able to make informed decisions that align with your personal values and aspirations.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Thomas A. DePont
● ClosedMerrill 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.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Dustin S Witmer - Wilmington Advisors @ M&T
● ClosedDustin S. Witmer - Wilmington Advisors @ M&T is a finance institution located at 7799 Leesburg Pike in Falls Church, Virginia, United States. Specializing in financial advisory services, they provide expert guidance and personalized strategies to help clients achieve their financial goals. With a team of experienced professionals, Dustin S. Witmer - Wilmington Advisors @ M&T offers comprehensive financial planning, investment management, and wealth preservation solutions. Whether you are planning for retirement, saving for college, or managing your investments, they are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
7799 Leesburg Pike 2nd Fl, Falls Church, VA 22043, United States -
Merrill Lynch Financial Advisor Michael M. Moore
● ClosedMerrill Lynch Financial Advisor Michael M. Moore is a finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. Michael M. Moore, CFP® has been a financial advisor with Merrill Lynch Wealth Management since 2000, holding the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Specializing in developing and implementing financial strategies tailored to individual goals, Michael works with clients on investment portfolio development, education funding, retirement income strategies, and insurance. He collaborates with clients' other advisors to address tax, trust, charitable, and estate issues. With a focus on long-term objectives, Michael continuously reviews and adjusts strategies to align with clients' evolving needs. Committed to building strong client relationships based on trust and personalized service, Michael and his team at Merrill Lynch Wealth Management offer the Merrill Personal Wealth Analysis™ to create customized plans centered on clients' goals. By listening to clients' aspirations and priorities, Michael helps them navigate financial decisions, manage risks, and pursue meaningful goals. With access to the resources of Merrill and Bank of America, Michael's approach is designed to address clients' financial needs and help them achieve long-term success. The institution serves clients in California, District of Columbia, Florida, Illinois, Massachusetts, Maryland, North Carolina, Nevada, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
The Benjamin Financial Group, Inc.
● OpenThe Benjamin Financial Group, Inc. is a reputable finance institution located at 7600 Leesburg Pike in Falls Church, Virginia, United States. With a team of experienced financial experts, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, The Benjamin Financial Group, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
7600 Leesburg Pike, Falls Church, VA 22043, United States -
XML Financial Group
● ClosedXML Financial Group is a leading finance institution located at 7600 Leesburg Pike in Falls Church, Virginia, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, financial planning, and retirement solutions. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage and grow your wealth.
7600 Leesburg Pike, Falls Church, VA 22043, United States -
Merrill Lynch Financial Advisor Alaa Khashan
● ClosedMerrill Lynch Financial Advisor Alaa Khashan, located at 8075 Leesburg Pike, Vienna, Virginia, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Alaa Khashan can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your goals. Alaa Khashan follows the Merrill tradition of community involvement and volunteering, showing a commitment to the communities they serve. By utilizing the Merrill Personal Wealth Analysis™, Alaa Khashan can develop a personalized plan centered around your goals and aspirations, adjusting as your life and priorities change over time.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Michael P Reyes
● ClosedMerrill Lynch Financial Advisor Michael P Reyes is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. They offer investment insights from Merrill Lynch along with banking convenience and lending solutions from Bank of America. Michael Reyes, as a trusted advisor, works with families, retirees, corporate executives, business owners, and professionals to help them navigate wealth accumulation, capital preservation, income planning, and family/legacy planning. With a client-centered approach, Michael focuses on understanding his clients' priorities in order to provide a tailored wealth strategy. With over 20 years of experience in the financial services industry, Michael has worked with companies, executives, entrepreneurs, and venture capitalists on various financial transactions. He is dedicated to providing comprehensive solutions for his clients' financial and wealth management needs. By leveraging the resources of Merrill and Bank of America, Michael helps clients develop personalized plans to achieve their financial goals. Whether it's planning for future expenses, college education, or passing wealth to future generations, Michael works with clients to create a customized approach to address their financial needs. Through ongoing conversations and reviews, Michael helps clients adjust their financial approach to reflect changes in their lives and the market. With a focus on personalized service and premier customer care, Michael is committed to helping clients achieve their financial goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Micheal Wasson
● ClosedMerrill Lynch Financial Advisor Micheal Wasson, located at 8075 Leesburg Pike in Vienna, Virginia, is a reputable finance institution that provides personalized financial services to clients. With a focus on understanding the unique needs of each individual and their families, the team at Merrill Lynch goes beyond just investing to assist clients with critical financial decisions and challenges. Micheal Wasson and his team offer insights, observations, and ideas to help clients achieve their financial goals, especially when it comes to preparing for retirement. They work closely with client families to address investment, retirement, and estate planning needs, drawing on their experience and expertise in the field.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Rodney T Brandon
● ClosedMerrill Lynch Financial Advisor Rodney T Brandon, located at 8075 Leesburg Pike in Vienna, Virginia, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They focus on managing wealth by deeply understanding each client's financial picture and creating flexible strategies tailored to individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team helps clients pursue their goals through personalized wealth management strategies. The Brandon Gorman Group, as Merrill Advisors, offers advice and guidance based on client goals and priorities, placing the investor at the center of their focus. Using an understanding of each client's life as a foundation, the team recommends appropriate financial strategies designed to help clients pursue their goals and adjust their strategy over time as needed. The institution believes in starting every relationship with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. The team at Merrill Lynch Wealth Management is committed to helping clients achieve financial success by providing personalized plans centered on individual goals. They understand that life and financial markets can change over time, and they regularly check in with clients to discuss any adjustments needed to stay on track. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors work with clients to build customized approaches that address their needs and pursue their goals. They offer one-on-one relationships to provide guidance and support in navigating the complexities of financial decisions and market fluctuations.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Private Wealth Advisor Gregory B Popera
● ClosedMerrill Lynch Private Wealth Advisor Gregory B Popera, located at 8075 Leesburg Pike, Vienna, Virginia, United States, is a distinguished finance institution that offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust-based relationships, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs. The institution prides itself on its advisors who have received recognition from financial industry publications or Bank of America Corporation for their exemplary client service. With a track record of excellence, the advisors at Merrill are committed to providing strategies designed to help clients achieve their financial goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States
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