Investment portfolio analysis in Washington, Virginia

Simply Investing is a leading financial institution located at 6218 Georgia Avenue Northwest in Washington, District of Columbia. Specializing in a range of investment services, our team of experts is dedicated to helping clients achieve their financial goals through sound and strategic investment strategies. With a focus on simplicity and transparency, we provide personalized advice and guidance to help individuals and businesses make informed decisions about their investments. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Simply Investing is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

The GW Investment Institute, located in Washington, D.C., is a renowned institution within the School of Business at The George Washington University. With a registration fee of $20, attendees can enjoy light refreshments, beer, wine, and non-alcoholic beverages at their events. Guests are also welcome to join. Tickets are limited, so be sure to secure your spot by registering no later than April 15. Join us at Funger Hall, Office 506 for an informative and engaging experience. We look forward to seeing you there!

Wealth Management is a trusted financial advisory firm located in Washington, DC, offering a range of wealth management services to high-net-worth individuals and families. Led by experienced advisor David Kassir, Manna Wealth Management upholds a fiduciary duty to prioritize clients' best interests. Services include investment management, estate planning, and cryptocurrency advising. With a holistic approach to wealth management, Manna creates personalized plans tailored to each client's unique goals and needs. In collaboration with third parties, Manna also provides tax planning, retirement planning, and asset protection services. Through market analysis, performance evaluation, and ongoing portfolio management, Manna Wealth Management helps clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.

Millennium Strategic Investments is a real estate agency located at 10045 Esteppe Drive in Manassas, Virginia, United States. We are your trusted real estate investment partners in the Washington, DC area, specializing in lucrative real estate acquisitions. Our team is committed to identifying and implementing strategies that result in above-average returns for our investors. We work closely with investors to maximize their returns by leveraging our expertise and insight in the region. Whether you are looking to buy, sell, or invest in real estate, we are here to help you meet your financial objectives. Our experienced team can assist you with evaluating properties, establishing investment goals, and managing your real estate portfolio.

TD Ameritrade is a renowned finance institution located at 1845 K Street Northwest in Washington, DC. As a leading brokerage firm, TD Ameritrade offers a wide range of financial services including investment advice, trading platforms, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively.

ABG Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, ABG Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized wealth management solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, ABG Wealth Management - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you succeed in reaching your financial goals.

Katz-Moses Financial is a finance institution located at 420 Oneida Place Northwest in Washington, DC, United States. Founded by a former DC Public Schools staff member who was shocked by the unnecessary fees in his 403(b) plan, Katz-Moses Financial now specializes in providing financial planning services to educators and government employees in the DC area. As a CERTIFIED FINANCIAL PLANNER™ professional, Katz-Moses Financial offers a range of services including ongoing, one-time, and hourly financial planning. While the costs may seem high, the institution believes that high-quality financial advice is invaluable and well worth the investment for the peace of mind it brings.

Persinger Planning is a finance institution located in the heart of Washington, D.C. We specialize in providing personalized financial planning services to help our clients achieve their long-term financial goals. Our team of experienced financial advisors works closely with each client to create a customized financial plan that meets their individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Persinger Planning is here to help you every step of the way. Visit us at 4360 Van Ness Street Northwest to learn more about how we can help you secure your financial future.

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.

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 Elizabeth M Shepard is a renowned institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Specializing in finance, the institution focuses on understanding the life priorities of their clients to create personalized plans tailored to their individual needs, goals, and aspirations. The Shepard/Straub Group has been serving clients since 1980, offering wealth management services to accomplished entrepreneurs and professionals. With a team that values integrity, loyalty, respect, commitment, and teamwork, they aim to simplify the complex financial lives of their clients. The institution takes a long-term approach to investing, utilizing a systematic investment process that emphasizes quality investments, risk management, and diversification through asset allocation. They believe in providing outstanding client service and strive to be the first point of contact for all wealth management needs. Merrill Lynch Financial Advisor Elizabeth M Shepard offers a range of resources and tools to help clients track changes in their financial approach and stay on track to achieve their goals.

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.

Edward Jones - Financial Advisor: Dan Vance is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. As a trusted financial advisor, Dan Vance provides personalized investment and wealth management services to individuals and businesses in the local community. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Dan Vance is committed to providing expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Vance and his team are dedicated to supporting you every step of the way. Visit their office today to start planning for a secure financial future.

Merrill 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.

Merrill Lynch Financial Advisor Robert V Hetherington, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free of financial stress so they can pursue personal happiness and fulfillment. With a focus on creating deep and meaningful relationships, the institution provides unbiased advice for long-term benefit. The experienced team at Merrill Lynch Financial Advisor Robert V Hetherington assists clients in making key financial decisions, distinguishing between needs and wants, and developing investment strategies to support their lifestyle and preserve their wealth. By working closely with clients to determine income needs, trade-offs, and portfolio size, the institution ensures that investments are aligned with goals, time horizon, liquidity needs, and risk tolerance.

Merrill Lynch Financial Advisor Ryan P Kelly, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free from financial stress so they can pursue their personal happiness and fulfillment. By building deep, meaningful relationships and providing unbiased advice, the institution aims to assist clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to support their lifestyle and preserve their wealth. The institution works closely with clients to determine their income needs, lifestyle sustainability, and risk tolerance, in order to establish a customized portfolio aligned with their goals, time horizon, liquidity needs, and risk tolerance. By utilizing the capabilities of Merrill, the institution addresses the various components of clients' complex financial lives and provides open communication about investments, fees, and strategies.

Merrill Lynch Financial Advisor Jonathan L Sade, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Jonathan L Sade, a Portfolio Manager with certifications including Certified Investment Management Analyst and Certified Plan Fiduciary Advisor, is dedicated to delivering excellent service and has been recognized as one of Forbes "Best-in-State Wealth Advisors" for multiple years. The institution offers personalized financial strategies tailored to each client's goals, with a focus on building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can work with Jonathan Sade to develop an approach designed to address their financial needs. The institution believes in helping clients achieve their goals by understanding their priorities and providing guidance based on their individual circumstances. By staying informed about changes in clients' lives and revisiting their financial approach, Merrill Lynch Financial Advisor Jonathan L Sade aims to help clients stay on track towards their financial goals. As a registered Senior Wealth Management Client Associate, Jonathan Sade is committed to putting clients first and providing personalized investment strategies to help them pursue their goals.

Merrill Lynch Financial Advisor Drew Weinberger, located at 1152 15th Street Northwest, Washington, D.C., is dedicated to helping individuals lead a life free of financial stress so they can pursue their personal happiness and fulfillment. They create deep and meaningful relationships with clients and provide unbiased advice for long-term benefit. Their team assists clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to help clients enjoy their lifestyle and preserve their wealth. They work closely with clients to determine the income needed to sustain their current lifestyle and establish portfolios aligned with their goals, time horizon, liquidity needs, and risk tolerance.

Merrill Lynch Financial Advisor Trey Gray is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our mission is to help individuals lead a life free from financial stress, enabling them to pursue their personal happiness and fulfillment. We strive to create deep and meaningful relationships with our clients, providing unbiased advice for their long-term benefit. Our team can assist you in making important financial decisions, distinguishing between needs and wants, and creating investment strategies designed to help you enjoy your lifestyle while preserving your wealth. We work closely with you to determine the income needed to sustain your current lifestyle and make necessary trade-offs. This process helps establish the portfolio size and composition required to maintain and grow your assets.

Merrill Lynch Financial Advisor Ronald Everett is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Ron is a Financial Advisor in Merrill's Washington, D.C., office, specializing in serving corporate retirement plans, non-profit organizations, and high-net-worth individuals and families. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By starting with a conversation to understand your aspirations and concerns, the institution helps you develop a customized financial strategy to plan for your future. With access to investment insights from Merrill and banking solutions from Bank of America, the institution aims to help you manage, grow, and preserve your wealth. The institution believes in staying connected with you to ensure your financial strategy aligns with your changing life and market conditions. By providing transparency on risks, opportunities, and costs, the institution helps you make informed decisions to reach your financial goals. The institution's mission is to understand you and your priorities, offering personalized solutions to help you achieve financial success. Through regular check-ins and adjustments to your financial approach, the institution aims to keep you on track towards your goals. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Ronald Everett is committed to helping you navigate the complexities of your financial life and reach your goals.

J. Ambler Cusick - Morgan Stanley is a renowned finance institution located at 1775 I Street Northwest in Washington, District of Columbia, United States. With a strong reputation for providing top-notch financial services, J. Ambler Cusick - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its expertise in financial planning, asset management, and investment strategies, making it a trusted partner for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to excellence, J. Ambler Cusick - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.