Market volatility in Washington, Virginia
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Hunt Country Wealth Management
Hunt Country Wealth Management, located at 804 Amherst Street in Winchester, Virginia, specializes in providing personalized financial services for individuals aged 50 and above. From retirement planning to investment management, our experienced team is dedicated to helping you confidently achieve your financial goals. Whether you're nearing retirement or still in the prime of your career, we are here to guide you every step of the way. Enroll in our free Retirement Basecamp™ online course to kickstart your journey towards financial security. Our services include Retirement Audit™, Sovereign Series™ Retirement Plan, Guided Investing™, and Hunt Country Hourly Planning™. Contact us today to discuss your unique financial situation and prepare for a secure financial future. Proudly serving the Washington, D.C. Metro Region, Northern Virginia, and the Shenandoah Valley. Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities.
Merrill Lynch Financial Advisor Vishal Patel
Merrill Lynch Financial Advisor Vishal Patel, located at 1152 15th Street Northwest in Washington, D.C., is dedicated to helping you manage your wealth with a personalized approach. By understanding your financial goals and priorities, Vishal Patel can create a flexible strategy tailored to the changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, he can help you pursue your goals through personalized wealth management strategies. Vishal Patel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Vishal Patel can provide advice and guidance to help you make informed financial decisions.
Merrill Lynch Financial Advisor Paul Juergensen
Merrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.
Merrill Lynch Financial Advisor Mike Harber
Merrill 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.
Merrill Lynch Financial Advisor Eman Mossadeghi
Merrill Lynch Financial Advisor Eman Mossadeghi, 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. By building deep and meaningful relationships and providing unbiased advice, they aim to help clients pursue their personal happiness and fulfillment. Specializing in creating investment strategies that differentiate between needs and wants, they work closely with clients to determine the income needed to sustain their lifestyle and make informed decisions about their finances. With a focus on personalized attention and open communication, Merrill Lynch Financial Advisor Eman Mossadeghi strives to help clients navigate both smooth and turbulent market environments, ensuring they understand their investments and the potential risks and benefits they offer. With a team of experienced professionals and access to global resources, they provide tailored solutions to address clients' needs and goals, helping them achieve financial success.
WE ACT 4 YOU, LLC
WE ACT 4 YOU, LLC is a reputable accounting and finance institution located at 10754 Ambassador Drive in Manassas, Virginia. With over 10 years of experience, we specialize in helping clients prepare for the unknown and achieve their financial goals. As an independent financial services firm, we have access to a wide range of products to ensure you receive the right solutions for your needs. Our proven finance strategies are tailored to your risk tolerance and are designed to withstand market volatility. You can trust our unbiased recommendations and personalized guidance, all based on your specific needs and goals. Visit us at 212 Riggs Road Northeast in Washington, District of Columbia for expert financial services.
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