Member focused financial services in Washington, VA
23 results found
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Advantage Financial Federal Credit Union
● ClosedAdvantage Financial Federal Credit Union is a trusted financial institution located at 810 Vermont Avenue Northwest in Washington, D.C. They offer a wide range of financial services, including ATM access, to help meet the needs of their members. With a focus on providing personalized and efficient service, Advantage Financial Federal Credit Union is dedicated to helping individuals and businesses achieve their financial goals. Visit them today to experience the advantage of banking with a credit union that puts their members first.
810 Vermont Ave NW room c-27, Washington, DC 20420, United States -
Native American Financial Services Association (NAFSA)
● OpenThe 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.
444 North Capitol St NW #7, Washington, DC 20001, United States -
American Financial Services Association
● ClosedThe American Financial Services Association (AFSA) is a leading trade association representing the consumer credit industry. Located in Washington, DC, AFSA is dedicated to promoting fair and responsible lending practices, advocating for the interests of its members, and providing valuable resources and support to financial services professionals. With a focus on education, advocacy, and networking, AFSA plays a crucial role in shaping the future of the financial services industry in the United States.
1750 H St NW #650, Washington, DC 20006, United States -
Merrill Lynch Financial Advisor James F O'Sullivan
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor William J. Moran Jr.
● ClosedMerrill Lynch Financial Advisor William J. Moran Jr. is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Supported by the global resources of Merrill, Mr. Moran and his team are dedicated to building strong client relationships based on trust and personalized service. With over 30 years of experience in the financial industry, Mr. Moran focuses on providing exceptional service to clients by developing personalized wealth-planning strategies tailored to their individual needs. Mr. Moran is also the Director of Merrill's nationwide LGBT Financial Services Team, which caters to the specialized needs of the diverse LGBT community. He has received numerous awards and accolades for his leadership in diversity and inclusion, including the Merrill Leadership & Inclusion Diversity Award and the Business Leadership Award from the Capital Area Gay & Lesbian Chamber of Commerce.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Merrill Lynch Financial Advisor Brian Wagner
● ClosedMerrill 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.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Max James - State Farm Insurance Agent
● ClosedMax James - State Farm Insurance Agent is a reputable insurance agency located at 1713 7th Street Northwest in Washington, DC. Serving the DMV area since 2003, the agency is conveniently located near Howard/Shaw Metro Station, Howard University, The Convention Center, and Watha T. Daniel/Shaw Library. Specializing in auto insurance, renters insurance, homeowners insurance, life insurance, small business insurance, and more, the agency is dedicated to protecting what matters most to its customers. With a team of experienced and friendly licensed agents, Max James - State Farm Insurance Agent strives to enhance the customer experience and make it all about the customer. The agency's mission is to be the go-to insurance agency for all financial service needs, focusing on customer goals and professional growth. Serving customers in Rockville, Silver Spring, Gaithersburg, Bowie, Alexandria, Fairfax, and the entire DMV area, the agency is committed to providing personalized solutions for car insurance, home insurance, renters insurance, and more.
1713 7th St NW, Washington, DC 20001, United States -
Tianya Edgerton - State Farm Insurance Agent
● ClosedTianya Edgerton State Farm Insurance Agent is a trusted insurance agency located at 4600 Duke Street in Alexandria, Virginia. Serving clients in Washington, DC, Maryland, Virginia, and North Carolina, Tianya Edgerton brings 16 years of experience in the Financial Services industry. As a President Emeritus and active board member in various organizations, Tianya is dedicated to helping clients manage risk and achieve their goals through proper insurance coverage. Offering free quotes for home, auto, life, and health insurance, the agency ensures that clients are well-protected. With a focus on customer service and education, Tianya Edgerton State Farm Insurance Agent is committed to providing valuable information on topics such as home insurance coverage, auto maintenance, and pet insurance. Whether you are in need of insurance in the DMV area or North Carolina, Tianya Edgerton State Farm is here to help you navigate the complexities of insurance and financial planning.
4600 Duke St STE 412, Alexandria, VA 22304, United States -
Lee Federal Credit Union
● OpenLee Federal Credit Union is a trusted financial institution located at 611 H Street Northwest in Washington, D.C. With a commitment to serving the financial needs of its members, Lee Federal Credit Union offers a range of financial products and services including savings accounts, loans, and online banking. As a member-owned cooperative, Lee Federal Credit Union prioritizes the financial well-being of its members and strives to provide personalized service and competitive rates. Visit Lee Federal Credit Union today to experience the difference of banking with a local, community-focused institution.
611 H St NW, Washington, DC 20001, United States -
HUD Federal Credit Union
● ClosedHUD Federal Credit Union is a trusted financial institution located at 451 7th Street Southwest in Washington, District of Columbia. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our convenient ATM services make it easy for members to access their funds whenever they need. With a focus on customer service and community involvement, HUD Federal Credit Union is dedicated to helping our members achieve their financial goals.
451 7th St SW #3241, Washington, DC 20410, United States -
IDB Global Federal Credit Union
● ClosedIDB Global Federal Credit Union is a financial institution located at 1300 New York Avenue Northwest in Washington, DC. As a credit union, it offers a range of financial services to its members, including savings accounts, loans, and other banking products. The institution is committed to providing personalized service and competitive rates to help its members achieve their financial goals. With a focus on community involvement and member satisfaction, IDB Global Federal Credit Union is dedicated to serving the financial needs of individuals and families in the District of Columbia area.
1300 New York Ave NW, Washington, DC 20577, United States -
PEPCO Federal Credit Union
● ClosedPEPCO Federal Credit Union is a finance institution located at 701 9th Street Northwest in Washington, D.C. It offers a range of financial services to its members, including savings accounts, loans, and online banking. With a focus on providing personalized customer service and competitive rates, PEPCO Federal Credit Union strives to help its members achieve their financial goals. As a member-owned institution, it is committed to serving the community and helping individuals and families build a secure financial future.
701 9th St NW, Washington, DC 20068, United States -
DC Credit Union
● ClosedDC Credit Union is a leading financial institution located at 2000 14th Street Northwest in the heart of Washington, District of Columbia. As a trusted credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized assistance and support to help our members achieve their financial goals. With a focus on community involvement and financial education, DC Credit Union is proud to serve the residents of Washington, DC and the surrounding areas. Visit us today to experience the difference of banking with a credit union that puts your needs first.
2000 14th St NW #500, Washington, DC 20009, United States -
Georgetown University Alumni and Student Federal Credit Union
● ClosedGeorgetown University Alumni and Student Federal Credit Union is a financial institution located at 3700 O Street Northwest in Washington, D.C. This credit union serves both alumni and current students of Georgetown University, offering a range of banking services including ATMs, loans, savings accounts, and more. With a focus on serving the Georgetown community, this credit union provides personalized and convenient financial solutions to its members.
3700 O St NW, Washington, DC 20057, United States -
Balfour Hamilton | WEALTH & Assets Marketplace ~ Real Estate Investing & Development Consulting
● ClosedBalfour 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.
1732 Connecticut Ave NW Suite 400, Northwest Washington, DC 20009, United States -
Huckaby, Davis, Lisker Inc.
● ClosedHuckaby, Davis, Lisker Inc. is a leading FEC compliance firm located at 228 South Washington Street, Alexandria, Virginia, United States. Specializing in accounting and finance, we provide the highest quality treasury and compliance services to ensure all finances are accurate, current, and meet regulatory requirements. With over 100 years of combined experience, our team prioritizes your needs, allowing you to focus on your goals with confidence. As your trusted source for political financial compliance services, Huckaby Davis Lisker has a legacy of more than half a century in providing top-tier consulting services to Republican members of Congress, GOP Presidential and Congressional campaigns, GOP party committees, and corporate/trade political action committees. We excel in navigating the complexities of FEC and IRS compliance reporting, as well as meeting the demands of state disclosure agencies.
228 S Washington St STE 115, Alexandria, VA 22314, United States -
Central Pension Fund IUOE
● OpenCentral Pension Fund IUOE is an insurance agency located at 4115 Chesapeake Street Northwest in Washington, District of Columbia. This institution specializes in providing pension and retirement benefits for members of the International Union of Operating Engineers. With a focus on ensuring financial security and stability for its members, Central Pension Fund IUOE offers a range of services and resources to help individuals plan for their future. Whether you are a current or retired member of the union, this institution is dedicated to helping you navigate the complexities of pension planning and ensure a comfortable retirement.
4115 Chesapeake St NW, Washington, DC 20016, United States -
Union Labor Life Insurance Co
● OpenUnion Labor Life Insurance Co is an insurance agency located at 1625 I Street Northwest in Washington, District of Columbia. As a trusted provider of insurance services, they specialize in offering comprehensive coverage options to individuals and families. With a focus on serving the needs of labor unions and their members, Union Labor Life Insurance Co is dedicated to providing reliable and affordable insurance solutions. Their experienced team of professionals is committed to helping clients find the right policies to protect their financial future.
1625 I St NW, Washington, DC 20006, United States -
Compass Rose Legal Group
● ClosedCompass Rose Legal Group is a leading security clearance, federal employment, and national security law firm located at 1250 Connecticut Avenue Northwest in Washington, District of Columbia, United States. The firm offers legal representation tailored to prospective, current, and former civilian federal employees, defense contractors, military members, journalists, and corporations. The team of attorneys at Compass Rose Legal Group are highly experienced and professional, with backgrounds in the Federal Government and private sector. The firm's symbol, the compass rose, represents the convergence of intelligence from all areas of the world to a central point, much like how the firm focuses on representing its clients. Founding & Managing Partner Andrew P. Bakaj, a former CIA and Department of Defense official, provides expert representation for various clients and has been recognized by professional organizations and media outlets.
1250 Connecticut Ave NW Suite 700, Washington, DC 20036, United States -
Bank of America Private Client Advisor Morris Clarke
● OpenBank of America Private Client Advisor Morris Clarke, located at 1800 K Street Northwest in Washington, D.C., offers personalized wealth management strategies for high- and ultra-high-net-worth individuals, families, and select not-for-profit institutions. Morris Clarke, a Managing Director with a background in finance and extensive experience in the industry, leads a team of specialists who provide tailored solutions for investment management, estate planning, family office services, and more. With a focus on preserving and growing wealth for future generations, the institution aims to help clients achieve their financial goals and leave a lasting legacy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering insights and expertise to navigate the complexities of managing significant wealth. By combining a personalized approach with the resources of Bank of America, the institution strives to make clients' financial objectives a top priority. Note that the team members are subject to change, but each individual is committed to listening to clients' needs and creating strategies that align with their best interests. As a client of Bank of America Private Bank, you can expect disciplined financial strategies, innovative solutions, and a focus on providing a bridge across generations to help you achieve your financial goals. Please be aware that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. It's important to note that neither Bank of America Private Bank nor any of its affiliates provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. With a commitment to excellence and a dedication to serving clients' best interests, Bank of America Private Client Advisor Morris Clarke strives to provide tailored wealth management solutions that align with your unique financial goals and aspirations.
1800 K St NW, Washington, DC 20006, United States -
HUB International
● ClosedHUB International, located at 8300 Greensboro Drive in Tysons, Virginia, is a finance and insurance agency that has been serving clients since 1983. As a division of HUB International Mid-Atlantic Inc., Washington Financial Group (WFG) is a nationally recognized leader in providing retirement planning and wealth management services to organizations and professionals. WFG is independent, vendor and investment neutral, ensuring transparency in investment recommendations. They offer education, resources, tools, and research to help clients achieve their financial goals with exceptional client service. WFG specializes in designing retirement plans that meet the needs of both companies and employees. They focus on driving employee behavior through plan design and education to help people prepare for retirement. As a member of Global Retirement Partners (GRP), WFG serves as investment fiduciaries under ERISA to enhance the effectiveness of retirement plans. WFG was named the 2017 PLANSPONSOR Retirement Plan Small Team of the Year for their leadership and commitment to excellence.
8300 Greensboro Dr Suite 700, Tysons, VA 22102, United States -
UMWA Health & Retirement Funds
● ClosedUMWA Health & Retirement Funds is an insurance agency located at 2121 K Street Northwest in Washington, District of Columbia, United States. This institution specializes in providing health and retirement benefits to members of the United Mine Workers of America. With a focus on ensuring the well-being and financial security of coal miners and their families, UMWA Health & Retirement Funds offers a range of insurance options and retirement planning services. Their dedicated team works tirelessly to support and protect the hardworking individuals who have dedicated their careers to the mining industry.
2121 K St NW #350, Washington, DC 20037, United States -
International Finance Corporation
● ClosedThe International Finance Corporation (IFC) is located at 2121 Pennsylvania Avenue Northwest in Washington, D.C. It is the largest global development institution focused on the private sector in developing countries. By encouraging growth and investing in impactful projects, IFC advances economic development, creates jobs, and improves the lives of people. With operations in over 100 countries, IFC leverages its expertise and financial resources to help clients overcome challenges and mobilize solutions for development. As a member of the World Bank Group, IFC focuses on promoting green growth, creating inclusive jobs, and transforming communities through private sector investments. Join IFC Insights for the latest updates on investment opportunities in emerging markets.
2121 Pennsylvania Avenue NW, Washington, DC 20433, United States
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