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TOP 30 Policy strategy in Virginia
148 results found
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Justice-Killam Insurance & Financial Service, Inc.
Justice-Killam Insurance & Financial Service, Inc. is a reputable insurance agency located at 6330 North Center Drive in Norfolk, Virginia, United States. With a commitment to providing top-notch insurance and financial services, our dedicated team of professionals is here to help you protect what matters most. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Trust Justice-Killam Insurance & Financial Service, Inc. to provide you with peace of mind and financial security.
Alcoholic Beverage Control
The Alcoholic Beverage Control institution located at 8030 Crescent Park Drive in Gainesville, Virginia, United States, is a health-focused organization dedicated to promoting responsible consumption of alcoholic beverages. This institution works to educate the public about the potential risks and benefits of alcohol consumption, as well as enforcing regulations and laws related to the sale and distribution of alcoholic beverages. Through their efforts, they aim to create a safer and healthier community by reducing alcohol-related harm and promoting moderation.
Merrill Edge
Merrill Edge is a finance institution located at 1916 Colonial Avenue, Norfolk, Virginia, United States. You can find a Merrill® Financial Solutions Advisor™ in Norfolk, VA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck. The website is not owned by Merrill Edge®, Bank of America® or their affiliates and is subject to separate terms and privacy policies. Investing in securities involves risks, and there is always the potential of losing money. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. ET, while market price returns are based on the prior-day closing market price. Returns include fees and applicable loads. Expense Ratio – Gross Expense Ratio is the total annual operating expense from the fund's most recent prospectus.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a reputable finance institution located at 205 Town Center Drive in Virginia Beach, Virginia, United States. Our branch in Virginia Beach offers a wide range of financial services, including financial planning, investments, retirement planning, and trust services. Our experienced Financial Professionals work with individuals, families, corporate executives, and businesses to help them achieve their financial goals through personalized guidance and strategies. With a history dating back to 1881, Oppenheimer & Co. Inc. is committed to providing top-notch investment services. We pride ourselves on our stellar reputation for service and our strong, conservatively managed balance sheet. In the unlikely event of insolvency, multiple layers of protection are in place to safeguard our clients' assets.
Amanda Merrill at Buckingham Strategic Wealth
Amanda Merrill at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. Our team at Buckingham Middleburg utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. We are dedicated to managing and enhancing our clients' entire financial lives by providing sound advice with a high level of ongoing service. We believe that the best investment decisions are made by thoroughly understanding our clients' overall financial situation, rather than just answering questionnaires. Our team of multi-credentialed advisors takes the time to get to know each client, their current circumstances, and their goals. We bring a wealth of professional insight and common sense to the financial decision-making process.
Barbara Ristow at Buckingham Strategic Wealth
Barbara Ristow at Buckingham Strategic Wealth is a finance institution located at 112 West Washington Street in Middleburg, Virginia, United States. The Buckingham Middleburg team utilizes a customized, comprehensive wealth management process that combines financial planning with an evidence-based, disciplined investment philosophy. They aim to manage and enhance clients' entire financial lives by providing sound advice with an uncommon level of continuing service. The team believes that the best investment decisions are made by thoroughly understanding each client's overall financial picture, rather than simply answering questionnaires. They take the time to get to know each client, their current situation, and their goals. With a team of multi-credentialed advisors, they bring common sense and professional insight to the financial decision-making process.
King Life Financial
King Life Financial is a leading finance institution located on West Lee Highway in Warrenton, Virginia, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, King Life Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized and tailored financial advice to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, King Life Financial is here to help you navigate the complexities of the financial world.
Graves Light Lenhart
Graves Light Lenhart is a finance institution located at 100 South Mason Street in Harrisonburg, Virginia, United States. As your financial advisor for managing assets and protecting wealth, Graves Light Lenhart takes a comprehensive approach to financial planning by collaborating with your attorney, accountant, and insurance agent. Our experienced team-based approach ensures that we consider all options for long-term financial well-being. With the ability to create and manage investment portfolios in-house, we eliminate the cost of third-party investment managers. The Principal | Director of Wealth Strategies & Chief Compliance Officer at Graves Light Lenhart leads a highly educated and experienced team that provides peace of mind through comprehensive wealth management services. We customize strategies to protect your wealth and preserve your legacy, always working in your best interest.
Todd Jefferson: Primerica - Financial Services
Todd Jefferson: Primerica - Financial Services is a reputable finance and insurance agency located at 10515 Battleview Parkway in Manassas, Virginia, United States. With a focus on providing top-notch financial services to individuals and families, Todd Jefferson and his team offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Todd Jefferson: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your specific needs. Contact them today to schedule a consultation and start securing your financial future.
Brown Insurance and Financial Group
Brown Insurance and Financial Group is a reputable finance institution located on Churchville Avenue in Staunton, Virginia. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to individuals and businesses in the area. With our expertise and personalized approach, we strive to help our clients achieve their financial goals and protect what matters most to them. Whether you need assistance with insurance coverage or investment planning, Brown Insurance and Financial Group is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
SKV Group
The SKV Group, located in Charlottesville, Virginia, is a finance institution that focuses on long-term equity investment advising. With a philosophy rooted in faith, discipline, and patience, SKV Group aims to be the go-to financial services and wealth management advisors for kind and decent individuals seeking financial guidance. They believe in the rationality of optimism and emphasize that investor behavior is crucial for success. SKV Group advocates for a comprehensive wealth management strategy based on diversification, rather than relying on security selection skills or market timing. Please note that securities-related services may not be available to residents outside of certain states listed. Additionally, investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.
Bank of America Private Client Advisor Charles H Ewald
Bank of America Private Client Advisor Charles H Ewald is a Senior Vice President and Private Client Advisor located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. With a focus on high-net worth individuals and families, Charles works closely with clients to provide wealth planning and preservation, asset management, trust and estate planning, as well as customized credit and banking services. He leads a team of experienced specialists who strive to understand each client's unique goals and help them navigate the complexities of wealth management. Charles joined Bank of America Private Bank in 2010, bringing a wealth of experience from his previous roles in the banking industry. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized service. They take the time to listen and learn about each client's needs and goals in order to create tailored strategies that align with their best interests. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank is committed to making their goals a top priority. As a leader in the financial industry, Bank of America Private Bank values innovation and continually adapts to changing markets and environments to provide clients with disciplined financial strategies that span generations. Please note that when visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck for further information. It is important to review the terms and privacy policies of external websites. For personalized financial advice, it is recommended to consult with legal and tax advisors before making any decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, so it is essential to understand the terms and conditions of each offering.
Bureau of Alcohol & Firearm
The Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) is a federal law enforcement agency located at 804 Moorefield Park Drive in Richmond, Virginia. This institution serves as a store for the purchase and regulation of alcohol, firearms, and tobacco products. The ATF is responsible for enforcing federal laws related to the possession, distribution, and trafficking of these regulated items. Visitors to this institution can expect a secure and regulated environment where they can purchase or inquire about alcohol, firearms, and tobacco products in accordance with federal laws.
Bank of America Private Client Advisor Marc Q Broderick
Bank of America Private Client Advisor Marc Q Broderick, located at 8300 Greensboro Drive in McLean, Virginia, is a finance institution offering personalized wealth management strategies for ultra-high-net-worth individuals, families, family foundations, and not-for-profit organizations. As a Managing Director, Marc Broderick leads a team that provides tailored investment management, liquidity event preparation, philanthropy, trust and estate planning, credit and lending solutions, family office services, and endowment management strategies. With over 20 years of leadership experience in the not-for-profit sector, Marc emphasizes a strong work ethic and a client-focused approach. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a commitment to understanding and meeting the financial goals and best interests of each client. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. By providing disciplined financial strategies and adapting to evolving markets, the institution aims to serve clients across generations. Please note 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. Before making any financial decisions, it is recommended to consult with legal and tax advisors.
Bank of America Private Client Advisor Morris Clarke
Bank 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.
SEVEN HILLS WEALTH ADVISORS - Ameriprise Financial Services, LLC
Seven Hills Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 3951 Westerre Parkway, Richmond, Virginia, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of advisors will work with you to create a comprehensive investment strategy, regularly reviewing and adjusting as needed to help you achieve your financial objectives. At Seven Hills Wealth Advisors, we prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. We provide expert guidance and portfolio recommendations to help you track your progress towards your goals. With secure online access, you can monitor your investments and accounts from any device at any time.
O'Melveny & Myers LLP
O'Melveny & Myers LLP is a prestigious law firm located at 1625 I Street Northwest in Washington, DC. Specializing in large-scale litigation, public policy, regulatory issues, appellate practices, antitrust law, foreign investment, trade transactions, and white collar criminal defense, the firm is known for providing strategic counsel to clients facing complex legal challenges. With a team of experienced attorneys with high-level government experience, O'Melveny offers critical insight to clients navigating federal, state, and congressional investigations. Their multidisciplinary approach and global strategies make them a top choice for clients seeking to achieve their most important goals. Subscribe to O'Melveny's newsletter for the latest insights straight to your inbox.
Bank of America Private Client Advisor Leslie E Doyle
Bank of America Private Client Advisor Leslie E Doyle, located at 999 Waterside Drive, Norfolk, Virginia, is a finance institution led by Managing Director Leslie E. Doyle. With over 20 years of experience, Leslie specializes in providing financial strategies for institutions and families with complex needs. She works closely with clients such as non-profit endowment committees, family foundations, entrepreneurs, business owners, and senior executives. Leslie's team at Bank of America Private Bank offers expertise in investment management, institutional services, trust and estate planning, credit, and banking. Leslie is known for her ability to anticipate issues, unify goals, and communicate clear paths of action. She is actively involved in the community, serving on the Boards for the Virginia Arts Festival and Westminster-Canterbury on Chesapeake Bay. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on creating strategies that meet clients' needs and goals. They offer personalized financial solutions to help clients navigate the complexities of managing significant wealth, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. Bank of America Private Bank values innovation and strives to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck and should review their terms and privacy policies. It's important to understand the risks involved in investing and consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, so it's important to understand the terms and conditions of their offerings.
Vision Financial Group
Vision Financial Group is a leading finance institution located at 4429 Bonney Road in Virginia Beach, Virginia, United States. We specialize in providing comprehensive financial services to individuals and businesses, including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Vision Financial Group can help you reach your financial objectives.
LN ACCOUNTING & TAX SERVICES LLC
LN Accounting & Tax Services LLC is a trusted institution located at 6924 Lakeside Avenue in Henrico, Virginia, United States. Specializing in accounting and finance, our team is led by Loan Nguyen, an experienced accountant and National Enrolled Agent. With over a decade of experience, Loan is dedicated to providing expert accounting and tax solutions to help clients achieve financial success. At LN Accounting & Taxes, we prioritize accuracy and attention to detail in recording your financial data. Our team is committed to helping you find every lost penny in your records. We simplify the tax preparation process, allowing you to focus on your business's day-to-day operations. From handling payroll systems to developing pay policies, we provide comprehensive financial services to meet your needs.
Transfer Pricing Support LLC
Transfer Pricing Support LLC is a leading finance institution located at 2969 Cashel Lane in Vienna, Virginia, United States. Specializing in transfer pricing, our team of experts provides valuable support and guidance to businesses navigating the complexities of intercompany transactions. With a commitment to accuracy and compliance, we offer tailored solutions to help companies optimize their transfer pricing strategies. Trust Transfer Pricing Support LLC to provide the expertise and assistance needed to ensure your business operates efficiently and effectively in today's global marketplace.
Community Education Research Group
The Community Education Research Group is a leading institution dedicated to conducting research and promoting education initiatives within the local community. Located at 2503 Marion Barry Avenue SouthEast in Washington, District of Columbia, United States, the group focuses on improving educational outcomes and opportunities for individuals of all ages. Through innovative research projects and collaborations with schools and community organizations, the Community Education Research Group strives to make a positive impact on education in the region.
r.e.Connect Schools
r.e.Connect Schools is a leading educational institution located at 5427 Peters Creek Road in Roanoke, Virginia. Our mission is to provide a dynamic and innovative learning environment for students of all ages. With a focus on personalized education and real-world connections, we strive to empower our students to reach their full potential. Our experienced faculty and staff are dedicated to fostering a supportive and inclusive community where students can thrive academically and personally. Join us at r.e.Connect Schools and experience a new approach to education that will prepare you for success in the modern world.
Alliant Insurance Services, Inc.
Alliant Insurance Services, Inc. is a leading insurance agency located at 4530 Walney Road in Chantilly, Virginia, United States. With a team of experienced professionals, Alliant Insurance Services offers a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for personal insurance coverage or commercial insurance solutions, Alliant Insurance Services is committed to providing tailored and comprehensive insurance options to protect what matters most to you. Contact Alliant Insurance Services today to discuss your insurance needs and find the right coverage for you.
New York Life
New York Life is an insurance agency located at 31 Southgate Court, Harrisonburg, Virginia, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance on creating an investment strategy. They also offer insurance for employees, executives, and business owners, as well as charitable giving and community support. With over 12,000 agents nationwide, New York Life has been in business since 1845, upholding values of diversity, responsibility, and service. They aim to make the world a better place through philanthropic efforts and community engagement. You can learn more about their offerings through articles, guides, and financial calculators on their website.
New York Life
New York Life, located at 3605 Chain Bridge Road, Fairfax, Virginia, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement due to illness or injury, professionally managed investments, bundled investments with low fees, and guidance on creating an investment strategy and estate plan. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, consistently earning the highest financial ratings. Their commitment to giving back to communities and supporting charitable initiatives sets them apart as a purpose-driven company. Whether you're just starting to plan for your financial future or managing complex situations, New York Life's agents can help tailor flexible solutions to meet your needs and goals. With a workforce reflecting the diversity of the communities they serve, New York Life is dedicated to helping individuals, families, and communities thrive.
Citizens for the Arts
Citizens for the Arts is a vibrant art gallery located at 1413 Front Street in Richlands, Virginia, United States. Our institution is dedicated to showcasing and promoting the works of talented artists from the local community and beyond. With a diverse range of paintings, sculptures, and mixed media pieces on display, visitors are sure to be inspired and captivated by the creativity and talent on show. Join us in celebrating the arts and supporting the creative community at Citizens for the Arts.
Nestler Insurance Services
Nestler Insurance Services is a reputable insurance agency located at 3264 Martin Kings Road in Lake Monticello, Virginia. We offer a wide range of insurance products and services to meet the needs of individuals and businesses in the area. Our experienced agents are dedicated to providing personalized and professional service to ensure that our clients have the coverage they need at a price they can afford. Whether you are looking for auto, home, life, or business insurance, Nestler Insurance Services has you covered. Contact us today for a free quote and see how we can help protect what matters most to you.
Beacon HCI
Beacon HCI is a leading institution located at 816 Roanoke Boulevard in Salem, Virginia, United States. We specialize in providing high-quality healthcare services and cutting-edge technology to improve the health and well-being of our community. Our dedicated team of healthcare professionals is committed to delivering personalized care and innovative solutions to meet the unique needs of each individual. At Beacon HCI, we strive to be a beacon of hope and healing for all who walk through our doors.
Truist
Truist is a financial institution located at 537 East Nelson Street in Lexington, Virginia, United States. As a bank, ATM, finance, and insurance agency, Truist offers a range of services to meet your financial needs. Whether you're looking for a credit card, loan, investment management, or insurance products, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust in the expertise and professionalism of the Truist team. Additionally, Truist provides resources for consumers with Limited English Proficiency, ensuring that language will not be a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.
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