Retirement homes in Vienna, VA
10 results found
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Rhea Baker - State Farm Insurance Agent
● ClosedRhea Baker - State Farm Insurance Agent is a reputable insurance agency located at 1520 Bartholomew Court in Vienna, Virginia, United States. Conveniently situated within walking distance to the Silver Line Spring Hill Metro Station and near the Vienna Reserve, we have been proudly serving the communities of Virginia, Maryland, and DC since 2007. With a team of dedicated professionals, we offer a wide range of insurance services including auto, home, condo, renters, life, Medigap, business, and pet insurance. We also provide assistance with financial planning, retirement savings, and more. As a family-run business, we prioritize diversity and community support, actively participating in local events and charitable donations. Our mission is to simplify the insurance experience by providing education and clear explanations to ensure that you feel confident and protected. Whether you speak English, Spanish, Hindi, or French, we have team members ready to assist you. Contact us today for all your insurance needs and financial goals.
1520 Bartholomew Ct, Vienna, VA 22182, United States -
Generations Wealth Management - Ameriprise Financial Services, LLC
● OpenGenerations Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 301 Maple Avenue West, Vienna, Virginia, United States. Their team focuses on what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. They offer personalized investment recommendations based on your individual goals and risk tolerance, and regularly review and update your portfolio as life changes. With secure online access, you can track your progress towards your financial goals at any time. The institution also provides an overview of financial planning concepts during a complimentary initial consultation. Ameriprise financial advisors are registered to do business in certain U.S. states, and clients can find more information on their personal website or through FINRA's BrokerCheck website. The institution cannot guarantee future financial results, but they are committed to helping clients achieve their financial goals.
301 Maple Ave W STE 520, Vienna, VA 22180, United States -
Merrill Lynch Financial Advisor Christine M Donovan
● ClosedMerrill Lynch Financial Advisor Christine M Donovan is a trusted finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. As a financial advisor, Christine understands that managing your wealth requires a deep understanding of your financial picture. She can help create a flexible strategy tailored to your needs in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, Christine offers personalized wealth management strategies to help you pursue your goals. Christine follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. With Merrill Personal Wealth Analysis™, she can build a personalized plan centered on your goals and aspirations. By starting with a conversation to identify your priorities, Christine can help you navigate through important financial decisions and trade-offs to achieve personally meaningful goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, 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 Ahmed Malik
● ClosedMerrill Lynch Financial Advisor Ahmed Malik is a finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. As a CERTIFIED FINANCIAL PLANNER™ with a B.S. in Finance, Ahmed Malik focuses on connecting all aspects of your financial life to prioritize and pursue your goals. Specializing in areas such as Asset Management, Risk Management, Retirement Planning, and more, Ahmed is dedicated to helping families and small businesses navigate the complexities of wealth management. With a personalized approach tailored to your goals, Ahmed aims to simplify the financial process so you can focus on what truly matters to you. By providing access to investment insights from Merrill and banking solutions from Bank of America, Ahmed works with you to develop a financial strategy that addresses your needs and helps you achieve your goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Ahmed is committed to helping you make informed decisions and stay on track to financial success. Contact Merrill Lynch Financial Advisor Ahmed Malik today to start building a customized investment approach that aligns with your priorities and aspirations.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Karl Loehle
● ClosedMerrill Lynch Financial Advisor Karl Loehle, located at 8075 Leesburg Pike in Vienna, Virginia, is a dedicated finance institution committed to understanding your values and helping you achieve your financial goals. The team at Merrill Lynch is passionate about assisting individuals and families in planning for their futures, focusing on life goals and legacy planning. With a personalized approach, the team aims to build strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, the team offers personalized investment strategies and comprehensive financial solutions. By getting to know you personally, Merrill Lynch Financial Advisor Karl Loehle can help you create a financial approach that reflects your unique needs and priorities. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping you achieve your goals. With a focus on staying on track and adapting to changes in the market and in your life, Merrill Lynch Financial Advisor Karl Loehle is here to guide you every step of the way. Let's work together to help you live your best financial life.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Mahan Hosseini
● ClosedMerrill Lynch Financial Advisor Mahan Hosseini, located at 8075 Leesburg Pike, Vienna, Virginia, United States, is a finance institution dedicated to providing personalized financial advice and guidance. The Sayyad Group, of which Mahan Hosseini is a part, values teamwork and involvement in delivering top-notch service to clients. With access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch Financial Advisor Mahan Hosseini focuses on developing a customized financial strategy tailored to each client's unique needs and goals. By taking the time to understand individual concerns, priorities, and financial resources, the institution is committed to building long-term relationships and helping clients navigate financial complexities with diligence and dedication.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Shavkat Safaev
● ClosedMerrill Lynch Financial Advisor Shavkat Safaev, located at 8075 Leesburg Pike, Vienna, Virginia, United States, is a finance institution dedicated to helping clients manage their wealth and achieve their financial goals. Shavkat Safaev follows the Merrill tradition of community involvement, volunteering with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be created based on individual goals and priorities. By getting to know clients personally, Shavkat Safaev can tailor financial strategies to meet their unique needs, whether it's planning for retirement, saving for a home, or funding education. The Investment Personality Assessment helps understand clients' investing preferences, while regular check-ins ensure the financial approach stays aligned with changing goals and market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, clients can work with Shavkat Safaev to develop a comprehensive financial plan. The goal is to help clients pursue their aspirations and turn their financial goals into reality, adapting to life changes and market fluctuations along the way. Clients can expect personalized investment strategies, comprehensive financial solutions, and a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With a focus on understanding clients' financial situations and priorities, Shavkat Safaev aims to provide guidance and support to help clients live their best financial lives.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Dawson Richardson
● ClosedMerrill Lynch Financial Advisor Dawson Richardson is a prestigious finance institution located at 8075 Leesburg Pike, Vienna, Virginia, United States. Our team of experienced advisors has been recognized by industry publications and Bank of America Corporation for their exemplary client service. With accolades such as Forbes' "Top Women Wealth Advisors Best-in-State" and "America's Top Women Wealth Advisors", we are dedicated to providing personalized financial planning to individuals, families, and businesses. Our goal is to help you achieve your financial goals, whether it's planning for retirement, saving for a home, or funding your child's education. Through our Investment Personality Assessment and Merrill Personal Wealth Analysis™, we can create a customized plan that reflects your unique needs and priorities. With access to the resources of Merrill and Bank of America, we are committed to helping you navigate the complexities of the financial markets and achieve financial success. Let us work together to help you reach your goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Pasquier Insurance Agency
● ClosedPasquier Insurance Agency, located at 8000 Towers Crescent Drive in Vienna, Virginia, is a trusted insurance agency dedicated to providing the best insurance solutions for its clients. With over 35 years of experience, we take pride in safeguarding your assets, family, and business. Our services include offering insurance quotes from top-rated companies in minutes, 24/7 claims support, and tailored commercial insurance products for your business needs. We understand the importance of protecting your home and possessions, which is why we offer affordable homeowners insurance options. Our life insurance policies can help fund your retirement, pay for college, or provide financial peace of mind. Additionally, our annuity options can ensure guaranteed income for your retirement years.
8000 Towers Crescent Dr #1350, Vienna, VA 22182, United States
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