Retirement plan review in Virginia

Bogart Wealth is a finance institution located at 2010 Corporate Ridge in McLean, Virginia, United States. Specializing in financial planning, investment management, tax optimization, and tax preparation, our mission is to help clients achieve financial peace of mind by preserving and maximizing inter-generational wealth. Our team takes a personalized approach to understand each client's financial goals, opportunities, and concerns. As fiduciaries, we are held to the highest standards of conduct and always act in the best interests of our clients. With over four decades of experience advising successful executives, entrepreneurs, and families, we offer unbiased recommendations tailored to each client's unique dreams and aspirations. Visit our resource center for the latest insights. Operating in McLean, VA, Houston, TX, and The Woodlands, TX. Please note that by clicking on any hyperlinked third party websites, you are leaving the Bogart Wealth website and should review their privacy and security policies before providing any information.

Merrill Lynch Financial Advisor Sam Sayyad, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial advice and guidance to help clients navigate the complexities of wealth management. The Sayyad Group values teamwork and involvement, providing access to global investment capabilities and banking convenience through Merrill and Bank of America. The team is dedicated to building long-term relationships, developing customized financial strategies tailored to each client's unique goals and priorities. By understanding each client's aspirations and concerns, the team creates plans to manage, grow, and preserve wealth, with a focus on addressing financial needs at every stage of life. Through the Investment Personality Assessment, advisors gain insights into clients' investing preferences to customize approaches that align with individual goals. The team of experienced professionals is committed to providing exemplary client service, supported by the global resources of Merrill and Bank of America. With a focus on personalized service and trust, the team helps clients stay on track to achieve their financial goals through regular reviews and adjustments to financial approaches. Whether planning for retirement, education, or other life milestones, the team at Merrill Lynch Financial Advisor Sam Sayyad is dedicated to helping clients achieve their goals.

tions of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill Financial Advisor. At Merrill Lynch Financial Advisor Scott M Patterson, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, we are dedicated to helping you manage and grow your wealth. Our personalized wealth management strategies are tailored to your specific goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America.

Ayers Financial Services is a finance and insurance agency located at 5185 Peters Creek Road in Roanoke, Virginia, United States. Our focus is on helping individuals and families plan for their ideal retirement through a customized strategy for retirement income. Our founder, Patrick Ayers, is dedicated to guiding clients towards their retirement dreams with integrity and transparency. With over 25 years of experience, we believe in investing in our clients and developing personalized plans based on their goals and aspirations. Our comprehensive financial review will assess your current financial situation and help you determine your retirement needs. We offer a tax guide to help you understand how taxes could impact your retirement income. As an independent firm, we prioritize our clients' interests and act as fiduciaries, choosing products and services that align with their goals. Contact us today to schedule a meeting and start planning for a successful retirement.

Merrill Lynch Financial Advisor Susan E. Prince is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ in Reston, Virginia. Susan Prince is dedicated to providing clients with personalized investment and wealth management services. With a background in global management consulting, Susan delivers tailored advice to individuals with substantial wealth, offering services such as retirement planning, portfolio management, life insurance analysis, and wealth preservation strategies. Susan collaborates with clients' other family advisors to focus on tax, estate, and wealth transfer planning. By utilizing Merrill's resources and conducting a Personal Wealth Analysis, Susan helps clients achieve their financial goals and manage investment risk. With a focus on understanding clients' aspirations and priorities, Susan designs and implements personalized financial plans to help clients pursue their goals and address fluctuations in the market. By regularly reviewing and adjusting financial approaches, Susan ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Susan offers comprehensive financial solutions tailored to meet clients' needs and goals. With a commitment to personalized service and a focus on building strong client relationships based on trust, Susan Prince is dedicated to helping clients achieve their financial aspirations.

At 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.

Merrill 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.

Farmers Insurance - Susan Harris is a local insurance agency located at 3115 Western Branch Boulevard in Chesapeake, Virginia. With over 20 years of experience as a Farmers Agent, Susan Harris is dedicated to helping clients understand their insurance needs and providing them with the best coverage options. The agency offers a wide range of insurance products, including auto, home, life, renters, financial services, business insurance, and more. Susan's background in financial services and retirement planning gives her a unique perspective that benefits her clients. The agency is conveniently located in Churchland, across the street from Rose's Department Store. Whether you need comprehensive coverage for your car, protection for your home, or a plan for your life insurance, Susan Harris is here to help. Contact her today for personalized assistance and to learn about insurance discounts that can save you money. Farmers Insurance - Susan Harris also offers coverage options for renters, small businesses, condos, and recreational vehicles. With a focus on providing options, flexibility, and certainty for a secure future, Susan is committed to helping clients reach their financial goals. For added protection above and beyond your existing policies, consider a Personal Umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage underwritten by Farmers Insurance Company. Contact Susan Harris today to discuss your insurance needs and build a solid financial plan for the future.

Financial Consultants America, located at 2104 West Laburnum Avenue in Richmond, Virginia, is a finance institution that has recently joined Gallagher. With over three decades of experience, they offer retirement and financial planning services to help individuals prepare for the future with confidence. Their team of professionals works closely with clients to establish lifelong relationships and provide personalized financial planning solutions. Services include estate planning, tax-efficient solutions, business retirement plans, investment solutions, and more. Clients can access their wealth management platform online and receive guidance on various financial planning topics. By submitting a form, individuals acknowledge the Global Privacy Notice and agree to the Terms of Use. Gallagher Fiduciary Advisors, LLC, a registered investment advisor, provides retirement and investment advisory services. Securities may be offered through Triad Advisors, LLC. For compliance-related questions, individuals can review the Client Relationship Summary or contact the institution directly.

Harris Financial Group is a leading finance institution located at 9100 Arboretum Parkway in Richmond, Virginia, United States. With a commitment to providing top-notch financial services, our experienced team of professionals offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Harris Financial Group is dedicated to helping you secure a stable financial future. Contact us today to learn more about how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Darren M Mazzoni is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Darren M. Mazzoni is a Managing Director, Senior Financial Advisor, Senior Resident Director, and Portfolio Manager who began his career with Merrill Lynch Wealth Management in 2003. He focuses on helping clients align their investment portfolios with their personal goals, providing exemplary client service. Darren has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023, 2022, 2021, 2020, and 2019, showcasing his commitment to financial excellence. He believes in building strong client relationships based on trust and personalized service, with a focus on understanding each client's unique goals and priorities. Darren's approach is centered on helping clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he tailors financial plans to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, Darren works collaboratively with clients to develop a customized approach designed to address their financial needs. He believes in regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the financial markets, ensuring they stay on track to achieve their goals. Darren's mission is to understand each client personally and help them design and implement a personalized plan to pursue financial goals while managing investment risk. By focusing on potential solutions that can turn goals into reality, he aims to provide clients with the guidance and support they need to navigate fluctuations in the market and changes in their lives.

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.

Merrill Lynch Financial Advisor E. Clark Jordan is a finance institution located at 266 McLaws Circle, Williamsburg, Virginia, United States. Elizabeth Clark Jordan, with over 25 years of experience in the Financial Services Industry, offers personalized wealth management services to meet individual client needs. She takes a comprehensive approach to managing wealth, starting with listening to each client's goals and aspirations. With a background in Equity Syndicate and Capital Markets, Clark brings a wealth of knowledge to help clients achieve their financial objectives. As a Financial Advisor with Merrill Lynch Wealth Management, Clark focuses on building strong client relationships based on trust and personalized service. By understanding what matters most to each client - whether it's family, goals, or priorities - Clark develops customized financial strategies designed to help clients pursue their most important goals. She believes in starting with a plan to manage, grow, and preserve wealth for the future, taking into account life changes and market fluctuations.

Bay Investment Group is a leading finance institution located at 291 Independence Boulevard in Virginia Beach, Virginia. Our team of expert financial advisors is dedicated to helping clients achieve their investment goals and build wealth for the future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the tools and knowledge they need to make informed investment decisions. Whether you are looking to grow your portfolio, plan for retirement, or save for a major purchase, Bay Investment Group is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

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.

Meagan Parker is a finance institution located at 2101 Parks Avenue in Virginia Beach, Virginia, United States. With a strong reputation for providing top-notch financial services, Meagan Parker is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, the experienced professionals at Meagan Parker are here to help. Contact us today to learn more about how we can assist you with your financial needs.

Jason A Williams - Financial Advisor at Ameriprise Financial Services, LLC is located at 100 Creekside Lane in Winchester, Virginia, United States. As part of The Myrias Group, they are recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. Jason A Williams focuses on understanding your individual goals, whether it's planning for retirement, education, or a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review your progress to adjust strategies as needed.

Transcendent Wealth - Ameriprise Financial Services, LLC is a finance institution located at 4000 Legato Road in Fairfax, Virginia, United States. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. Our services include investment recommendations tailored to your goals and risk tolerance, regular progress reviews, and adjustments to your financial approach as life changes. With secure online access, you can track your investments and goals from any device. Our team has received the Ameriprise Client Experience Award, reflecting our commitment to providing exceptional service. Schedule a complimentary consultation to learn more about how we can help you achieve your financial goals. Please note that our financial advisors are registered to do business in certain U.S. states only. Visit our website for more information on our services and disclosures.

Carradice Wealth Advisors is a reputable financial advisory firm located in Falls Church, VA. As one of Forbes Best-in-State Wealth Management Teams for 2024, we specialize in providing personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team of Ameriprise financial advisors will work closely with you to document your financial goals, regularly review your progress, and adjust your approach as needed to help you achieve your objectives. With convenient access to your investments and accounts from any device, you can track your progress and securely share information with us at any time.

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.

D Kenton Lawler - Ameriprise Financial Services, LLC is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. The team at this institution holds various certifications and designations to ensure they provide expert financial advice and services to their clients. They offer services such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Some of the certifications held by the team include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications require adherence to a code of ethics and successful completion of coursework and exams covering a wide range of financial planning topics. Whether you are looking for advice on retirement planning, estate planning, investment management, or insurance products, the team at D Kenton Lawler - Ameriprise Financial Services, LLC is well-equipped to assist you with your financial needs.

Steven Marshall & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1902 Campus Commons Drive in Reston, Virginia, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we prioritize your individual goals and personal risk tolerance when providing investment, asset allocation, and portfolio recommendations. We document your goals, regularly review your progress, and adjust your approach as needed to help you achieve financial success. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Our team is committed to helping you navigate important financial questions, such as retirement planning and market fluctuations. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Visit our website for background and qualification information, as well as important disclosures and privacy policies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for our clients.

Merrill Lynch Financial Advisor Joe Buchy, located at 11951 Freedom Drive in Reston, Virginia, offers a comprehensive range of financial services. By combining the investment insights of Merrill® with the banking convenience and lending solutions of Bank of America, Joe Buchy provides clients with access to personalized financial planning tailored to their goals and priorities. With a background in Integrated Science and Technology and a Master's in Business Administration, Mr. Buchy has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2018. As a Certified Financial Planner, Joe Buchy is dedicated to helping clients navigate the complexities of the financial markets and achieve their long-term objectives. Through Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, he works to understand each client's unique needs and preferences to develop a customized financial approach. By staying engaged with clients and regularly reviewing their goals, Joe Buchy aims to help them stay on track and adapt to life's changes.

Merrill Lynch Financial Advisor Chris A Dettra, located at 8075 Leesburg Pike in Vienna, Virginia, offers personalized financial planning services to help you achieve your goals. The Dettra, Wedel & Leygraaf Group team prioritizes your aspirations and works with you to develop a personalized financial strategy aligned with your goals. With access to global investing capabilities and banking solutions, they can assist with planning for education, retirement, healthcare costs, wealth preservation, and more. The team believes in putting you, rather than the market, at the center of the planning process. They prioritize building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on your goals. Your financial approach will be regularly reviewed and adjusted to reflect changes in your life and the financial markets. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and pursue your goals. With a dedicated advisor by your side, you can access personalized investment strategies and comprehensive financial solutions to help you achieve financial success.

expertise of Merrill Lynch, we provide customized advice and guidance to help you achieve your financial goals. Our team at Cammiso, Wilson and Associates is dedicated to providing superior service with the highest level of integrity, ensuring that your needs are a priority. Whether you are planning for retirement, education funding, tax minimization, philanthropic gifting, or managing liabilities, we are here to help you every step of the way. Our personalized approach to financial planning includes a thorough understanding of your individual goals and priorities. By utilizing tools such as the Investment Personality Assessment, we can tailor our recommendations to align with what matters most to you. We believe that financial success is achieved when you are able to make informed decisions that align with your personal values and aspirations.

Merrill Lynch Financial Advisor Thomas A. DePont is a reputable finance institution located at 8075 Leesburg Pike in Vienna, Virginia, United States. With a focus on providing expert financial advice and guidance, clients can trust Thomas A. DePont and his team to help them navigate their financial goals and investments. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Thomas A. DePont offers personalized services to meet your individual needs. Contact them today to schedule a consultation and take control of your financial future.

Corbin James Hess is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 125 South Augusta Street in Staunton, Virginia, United States. As a finance institution, Ameriprise offers personalized financial planning and investment services to help clients achieve their financial goals. Corbin James Hess specializes in providing financial advice and guidance to clients in the Staunton area. With a focus on areas such as retirement planning, investment management, and wealth preservation, Corbin James Hess is dedicated to helping clients make informed decisions about their finances.

Jackmiller & Co is a leading finance institution located at 2025 Woodbrook Court in Charlottesville, Virginia, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or wealth management services, Jackmiller & Co is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs. Visit us today and experience the difference our expertise can make in your financial future.

ArkWise Wealth - Ameriprise Financial Services, LLC, located at 908 East Jefferson Street in Charlottesville, Virginia, is a finance institution led by Kimberlee Barrett-Johnson, Forbes Best-in-State Wealth Advisor for 2022. Our dedicated team is passionate about helping clients clarify and achieve their financial goals. We offer personalized advice to simplify your financial life and navigate the complexities of increasing wealth. At ArkWise WealthTM, we believe in guiding our clients through a disciplined discovery process to determine where they are now and where they want to go. We understand that each individual, couple, or family has unique dreams, goals, and concerns that shape their financial journey. Our commitment to personalized service sets us apart, as we work with you to define and reach your destination.

Albert Sganga, a financial advisor at Ameriprise Financial Services, LLC, located at 2965 Colonnade Drive in Roanoke, Virginia, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Albert helps clients track their financial goals securely from any device. By scheduling a complimentary initial consultation, clients can learn more about how Albert can assist with retirement planning, education savings, major purchases, and more. As a registered advisor, Albert Sganga can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, provides a secure and confidential platform for clients to track their investments and progress towards financial goals. With a focus on transparency and client satisfaction, Albert Sganga looks forward to helping friends and family members achieve their own financial objectives.