Risk management in Tysons, VA
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SOVEREIGN WEALTH MANAGEMENT - Financial Planning Services, Financial Advisor in Tysons, Vienna, DC, MD, VA
● ClosedSovereign Wealth Management is a financial planning and investment management firm located in Vienna, Virginia, serving clients in the DC metro area and beyond. Founded with the goal of providing personalized and professional financial services, Sovereign offers comprehensive wealth advisory services to High Net Worth Individuals, Families, and Business Owners. Led by founder and CEO Gary Korolev, a seasoned Wealth Manager with over 15 years of experience, the team at Sovereign is dedicated to meeting clients' Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. The team at Sovereign Wealth Management includes Alaina, who serves as a critical liaison between clients and the Wealth Manager, providing exceptional customer service. Svitlana manages account details and communication between clients and the firm, while Katya handles public relations and communication efforts. Yash focuses on providing accounting, asset protection, and financial planning services, and David implements marketing strategies to grow Sovereign's client list.
8229 Boone Blvd Suite 760, Vienna, VA 22182, United States -
International Law Offices of Fallah, PLLC
● ClosedThe International Law Offices of Fallah, PLLC is a prestigious finance institution located at 1750 Tysons Boulevard in McLean, Virginia, United States. Specializing in international financial law, their team of expert attorneys provide top-notch legal services to clients around the world. With a reputation for excellence and a commitment to client satisfaction, the International Law Offices of Fallah, PLLC is a trusted partner for all your financial legal needs.
1750 Tysons Blvd Ste 1500, McLean, VA 22102, United States -
Oliver Zelaya - State Farm Insurance Agent
● ClosedOliver Zelaya - State Farm Insurance Agent is a reputable insurance agency located at 1660 International Drive, McLean, Virginia, United States. The agency is situated between the Boro and Tyson's Galleria, making it easily accessible to the local community. Oliver Zelaya, the proud Agent of this State Farm office, is dedicated to helping individuals and families manage the risks of everyday life, recover from the unexpected, and realize their dreams. Oliver Zelaya has a passion for serving the community and has years of experience in the insurance industry. Alongside his team members, Tommy and Joselyn, he is committed to providing exceptional customer service and building long-lasting relationships with clients. Whether you need life insurance, home insurance, car insurance, or financial planning assistance, Oliver and his team are ready to assist you.
1660 International Dr Suite 600, McLean, VA 22102, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 1750 Tysons Boulevard in Tysons, Virginia, United States. Specializing in finance, we offer a wide range of services to help individuals and families achieve their financial goals. From retirement planning to investment management, our team of experts is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to transparency and integrity, Edelman Financial Engines is a trusted partner in helping clients secure their financial future.
1750 Tysons Blvd Suite 1140, Tysons, VA 22102, United States -
FORVIS, LLP
● ClosedFORVIS, LLP is a leading national CPA and advisory firm located in Tysons, Virginia. Our team of experienced advisors provides expert accounting and finance solutions for clients across all 50 states and internationally. With a focus on personalized service and attention to detail, our Metro DC area advisors can help you reach your financial goals. Whether you need assistance with tax planning, financial analysis, or business consulting, FORVIS has the expertise and resources to support your success. Visit us at 1410 Spring Hill Road to learn more about how we can help you achieve your financial goals.
1410 Spring Hill Rd #500, Tysons, VA 22102, United States -
Daniel Marcus - UBS Financial Services Inc.
● OpenDaniel Marcus - UBS Financial Services Inc. is a reputable financial institution located at 1800 Tysons Boulevard in McLean, Virginia, United States. With a focus on finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. The team at Daniel Marcus - UBS Financial Services Inc. is dedicated to providing personalized and expert advice to their clients, ensuring that they receive the best possible financial guidance. Whether you are looking to invest, plan for retirement, or manage your assets, Daniel Marcus - UBS Financial Services Inc. can help you navigate the complex world of finance with confidence.
1800 Tysons Blvd 5th Floor, Suite 550, McLean, VA 22102, United States -
MyAdvisor360
● ClosedMyAdvisor360 is an accounting and finance institution located at 1775 Tysons Boulevard in Tysons, Virginia, United States. We specialize in providing industry-specific expertise to business leaders and investors, with a focus on real estate partnerships, non-profit organizations, GovCon, IT, and sustainability startups. Our deep analysis of financial statements helps businesses better understand their financial status and make informed decisions about growth, cash flow, and exit strategies such as M&A. We offer tax services to businesses and business owners, including tax strategies, compliance, and resolution tailored to each client's unique needs and goals. Our exit strategy, retirement planning, and lifestyle consulting services help business owners and founders build financial foundations, plan for their estates, and manage their legacies according to their lifestyles and visions.
1775 Tysons Blvd suite 500, Tysons, VA 22102, United States -
Altus Group
● OpenAltus Group is a leading finance institution located at 7900 Westpark Drive in Tysons, Virginia, United States. With a strong reputation for providing top-notch financial services, Altus Group offers a wide range of solutions to meet the diverse needs of its clients. Whether it's investment strategies, risk management, or asset valuation, Altus Group is committed to delivering excellence in every aspect of their work. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with confidence.
7900 Westpark Dr t600, Tysons, VA 22102, United States -
TD Ameritrade
● ClosedTD Ameritrade is a renowned financial institution located at 1650 Tysons Boulevard in McLean, Virginia, United States. Specializing in finance, TD Ameritrade offers a wide range of services including investment management, brokerage services, and retirement planning. With a reputation for excellence and a commitment to helping clients achieve their financial goals, TD Ameritrade is a trusted partner for individuals and businesses alike.
1650 Tysons Blvd Ste 150, McLean, VA 22102, United States -
Cheiron, Inc
● ClosedCheiron, Inc is a finance institution located at 8300 Greensboro Drive in Tysons, Virginia, United States. We specialize in helping clients understand and manage uncertainty by stress testing their pension and health plans. Our team of highly qualified consultants and sophisticated tools work together to create effective solutions to address risks. We offer adjustable pension plans to balance risk and security, as well as data visualization techniques to help you understand your health plan better. With our in-house software development capacity, we can create customized tools to meet your unique needs. We regularly stress test pension and health plans to illustrate the biggest risks and analyze the impact of market volatility. Our goal is to help you achieve predictable contributions, lower investment risk, and secure lifetime pensions for your participants.
8300 Greensboro Dr # 800, Tysons, VA 22102, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 1650 Tysons Boulevard in Tysons, Virginia, United States. Since 1995, David has been providing financial advice and wealth management services to various clients, including corporate executives, business owners, multigenerational families, and trustees. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 and has been featured in interviews on CNBC, Investment News, and RIA Channel. David focuses on managing the complexities of his clients' financial lives, including risk management, retirement planning, tax planning, and estate planning. He believes in helping clients understand what's important and what's possible, with a goal of balancing present living with future planning. David is also actively involved in community service and leadership through various charities, including Second Story and George Mason University.
1650 Tysons Blvd # 1575, Tysons, VA 22102, United States -
Baker Tilly US, LLP
● ClosedBaker Tilly US, LLP is an accounting and finance institution located at 8219 Leesburg Pike in Tysons, Virginia, United States. They offer a variety of services including vulnerability management, audit planning for small capital projects, and compliance solutions for prevailing wage and apprenticeship requirements. Their team takes a practical approach to every challenge, guiding clients to achieve their goals. They also provide expertise in managing cybersecurity and data governance risks, as well as solutions for IRA, ESG, and cybersecurity strategies. As an independent member of Baker Tilly International, they are dedicated to exceptional client service, regional expertise, and community impact. Join their diverse and dynamic team to advance your skills and professional opportunities.
8219 Leesburg Pike #800, Tysons, VA 22182, United States -
Cherry Bekaert
● ClosedCherry Bekaert is a leading CPA firm located in Tysons, Virginia, United States. We provide a comprehensive range of accounting, tax, audit, and advisory services to a diverse client base, including multinational corporations, private businesses, nonprofit organizations, and more. Our team of certified public accountants and tax advisors has been delivering high-quality accounting services for over 75 years. We offer innovative, digitally-enabled solutions and industry-aligned services to help guide middle market companies on their path to digital transformation. Our risk management consulting services for the financial services industry are designed to assist clients in navigating complex compliance regulations and audit requirements. Additionally, we provide guidance through the loan forgiveness documentation process and offer assistance with the Expanded Employee Retention Credit (ERC).
1850 Towers Cres Plaza STE 200, Tysons, VA 22182, United States
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