Savings strategies in Virginia
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The Design-Build Institute of America
● ClosedThe Design-Build Institute of America is a leading institution located at 1001 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. DBIA members are at the forefront of shaping the future through successful collaborations in the design-build industry. Design-build, once considered radical, is now the most popular and fastest-growing project delivery method in the United States, with nearly half of all construction projects being delivered this way. DBIA members are committed to advancing the understanding and use of design-build project delivery, and nominations for outstanding members are accepted until April 1. The institution is also accepting presentation submissions for the November Design-Build Conference & Expo and VDCLEx in Dallas, with a deadline of April 19, 2024.
1001 Pennsylvania Avenue NW Suite 410, Washington, DC 20004, United States -
LaserShip
● ClosedLaserShip is a delivery institution located at 225 Glade View Drive Northeast in Roanoke, Virginia, United States. We specialize in last mile e-commerce delivery, going the extra mile to meet your customers' expectations and build brand loyalty. With the largest 1 and 2 day ground footprint, we can deliver faster and at lower costs by focusing on small packages. Our delivery network serves 35 states and Washington, D.C., ensuring we can reach your customers wherever they are. We offer a proven alternative to single-carrier shipping strategies, helping you mitigate risk, save money, and increase flexibility. If you're a delivery professional who is passionate about customer experience and has a positive attitude, we have exciting delivery opportunities for you. We also use our infrastructure to support disaster recovery, hunger relief, community health improvement, and more. Join us at LaserShip and make a difference in the world of delivery.
225 Glade View Dr NE, Roanoke, VA 24012, United States -
SVOE
● ClosedSVOE, located at 10 Green Hills Drive in Verona, Virginia, is your local authorized partner for copiers and office technology. Our award-winning copiers and office products offer advanced security, easy-to-use interfaces, and sophisticated tools for controlling costs. We serve businesses in Charlottesville, Lexington, and Staunton with a large inventory of multifunction printers and copiers that enhance productivity. Our large format offerings feature intelligent technology for advanced media handling, increased security, borderless printing, and improved operational design. Partnering with KYOCERA Document Solutions America, we offer powerful business applications to integrate with your copiers, laser printers, and document scanners. Our staff is dedicated to keeping your company on the cutting edge of copier and document management technology, providing print management strategies and automating supply orders for better time management and cost savings. Trust SVOE for premium office equipment that is easy to operate, affordable, and efficient. Our document management systems ensure immediate access to your files in today's fast-paced, technology-driven world. Count on SVOE as the premier equipment provider for multifunction printers and copiers in Charlottesville, Harrisonburg, Staunton, and Lexington. Let us help you choose top quality brands and save on toner, ink cartridges, and other printer supplies. With amazing user interface panels, versatility, and ease of use, our multifunction copiers and laser printers are the go-to choice for publishing and communications. Visit our website for detailed location information and maps.
10 Green Hills Dr, Verona, VA 24482, United States -
Spark Financial Advisors
● ClosedSpark Financial Advisors is a finance institution located at 413 Stuart Circle in Richmond, Virginia, United States. Our team specializes in providing fiduciary financial guidance to visionaries and high-income earners who are looking to maximize their wealth and make informed decisions as they grow. With over 40 years of combined experience, we offer personalized financial planning services to help our clients achieve their financial goals and live their best life. At Spark Financial Advisors, we believe that everyone deserves expert financial guidance to ensure a secure and comfortable retirement. Our fee-only financial advisory services in Richmond and Williamsburg, Virginia, are designed to help clients build wealth, save on taxes, and make the most of their investments. Whether you need help with retirement planning, tax optimization, or investment strategies, our team is here to provide the support and expertise you need to succeed.
413 Stuart Cir Suite 220, Richmond, VA 23220, United States -
Head Start Biz Solutions (Head Start Tax Service)
● ClosedHead Start Biz Solutions, located at 709 London Street in Portsmouth, Virginia, is a trusted institution specializing in accounting and finance services. At Head Start, we not only provide expert advice and solutions, but we also practice what we preach, drawing from our own experiences and successes. Our priority is ensuring that employees are paid promptly through direct deposit and securing preferred rates for our clients. Understanding the importance of credit scores in financial matters, we offer essential tips for building and improving credit to secure favorable terms on loans and credit cards. Additionally, we emphasize the significance of networking for entrepreneurs, providing valuable insights and resources to help businesses thrive.
709 London St, Portsmouth, VA 23704, United States -
The Money Advantage, LLC
● ClosedThe Money Advantage, LLC is a finance institution located at 1545 Crossways Boulevard in Chesapeake, Virginia, United States. They offer a unique approach to financial advice, focusing on keeping more of the money you make with cash flow strategies, protecting your money with insurance and legal protection, and putting your money to work with cash-flowing assets. Their goal is to help you achieve time and money freedom systematically, without it being painful, complicated, or haphazard. Their clients have had great success working with them, saving significant amounts of money annually and gaining access to resources typically only available to mega-wealthy families. The Money Advantage team offers personalized, holistic financial solutions to help you increase profitability, accessible capital, and financial stability. Contact them today to start your journey towards financial freedom and leave a lasting impact for generations to come.
1545 Crossways Blvd Suite 250, Chesapeake, VA 23320, United States -
Farmers Insurance - Rahn Burleson
● ClosedFarmers Insurance - Rahn Burleson is a trusted insurance agency located at 393 Denbigh Boulevard, Newport News, Virginia, United States. As a local Farmers® Insurance and Financial Services agent, Rahn Burleson is dedicated to helping customers identify the best insurance coverage and financial strategies tailored to their needs and goals. With over 80 years of experience, Farmers® offers a wide range of insurance products, including auto, home, life, business insurance, and more. Rahn specializes in retirement funding, college savings, income protection, and other financial strategies to ensure that you are well-informed and protected. Whether you need comprehensive coverage, renters insurance, condo insurance, or coverage for your recreational vehicles, Farmers Insurance has you covered. Contact Rahn Burleson today to discuss your insurance needs and start building a solid financial plan for a secure future.
393 Denbigh Blvd Ste F, Newport News, VA 23608, United States -
Brandon J. Cobb at Strong Home Mortgage
● OpenBrandon J. Cobb at Strong Home Mortgage is a finance institution located at 9408 Grant Avenue in Manassas, Virginia, United States. With a focus on helping clients tap into their home equity, the institution offers services to pay off debt, combat inflation, create a safety net, or stop living paycheck-to-paycheck. By providing access to the 1-800-CASHOUT Hotline and tracking financial articles from various sources, Brandon J. Cobb at Strong Home Mortgage aims to educate consumers on financial literacy and empower them to make informed decisions about their homebuying process. With licensing information available at nmlsconsumeraccess.org, the institution is committed to transparency and customer satisfaction. Join the conversation on social media with topics ranging from financial freedom to real estate, mortgage, and more. Explore new financial strategies and convert home equity to cash for the lifestyle you desire. Visit the Licensing & Disclosure page for a list of states where Strong Home Mortgage, LLC is licensed for mortgage loan origination, and learn more at Lending Tree. Trust in the experience of over 6,000 customer reviews across Trustpilot, Zillow, and Lending Tree to guide you towards a stronger financial future. #financialliteracy #finance #money #moneytips #investing #financialfreedom #saving #retirement #realestate #mortgage #homeownership.
9408 Grant Ave STE 302, Manassas, VA 20110, United States -
YHB | Wealth Advisors
● ClosedYHB | Wealth Advisors is a leading financial institution located at 50 South Cameron Street in Winchester, Virginia, United States. Our team of experienced wealth advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and financial planning services. With a focus on building long-term relationships and providing expert advice, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, YHB | Wealth Advisors is here to help you navigate the complex world of finance with confidence.
50 S Cameron St, Winchester, VA 22601, United States -
Merrill Lynch Financial Advisor Timothy P Neary
● ClosedAt Merrill Lynch Financial Advisor Timothy P Neary, located at 11951 Freedom Drive, Reston, Virginia, United States, we believe in managing your wealth by deeply understanding your full financial picture. We create flexible strategies tailored to your needs in today's changing market conditions, offering access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are designed to help you pursue your goals effectively. Our commitment to community involvement drives us to volunteer with local organizations, reflecting the deep-seated Merrill tradition of serving the communities we operate in. With Merrill Personal Wealth Analysis™, we can build a personalized plan centered on your goals and aspirations, adjusting it as your life evolves. We understand that your financial priorities may change over time, which is why we offer tools to help you keep track of these changes and incorporate them into your financial approach. By focusing on what matters most to you - whether it's planning for retirement, saving for a home, or passing on wealth to future generations - we aim to help you achieve your financial goals.
11951 Freedom Dr Suite 1750, Reston, VA 20190, United States -
Merrill Lynch Financial Advisor John L. Bocek
● ClosedMerrill Lynch Financial Advisor John L. Bocek, located at 11951 Freedom Drive in Reston, Virginia, offers personalized wealth management strategies to help clients navigate life's changes and achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Senior Financial Advisor John L. Bocek can assist you in creating a comprehensive wealth management strategy tailored to your individual needs. By utilizing the resources of Merrill and access to banking services from Bank of America, John L. Bocek can help you pursue your aspirations and address fluctuations in the market. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, the team at Merrill Lynch Wealth Management works to understand your goals, priorities, and investing preferences to develop a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor John L. Bocek is dedicated to helping you achieve your financial goals. With a focus on personalized service and ongoing communication, the team at Merrill Lynch is committed to helping you stay on track and adapt your financial approach as your life and goals evolve. Contact Merrill Lynch Financial Advisor John L. Bocek today to start planning for your financial future.
11951 Freedom Dr Suite 1750, Reston, VA 20190, United States -
TPS Financial Falls Church
● ClosedTPS Financial Falls Church is a finance institution located at 3141 Fairview Park Drive in Falls Church, Virginia, United States. Specializing in Personalized Wealth Management and Financial Planning, our team of professional financial planners will assist you in navigating the complexities of managing your wealth. We work with you to evaluate your needs and develop a plan tailored to help you achieve your financial goals. Our services include long-term asset allocation strategies, risk evaluation, estate planning, retirement planning, and education savings planning. We are dedicated to ensuring our clients feel confident and secure in their financial preparedness for the future. We particularly value and support educators, recognizing their hard work and devotion to their students. Free yourself from the complexity of finances so you can live comfortably and enjoy life's journey. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC. Please consult your tax and legal advisors for personalized advice. TPS Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
3141 Fairview Park Dr #250, Falls Church, VA 22042, United States -
Bogart Wealth
● ClosedBogart 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.
2010 Corporate Ridge #650, McLean, VA 22102, United States -
WealthPath Investment Advisors
● ClosedWealthPath Investment Advisors is a leading finance institution located at 809 West Broad Street in Falls Church, Virginia, United States. With a team of experienced financial advisors, WealthPath specializes in providing personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, WealthPath Investment Advisors is dedicated to guiding you on the path to financial success. Contact us today to schedule a consultation and start building your wealth with confidence.
809 W Broad St #408, Falls Church, VA 22046, United States -
Foster Financial Group, LLC
● OpenFoster Financial Group, LLC is a reputable financial institution located at 3949 Pender Drive in Fairfax, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with retirement planning, investment management, or estate planning, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
3949 Pender Dr STE 340, Fairfax, VA 22030, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 8180 Greensboro Drive in McLean, Virginia, is a finance institution that offers a unique approach to wealth management. They believe that after years of hard work and building success, there comes a point where you should be able to enjoy the fruits of your labor. The firm understands that managing wealth goes beyond just investing, and they offer expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including individuals like Edgar and Katherine, have years of experience in guiding clients through their financial lives. They work together to connect all the dots of your financial situation and help you make informed decisions about your future. The institution has received recognition, such as being ranked by Forbes as Best-In-State Wealth Advisors.
8180 Greensboro Dr #1010, McLean, VA 22102, United States -
Bowman Gaskins Financial Group
● ClosedBowman Gaskins Financial Group is a reputable finance institution located at 410 Pine Street Southeast in Vienna, Virginia, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, retirement planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to help them achieve their financial goals. Visit Bowman Gaskins Financial Group today to secure your financial future.
410 Pine St SE #300, Vienna, VA 22180, United States -
Fiduciary Wealth Management, LLC
● ClosedFiduciary Wealth Management, LLC is a trusted finance institution located in Alexandria, Virginia, United States. Our experienced team of financial experts is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on transparency and integrity, we act as fiduciaries, always putting our clients' best interests first. Visit us at 4604-H Pinecrest Office Park Drive to learn more about how we can help you secure your financial future.
4604-H Pinecrest Office Park Dr, Alexandria, VA 22312, United States -
Larson Wealth Management
● ClosedLarson Wealth Management is a finance institution located at 124 Newman Avenue in Harrisonburg, Virginia, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Larson Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
124 Newman Ave #101, Harrisonburg, VA 22801, United States -
Kelly Burkholder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKelly Burkholder is a Financial Advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kelly Burkholder holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kelly Burkholder specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and comprehensive knowledge of asset management, investment strategies, estate planning, risk management, and retirement planning, Kelly Burkholder is dedicated to helping clients achieve their financial goals.
560 Neff Ave Ste 400, Harrisonburg, VA 22801, United States -
MassMutual Commonwealth
● ClosedMassMutual Commonwealth is a finance institution located at 57 South Main Street in Harrisonburg, Virginia, United States. As a trusted financial partner, MassMutual Commonwealth offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or insurance services, MassMutual Commonwealth is committed to helping you secure a stable financial future.
57 S Main St #409, Harrisonburg, VA 22801, United States -
Schrock Financial
● OpenSchrock Financial, located at 4145 Quarles Court in Harrisonburg, Virginia, is a finance institution that believes in making finances less stressful and more approachable. With a team that has diverse backgrounds in economics, education, engineering, and banking, we offer a holistic approach to managing your finances. We believe in discussing financial strategies around a table, not behind a desk, to ensure that your financial decisions align with your values and goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us at [email protected] or (540) 437-9929 to schedule a consultation and take the first step towards financial peace of mind.
4145 Quarles Ct, Harrisonburg, VA 22801, United States -
Financial Wellness Planning, LLC.
● OpenFinancial Wellness Planning, LLC. is a leading finance institution located at 1782 Jefferson Highway in Fishersville, Virginia, United States. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment strategies. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, our personalized approach will help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1782 Jefferson Hwy Unit F, Fishersville, VA 22939, United States -
Merrill Lynch Financial Advisor Dan Sheehan
● ClosedMerrill Lynch Financial Advisor Dan Sheehan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to understanding your values and helping you achieve your financial goals. With a focus on one-on-one conversations and communication, the team works to develop personalized strategies to manage risk and work towards the returns necessary to help you achieve your objectives. As a CERTIFIED FINANCIAL PLANNER™ certificant, Dan Sheehan holds himself to the highest standards of professional competency and ethical practices. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Dan Sheehan can help you build and document a personalized plan centered on your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team is dedicated to helping you pursue what matters most to you. With a focus on open communication and a clear understanding of your goals and expectations, Merrill Lynch Financial Advisor Dan Sheehan is committed to putting your best interests first.
650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, United States -
Merrill Lynch Financial Advisor John Dozier
● ClosedMerrill Lynch Financial Advisor John Dozier, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is a finance institution dedicated to working closely with successful individuals and families to create personalized wealth strategies that align with their priorities, values, needs, and goals. John Dozier, with a background in Asset Management and derivative strategies for institutional clients, holds a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He is a Certified Private Wealth Advisor® (CPWA®) and is a member of the Southern Environmental Law Center’s Next30 committee. John believes in creating a financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By understanding each client's unique investment personality and life priorities, Merrill Lynch Wealth Management Advisors like John Dozier aim to design a customized approach that reflects individual needs and financial situations. With access to Merrill's investment insights and banking solutions from Bank of America, clients can receive comprehensive financial guidance to help them achieve their goals. John's mission is to understand each client personally and help them implement a plan to manage, grow, and preserve their wealth while addressing investment risk. By staying in touch with clients to discuss changes in their lives and financial markets, John aims to help clients stay on track towards their financial goals. With a dedication to putting clients first, Merrill Lynch Financial Advisor John Dozier offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, United States -
Miller Financial Group
● OpenMiller Financial Group is a leading finance institution located at 100 10th Street Northeast in Charlottesville, Virginia, United States. With a team of experienced financial professionals, we offer a wide range of financial services to help our clients achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to meet the unique needs of each individual. Trust Miller Financial Group to provide expert guidance and support on your financial journey.
100 10th St NE, Charlottesville, VA 22902, United States -
United Wealth Management, LLC
● OpenUnited Wealth Management, LLC is a finance institution located at 818 Village Road in Charlottesville, Virginia, United States. Specializing in PRAP Management and Financial Life Planning for pilots at United Airlines, the institution is a fee-only, independent Registered Investment Advisor. What sets United Wealth Management apart is that the advisors are also United Pilots, with firsthand experience in the industry. Alan, the founder, comes from a family of United Airlines employees and has a background in finance and aviation. Dan, the partner, is a military pilot and Certified Financial Planner™ professional. Together, they offer personalized financial advice and investment management based on a comprehensive life plan tailored to each client's individual goals and needs. United Wealth Management manages portfolios using globally diversified funds from Dimensional Fund Advisors, with a focus on long-term returns rather than market timing. The institution's value proposition is to help clients define, plot, and stay on course towards their financial goals, providing accountability, awareness, and advice along the way. The advisors believe in a life-centered approach to investment management, listening to each client's unique story and ambitions to create a personalized plan. Initial meetings are complimentary and focus on getting to know the client and their goals. Whether meeting in person or online, United Wealth Management offers flexible and convenient options for financial life planning.
818 Village Rd, Charlottesville, VA 22903, United States -
American Financial Planning, Inc.
● ClosedAmerican Financial Planning, Inc. is a reputable finance institution located at 541 Luck Avenue Southwest in Roanoke, Virginia, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your children's education, our experts are here to provide tailored solutions to meet your needs. Trust American Financial Planning, Inc. to guide you towards a secure financial future.
541 Luck Ave SW # 304, Roanoke, VA 24016, United States -
Wanda Kilman Pittman, ChFC
● ClosedWanda Kilman Pittman, ChFC is a reputable financial institution located at 3536 Brambleton Avenue in Roanoke, Virginia, United States. Specializing in finance, they offer expert advice and services to help individuals and businesses achieve their financial goals. With a focus on professionalism and integrity, Wanda Kilman Pittman, ChFC is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trustworthy and experienced, they are committed to helping their clients secure a stable and prosperous financial future.
3536 Brambleton Ave # 1B, Roanoke, VA 24018, United States -
River Birch Wealth Management
● ClosedRiver Birch Wealth Management is a leading finance institution located at 2650 Electric Road in Roanoke, Virginia, United States. Our team of experienced professionals are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, River Birch Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and start on the path towards financial success.
2650 Electric Rd Ste D, Roanoke, VA 24018, United States
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