TOP 30 Strategic planning services in Washington, Virginia

136 results found

Riggs & Company Investment Management is a reputable finance institution located at 323 West Washington Street in Petersburg, Virginia, United States. With a focus on providing expert investment management services, Riggs & Company is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses seeking professional financial guidance.

Wells Fargo Advisors is a financial institution located at 5301 Wisconsin Avenue Northwest in Washington, District of Columbia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and support to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial world and create a customized financial plan that meets your needs.

Merrill Lynch Financial Advisor Justin P. Gaither, located at 1152 15th Street Northwest in Washington, District of Columbia, offers insights, observations, and ideas to help clients achieve their financial goals. The institution provides personalized plans through Merrill Personal Wealth Analysis®, focusing on individual goals and aspirations. Gaither and his team have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The Group AG, led by Gaither, is dedicated to building strong client relationships based on trust and personalized service. With decades of experience in the financial services industry, the team is committed to fulfilling clients' needs and expectations through frequent communication, honesty, and transparency. The talented client associates strive to provide world-class service in a prompt and professional manner, aiming to eliminate stress from clients' daily routines.

Merrill Lynch Financial Advisor Philip J. Doyle is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. They offer personalized financial strategies to help clients pursue their long-term goals. Their team of specialists are dedicated to guiding investment programs and strategic decision making for institutions. Whether it's equity plan requirements or wealth and retirement planning, they provide personalized service to meet the specific needs of each client. As a Bank of America Equity Plan Consultant, they can support equity plan administration needs and help position companies as employers of choice. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Philip J. Doyle is committed to helping make financial lives better.

Merrill Lynch Financial Advisor Matthew Benton, located at 1152 15th Street Northwest in Washington, D.C., offers insights, observations, and ideas to help clients pursue their financial goals. The team is proud of their advisors who have received recognition from top financial industry publications. With the support of Merrill's global resources, the team is committed to building strong client relationships based on trust and personalized service. The Group AG, comprised of talented individuals with decades of experience, is dedicated to fulfilling client needs and expectations through frequent communication, honesty, and transparency. Since 1998, The Group AG has provided customized wealth management services to affluent individuals, families, and professionals, focusing on creating strategies based on clients' needs, priorities, hopes, and concerns. The team takes a holistic approach to wealth management, considering clients' investment objectives, time horizon, risk tolerance, and long-term goals. They offer retirement planning services, wealth transfer strategies, and liability management, in addition to access to Bank of America's resources. The team is committed to helping clients make sound strategic decisions and investment selections, with a focus on providing superior service.

Shulman Rogers is a prestigious law firm located at 8200 Greensboro Drive in McLean, Virginia, United States. Our team of highly skilled attorneys are dedicated to serving our clients' best interests above all else. We are proud to have 29 of our attorneys recognized in the 2024 edition of Best Lawyers in America® and our very own Aaron Ghais named to the 2024 Power List by The Daily Record. At Shulman Rogers, we understand the challenges and opportunities that our clients face in both their personal and business lives. Our goal is to provide sound advice and develop creative strategies to help our clients achieve their goals in the most cost-effective manner possible. Our attorneys work tirelessly to ensure that each client feels like a top priority, regardless of the size of their case.

Wilt Toikka Kraft LLP is a prestigious law firm located in the heart of Washington, D.C. at 1629 K Street Northwest. Our team of experienced lawyers specializes in a wide range of legal services, including corporate law, litigation, and regulatory compliance. With a reputation for excellence and a commitment to providing top-notch legal representation, Wilt Toikka Kraft LLP is trusted by clients across the United States. Contact us today for expert legal advice and representation.

B J Kane & Co PC is a CPA Firm located in Annandale, Virginia, just fifteen minutes from Washington, DC. Established in 1986, we specialize in providing accounting and finance services to healthcare professionals in the Washington Metropolitan area. Our team has expertise in tax planning, business consulting, estate and financial planning, and management advisory services. We have strategic business alliances to benefit our clients and are known for cultivating long-term relationships. Our sister company, Health Care Advisors, Inc. (HCA), offers health care reimbursement, compliance, and practice management consulting services. HCA also provides subcontracted services to CPA's, attorneys, and other entities seeking healthcare specialists.

Yount, Hyde & Barbour is a trusted accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. Our mission is centered around delivering excellence and earning the trust of our clients every day. We listen, learn, and strategize with our clients at the forefront of everything we do. Whether you are a business owner, a non-profit organization, or an individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer a range of services including accounting, tax, wealth management, assurance, and advisory services. Our team of experts are dedicated to minimizing your tax liabilities and positioning you for success. We are not just your accountants, we become your partners in achieving your goals. Visit one of our locations in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia to experience the Yount, Hyde & Barbour difference.

Expansion is a leading health institution located at 111 Michigan Avenue Northwest in Washington, District of Columbia. As a reputable hospital, we are committed to providing top-notch medical care and services to our patients. Our dedicated team of healthcare professionals ensures that each patient receives personalized and compassionate treatment. With state-of-the-art facilities and cutting-edge technology, Expansion is dedicated to promoting health and wellness in the community. Visit us today to experience the highest quality healthcare in Washington, DC.

PHSS Hospital Project Consulting is a leading institution in Washington, District of Columbia, specializing in providing consulting services for health and hospital projects. With a team of experienced professionals, we offer expert advice and guidance to ensure the success of hospital development and improvement projects. Our services include project management, strategic planning, feasibility studies, and operational optimization. Trust PHSS Hospital Project Consulting to deliver innovative solutions tailored to meet the unique needs of healthcare facilities in the United States.

American Law & Tax Counsel, PLLC is a comprehensive institution specializing in accounting, finance, and legal services. Located in Washington, District of Columbia, our team carefully researches your business activity to identify proper deductions with the IRS for tax optimization. We specialize in tax relief strategies for businesses of all sizes and can negotiate payment plans to fit your budget. Our tax practice covers Federal, State, Local, and Foreign taxes for individuals, businesses, partnerships, trusts, estates, and nonprofit organizations. We offer tax return preparation, planning, and representation for IRS audits, appeals, and litigation. As a debt relief agency, we assist individuals in filing for bankruptcy relief under the Bankruptcy Code when debts exceed the ability to repay. Our services include filing for Chapter 7 debt discharge and preventing cancellation of debt liability. We also handle non-dischargeable debts, student loan debt relief, and employment-related legal matters, including Federal Employment Attorney representation and Whistleblower Protection Act cases.

Yount Hyde & Barbour: Thompson Curtis CPA is a trusted accounting and finance institution located at 4405 Cox Road in Glen Allen, Virginia, United States. Our mission is to deliver excellence and earn the trust of our clients every day. We listen, learn, and strategize with you at the center of it all. Whether you are a business owner, non-profit organization, or individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer accounting, tax, wealth management, assurance, and advisory services to clients in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia. Our team of experts takes a proactive approach to tax services, working to minimize your tax liabilities and position you for success. At YHB, we blend technical expertise with cutting-edge solutions to keep you ahead of the curve. We care about you, your organization, and our communities, making us the values-oriented accounting firm you've been looking for. Visit one of our locations in Falls Church, Fredericksburg, Leesburg, Roanoke, Winchester, Middleburg, Owings Mills, or Rockville to discover how we can help you thrive.

Risk Cooperative is an innovative insurance agency located at 1135 7th Street Northwest in Washington, District of Columbia, United States. We specialize in providing risk management solutions to businesses and organizations, helping them navigate the complexities of the insurance industry and protect their assets. Our team of experts works closely with clients to identify potential risks, develop customized insurance plans, and provide ongoing support to ensure comprehensive coverage. With a focus on collaboration, innovation, and strategic thinking, Risk Cooperative is dedicated to helping clients thrive in an ever-changing world.

Highbridge is a reputable real estate agency located at 2512 Q Street Northwest in Washington, District of Columbia. With a team of experienced and knowledgeable agents, Highbridge specializes in buying, selling, and renting properties in the bustling real estate market of the nation's capital. Whether you are looking for a new home, investment property, or commercial space, Highbridge is dedicated to helping clients navigate the real estate process with professionalism and expertise. Contact Highbridge today to start your real estate journey in Washington, DC.

U.S. Customs & Border Protection (CBP) is a federal law enforcement agency headquartered at 1300 Pennsylvania Avenue NW, Washington, DC 20004, United States. As a key component of the Department of Homeland Security (DHS), CBP is dedicated to safeguarding the nation's borders and ensuring the lawful flow of goods and people into and out of the United States. The agency's multifaceted mission includes preventing the illegal trafficking of drugs, weapons, and contraband, as well as protecting against the entry of harmful pests and diseases. CBP's responsibilities also encompass enforcing immigration laws, facilitating lawful international trade and travel, and ensuring the efficient collection of import duties and taxes. With a commitment to national security and economic prosperity, CBP employs a diverse team of highly trained professionals, including border patrol agents, customs officers, agricultural specialists, and support personnel.