Tax mitigation strategies in Virginia

Potomac Wealth & Tax LLC, located at 802 Brethour Court in Sterling, Virginia, offers tax services and wealth management services to individuals and small businesses. Led by licensed CPA and financial advisor Michael Westwick, the institution prides itself on getting to know clients' needs and creating customized plans to help them achieve their financial goals. With over eight years of experience, Westwick has successfully lowered clients' tax liability for nearly a decade. As an Avantax affiliated institution, Potomac Wealth & Tax LLC provides investment products and services through its representatives while also offering tax and legal services through independent outside businesses. Whether you're looking to start planning for your future or need assistance with your current financial situation, Potomac Wealth & Tax LLC is here to help you every step of the way. Please consult legal or tax professionals for specific information regarding your individual situation.

Advantage Accounting & Tax Solutions, Inc. is a reputable accounting and finance institution located at 2771 Rockfish Valley Highway in Nellysford, Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning. Whether you are an individual or a business owner, Advantage Accounting & Tax Solutions, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can help you manage your finances effectively.

The Optimal Financial Group LLC is a finance institution located at 358 McLaws Circle in Williamsburg, Virginia, United States. Our priority is always our clients' interests, and we offer a range of services including tax preparation, tax mitigation and planning, asset protection, risk management, and wealth accumulation. Our team specializes in creating personalized financial plans tailored to the unique needs of each business. Visit us at 21021 Springbrook Plaza Dr., Suite 160 in Klein, TX 77379 to learn more about how we can help you achieve your financial goals.

Edelman Financial Engines is a leading financial institution located at 1800 Diagonal Road in Alexandria, Virginia, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Allegiance Advisory Group LLC is a premier financial advisory institution located at 12950 Worldgate Drive in Herndon, Virginia. Specializing in solving complex problems and driving strategic change, we are dedicated to providing our clients with world-class financial advisory services, solutions, and capabilities. Our team understands that risk never stops, which is why we offer effective risk, audit, and compliance solutions to ensure the success of our clients. With a focus on delivering practical and results-driven solutions, Allegiance Advisory Group LLC is committed to helping businesses thrive and achieve their strategic goals.

The Capital Management Group is a team of experienced investment advisors located at 1101 30th Street Northwest in Washington, D.C. They provide expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management and risk mitigation, The Capital Management Group is dedicated to helping individuals and businesses navigate the complexities of the financial markets. Trustworthy and reliable, they are committed to providing top-notch service and maximizing returns for their clients.

Hall Wealth Management Group is a leading finance institution located at 228 South Washington Street in Alexandria, Virginia. With a team of experienced financial advisors, we specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, our dedicated team is here to guide you every step of the way. Trust Hall Wealth Management Group to provide expert financial advice and exceptional service tailored to your unique needs.

Empirical Corporation, located at 1199 North Fairfax Street in Alexandria, Virginia, is a leading institution in the fields of accounting and finance. Since 1997, we have been elevating leaders to drive transformational change and mission success, going beyond compliance to improve financial performance, and accelerating results through automation and modernization. Our team of diverse and certified experts is dedicated to providing insightful and actionable intelligence to improve decision-making. At Empirical, we are known for our reputation as a trusted advisor and reliable solutions provider to financial, IT, and program leaders across the Federal Government. We offer a wide range of services including financial management, risk mitigation, audit readiness, strategic planning, advisory services, and innovative finance and analytics technology solutions.

Jason Dunn is a Financial Advisor at Ameriprise Financial Services, LLC located at 14159 Robert Paris Court, Chantilly, Virginia, United States. Jason holds various certifications including 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®. These certifications demonstrate Jason's expertise in asset management, investment strategies, retirement planning, estate planning, and more. As a trusted financial advisor, Jason is committed to providing personalized and comprehensive financial planning services to individuals and small business owners. Contact Jason Dunn today for expert financial advice and guidance.

Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is a prestigious financial institution located at 1501 K Street Northwest in Washington, District of Columbia, United States. Specializing in providing comprehensive financial services, the team at Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, this institution offers personalized solutions tailored to each client's unique needs. Trustworthy and experienced, Kayvon Sarmadi, CEPA - UBS Financial Services Inc. is a top choice for individuals seeking sound financial advice and guidance.

Merrill Lynch Financial Advisor Paul Juergensen, located at 1152 15th Street Northwest in Washington, D.C., has over three decades of experience serving a loyal and growing circle of ambitious clients and their families. With a focus on optimizing clients' wealth through a personalized approach, Paul has successfully navigated market volatility and helped clients mitigate investment risk through diversification. His rigorous training and industry credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Manager Analyst® (CIMA®) designation, and Certified Private Wealth Advisor® (CPWA®) designation, allow him to provide high-net-worth individuals with expert guidance. Paul's planning-based approach, tailored to each client's unique goals and concerns, is ongoing and designed to help clients achieve financial success. As a Portfolio Manager, Paul can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Committed to giving back to the community, Paul volunteers with local organizations and supports non-profit causes. With access to the global resources of Merrill, Paul and his team are dedicated to building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and manage investment risk.

Ramella & Associates is a reputable insurance agency located at 2113 College Avenue in Bluefield, Virginia, United States. With a team of experienced professionals, we provide a wide range of insurance services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best rates. Our personalized approach and commitment to customer satisfaction set us apart from other agencies. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Vertical Vision Plc is a legal counsel and consulting firm located at 6210 Shelter Cove Circle, Midlothian, Virginia, United States. We specialize in helping clients navigate financial risks and "change agent" risks, providing solutions to help them reach their goals. At Vertical Vision, we see the law as a tool to get things done, whether it's creating a mixed-use community, structuring a tax-benefited transaction, or developing a sustainable landscape. Just as the value of a property increases when it "goes vertical," we help our clients turn their visions into reality.

Global Accounting is a leading institution located at 1629 K Street Northwest, Washington, District of Columbia, United States. Specializing in accounting and finance, we are dedicated to providing top-notch services to businesses in various industries. Our commitment to sustainability drives our energy initiatives, as we strive to harness clean and renewable sources to power a brighter and more sustainable future. At the heart of international commerce, our logistics expertise ensures seamless global supply chain management, connecting businesses with markets worldwide.

Integrity Financial Planning, Inc. is a finance institution located at 1315 2nd Street Southwest in Roanoke, Virginia, United States. We serve as financial coaches, assisting our clients in building retirement strategies that align with their values and goals. As an independent registered investment advisor and fiduciary, we prioritize our clients' best interests. Our services include wealth preservation, tax mitigation, charitable giving, wealth transfer, and private wealth management. We understand that each client has unique needs and risk tolerance, so we customize plans accordingly. We begin by gaining a deep understanding of our clients' dreams and concerns, then design retirement strategies that fit their lifestyle and consider various factors such as taxation and risk tolerance. Through constant monitoring and adjustments, we ensure that the plan continues to meet our clients' evolving needs.

James River Advisors - William Tim Bourne is a reputable finance and insurance agency located at 1703 Enterprise Drive in Lynchburg, Virginia, United States. With a team of experienced professionals led by William Tim Bourne, they provide expert financial advice and insurance solutions to individuals and businesses. Their personalized approach and commitment to client satisfaction have earned them a strong reputation in the industry. Whether you are looking for investment guidance or insurance coverage, James River Advisors - William Tim Bourne is the go-to institution for all your financial needs.

Bell & Associates Wealth Management is a leading finance institution located at 13924 Coalfield Commons Place in Midlothian, Virginia, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for college, or investing for the future, we are here to provide expert guidance and support every step of the way. Trust Bell & Associates Wealth Management to help you secure a stable financial future.

Colonial River Wealth Management is a premier finance institution located at 340 Browns Hill Court in Midlothian, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Contact us today to learn more about how Colonial River Wealth Management can help you secure your financial future.

C&F Wealth Management Office is a renowned finance and insurance agency located at 1400 Alverser Drive in Midlothian, Virginia, United States. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning, investment management, and risk mitigation, we provide our clients with the tools and resources they need to secure their financial future. Trust C&F Wealth Management Office to guide you towards financial success and peace of mind.

Greenwood Financial Group is a leading finance institution located at 3761 Westerre Parkway in Richmond, Virginia, United States. We specialize in providing comprehensive financial services to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management. At Greenwood Financial Group, we prioritize transparency, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Cobec Consulting, Inc. is a finance institution located at 500 L'Enfant Plaza Southwest in Washington, District of Columbia, United States. With a team of experienced financial experts, Cobec Consulting, Inc. offers a wide range of financial services including investment management, financial planning, and risk assessment. Clients can expect personalized and strategic financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or manage financial risk, Cobec Consulting, Inc. is dedicated to helping you achieve financial success.

Virginia Global Asset Management LLC is a leading finance institution located at 409 Yarmouth Street in Norfolk, Virginia, United States. With a strong focus on asset management, our team of experts provides personalized financial solutions to help clients achieve their investment goals. From wealth management to portfolio diversification, we offer a wide range of services tailored to meet the unique needs of each individual or organization. Trust Virginia Global Asset Management LLC to provide you with the expertise and guidance needed to navigate the complexities of the financial world.

October Effect LTD RIA is a reputable finance institution located at 283 Constitution Drive in Virginia Beach, Virginia, United States. As a Registered Investment Advisor (RIA), we provide expert financial advice and investment management services to help our clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, October Effect LTD RIA is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Kris Wappaus - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2010 Corporate Ridge in McLean, Virginia, United States. As a trusted financial advisor, Kris Wappaus provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional results, Kris Wappaus is dedicated to providing expert financial advice and guidance to individuals and businesses alike. Whether you are planning for retirement, investing for the future, or managing your assets, Kris Wappaus - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Eric Schumer - RBC Wealth Management Financial Advisor is a reputable finance institution located at 8010 Towers Crescent Drive in Vienna, Virginia, United States. As a dedicated financial advisor with RBC Wealth Management, Eric Schumer provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Eric Schumer offers expert guidance and support to individuals and businesses seeking to build and preserve their wealth. Contact Eric Schumer - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.

A. Martin & Associates is a reputable institution located at 277 Hydraulic Ridge Road in Charlottesville, Virginia, United States. Specializing in providing expert consulting services in various industries, A. Martin & Associates is known for their professionalism, attention to detail, and dedication to helping clients achieve their goals. With a team of experienced professionals, they offer a wide range of services tailored to meet the unique needs of each client. Whether you are looking for strategic planning, financial analysis, or project management support, A. Martin & Associates is committed to delivering top-notch solutions that drive success.

7 Grains Planning & Investments is a premier financial institution located in Lynchburg, Virginia. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your individual needs. Visit us at 3708 Old Forest Road to learn more about how we can help you secure your financial future.

The Main Street Group is a finance institution located at 4510 Cox Road in Glen Allen, Virginia, United States. Our award-winning firm offers personalized financial strategies tailored to your unique situation. With over 32 years of experience, we will work with you to define your goals, assess your risk tolerance, and determine the best course of action for your financial future. Our client-advisor relationships are built on trust and understanding, helping you navigate the next chapter of your life with confidence. Attend one of our informational seminars to learn more about retirement income strategies, wealth management, and other key financial topics. Download our 6-page guide to learn about the potential impact of rising debt and tax increases on traditional retirement savings vehicles. Take the first step towards financial security and schedule a meeting with us today.

Closed-End Fund Advisors is a finance institution located at 7204 Glen Forest Drive in Henrico, Virginia, United States. As experts in closed-end funds, our team of advisors provides tailored investment strategies and personalized financial guidance to help clients achieve their financial goals. With a focus on maximizing returns and minimizing risk, Closed-End Fund Advisors is dedicated to providing top-notch financial services to individuals and organizations alike. Visit us today to learn more about how we can help you secure your financial future.

W. Wymond Cabell - RBC Wealth Management Financial Advisor is a premier financial institution located at 919 East Main Street in Richmond, Virginia, United States. As a trusted advisor, W. Wymond Cabell provides expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized solutions and unparalleled customer service, W. Wymond Cabell - RBC Wealth Management is committed to helping individuals and businesses navigate the complex world of finance with confidence and success.