Best Financial Advisors in Alexandria, VA

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Alexandria, VA Fiduciary Financial Advisors

Ralph Hendry
Location 218 N Lee St, Alexandria, VA 22314, USA
Phone (202) 294-6887
Edward Jones - Financial Advisor: David Tovey, CFP®|CPWA®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 728 Jefferson St, Alexandria, VA 22314, USA
Phone (703) 548-1198
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Eric Lantz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

3 out of 5

Location 2000 Duke St Ste 300, Alexandria, VA 22314, USA
Phone (703) 518-4184
Time Monday: 10:00 AM – 6:00 PM Tuesday: 10:00 AM – 6:00 PM Wednesday: 10:00 AM – 6:00 PM Thursday: 10:00 AM – 6:00 PM Friday: 10:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Morgan Stanley Financial Advisors

2 out of 5

Location 333 John Carlyle St Suite 650, Alexandria, VA 22314, USA
Phone (703) 549-8282
Merrill Lynch Wealth Management Advisor Greg Hassett
Location 1900 Duke St Suite 400, Alexandria, VA 22314, USA
Phone (703) 838-6837
Edward Jones - Financial Advisor: Darren N Aversa
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2801 Richmond Hwy Suite 1, Alexandria, VA 22301, USA
Phone (703) 519-2122
David M Reynolds - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2000 Duke St Ste 300, Alexandria, VA 22314, USA
Phone (703) 518-4184
Edward Jones - Financial Advisor: Joel A Patierno, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2312 Mt Vernon Ave Ste 205, Alexandria, VA 22301, USA
Phone (703) 548-3928
Edward Jones - Financial Advisor: Rachel Eisenhart, CFP®|ChFC®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 1700 Diagonal Rd Suite 630, Alexandria, VA 22314, USA
Phone (703) 685-9910
Katz Family Financial Advisors
SEC File# 801-81034
CRD# 133600
Location 3307 Duke St, Alexandria, VA 22314, USA
Phone (703) 822-5121
8th Street Investments LLC
Location 108 N Payne St, Alexandria, VA 22314, USA
Phone (703) 519-0962
Merrill Lynch Wealth Management Advisor Marilyn Hoosen
Location 1900 Duke St, Alexandria, VA 22314, USA
Phone (703) 838-6815
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About Alexandria, VA

Alexandria is located in Northern Virginia and is bordered by Washington, D.C. to the south and east and Fairfax County to the north and west. The city has a population of approximately 150,000 and is home to many notable landmarks, including the George Washington Masonic National Memorial, the Torpedo Factory Art Center, and the Stabler-Leadbeater Apothecary Museum. Alexandria's top employers include the U.S. Federal Government, the City of Alexandria, and Inova Health System. Major highways in the city include Interstate 395 and Virginia State Route 7. The neighborhoods of Old Town Alexandria, Beverley Hills, and Potomac West are popular among residents.

Where Certified Financial Advisors in Alexandria, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Alexandria, VA have a number of banking options to choose from. Banks offer a variety of services, including checking and savings accounts, loans, and mortgages. Residents can also use banks to invest their money in stocks or mutual funds. Each bank has its own set of policies and procedures, so it's important for residents to shop around and find the bank that best meets their needs.

Insurance Broker

Residents of Alexandria, VA can rely on insurance brokers to help them find the best coverage for their needs. Insurance brokers have access to a variety of policies from a variety of providers, so they can help residents find the right policy at the right price. In addition, insurance brokers are experts in insurance and know how to read policy contracts so that residents can make informed decisions about their coverage.

Retirement Planning

Financial advisors in Alexandria, VA can help residents with retirement planning. There are a few key things that advisors can do to help residents prepare for their retirement. Advisors can help residents create a budget and save for retirement. They can also help residents invest their money wisely so they will have enough money to live on during retirement.

Wealth Management

Alexandria, VA is a city with a lot of history and culture. It's also home to many high-net-worth individuals who need help managing their wealth. That's where wealth management comes in. Wealth management firms can provide a wide range of services, from investment advice to tax planning to estate planning. They can also help you stay on top of your financial situation and make sure you're taking advantage of all the tax breaks available to you. If you're looking for a reliable, experienced wealth management firm in Alexandria, VA, contact us today.

Estate Planning Lawyer

Estate planning lawyers in Alexandria, VA can help residents create wills and trusts which will ensure their assets are distributed in the manner they choose. They can also help residents set up guardians for their children in the event of something happening to them, and can advise on tax implications of estate planning.

Mortgage Loan Officer

Mortgage loan officers in Alexandria, VA can help residents find the best mortgage products for their needs. They can also help people understand the mortgage process, and work with them to get the best rates possible. In addition, mortgage loan officers can help borrowers understand what they need to do in order to get a home loan.

Tax Services

Tax accountants are a valuable resource for Alexandria, VA residents. They can help residents understand their tax liability and file their taxes correctly. tax accountants can also help residents take advantage of tax deductions and credits that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alexandria, VA