Best Financial Advisors in Chantilly, VA

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List of Firms

Chantilly, VA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jack D Lonergan, AAMS™|CRPS®
SEC File# 801-3297
CRD# 250
Location 14165 Robert Paris Ct Suite B, Chantilly, VA 20151, USA
Phone (703) 880-4637
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Investment & Resource Planning
Location 4400 Fair Lakes Ct # 70, Fairfax, VA 22033, USA
Phone (703) 890-0410
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Wells Fargo Advisors
Location 14430 Chantilly Crossing Ln, Chantilly, VA 20151, USA
Phone (703) 378-5216
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Federal Financial Management
Location 14151 Newbrook Dr #200, Chantilly, VA 20151, USA
Phone (703) 234-6300
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Wells Fargo Advisors
Location 13960 Lee Jackson Memorial Hwy, Chantilly, VA 20151, USA
Phone (703) 934-1823
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Agora Growth Advisors, CPAs, PC
Location 13302 Scotch Run Ct, Centreville, VA 20120, USA
Phone (703) 348-0622
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Proventus Investment Co Inc
Location 4679 Autumn Glory Way, Chantilly, VA 20151, USA
Phone (703) 968-9431
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Patrick Bryant Jacobeen: Primerica - Financial Services
Location 14175 Sullyfield Cir STE 302, Chantilly, VA 20151, USA
Phone (703) 606-5914
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Bankers Life
SEC File# 801-106953
CRD# 281285
3 out of 5
Location 4501 Singer Ct Ste 160, Chantilly, VA 20151, USA
Phone (703) 378-8223
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INTEGRATED FINANCIAL PARTNERS
Location 4000 Legato Rd #410, Fairfax, VA 22033, USA
Phone (703) 840-4300
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Regency Investments
Location 4511 Singer Ct # 150, Chantilly, VA 20151, USA
Phone (703) 378-7339
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Empire Investments LLC
Location 3703 Valley Oaks Dr, Fairfax, VA 22033, USA
Phone (703) 942-9910
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Thrivent Financial
Location 14157A Robert Paris Ct, Chantilly, VA 20151, USA
Phone (703) 631-3898
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C Mark Gurley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3201 Jermantown Rd Ste 575, Fairfax, VA 22030, USA
Phone (703) 273-2937
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Allstate Personal Financial Representative: Sharon Driscoll
Location 4215 Walney Rd STE T, Chantilly, VA 20151, USA
Phone (703) 803-8191
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Pegasus Financial Group
Location 4211 Pleasant Valley Rd #260, Chantilly, VA 20151, USA
Phone (703) 956-6662
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WiserAdvisor
Location 12150 Monument Dr #700, Fairfax, VA 22033, USA
Phone (703) 651-2060
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Bia Capital
Location 15120 Enterprise Ct # 100, Chantilly, VA 20151, USA
Phone (703) 818-8115
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Spectrum Capital Financial Network
Location 14158 Willard Rd, Chantilly, VA 20151, USA
Phone (703) 263-9183
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Opta Financial
Location 3975 Fair Ridge Dr, Fairfax, VA 22033, USA
Phone (571) 208-6971
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Edward Jones - Financial Advisor: Robb C Mitchell
SEC File# 801-3297
CRD# 250
Location 14520 Avion Pkwy Suite 320, Chantilly, VA 20151, USA
Phone (703) 953-1073
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Ly Hai Nguyen: Primerica - Financial Services
Location 14120 Newbrook Dr STE 258, Chantilly, VA 20151, USA
Phone (703) 628-0550
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Kowal Financial Advisors
SEC File# 801-108211
CRD# 283816
5 out of 5
Location 12015 Lee Jackson Memorial Hwy Suite 110, Fairfax, VA 22033, USA
Phone (571) 800-0872
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Allstate Personal Financial Representative: Linda Murray
Location 14511 Lee Jackson Memorial Hwy # N, Chantilly, VA 20151, USA
Phone (703) 282-1719
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Elsie Theodore: Primerica - Financial Services
Location 14175 Sullyfield Cir STE 302, Chantilly, VA 20151, USA
Phone (917) 975-4445
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Securities America Inc
Location 4001 Dogberry Ln, Fairfax, VA 22033, USA
Phone (703) 543-8972
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Adler Financial Group
Location 4221 Walney Rd, Chantilly, VA 20151, USA
Phone (703) 631-1029
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John Estes - Raymond James
Location 4114 Legato Rd Fl 5, Fairfax, VA 22033, USA
Phone (703) 218-3737
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BIA Advisory Services, LLC
Location 14150 Parkeast Cir #110, Chantilly, VA 20151, USA
Phone (703) 818-2425
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Jack Shiao
Location 14001 Metrotech Dr, Chantilly, VA 20151, USA
Phone (703) 633-3412
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Primerica
4 out of 5
Location 14120 Newbrook Dr Suite 258, Chantilly, VA 20151, USA
Phone (703) 628-0550
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Transcendent Wealth - Ameriprise Financial Services, LLC
Location 4000 Legato Rd Ste 1100, Fairfax, VA 22033, USA
Phone (703) 869-7956
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Woodbury Financial Services, Inc.
SEC File# 801-54905
CRD# 421
Location 4437 Brookfield Corporate Dr #204, Chantilly, VA 20151, USA
Phone (703) 967-9494
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Edward Jones - Financial Advisor: Gene A Summerlin II, CFP®
SEC File# 801-3297
CRD# 250
Location 13135 Lee Jackson Memorial Hwy Suite 380, Fairfax, VA 22033, USA
Phone (703) 631-4698
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Gladwyn Financial Advisors, Inc.
Location 13603 Gladwyn Ct, Chantilly, VA 20151, USA
Phone (703) 810-8424
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James Pace - Thrivent
Location 14157 Robert Paris Ct Suite A, Chantilly, VA 20151, USA
Phone (561) 207-2408
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
4 out of 5
Location 4000 Legato Rd 8th Floor, Fairfax, VA 22033, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Clarion Wealth Management Partners
Location 12500 Fair Lakes Cir # 250, Fairfax, VA 22033, USA
Phone (703) 631-4800
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Masis Investments
Location 4215 Walney Rd, Chantilly, VA 20151, USA
Phone (703) 263-0384
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Jason Dunn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 14159 Robert Paris Ct Ste B, Chantilly, VA 20151, USA
Phone (703) 560-5600
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Murray Financial Inc
SEC File# 801-111055
CRD# 158043
Location 13603 Gladwyn Ct, Chantilly, VA 20151, USA
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Enterprise Financial Consulting
Location 14101 Sullyfield Cir, Chantilly, VA 20151, USA
Phone (703) 716-0500
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Hammad Raza Rizvi: Primerica - Financial Services
Location 14120 Newbrook Dr STE 258, Chantilly, VA 20151, USA
Phone (703) 628-0550
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Edward Jones - Financial Advisor: Lindsay Veleber
5 out of 5
Location 13350 Franklin Farm Rd Suite 350, Herndon, VA 20171, USA
Phone (703) 435-1247
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Financial Advisors in Chantilly, VA

Where Certified Financial Advisors in Chantilly, VA Serve

Chantilly, Virginia is a bustling town with a rich history and a multitude of landmarks. From the National Air and Space Museum's Steven F. Udvar-Hazy Center to the Sully Historic Site, there is no shortage of places to explore. Major highways like Route 50 and the Dulles Toll Road make commuting easy, while neighborhoods such as South Riding and Franklin Farm offer a variety of housing options. Top employers in the area include Booz Allen Hamilton, Northrop Grumman, and Amazon Web Services, providing ample job opportunities for residents. With its mix of history, culture, and modern amenities, Chantilly is a vibrant community that continues to grow and thrive.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Chantilly, VA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This is especially important in Chantilly, which is known for its high cost of living and competitive job market. A financial advisor can help residents navigate these challenges by providing advice on budgeting, saving for retirement, investing in the stock market, and managing debt. Additionally, a financial advisor can help residents take advantage of the many tax benefits and incentives available in Virginia, such as the Virginia 529 college savings plan and the Virginia state tax credit for contributions to a retirement account. Overall, a financial advisor can be an invaluable resource for residents of Chantilly looking to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Chantilly, VA can benefit greatly from the assistance of an insurance broker. With a variety of insurance options available, it can be overwhelming to navigate the complex world of insurance on your own. An insurance broker can help residents of Chantilly, VA find the right coverage for their unique needs and budget. For example, with its proximity to Washington D.C., residents of Chantilly may require specialized insurance coverage for their high-value homes or unique vehicles. An insurance broker can help residents of Chantilly, VA navigate these specific insurance needs and find the right coverage to protect their assets. Additionally, an insurance broker can help residents of Chantilly, VA save money by comparing rates and finding the best deals on insurance policies.

Retirement Planning

Residents of Chantilly, VA could greatly benefit from the services of a retirement planner. One specific way a retirement planner could help is by providing guidance on how to manage retirement savings in a high-cost-of-living area. Chantilly, VA is located in Fairfax County, which is known for its expensive housing market and high taxes. A retirement planner could help residents navigate these financial challenges and develop a plan to ensure their retirement savings will last through their golden years. Additionally, a retirement planner could provide advice on how to maximize Social Security benefits and create a comprehensive retirement income strategy tailored to the unique needs and goals of Chantilly residents.

Wealth Management

Residents of Chantilly, VA could benefit from a wealth manager in a number of ways. One of the most common ways would be through investment advice and management. Chantilly is a rapidly growing area with a strong economy, which means there are plenty of investment opportunities available. A wealth manager could help residents navigate these opportunities and make informed decisions about where to invest their money. They could also provide guidance on retirement planning, estate planning, and tax strategies. With the help of a wealth manager, residents of Chantilly could feel confident that their financial future is secure and that they are making the most of their hard-earned money.

Mortgage Loan Officer

Residents of Chantilly, VA can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help Chantilly residents is by providing them with guidance and support throughout the home buying process. Chantilly is a growing community with a diverse population, and navigating the local housing market can be challenging. A mortgage loan officer can help residents understand the different types of mortgages available, as well as the requirements and qualifications for each. They can also assist with the pre-approval process, helping residents determine how much they can afford to borrow and what their monthly payments will be. With the help of a mortgage loan officer, Chantilly residents can make informed decisions about their home purchase and secure the financing they need to achieve their goals.

Tax Services

Residents of Chantilly, VA can benefit greatly from the expertise of a tax advisor. With the high cost of living in the area, a tax advisor can help residents navigate the complex tax laws and regulations to maximize their deductions and credits, ultimately saving them money. Additionally, Chantilly is home to a significant number of small business owners, who can benefit from a tax advisor's guidance on tax planning, compliance, and strategies for minimizing tax liabilities. With the ever-changing tax laws and regulations, a tax advisor can also help Chantilly residents stay up-to-date on the latest changes and how they may impact their tax situation. Overall, a tax advisor can provide valuable guidance and support to help Chantilly residents make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Chantilly, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important for Chantilly residents, as the town is home to many families and individuals with significant assets. An estate planning lawyer can also assist with the probate process, ensuring that assets are distributed according to the wishes of the deceased and that any outstanding debts are paid. Additionally, an estate planning lawyer can help with tax planning, ensuring that Chantilly residents are able to minimize their tax liabilities and maximize their financial well-being. Overall, an estate planning lawyer can provide invaluable assistance to Chantilly residents, helping them to protect their assets and plan for the future.

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FAQs About Personal Financial Advisors in Chantilly, VA