Occoquan, VA Financial Advisors and Resources

Financial Advisor Firms in Occoquan, VA



(571) 427-2903

300 Ellicott Street
Suite C
Occoquan, VA 22125

SEC#: 801-117032
Years in Business: 2 years

How Retirement-Friendly is Occoquan, VA?

  • Population: 1,174
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $412,000
  • Average Monthly Housing Cost: $1,916
  • Average Household Income: $128,855
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)

Occoquan, VA Financial Advisor FAQs

The CERTIFIED FINANCIAL PLANNER™ Board of Standards offers a search for registered investment advisors certified by the Financial Industry Regulatory Authority.
Aside from successful dealings in the past, also ask a financial advisor about blips in his/her career so far and how he/she has managed them. This way, you can check how he/she handles problems that may inevitably get in the way while managing your finances.
A financial advisor advises clients on how to handle their personal finances in an effort to meet, or at least approximate specific financial goals. This advice can come as either passive guidance or as hands-on portfolio management.
A financial advisor can be a major asset when it comes to making the right financial decisions. They possess good knowledge in financial markets, investments, and other aspects of money management.