Wealth Management in Leesburg, VA

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List of Firms

Leesburg, VA Wealth Management Firms

SEC File# 801-110265
CRD# 155978
Location 44715 Brimfield Dr Suite 230, Ashburn, VA 20147, USA
Phone (703) 584-2701
Fellows Financial Group
5 out of 5
Location 212 E Market St, Leesburg, VA 20176, USA
Phone (703) 779-9750
SEC File# 801-60390
CRD# 111728
5 out of 5
Location 106 Harrison St SE Suite 300, Leesburg, VA 20175, USA
Phone (703) 669-6234
Toth Financial Advisory Corporation
5 out of 5
Location 608 S King St #300, Leesburg, VA 20175, USA
Phone (703) 443-8684
LII Wealth Management LLC
Location 5 Wirt St SW Suite 100, Leesburg, VA 20175, USA
Phone (571) 685-8259
Clover Leaf Wealth Strategies
Location 43177 Nikos St, Leesburg, VA 20176, USA
Phone (703) 844-9822
Morgan Stanley Financial Advisors
Location 222 Catoctin Cir SE Suite 101, Leesburg, VA 20175, USA
Phone (703) 779-1900
The Sentinel Oak Group - Morgan Stanley
Location 222 Catoctin Cir SE Suite 101, Leesburg, VA 20175, USA
Phone (703) 779-1903
Wealth Management in Leesburg, VA

Where Wealth Management Advisors in Leesburg, VA Serve

Nestled in the heart of Virginia, Leesburg is a vibrant town that boasts a rich history and a welcoming community. From its charming downtown area to its sprawling neighborhoods, Leesburg is a place that truly has something for everyone. One of the town's most notable landmarks is the historic Leesburg Courthouse, a stunning building that dates back to the 18th century. Other notable landmarks include the Morven Park Estate, the Rust Library, and the Tally Ho Theatre, all of which offer a glimpse into the town's unique history and culture. Leesburg is home to a number of top employers, including the Loudoun County Public Schools, Inova Loudoun Hospital, and the Department of Homeland Security. These employers provide a wide range of job opportunities and help to drive the town's economy forward.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Leesburg, VA can benefit greatly from the services of a bank. One of the most common ways a bank can assist is by providing access to financial resources that can help individuals and businesses in the community grow and thrive. For example, with Leesburg's growing population and thriving economy, a bank can offer loans and lines of credit to support small business owners who want to expand their operations or invest in new ventures. Additionally, a bank can provide personalized financial advice and support to help residents manage their finances more effectively, whether they are saving for retirement, planning for their children's education, or simply looking for ways to make their money go further. With its bustling downtown area, historic sites, and proximity to Washington, DC, Leesburg is a unique and vibrant community that requires a bank that is equally dynamic and responsive to its needs.

Insurance Broker

Residents of Leesburg, VA can benefit greatly from the services of an insurance broker. With the town's location in Loudoun County, which is one of the wealthiest counties in the United States, the cost of living in Leesburg is significantly higher than the national average. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage options that fit their budget. Additionally, Leesburg is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding the appropriate insurance policies to protect their business assets and mitigate risk. With the growing population and increasing demand for healthcare services, an insurance broker can also help residents find the best health insurance options that provide comprehensive coverage for medical expenses. Overall, an insurance broker can provide valuable assistance to residents of Leesburg, VA, ensuring they have the necessary coverage to protect their assets and financial well-being.

Retirement Planning

Residents of Leesburg, VA would greatly benefit from the expertise of a retirement planner. With its proximity to Washington D.C., many residents work in government or government contracting jobs, which often come with unique retirement benefits and options. A retirement planner can help navigate the complexities of federal retirement plans and ensure that residents are maximizing their benefits. Leesburg is also home to a growing number of retirees who have relocated to the area for its beautiful scenery and active lifestyle. A retirement planner can help these individuals create a comprehensive plan to ensure they have enough income to support their desired lifestyle in retirement, while also accounting for potential healthcare costs and unexpected expenses. Additionally, with the rising cost of living in Northern Virginia, a retirement planner can help residents create a plan to save for retirement while also balancing other financial priorities such as paying off a mortgage or saving for college tuition.

Financial Advisor

Residents of Leesburg, VA can benefit from the guidance of a financial advisor in several ways. Firstly, a financial advisor can help them to plan for their retirement by analyzing their current financial situation and creating a customized retirement plan that takes into account their specific needs and goals. Secondly, a financial advisor can assist residents in managing their investments, ensuring that their portfolio is diversified and aligned with their risk tolerance. Additionally, a financial advisor can provide tax planning advice, helping residents to minimize their tax liabilities and maximize their savings. Given that Leesburg, VA is a rapidly growing town with a diverse population, a financial advisor can also help residents navigate the real estate market, providing guidance on buying or selling a home and ensuring that they make informed decisions that align with their long-term financial goals. In short, a financial advisor can be a valuable resource for residents of Leesburg, VA, helping them to achieve financial stability and security.

Mortgage Loan Officer

Residents of Leesburg, VA can benefit from the expertise of a mortgage loan officer in several ways. A mortgage loan officer can help residents understand the complex mortgage process and guide them through the application process. They can also help residents secure a mortgage with favorable terms and interest rates. In Leesburg, where the real estate market is highly competitive, a mortgage loan officer can provide valuable advice on how to navigate bidding wars and secure the best deal on a home. Additionally, residents of Leesburg may have unique financial situations, such as owning a small business or working in a government job, that require specialized mortgage solutions. A mortgage loan officer can help residents find the right mortgage product to fit their specific needs and financial goals.

Tax Services

Residents of Leesburg, VA could benefit from the counsel of a tax advisor in numerous ways. With its bustling economy and thriving business community, Leesburg presents unique tax challenges to its residents. A tax advisor can help small business owners navigate the complex tax code and identify deductions that can help them save money. Additionally, residents who own rental properties in Leesburg can benefit from the expertise of a tax advisor, who can advise them on the tax implications of rental income and help them maximize their deductions. Finally, with the recent changes to the tax code, many Leesburg residents may be unsure of how to take advantage of new tax breaks. A tax advisor can help them understand these changes and ensure that they are taking full advantage of all available deductions. Overall, a tax advisor can be an invaluable resource for Leesburg residents looking to save money and minimize their tax liability.

Estate Planning Lawyer

Residents of Leesburg, VA could benefit greatly from the services of an estate planning lawyer. With a population of over 50,000, there are many individuals and families who could use assistance in planning for the future. An estate planning lawyer can help individuals create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. In addition, residents of Leesburg may face unique challenges related to their wealth, such as the need to protect assets from estate taxes or the desire to pass on a family business to future generations. An experienced estate planning lawyer can provide guidance on these complex issues and help clients make informed decisions. Overall, working with an estate planning lawyer is a wise investment for anyone who wants to ensure that their legacy is protected and their loved ones are taken care of.


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