Wealth Management in Manassas, VA

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List of Firms

Manassas, VA Wealth Management Firms

PrimeauMayer Financial
5 out of 5
Location 7900 Sudley Rd Suite 806, Manassas, VA 20109, USA
Phone (571) 252-7111
Alliant Wealth Advisors
SEC File# 801-110601
CRD# 116360
Location 9161 Liberia Ave #100, Manassas, VA 20110, USA
Phone (703) 878-9050
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
Carradice Wealth Advisors, Ameriprise Financial
Location 8802 Sudley Rd # 212, Manassas, VA 20110, USA
Phone (703) 590-0326
Raymond James
Location 7548 Diplomat Dr, Manassas, VA 20109, USA
Phone (901) 818-6500
Rosenthal Wealth Management Group
SEC File# 801-47342
CRD# 13572
4 out of 5
Location 9265 Corporate Cir, Manassas, VA 20110, USA
Phone (703) 330-3100
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Legacy Wealth Management, Inc.
SEC File# 801-117015
CRD# 304659
5 out of 5
Location 10432 Balls Ford Rd #100, Manassas, VA 20109, USA
Phone (703) 457-9940
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Authentic Wealth Partners
Location 12233 Purcell Rd, Manassas, VA 20112, USA
Phone (703) 218-3945
Truist Wealth
Location 9200 Church St Suite 100, Manassas, VA 20110, USA
Phone (703) 368-4970
Edward Jones - Financial Advisor: Joe Castelli
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10688-A Crestwood Dr, Manassas, VA 20109, USA
Phone (703) 330-2521
Scott Stringfellow Inc
Location 9200 Church St # 100, Manassas, VA 20110, USA
Phone (703) 368-4970
Battlefield Wealth Planning - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 9117 Center St, Manassas, VA 20110, USA
Phone (703) 335-9887
Patrick Langdon - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9117 Center St, Manassas, VA 20110, USA
Phone (703) 335-9887
Van Metre Financial Management
Location 10367 Leighton Pl, Manassas, VA 20110, USA
Phone (703) 330-1437
Benjamin Hazekamp - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9073 Center St, Manassas, VA 20110, USA
Phone (877) 944-8562
Miller Investment Management, DBA
Location 8805 Sudley Rd Suite #102, Manassas, VA 20110, USA
Phone (703) 401-3672
McDermott-Armati Wealth Strategies LLC
Location 7548 Diplomat Dr, Manassas, VA 20109, USA
Phone (571) 292-1531
Beach, Blake & Associates Financial Services, LLC
SEC File# 801-63771
CRD# 125117
Location 8405 Dorsey Cir #202, Manassas, VA 20110, USA
Phone (703) 368-7960
Merrill Edge
Location 10050 Market St, Manassas, VA 20110, USA
Phone (703) 392-4512
Whitlock Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9073 Center St, Manassas, VA 20110, USA
Phone (877) 944-8562
First Command
Location 7960 Donegan Dr Suite 228, Manassas, VA 20109, USA
Phone (703) 396-9201
Buchanan Wealth Management
SEC File# 801-122567
CRD# 316629
5 out of 5
Location 11710 Plaza America Dr #2000, Reston, VA 20190, USA
Phone (703) 956-2633
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
Sung Lee - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 9073 Center St, Manassas, VA 20110, USA
Phone (703) 492-7732
Lee & Mason Financial Services Inc
1 out of 5
Location 9432 Innovation Dr, Manassas, VA 20110, USA
Phone (800) 820-4606
Values Based Wealth Management
Location 5312 Cat Tail Ct, Centreville, VA 20120, USA
Phone (703) 222-1300
Sunrise Wealth Management, Inc.
Location 11909 Sentinel Point Ct, Reston, VA 20191, USA
Phone (703) 891-9020
Whitlock Wealth Management - Ameriprise Financial Services, LLC
Location 12848 Harbor Dr Ste 101, Lake Ridge, VA 22192, USA
Phone (703) 492-7732
AOG Wealth Management Inc.
3 out of 5
Location 11911 Freedom Dr, Reston, VA 20190, USA
Phone (703) 757-8020
Wealth Management in Manassas, VA

Where Wealth Management Advisors in Manassas, VA Serve

Manassas is a city in Northern Virginia. It is the county seat of Prince William County and was named for General Thomas J. "Stonewall" Jackson. The city has a population of about 41,000. Major landmarks in Manassas include the courthouse, the railroad depot, and the Stonewall Jackson monument. The top employers in Manassas are the federal government, Prince William County government, and ManTech International. Major highways and streets in Manassas include I-66 and US-29. The neighborhoods in Manassas are mostly suburban.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Most people think of banks as places where you go to save money or get a loan. But banks provide a wide range of services that many people may not be aware of. For example, did you know that most banks offer free checking accounts? Or that they will cash checks for you without charging a fee? Banks also offer a variety of loans, including personal loans, car loans, and home mortgages. In addition, many banks now have online banking capabilities which allow you to do your banking transactions from the comfort of your own home.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Manassas, VA. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Manassas, VA is responsible for preparing and filing taxes for individuals and businesses. They must be familiar with the latest tax laws and regulations, as well as the various deductions and credits that are available. Tax accountants may also be called upon to represent their clients in negotiations with the IRS.

Financial Advisor

A financial advisor in Manassas, VA helps individuals and businesses plan and manage their finances. They offer guidance on investments, insurance, taxes, and other money-related matters. Financial advisors typically have a degree in finance or economics, and must be registered with the Securities and Exchange Commission (SEC).

Insurance Broker

An insurance broker in Manassas, VA helps people find the best rates and coverage for their car, home, and health insurance. They work with a variety of companies to get the best deals for their clients. Many brokers are also licensed agents, which means they can help you buy life insurance, disability insurance, and other types of coverage.

Mortgage Loan Officer

Mortgage loan officers in Manassas, VA work with clients to help them obtain mortgages. They work with clients to understand their needs and find the best mortgage for them. They also work with lenders to get the best rates for their clients. Mortgage loan officers in Manassas, VA are important members of the community, and they work hard to help their clients get into their dream homes.

Estate Planning Lawyer

An estate planning lawyer in Manassas, VA can help you create a will, power of attorney and other legal documents to ensure that your assets are distributed according to your wishes after you die. They can also help you plan for the future care of your children or pets if something happens to you.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs