Best Financial Advisors in Alexandria, VA

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List of Firms

Alexandria, VA Fiduciary Financial Advisors

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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Merrill Lynch Wealth Management Advisor Marilyn Hoosen
Location 1900 Duke St, Alexandria, VA 22314, USA
Phone (703) 838-6815
Directions
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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
Directions
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Katz Family Financial Advisors
SEC File# 801-81034
CRD# 133600
Location 3307 Duke St, Alexandria, VA 22314, USA
Phone (703) 822-5121
Directions
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8th Street Investments LLC
Location 108 N Payne St, Alexandria, VA 22314, USA
Phone (703) 519-0962
Directions
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Ralph Hendry
Location 218 N Lee St, Alexandria, VA 22314, USA
Phone (202) 294-6887
Directions
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Morgan Stanley Financial Advisors
2 out of 5
Location 333 John Carlyle St Suite 650, Alexandria, VA 22314, USA
Phone (703) 549-8282
Directions
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Merrill Lynch Wealth Management Advisor Greg Hassett
Location 1900 Duke St Suite 400, Alexandria, VA 22314, USA
Phone (703) 838-6837
Directions
Financial Advisors in Alexandria, VA

Where Certified Financial Advisors in Alexandria, VA Serve

Alexandria, VA is a vibrant city that boasts a rich history and a plethora of landmarks that are sure to impress. From the iconic George Washington Masonic National Memorial to the charming Old Town Alexandria, there is no shortage of things to see and do in this bustling metropolis. In terms of top employers, Alexandria is home to a diverse array of businesses, including the U.S. Department of Defense, the National Science Foundation, and the Institute for Defense Analyses. These organizations provide ample job opportunities for residents and contribute to the city's thriving economy. When it comes to major highways and streets, Alexandria is well-connected to the rest of the region via the I-495 Capital Beltway and the George Washington Memorial Parkway. Additionally, King Street and Duke Street are two of the city's main thoroughfares, providing easy access to all parts of town. Finally, Alexandria is comprised of a number of distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Alexandria, VA can benefit greatly from the services of a financial advisor. With the city's high cost of living and proximity to Washington D.C., many residents face unique financial challenges. A financial advisor can help residents navigate these challenges by developing personalized financial plans that address their specific needs and goals. For example, a financial advisor can assist with retirement planning, investment management, and tax planning. Additionally, Alexandria is home to many small business owners who may need guidance on financial planning for their businesses. A financial advisor can provide expertise in areas such as cash flow management, budgeting, and risk management to help these entrepreneurs succeed. Overall, a financial advisor can be an invaluable resource for residents of Alexandria, helping them achieve financial security and peace of mind.

Insurance Broker

Residents of Alexandria, VA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on insurance policies that are specifically tailored to the needs of Alexandria residents. For example, Alexandria is a historic city with many older homes, and an insurance broker can help residents find policies that offer coverage for potential issues like water damage or mold. Additionally, Alexandria is located in a flood zone, so a broker can help residents find flood insurance policies that offer protection against potential damage from storms or flooding. With the help of an insurance broker, Alexandria residents can feel confident that they have the right policies in place to protect their homes, businesses, and families.

Retirement Planning

Residents of Alexandria, VA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can assist them is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. Alexandria is a city with a high cost of living, and many residents may struggle to save enough for retirement while also covering their expenses. A retirement planner can provide guidance on how to maximize savings and investments, as well as advise on strategies for managing debt and budgeting effectively. Additionally, Alexandria has a large population of federal employees, who may have unique retirement benefits and considerations that a retirement planner can help navigate. Overall, a retirement planner can provide valuable expertise and support to help Alexandria residents achieve a secure and fulfilling retirement.

Wealth Management

Residents of Alexandria, VA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. With a high cost of living in Alexandria, it can be challenging for residents to save enough for retirement while also covering expenses. A wealth manager can help residents develop a personalized retirement plan that takes into account their financial goals, risk tolerance, and unique circumstances. Additionally, a wealth manager can assist with investment strategies, tax planning, and estate planning, all of which can help residents in Alexandria achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Alexandria, VA would greatly benefit from the services of a mortgage loan officer. With the average home price in Alexandria being significantly higher than the national average, many residents may struggle to secure financing for their dream home. A mortgage loan officer can provide guidance on the various loan options available, as well as assist in navigating the complex application process. Additionally, with Alexandria being a historic city with unique zoning laws and regulations, a mortgage loan officer with knowledge of the area can provide invaluable insight into the local real estate market. Overall, a mortgage loan officer can help residents of Alexandria achieve their homeownership goals and make the process as smooth and stress-free as possible.

Tax Services

Residents of Alexandria, VA can benefit greatly from the expertise of a tax advisor. With the city's proximity to Washington D.C. and its high concentration of government employees, tax laws and regulations can be complex and confusing. A tax advisor can help residents navigate these intricacies and ensure they are taking advantage of all available deductions and credits. Additionally, Alexandria has a thriving small business community, and a tax advisor can assist business owners with tax planning and compliance, allowing them to focus on growing their business. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

An estate planning lawyer can help residents of Alexandria, VA in numerous ways. Firstly, they can assist in drafting a will, which is a legal document that outlines how a person's assets will be distributed after their death. This is particularly important in Alexandria, VA, where property values are high and many residents own valuable assets such as real estate or businesses. Additionally, an estate planning lawyer can help residents set up trusts, which can be used to protect assets and minimize tax liability. They can also help with healthcare directives, which outline a person's wishes for medical treatment in case they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Alexandria, VA in planning for their future and protecting their assets.

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