Best Financial Advisors in Leesburg, VA

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List of Firms

Leesburg, VA Fiduciary Financial Advisors

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Merrill Lynch Wealth Management Advisor Mark E Radcliffe
Location 3 S King St, Leesburg, VA 20175, USA
Phone (703) 779-7881
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Market Street Financial Group - Ameriprise Financial Services, LLC
Location 113 E Market St Ste 220, Leesburg, VA 20176, USA
Phone (571) 209-9600
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Steigerwald, Gordon & Koch Wealth Advisors
Location 893-A Harrison St SE, Leesburg, VA 20175, USA
Phone (703) 777-8826
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Catoctin Wealth Management LLC
Location 113 E Market St #220, Leesburg, VA 20176, USA
Phone (703) 777-7707
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Virginia Managed Investment Inc
Location 28 W Market St, Leesburg, VA 20176, USA
Phone (703) 443-0222
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Carole Maloney - Financial Advisor, Ameriprise Financial Services, LLC
Location 307 E Market St Ste 100, Leesburg, VA 20176, USA
Phone (571) 209-9585
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Madison Wealth Management
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
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Edward Jones - Financial Advisor: Kobby K Okum, CFP®
Location 50 Catoctin Cir NE Suite 215, Leesburg, VA 20176, USA
Phone (703) 771-2069
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Polaris Financial Strategies Group
Location 2, Cardinal Park Dr SE Suite 101 B, Leesburg, VA 20175, USA
Phone (703) 467-0370
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Financial Advisors in Leesburg, VA

Where Certified Financial Advisors in Leesburg, VA Serve

Nestled in the heart of Loudoun County, Virginia lies the charming town of Leesburg. This historic town is home to a plethora of landmarks, including the iconic Loudoun County Courthouse, which has stood tall since 1894. The town is also home to the Leesburg Corner Premium Outlets, a popular shopping destination for locals and tourists alike. When it comes to employment opportunities, Leesburg boasts a diverse array of top employers, ranging from government agencies like the Loudoun County Public Schools and the Town of Leesburg, to private companies like K2M, a leading medical device manufacturer. Leesburg is conveniently located near several major highways, including Route 7 and the Dulles Greenway, which provide easy access to neighboring towns and cities. Additionally, the town features several bustling streets, such as King Street and Market Street, which are lined with charming shops, restaurants, and cafes.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Leesburg, VA are likely to benefit from the services of a financial advisor in a number of ways. One of the most common ways is by receiving guidance on how to invest their money wisely. With its proximity to Washington, DC, many residents of Leesburg work in government or government contracting jobs, which can be subject to fluctuations in funding. A financial advisor can help these individuals navigate the ups and downs of their industry and ensure that their investments are diversified and well-suited to their risk tolerance. Additionally, many residents of Leesburg are retirees or nearing retirement age, and a financial advisor can help them plan for their future and ensure that they have enough money saved to live comfortably in their golden years. Overall, a financial advisor can provide invaluable support and guidance to residents of Leesburg, helping them to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Leesburg, 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 and guidance on the best insurance policies for their specific needs. This is particularly important in Leesburg, where residents face unique challenges such as the high cost of living and exposure to natural disasters like hurricanes and floods. An insurance broker can help residents navigate the complex world of insurance policies, ensuring they have the right coverage to protect their homes, businesses, and families. Additionally, an insurance broker can help residents save money by finding the best rates and discounts available, which is especially important in a town like Leesburg where the cost of living can be quite high.

Retirement Planning

Residents of Leesburg, VA could benefit greatly from the expertise of a retirement planner. With its close proximity to Washington D.C. and the high cost of living in the area, it can be challenging for retirees to make their savings last. A retirement planner can help residents of Leesburg navigate the complexities of retirement planning, including creating a budget, maximizing Social Security benefits, and investing wisely. Additionally, a retirement planner can provide guidance on healthcare costs, which can be especially important for retirees in Leesburg, where the cost of healthcare tends to be higher than the national average. By working with a retirement planner, residents of Leesburg can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Leesburg, VA would greatly benefit from the guidance of a wealth manager in a variety of ways. With its location in the heart of Northern Virginia, Leesburg is home to many high-earning professionals who may struggle to manage their wealth effectively. A wealth manager can help these individuals develop a comprehensive financial plan that takes into account their unique goals and circumstances. Additionally, given the high cost of living in the area, many Leesburg residents may be concerned about saving enough for retirement. A wealth manager can help these individuals identify the best investment strategies to ensure that they are able to retire comfortably. Overall, a wealth manager can provide invaluable support and guidance to residents of Leesburg, VA as they navigate the complex world of finance.

Mortgage Loan Officer

Residents of Leesburg, VA can greatly benefit from the assistance of a mortgage loan officer. These professionals can provide guidance on the best mortgage options available to residents based on their unique financial situations. In particular, Leesburg residents may benefit from the loan officer's knowledge of the local real estate market. With the median home price in Leesburg being higher than the national average, it can be challenging to secure a mortgage that meets a resident's needs. A mortgage loan officer can help residents navigate the complexities of the mortgage process, including finding lenders who are willing to work with them and securing competitive interest rates. Overall, a mortgage loan officer can be an invaluable resource for residents of Leesburg who are looking to purchase or refinance a home.

Tax Services

Residents of Leesburg, VA can benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor can be particularly helpful is in navigating the unique tax laws and regulations of Virginia. With its proximity to Washington D.C. and its status as one of the wealthiest counties in the country, Virginia has its own set of tax laws that can be complex and confusing for residents. A tax advisor can help Leesburg residents understand these laws and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters to help residents of Leesburg achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Leesburg, VA can greatly benefit from the services of an estate planning lawyer. One specific way an estate planning lawyer can help is by assisting with the creation of a will or trust. Leesburg, VA is a town with a rich history and many residents have accumulated significant assets over time. An estate planning lawyer can help ensure that those assets are distributed according to the individual's wishes and in the most tax-efficient manner possible. Additionally, an estate planning lawyer can help with other important matters such as naming guardians for minor children, establishing powers of attorney, and planning for long-term care. With the help of an experienced estate planning lawyer, residents of Leesburg, VA can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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