Financial Planners Dumfries VA

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Dumfries, VA. We have compiled a list of businesses and services around around Dumfries, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

John Frisch
Alliant Wealth Advisors
(703) 878-9050
4008 Genessee Place, Suite 201
Woodbridge, VA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Michael McLenigan
Professional Financial Solutions, LLC
(703) 385-0870
10517A West Drive
Fairfax, VA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Carroll Hayes
Charles Carroll Financial Partners, LLC
(703) 750-3600
4115 Annandale Road, Suite 205
Annandale, VA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Real Estate Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. John T Carradice, CFP®
(703) 590-0326
4004 Genesee Place
Woodbridge, VA
Firm
Ameriprise Financial, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. William W Cultice, CFP®
(703) 897-8787
13649 Office Place, Ste 202
Woodbridge, VA
Firm
First Command Financial Planni
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Stephen Lingle
Lighthouse Financial Planning, LLC
(703) 507-7531
4518 Demby Drive
Fairfax, VA
Expertises
College/Education Planning, Investment Advice without Ongoing Management, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Martin Hopkins
Hopkins Investment Management, LLC
(703) 222-7570
11350 Random Hills Road, Suite 800
Fairfax, VA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Bruce K. Sneed, CFP®
(703) 583-4060
15085 Copper Turtle Pl
Woodbridge, VA
Firm
BK Sneed Financial Planning

Data Provided by:
Mr. Edward W. Imperati, CFP®
(703) 492-1530
2080 Old Bridge Rd Ste 103
Woodbridge, VA
Firm
US Department of State
Areas of Specialization
Insurance Planning
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less



Data Provided by:
Mr. Michael E Thomas, CFP®
(703) 897-8787
13649 Office Place
Woodbridge, VA
Firm
First Command Financial Planning

Data Provided by:
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