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Map of Potomac West, Alexandria, VA

Financial Planners in Potomac West Alexandria, VA

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1. Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™

Edward Jones - Financial Advisor: Joel A Patierno, CFP®|ChFC®|AAMS™|CRPS™

2312 Mount Vernon Ave Ste 205, Alexandria, VA 22301

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

2. Wells Fargo Advisors

Wells Fargo Advisors

3506 Mount Vernon Ave, Alexandria, VA 22305

YP
23 Years
in Business

3. Edward Jones - Financial Advisor: Mary Rocca

Edward Jones - Financial Advisor: Mary Rocca

2312 Mount Vernon Ave Ste 205, Alexandria, VA 22301

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

4. Edelman Financial Engines

Edelman Financial Engines

1800 Diagonal Rd Ste 480, Alexandria, VA 22314

OPEN NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

5. Eric Lantz - Financial Advisor, Ameriprise Financial Services

Eric Lantz - Financial Advisor, Ameriprise Financial Services

2000 Duke St Ste 300, Alexandria, VA 22314

OPEN NOW:10:00 am - 3:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

201 N Union St Ste 240, Alexandria, VA 22314

OPEN NOW:9:00 am - 5:00 pm

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…

7. David M Reynolds - Financial Advisor, Ameriprise Financial Services

David M Reynolds - Financial Advisor, Ameriprise Financial Services

2000 Duke St Ste 300, Alexandria, VA 22314

OPEN NOW:9:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1900 Duke St, Alexandria, VA 22314

OPEN NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Alexandria, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

9. Monument Wealth Management

Monument Wealth Management

1701 Duke St, Alexandria, VA 22314

OPEN NOW:9:00 am - 5:00 pm

From Business: On paper, we’re a wealth management firm. In reality, we’re equal parts creative lab, brain trust, and outspoken critics of the financial industry. What we really are is… A…

10. Charles Schwab

Charles Schwab

1920 Ballenger Ave Suite 120, Alexandria, VA 22314

OPEN NOW:8:30 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

16. Fidelity Investments

Fidelity Investments

1725 Duke St Ste GR05, Alexandria, VA 22314

OPEN NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
59 Years
in Business

17. Altoma Wealth Advisors of Janney Montgomery Scott

Altoma Wealth Advisors of Janney Montgomery Scott

1800 Diagonal Rd Ste 550, Alexandria, VA 22314

OPEN NOW:8:30 am - 4:30 pm

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

18. JTM Williams Capital Management - Alexandria, VA

JTM Williams Capital Management - Alexandria, VA

500 N Washington St Ste 201, Alexandria, VA 22314

OPEN NOW:8:00 am - 5:00 pm

From Business: At JTM Williams Capital Management, our role is to simplify your financial decisions, enabling you to focus more on what truly matters – spending time doing what you love most…

19. Oxford Finance LLC

Oxford Finance LLC

133 N Fairfax St, Alexandria, VA 22314

From Business: Oxford Finance is a subsidiary of Sumitomo Corporation of America, which brings a worldwide perspective to business opportunities as one of the largest subsidiaries of Sumitomo…

21. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

1737 King St Ste 100, Alexandria, VA 22314

OPEN NOW:8:30 am - 4:30 pm
YP
89 Years
in Business

25. Smith Babette E

Smith Babette E

3724 King St, Alexandria, VA 22302

OPEN NOW:8:00 am - 4:30 pm

29. Barbara J. O'Leary, LLC

Barbara J. O'Leary, LLC

101 S Whiting St Ste 203, Alexandria, VA 22304

OPEN NOW:9:00 am - 6:00 pm

From Business: For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm…

Amenities:
Wheelchair accessible

30. Cornerstone Private Wealth Planning - Stifel

Cornerstone Private Wealth Planning - Stifel

6272 Summit Point Ct, Alexandria, VA 22310

OPEN NOW:8:00 am - 5:00 pm

From Business: Our Services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize…