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State DirectoryInvestment Management in Round Hill, VA
1. Futurity Capital LLC
965 Devonshire Circle, Purcellville, VA 20132
From Business: Financial Planning Services, Tax Return Preparation and Tax Planning, Investment Management
2. Edward Jones - Financial Advisor: Mark J Brooke, CFP®|ABFP™
192 N 21st St Ste 200, Purcellville, VA 20132
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…
10. Edward Jones - Financial Advisor: Bill Korby
704 S King St Ste 7, Leesburg, VA 20175
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…
11. Edward Jones - Financial Advisor: Brian M Bobby
704 S King St Ste 7, Leesburg, VA 20175
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…
12. Edward Jones - Financial Advisor: Karina G Freeman
50 Catoctin Cir NE Ste 201, Leesburg, VA 20176
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…
13. Edward Jones - Financial Advisor: Luke Cullen
50 Catoctin Cir NE Ste 201, Leesburg, VA 20176
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…
14. Edward Jones - Financial Advisor: Jennifer Blackford Fountain
120 W Washington St Ste A, Charles Town, WV 25414
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…
16. Atlantic Union Bank
111 W Washington St, Middleburg, VA 20117
From Business: At Atlantic Union Bank, we believe people have a right to expect more from the companies they do business with, and you can expect more from us. We offer a variety of banking…
17. Merrill Lynch Wealth Management
3 S King St, Leesburg, VA 20175
From Business: Welcome to Merrill Lynch in Leesburg, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
18. Zachary A Delphi - Financial Advisor, Ameriprise Financial Services
113 E Market St Ste 220, Leesburg, VA 20176
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…
19. Sanjay Tomar - TD Wealth Financial Advisor
552 E Market St, Leesburg, VA 20176
From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…
21. Lifetime Financial Planning
208 S King St Ste 201, Leesburg, VA 20175
23. Morgan Stanley Wealth Management
222 Catoctin Cir SE, Leesburg, VA 20175
26. Fidelity Investments
20465 Exchange St, Ashburn, VA 20147
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…
27. Edward Jones - Financial Advisor: Michael C Lewis
44121 Harry Byrd Hwy Ste 220, Ashburn, VA 20147
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…
28. Edelman Financial Engines
19775 Belmont Executive Plz Ste 530, Ashburn, VA 20147
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…
29. Sterling Financial Partners
44355 Premier Plz Ste 200, Ashburn, VA 20147
From Business: Sterling Financial Partners offers a wide array of financial planning services. Today's environment requires creative and imaginative insurance and investment strategies.…
30. Benjamin Devine - Financial Advisor, Ameriprise Financial Services
20130 Lakeview Center Plz Ste 400, Ashburn, VA 20147
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…
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