529 PLANS

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Search results for: Ashburn, Virginia 20146 (Based on your IP address)

Savingforcollege.com maintains this directory of financial advisors and other professionals for readers who are considering turning to a professional advisor for college savings guidance. Financial advisors can help you determine which 529 plan or other investment vehicle is best for your needs, and recommend investment allocations to reach your goals. The professionals listed here help clients with education planning needs as part of their regular practices. Those who have a "529 Pro" badge on their profile have passed Savingforcollege.com's 25 question exam covering various college planning and funding topics.

PLATINUM Financial Professional
Wealth Planning Advisor
Integrated Financial Partners
10.4 miles
Contact Info:
4000 Legato Rd, Ste 410
Fairfax, VA 22033
Jeff Armstrong is licensed/registered in Virginia.
See other states where Jeff Armstrong is licensed or registered.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Wealth Concepts a registered investment advisor. Integrated Financial Partners and Integrated Wealth Concepts are separate entities from LPL Financial.
PLATINUM Financial Professional
Jason King CFP®, APMA®, Series 4, 6, 7, 9, 10, 31, 63, 65, & Life & Health Insurance Licenses
Managing Director
Ameriprise Financial Services, Inc.
102.2 miles
Contact Info:
Two James Center
1021 East Cary Street, Suite 1001
Richmond, VA 23219
Jason King is licensed/registered in Virginia.
See other states where Jason King is licensed or registered.
Since 07-16-2005
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERâ„¢ and CFP (with flame design) in the U.S. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All Rights reserved.
PLATINUM Financial Professional
John Bahr CRPS (R)
Independent Financial Advisor
Integrity Wealth Advantage, LLC
230 miles
Contact Info:
1304 Environ Way
Chapel Hill, NC 27517
John Bahr is licensed/registered in Virginia.
See other states where John Bahr is licensed or registered.
Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC
PLATINUM Financial Professional
Michael Schreiber Registered Investment Advisor
President
Aevitas Wealth Management, Inc
396.9 miles
Contact Info:
10 Laurel Ave, Suite 100
Wellesley Hills, MA 02481
Michael Schreiber is licensed/registered in Virginia.
See other states where Michael Schreiber is licensed or registered.
At Aevitas Wealth Management, we believe that trust and understanding are the cornerstones of a successful, long-term Advisor/Client relationship. Wor...
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Aevitas Wealth Management, Inc. is a registered investment advisor, and offers advisory services.
GOLD Financial Professional
Weatlh Manager
Allegiance Financial Group LLC
13.9 miles
Contact Info:
374 Maple Ave E Suite 204
Vienna, VA 22180
Shawn Williamson is licensed/registered in Virginia.
See other states where Shawn Williamson is licensed or registered.
Since 06-20-2005
Feel free to contact one of our managing partners, Shawn Williamson CFP®, or Assaf Pinchas, CFP®.
Securities are offered through The Strategic Financial Alliance, member FINRA/SIPC. Investment advisory services are offered through Acorn Financial Advisory Services an SEC Registered Investment Adviser. Allegiance Financial Group, SFA, and AFAS are unaffiliated.
GOLD Financial Professional
Investment Advisor
DeFrehn Consulting
18.8 miles
Contact Info:
5641 Mountville rd
Adamstown, PA 21710
Sean DeFrehn is licensed/registered in Virginia.
See other states where Sean DeFrehn is licensed or registered.
I take the time to get to know you and what is really important to you.  Then we create strategies that are tailored to your needs and walk you throug...
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Securities offered through Triad Advisors LLC member FINRA/SIPC. Advisory Services Offered through DeFrehn Consulting. DeFrehn Consulting and Triad Advisors LLC are not affiliated.
GOLD Financial Professional
Stephen Kutlenios Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®
Financial Advisor
Allegheny Financial Group
173.2 miles
Contact Info:
811 Camp Horne Road
Pittsburgh, PA 15237
Stephen Kutlenios is licensed/registered in Virginia.
See other states where Stephen Kutlenios is licensed or registered.
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has bee...
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Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
GOLD Financial Professional
Sr. Financial Consultant
New Century Investor Services
180 miles
Contact Info:
1249 South River Road
Cranbury, NJ 08512
Robert W Johnson is licensed/registered in Virginia.
See other states where Robert W Johnson is licensed or registered.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. New Century Investor Services is not affiliated with Kestra IS or Kestra AS.
GOLD Financial Professional
Financial Cosultant
AXA Advisors
199.7 miles
Contact Info:
55 Madison Av, Suite 400
Morristown, NJ 07960
Deron Kennedy is licensed/registered in Virginia.
See other states where Deron Kennedy is licensed or registered.
Since 09-02-2015
In June 2016 Deron Kennedy joined an investment advisory practice within AXA Advisors, LLC managing investments and implementing retirement and estate...
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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AGE129990 Exp(01/2020)
GOLD Financial Professional
Financial Advisor
Wells Fargo Advisors
229.9 miles
Contact Info:
500 Lee Street E, Ste 1200
Charleston, WV 25301
Ian McIlvaine is licensed/registered in Virginia.
See other states where Ian McIlvaine is licensed or registered.
GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
262.2 miles
Contact Info:
90 Grove Street, Suite 204
Ridgefield, CT 06877
Karl M Anderson is licensed/registered in Virginia.
See other states where Karl M Anderson is licensed or registered.
Since 09-17-2014
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Brian Vendig CPA, CGMA
President and Managing Executive
MJP Wealth Advisors
307.2 miles
Contact Info:
790 Farmington Avenue, Bldg 3
Farmington, CT 06032
Brian Vendig is licensed/registered in Virginia.
See other states where Brian Vendig is licensed or registered.
MJP Wealth Advisors is a comprehensive wealth management firm that helps individuals plan for their financial needs now and into retirement. Founded i...
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Disclosure: Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC. Investment advisory and insurance services offered through MJP Associates, Inc., an SEC Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc.
GOLD Financial Professional
Les Watson CFP, CPWA, CIMA, RMA, CPFA, CDFA
Managing Director
YellowWood Wealth Solutions
321.8 miles
Contact Info:
525 North Tryon St. Suite 1611
Charlotte, NC 28202
Les Watson is licensed/registered in Virginia.
See other states where Les Watson is licensed or registered.
GOLD Financial Professional
Garry Kohn CFP(R)
President
Kohn Wealth Management Advisors, LLC
372.5 miles
Contact Info:
9078 Union Centre Blvd Suite 350
West Chester, OH 45069
Garry Kohn is licensed/registered in Virginia.
See other states where Garry Kohn is licensed or registered.
Securities and Investment Advisory Services offered through LM Kohn & Company, a Registered Broker/Dealer, MEMBER FINRA/SIPC/MSRB 10151 Carver Road Suite 100 Cincinnati, OH 45242
GOLD Financial Professional
Jason Stubbings, CFP® Private Wealth Manangement
Vice President
Baird
453.3 miles
Contact Info:
25 Calhoun Street, Suite 200
Charleston, SC 29401
Jason Stubbings, CFP® is licensed/registered in Virginia.
See other states where Jason Stubbings, CFP® is licensed or registered.
Since 09-06-2010
What makes Jason Different?- I provide Life Event planning services- Wealth Management process over product- Customize...
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©2016 Robert W. Baird & Co. Member NYSE. Member SIPC. Robert W. Baird & Co. does not offer tax or legal advice. First use: 1/2016
GOLD Financial Professional
Karl M Anderson CFP®, CPM®
Senior Portfolio Manager, Vice President, Financial Advisor
Morgan Stanley Wealth Management
611 miles
Contact Info:
411 E Wisconsin Ave, Suite 2200
Milwaukee, WI 53202
Karl M Anderson is licensed/registered in Virginia.
See other states where Karl M Anderson is licensed or registered.
Since 09-17-2014
Morgan Stanley Smith Barney LLC, Member FINRA, SIPC.
GOLD Financial Professional
Financial Consultant
LPL
779.8 miles
Contact Info:
700 23rd Av
Meridian, MS 39301
Harold Harris is licensed/registered in Virginia.
See other states where Harold Harris is licensed or registered.
GOLD Financial Professional
Derek Pilecki CFA, MBA
Portfolio Manager
Gator Capital Management
817.4 miles
Contact Info:
100 S Ashley Dr Ste 895
Tampa, FL 33602
Derek Pilecki is licensed/registered in Virginia.
See other states where Derek Pilecki is licensed or registered.
We want to help you pick a low-fee 529 Plan. Then, we'll help you select your investment strategy within the 529. We do not charge fees or earn commis...
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GOLD Financial Professional
Richard Grodin CFA, CAIA
Financial Advisor
Morgan Stanley
889.5 miles
Contact Info:
591 S Federal Highway
Boca Raton, FL 33432
Richard Grodin is licensed/registered in Virginia.
See other states where Richard Grodin is licensed or registered.
GOLD Financial Professional
Brian Grigg CPA, PFS
Owner/Advisor
Brian Grigg, CPA/PFS
2239.7 miles
Contact Info:
7317 El Cajon Blvd 202C
La Mesa, CA 91942
Brian Grigg is licensed/registered in Virginia.
See other states where Brian Grigg is licensed or registered.
GOLD Financial Professional
Gregory P. Fong CFP®, ChFC®
Owner/Principal
Planned Wealth Consultants
2284.5 miles
Contact Info:
3655 Torrance Blvd., Suite 400
Torrance, CA 90503
Gregory P. Fong is licensed/registered in Virginia.
See other states where Gregory P. Fong is licensed or registered.
Since 09-25-2004
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.

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