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City
Alexandria Tax & Bookkeeping
_
3682 King Street #16934
Alexandria
,
VA
22302
Christine Coker
703-407-7545
Member Since: 2018
IRS Enrolled Agent with 35 years of experience, I can prepare individual and business income taxes. Prior year and amended tax returns also. Bookkeeping services for small business also available.
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Atlantic Bay Mortgage Group
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211 N. Union St.
Alexandria
,
VA
22314
Christian Hartung
202-360-8773
Member Since: 2023
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Atlantic Union Bank
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1800 Robert Fulton Dr
Reston
,
VA
20191
Jenny Faddoul
7038711063
Member Since: 2015
We believe people have a right to expect more from the companies they do business with – and they can expect more from Atlantic Union Bank, a bank whose Virginia roots go back to 1902.
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Bank of America Merrill Lynch
_
8075 Leesburg Pike
Vienna
,
va
22182
michael reyes
(703) 734-8139
Member Since: 2023
As a Financial Advisor, Michael Reyes believes in being an advocate for his clients and their families.
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Burke & Herbert Bank
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P.O. Box 268
Alexandria
,
VA
22313
Joseph Collum
(703) 837-3756
Member Since: 1975
Welcome to Burke & Herbert Bank. We're a local bank with a proud, storied history of serving generations of individuals, families and businesses in the Northern Virginia area. In fact, we're Virginia's oldest bank.
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Burke & Herbert Bank Carlyle
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1775 Jamieson Avenue
Alexandria
,
VA
22314
Shon Koly
(703) 684-1655
Member Since: 2014
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Burke & Herbert Bank Fairlington
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1705 Fern Street
Alexandria
,
VA
22302
Kimberly Spriggs
(703) 684-1655
Member Since: 2014
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Burke & Herbert Bank Monroe Avenue
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306 East Monroe Avenue
Alexandria
,
VA
22301
Berhane Beraki
(703) 684-1655
Member Since: 2014
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Burke & Herbert Bank Old Town
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100 S. Fairfax Street
Alexandria
,
VA
22314
Ann Marie Moore
(703) 684-1655
Member Since: 2014
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Burke & Herbert Bank Wealth Management Office
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118 S. Fairfax Street
Alexandria
,
VA
22314
Shannon Rowan, CFP
(703) 684-1655
Member Since: 2014
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CarterHutchings, LLC
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950 N. Washington St.
Alexandria
,
VA
22314
Cheryl Hutchings
(571) 357-3199
Member Since: 2019
CarterHutchings offers virtual accounting and business advisory services to nonprofits and tailors service delivery based on both accounting needs and business strategy.
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Caudron - Megary - Blackburn Wealth Mangement Group of Wells Fargo Advisors
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99 Canal Center Plaza
Alexandria
,
VA
22314
Tristan Caudron
(703) 739-4545
(866) 536-1630
Member Since: 1990
Our philosophy is conservative and long-term, with an emphasis on wealth accumulation, preservation, and distribution. We believe that investment decisions should be made according to each client's unique financial situation, and we reject the “one size
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Certainty Home Lending - Nick Genovese
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4075 Wilson Blvd
Arlington
,
VA
22203
Nick Genovese
7038591336
Member Since: 2022
I am a Loan Officer at Certainty Home Lending. in Arlington. I have high commitment to customer service and prompt & transparent communication.
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CliftonLarsonAllen LLP
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901 North Glebe Road
Arlington
,
VA
22203
Jenny Wise
(571) 227-9500
Member Since: 2015
At CLA, we’re experienced in delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services to help you succeed professionally and personally.
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Columbia Capital, LP
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204 S. Union Street
Alexandria
,
VA
22314
Ben Lewis
(703) 519-2000
Member Since: 2009
We’ve focused exclusively on the Communications and Technology (“C&T”) space, and we use our experience and insights in partnership with experienced executive teams to proactively initiate and develop new businesses.
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CommonWealth One Federal Credit Union
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4875 Eisenhower Avenue
Alexandria
,
VA
22304
Emmanuel Obe
(703) 236-7635
Member Since: 1993
CommonWealth One Federal Credit Union in Virginia and Washington D.C. offers personal and commercial banking solutions including personal checking accounts, personal savings accounts, mortgages, share certificates, business checking accounts, business sa
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Crowe LLP
_
1455 Pennsylvania Ave NW
Washington
,
DC
20004
Peter McElwain
(202) 552-8090
Member Since: 2016
As a member of the world’s 10th largest accounting and advisory network, our passion and curiosity separate us from the pack. We’re agile and intelligent, and we embrace the unknown — motivated by challenges and obstacles
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Custom Credit Card Processing
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1903 Mt Vernon Avenue
Alexandria
,
VA
22301
Marci Weis
(703) 739-2224 x202
Member Since: 2002
We offer the most competitive rates in the industry, as well as ensuring your compliance and your online access! As an Independent Sales Organization (ISO), we have over 30 years of experience providing a 'concierge 24/7' approach to processing, as well
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Davidov & Associates CPAs
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1800 Diagonal Road
Alexandria
,
VA
22314
Mike Davidov
(703) 232-1599
877-469-8293
Member Since: 2012
Since 2003, Davidov & Associates, an Alexandria VA CPA firm, has provided expert tax and accounting services to individuals, businesses and non-profit organizations in Washington DC Metro area and beyond. Our goal now, as it was then, is to help our clie
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EagleBank
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4420 N. Fairfax Drive
Arlington
,
VA
22203
Philomina Gomes
(703) 956-5088
Member Since: 2013
EagleBank is a local community business bank with 16 offices in Maryland, Northern Virginia, and Washington, DC. The bank focuses on providing superior customer service and custom financial solutions for the local business community. EagleBank also offer
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EB Tax Service LLC
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817A King Street
Alexandria
,
VA
22314
Eric Bradshaw
(571) 970-6733
Member Since: 2024
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Edward Jones - Financial Advisor Linda Haycock
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6369 Rolling Mill Place
Springfield
,
Virginia
22152
Linda Haycock
(703) 635-7275
Member Since: 2023
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First National Bank
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704 King Street
Alexandria
,
VA
22314
Bill Bombo
(703) 646-9402
Member Since: 2024
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Forvis
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1410 Spring Hill Rd
Tysons
,
22102
Raj Kapur
(516) 263-7783
Member Since: 2023
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Founders Bank
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3865 Wilson Blvd
Arlington
,
VA
22203
Robbie Hancock
335-580-1607
Member Since: 2024
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Grant Thornton LLP
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1000 Wilson Blvd.
Arlington
,
VA
22209
(703) 837-4400
Member Since: 2005
At Grant Thornton, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. We challenge the expectations of b
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HeimLantz CPAs & Advisors, LLC
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1900 Duke Street
Alexandria
,
VA
22314
Paul Abbou
(703) 299-6565
Member Since: 1999
HeimLantz was established in 2001 when Carter Heim and Tom Lantz—who each grew successful accounting practices from the mid-1970s through the 1990s—chose to merge their firms.
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Hingham Institution for Savings
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1061 Jefferson Street NW
Washington
,
DC
20007
Selam Eyassu
(202) 871-6494
703-909-8074
Member Since: 2023
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John Marshall Bank
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700 S. Washington Street
Alexandria
,
VA
22314
(703) 289-5950
Member Since: 2011
We’re an innovative community bank serving businesses and neighbors in the Northern VA, MD and DC region.
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John W. Crane, MBA, CLU, ChFC, RICP
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2000 Duke Street
Alexandria
,
VA
22314
John Crane
(703) 635-3300
Member Since: 2020
Trusted Financial Guidance for Families of Business Professionals, Executives, and Physicians
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Kearney & Company, P.C.
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1701 Duke Street
Alexandria
,
VA
22314
Brian Kearney
(703) 931-5600
5713342961
Member Since: 2015
Founded in 1985, Kearney is the premier CPA firm focused on the Government, providing services across the financial management spectrum. Kearney has helped the Federal Government improve its financial operations’ overall effectiveness and efficiency; inc
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KWC Certified Accountants
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5270 Shawnee Road
Alexandria
,
VA
22312
KWC General Profile Email
(703) 642-2700
Member Since: 1983
KWC is a team of accountants and advisors all dedicated to the founding principle of providing quality personal service. We are committed to helping you reach your financial goals by providing innovative accounting solutions to today’s complex problems.
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Lumina Financial Consultants
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3213 Duke Street
Alexandria
,
VA
22314
Colette Kolanko
(202) 494-1144
Member Since: 2019
By focusing on long-term goals, we help our clients see past the day-to-day market fluctuations. We recognize that getting to know you is a crucial component to the equation. Together, we will gather and organize all the financial details in your life to
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M&T Bank
_
Member Since: 2023
We make a difference in people's lives.
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M&T Bank - MT. Vernon Square
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833 S. Washington St
Alexandria
,
VA
22314
(703) 519-6351
Member Since: 2011
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M&T Bank - Old Towne
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833 South Washington Street
Alexandria
,
VA
22314
Craig Holmes
Member Since: 2002
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MainStreet Bank
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10089 FAIRFAX BLVD
Fairfax
,
VA
22030-1742
Keshaun Clark
(703) 481-4550
Member Since: 2023
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Massie Financial Planning
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277 S Washington St.
Alexandria
,
VA
22314
Tom Massie
5718952969
Member Since: 2021
Your trusted guide as you seek clarity in your financial life.
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McLaughlin Ryder Investments, Inc.
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1421 Prince Street
Alexandria
,
VA
22314
Shawn McLaughlin
(703) 684-9222
Member Since: 2003
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Merrill Lynch Wealth Management - Marsh, Stone, Huang & Associates
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1900 Duke St.
Alexandria
,
VA
22314
Parker Rist
703-838-6828
703-838-6838
Member Since: 2021
Local financial advisory Team with ~$700mm AUM. Serving and providing peace of mind for wealthy families, corporate executives, business owners, and retirees throughout the country.
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Monument Home Loans, A Division of Mann Mortgage LLC #2550
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4075 Wilson Blvd
Arlington
,
VA
22203
Ru Toyama
(703) 200-4554
Member Since: 2016
Monument Home Loans is a division of Mann Mortgage, a family-owned company that emphasizes community
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Monument Wealth Management
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1701 Duke St.
Alexandria
,
VA
22314
David Armstrong
703.504.9600
Member Since: 2018
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.
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Morgan Price - Individual Member
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201 N. Union Street
Alexandria
,
VA
22314
(703) 684-4753
Member Since: 2017
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Mutual of America Financial Group
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4510 Cox Road
Glen Allen
,
VA
23060 6759
Daniel Rogers
410.859.8256
Member Since: 2020
Since 1945, Mutual of America has specialized in providing small and mid-sized not-for-profit organizations and companies with pension- and retirement-related services, along with leading customer support. We work diligently to understand the needs of pl
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PNC Bank Kingstowne
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5812 Kingstowne Blvd
Alexandria
,
VA
22315
Ivonne Madera
(703) 236-0310
Member Since: 2023
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Principal Financial Group - Garrett Ford
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100 N. Pitt Street
Alexandria
,
VA
22314
Garrett Ford
(301) 493-0270
Member Since: 2016
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Renner and Company, CPA, PC
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700 N. Fairfax Street
Alexandria
,
VA
22314
Andrew Young
(703) 535-1200
Member Since: 1993
Renner and Company is a CPA firm with deep roots in the Alexandria, Virginia community. We provide client-focused accounting, audit, tax and advisory services to nonprofits, businesses and individuals, bringing decades of expertise to each client we serv
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Rogers & Company PLLC
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8300 Boone Boulevard
Vienna
,
VA
22182
Darrin Rogers
(703) 893-0300
Member Since: 2006
CPA firm specializing in providing audit, tax, accounting to nonprofits.
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SEI Private Wealth Management
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6944 Ellingham Circle
Alexandria
,
VA
22315
Rob Burchetta
(917) 326-1771
Member Since: 2024
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Sikich
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333 John Carlyle Street
Alexandria
,
VA
22314
Gary Barton
(703) 836-6701
Member Since: 2016
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Spectra Credit Union
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5440 Cherokee Avenue
Alexandria
,
VA
22312
Courtney Gray
301-749-4801
Member Since: 2020
Spectra Credit Union has a mission is to provide high-quality financial services and education to help our members, communities, and employees reach their full potential.
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State Department Federal Credit Union (SDFCU)
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1630 King Street
Alexandria
,
VA
22314
Mike Morris
703-706-5000
Member Since: 2009
SDFCU members have access to truly free checking, low loan rates, high-yield savings accounts, special services, and a convenient mobile app to help grow and manage money.
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Summit Community Bank
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12030 Sunrise Valley Drive
Reston
,
VA
20191
Scott Boli
703-508-0650
Member Since: 2022
Summit provides community banking services primarily in the Eastern Panhandle, Southern and North Central regions of West Virginia, the Northern, Shenandoah Valley and Southwestern regions of Virginia and the Central region of Kentucky, through its bank
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Supporting Strategies
_
2121 Eisenhower Ave
Alexandria
,
VA
22314
Indre Bauza
5712988259
Member Since: 2024
We provide enterprise-level outsourced bookkeeping support. As the virtual accounting department, we focus on managerial accounting from day-to-day transactions to controller-level services for growing small businesses and non-profits.
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Tarkenton Financial, LLC
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218 North Lee Street
Alexandria
,
VA
22314
Angela Tarkenton Barbour
(571) 421-1114
Member Since: 2022
Tarkenton Financial has longstanding relationships with the top-rated annuity carriers in the industry. We bring you the latest, most effective, and industry-leading product strategies when incorporating an annuity into your client’s retirement plan.
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The Corey Group at Morgan Stanley
_
333 John Carlyle Street
Alexandria
,
United States
22314
Lee Corey
(703) 535-8374
Member Since: 2023
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The Harvey Group
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6361 Walker Lane
Alexandria
,
VA
22310
Johnny Garstka
(703) 549-5447
Member Since: 2022
You need a multigenerational team of skilled advisors to manage your multigenerational wealth needs. Our three generations of advisors have the perspective and experience to guide you wherever you are in your financial lifecycle.
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Thompson, Hughes & Trollinger, PLLC
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6181 Grovedale Court
Alexandria
,
VA
22310
Renate Thompson
(703) 922-8700
Member Since: 2003
We are a local full service CPA firm founded in 1981. Our firm is known for our high quality work and customer service.
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Transportation Federal Credit Union
_
1600 Cameron St.
Alexandria
,
VA
22314
Sharmaine Bucknor
(202) 366-9400
Member Since: 2023
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Truist
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Mail Code 410-24-04-10
Washington
,
DC
20005
Cassius Priestly
(703) 442-1573
Member Since: 2011
At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.
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Truist - Beacon Hill Branch
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6618 Richmond Highway
Alexandria
,
VA
22306
Luky Toso
(703) 718-0090
Member Since: 2015
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Truist - Bradlee Branch
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3610h King Street
Alexandria
,
VA
22302
Kamal Mehra
(703) 578-6110
Member Since: 2015
Inner Circle Silver Sponsor
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Truist - Duke & Washington Branch
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300 S. Washington Street
Alexandria
,
VA
22314
Tina Townsend
(703) 535-1135
Member Since: 2015
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Truist - Duke Street Branch
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3101 Duke Street
Alexandria
,
VA
22314
Karan Saini
(703) 212-6206
Member Since: 2015
Inner Circle Silver Sponsor
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Truist - Franconia Road Branch
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5203 Franconia Road
Alexandria
,
VA
22310
Lourdes Ortiz
(703)924-2790
Member Since: 2015
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Truist - King Street Branch
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1717 King Street
Alexandria
,
VA
22314
Tina Townsend
(703) 549-8262
Member Since: 1989
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Truist - Mount Vernon Branch
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2809 Mount Vernon Avenue
Alexandria
,
VA
22301
Erik Lopez
(703) 299-6485
Member Since: 2015
Inner Circle Silver Sponsor
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Truist - Riverside Park Branch
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5922 Richmond Highway
Alexandria
,
VA
22303
PJ Soni
(703) 329-1828
Member Since: 2015
Inner Circle Silver Sponsor
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Truist - Southern Towers Branch
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4999 Seminary Road
Alexandria
,
VA
22311
Manlet Yohannes
(703) 575-4160
Member Since: 2015
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Truist - Van Dorn Branch
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233 S. Van Dorn Street
Alexandria
,
VA
22304
Manlet Yohannes
(703) 461-1965
Member Since: 2015
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Trust Merchant Services
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5829 Wessex Lane
Alexandria
,
VA
22310
Jessica Davis
571-319-3867
Member Since: 2017
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Trustar Mortgage
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218 N. Lee Street
Alexandria
,
VA
22314
Gregory Everett
(202) 285-0018
Member Since: 2020
At Trustar Mortgage, our loan experts will be there for you throughout the homebuying or refinancing experience with top-notch service, from start to finish. We are committed to delivering the best home mortgage loan solutions to every client, every time
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U.S. Senate Federal Credit Union
_
1310 Braddock Place
Alexandria
,
VA
22314
Eddie Villanueva
571-253-6352
Member Since: 2019
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United Bank
_
Member Since: 2023
At United Bank, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service.
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United Bank - Alexandria West
_
5140 Duke St.
Alexandria
,
VA
22304
Member Since: 1996
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United Bank - Arlington
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5350 Lee Highway
Arlington
,
VA
22207
Eric Morales
(703) 442-7120
Member Since: 2015
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United Bank - Del Ray
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2401 Mount Vernon
Alexandria
,
VA
22301
(703) 739-0203
Member Since: 2015
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United Bank - Duke Street
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5140 Duke Street
Alexandria
,
VA
22304
Sunny Blanco
Member Since: 2005
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United Bank - King Street
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1737 King Street
Alexandria
,
VA
22314
Shirley Carey
(703) 460-4040
Member Since: 1998
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United Bank - McLean
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1451 Dolley Madison Blvd
McLean
,
VA
22101
Diane Webster
(703) 356-7870
Member Since: 2011
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Verdence Capital Advisors
_
44 Canal Center Plaza
Alexandria
,
VA
22314
Annie McCann
703 468-2716
Member Since: 2019
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Wealth Teacher, LLC
_
2204 N Pickett Street
Alexandria
,
VA
22314
Quincy Goff
7034732097
Member Since: 2020
Wealth Teacher provides money management tips to thousands of people. For example, financially independent people have assets that generate income (cash flow) that is at least equal to their expenses.
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Wesling Financial Planning Services Corp
_
6621 Wakefield Drive
Alexandria
,
VA
22307
Tim Wesling
(703) 535-8280
Member Since: 2006
We want to be the financial planning company people turn to when they want to be confident they are getting financial advice that is in their best interest, through all phases of their life.
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