What every client should know

As a financial institution our clients entrust us with their personal and non-public information. We take this responsibility very seriously. We want you to understand some of the processes and procedures we have in place as well as steps you can take to protect the integrity of your information.

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Keeping you informed

We are pleased to welcome David B. Margulies!

IBBA Business Brokers – How to avoid capital gains tax?

Congratulations to Ron Lara,CFP,  Jack May,CFP and Curtis Congdon,CFP,CRPC on their inclusion in Northern Virginia Magazines “2017 Top Financial Professionals List”.

To compile this listing, the Northern Virginia Magazine sent surveys to area financial professionals asking them to nominate other experts to whom they would recommend friends or family who needed financial planning advice. Those on the list received the most nominations.

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