Financial services & Insurance Archives

SEI Private Wealth Management

Atlantic Bay Mortgage Group LLC

In 2002, I transitioned from corporate IT sales to mortgages, and in the more than 20 years that’ve followed, I can honestly say I made the right decision for my situation. Currently, I’m licensed to serve VA, DC, MD, DE, NC, GA, FL, PA, and WV, but I’m primarily concentrated in the DMV. As a native of Alexandria, VA, I know the area extremely well. Over the course of working with thousands of families throughout my career, I’ve developed a special knack for assisting Jumbo, VA, and first-time homebuyer loans. And thanks to the 10-year-strong relationship my team has cultivated, I’m certain that we’re in the best position to advise you through the home loan process and handle a transaction of this magnitude. We know what we’re doing, and we’re going to win together!Much ofmy business comes from previous clients and word of mouth. I’m currently an active member of both the Mortgage Bankers Association (MBA)and National Association of Mortgage Brokers (NAMB), and I’m also a Certified Mortgage Advisor. I like to stay involved in my community with organizations such as: the Seaport Foundation, ACT for Alexandria, ALIVE Food Bank, and the Alexandria Chamber of Commerce.

United States Senate Federal Credit Union

Headquartered in Alexandria’s Braddock Metro neighborhood, USSFCU has called Alexandria home for over 30 years. Providing the Capitol Hill and DMV communities with world-class financial stability, security and service since 1935. Learn more at www.ussfcu.org.

The Harvey Group

We started our firm in 2005 because we didn’t like the typical Wall Street model where investment firms sell their products to meet their sales goals—not your financial goals. We provide truly independent and objective investment and financial advice while embracing a disciplined and moderately conservative investment approach. We don’t chase hot stocks or trendy fads. You can rely on our years of experience through all market cycles to guide you through the chaos, so you can have confidence in your future. Like the families we serve, our advisors are raising their families in this community, so we can relate to balancing busy careers and competing financial priorities. You’re saving for college, vacations, and keeping a watchful eye on retirement. We’ve experienced the same challenges, so we’ll help you make informed decisions along the way.

United Bank

Bank

Edward Jones

Financial Advising, making client service the highest priority. We take great pride in serving the community where we live and work.

M&T Bank

M&T Bank is a community focused bank with large bank resources. The business banking group concentrates on partnering with Alexandria based businesses where the team member live, work, and play. Their services include business accounts, payment solutions, and flexible financing options. They understand each situation is unique and have the financing options to serve all types of clients.

M&T Bank is more than just a bank. They are very involved in the community and have a wide network to connect local business owners with other professionals to streamline their operations.

David L Mortimer CPA

David L. Mortimer, CPA, a Washington, D.C. area firm provides a variety of accounting, tax, and financial management services. These CPA services will make your job easier and keep you abreast of tax law changes throughout the year, thus enabling your firm to take advantage of all tax incentives.
David L. Mortimer offers services to small businesses such as government contractors, legal professionals, software developers, and real estate, accounting, and healthcare specialists. These individualized services provided will address your industry specific challenges, compliance requirements and standard tax practices, thus; allowing you to focus on your business growth, productivity, and effectiveness.

Donna Carter State Farm Insurance Agency

Donna Carter is your local State Farm agent. I have State Farm experience going back to 1988. As a former military spouse, we love working with our nation’s heroes. I am a proud agent of the President’s Club which means I was a top 50 agent in the nation. I have also been a part of the Honor Club for 18 years. My office has a combined experience of over 60+ years.

Commonwealth One FCU

CommonWealth One is a full-service not-for-profit, committed to providing its member-owners with affordable financial solutions to improve their lives.