Symphony Financial

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 9:00 am - 5:30 pm

(703) 865-4092Call Visit WebsiteVisit Website Map & DirectionsDirections441 Carlisle Dr Ste AHerndon, VA 20170 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:30 pm

Places Near Herndon with Financial Planning Consultants

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Ashburn (14 miles)
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Centreville (14 miles)

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AKA: Symphony Financial LLC
Other Link: https://www.symphonyfinancial.net
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (703) 865-4092

Address: 441 Carlisle Dr Ste A, Herndon, VA 20170

Website: https://www.symphonyfinancial.net

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Symphony Financial

Tax Planning
Estate Taxes
Tax Services
Income Tax

Investment Management
Symphony is a privately owned financial services firm with offices in Herndon and Ashburn, Virginia, as well as Bethesda, Maryland. Our advisors offer fee-based financial planning and investment management services. When you engage us you receive personal attention and independent advice. You won’t be lost in the shuffle of a large impersonal firm. We strive to treat others as we would want to be treated. We believe in kindness.
Mutual Funds
Kristin’s clients benefit from her past experience with two mutual fund companies, an insurance company, a national bank and credit card firm, and a research institution. She is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. She has her Series 7, 24, 65, and 66 registrations, as well as life/health licenses in multiple states. She holds a Master of Science degree in Economics and is a member of Phi Beta Kappa.

Accounting Services
Payroll Services

Financial Planning
® as well as an Investment Advisor Representative. Amy began her career at a large insurance company and honed her financial planning skills at a CPA firm as the in-house financial planner and investment manager. Experiences at those firms caused her to recognize the value of independence and inspired her to take that leap in 2002. Amy is also a Registered Representative and has FINRA Series 6, 7, 22, 24, 63, and 65 registrations, as well as insurance licenses in multiple states.
Retirement Planning
College Funding
He works with clients in all aspects of the financial planning process: from wealth creation and education planning, to investment analysis and management for retirement. His clients range from successful up-and-coming professionals (HENRY’s), to those in their peak earning years approaching retirement, as well as retirees in need of a plan.

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