Northwest Financial Advisors provides financial advisory and wealth management services to individuals, families and business owners. We believe personalized financial guidance is a fundamental need for everyone. To meet the diverse needs of our clients, we offer a full range of financial services, retirement planning, client portfolio management and investment services. We work on your behalf to help you with tax-efficient strategies that seek to create, grow and preserve your wealth, by providing experienced, independent advice and professional investment and financial management. Offices in Virginia (Herndon, Leesburg, Vienna, and at all NWFCU branches, by appointment).
NWFA Recognized with Top Bank Reps in U.S.
Bank Investment Consultant magazine announced its 2014 Top 50 Bank Reps and recognized Russ Cesari as #1 and Jim Christy as #10. This well-deserved recognition honors the hard work and commitment both Russ and Jim demonstrate in understanding the needs of their clients and helping them pursue their lifetime financial goals.
Award based on assets under management, production, asset growth, percentage of fee business, and production-per-assets.
To learn more, visit bankinvestmentconsultant.com.