Jul 07

Our Offices Have Reopened

We kindly request that visitors wear a face covering

We’re pleased to announce that, as of July 12, our offices have reopened. Our standard office hours of 8:00 a.m. – 4:30 p.m. are in effect. We have continued to monitor the CDC’s COVID-19 transmission and vaccination rates which report a substantial number of cases in our local jurisdictions. Out of an abundance of caution, we are asking all individuals — whether vaccinated or not — to wear a face covering in public areas and when less than 3 feet from others.

Although we have resumed conducting in-person meetings, we are happy to hold meetings virtually (online) or by phone for anyone requesting it. If you have been exposed to COVID-19 or are exhibiting any COVID-19 symptoms, we kindly request that you conduct meetings virtually.

We appreciate the understanding and cooperation of our guests as our goal is to continue providing exceptional service while ensuring everyone’s good health and safety.

Recent Articles

Nov 25

Northwest Financial Advisors Hires Garrett Boyd as Financial Advisor

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 1 credit union investment services program,1 today announced it has added Garrett Boyd to its growing team of advisors. He officially joined the team in September of this year and recently completed the firm’s extensive, multi-faceted advisor orientation and training program. 

Oct 20

Karen Benedict Named a Top Director of Credit Union Investment Services Firms

HERNDON, Va. — Kehrer Bielan Research & Consulting (KBR&C), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), for its annual Top Directors Awards list.1 Benedict ranked fourth on the list that recognizes the five most successful investment services directors among the nation's credit unions.

Sep 27

Kim Heffernan Selected for LPL’s Achieve Rising Star Scholarship

LPL recognizes next generation of top women advisors

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Kim Heffernan has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Heffernan is among only 21 scholarship winners selected out of approximately 2,000 eligible candidates nationwide.