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Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Brandt is a Alexandria, VA-based company in the Financial Services sector.
Northern Piedmont Federal Credit Union is a Culpeper, VA-based company in the Financial Services sector.
Stepstone Group Llc is one of the leading providers in Financial Services. It is based in Smithfield, RI. To find more information about Stepstone Group Llc, please visit www.stepstonellc.com
GlobeTax is the leading provider of withholding tax recovery/relief and tax information reporting services to the global financial community, processing and filing over 6 million reclaims a year. We serve as sole appointed tax relief and reclaim agent for all US Depositary Banks issuing ADRs and equivalent instruments. GlobeTax researches and continually monitors tax treaties across over 240 jurisdictions to provide entitlement recovery for investors, custodians, issuers and agents in over 40 countries. GlobeTax was founded in 1992 and is based in New York with offices in London, Hong Kong, Madrid, and Sydney.