XML Financial Group
7600 Leesburg Pike, Suite 120 East
Falls Church, VA 22043
(703) 827-2300
Get Directions38.9078844, -77.2076234
Contact Information
Main
(703) 827-2300
Toll-Free
(800) 842-8834
Who We Are
XML Financial Group provides investment, tax, and estate planning services. Investment management takes into consideration the broad financial picture. Professionals will assist families with advice on estate planning, taxes, and life care planning. A certified advocate will assist in developing a life care plan.
The firm also offers financial planning for families with a family member who has special needs.
Who We Serve
Languages Spoken
English
Service Area(s)
Alexandria City
,
Arlington County
,
Fairfax City
,
Fairfax County
,
Falls Church City
,
Loudoun County
Cost & Payment Methods
Payment Method(s)
Private Pay
Fee Structure
Fee Range
Age Requirements
18 and over
Family
No
Available 24/7
No
Intake Process
Call for an appointment. A complimentary meeting is scheduled to discuss needs. and review the processes offered.
Self Refer
Yes
Provider Refer
No
Report Problems
Call the Agency