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

Jul 27

Northwest Financial Advisors Appoints Neetu Kohli Program Manager for LPL Financial Investment Services Program

HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the appointment of Neetu Kohli, senior vice president of business development & wealth management, as program manager for the firm’s LPL Financial (LPL) investment services program.

Jul 10

Denise Proctor Hired as Financial Advisor

Firm’s advisor team grows to fourteen
 

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 5 credit union investment services program nationwide,1 today announced the hiring of Denise Proctor as financial advisor.

Proctor is a CERTIFIED FINANCIAL PLANNER® professional with over 21 years of experience in wealth management. She most recently worked as a senior financial advisor for Wilmington Advisors @ M&T.