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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

Aug 28

Northwest Financial Advisors Hires Dorothy Qin to “Northwest Direct” Program

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the hiring of Dorothy Qin as financial consultant. She is a member of the firm’s Northwest Direct team that serves as a resource for seasoned advisors, expanding client service capabilities and supporting the firm’s growth trajectory.

Qin has more than seven years of experience in the financial services industry and most recently worked for Wells Fargo and Charles Schwab.

Aug 18

Joseph Szadvari III Joins Northwest Financial Advisors as Financial Advisor

HERNDON, Va.  — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Joseph Szadvari III recently joined the firm as a financial advisor.

Szadvari brings 25 years of financial services experience to the firm. Most recently, he served as a financial advisor for PNC. Prior to that, he was an investment advisor with Dominion Financial Consultants and a private banker with PNC.

Jun 25

Northwest Financial Advisors Hires Janna Vloet as Financial Consultant

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Janna Vloet joined the firm as a financial consultant. Vloet is assigned to the company’s Northwest Direct program, a service model that elevates and expands service to the firm’s growing clientele. She will work in partnership with the firm’s wealth and branch advisors to serve new and existing clients of the firm.