BH
Barbara Holmes
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Work Experience
Board Member
Jun 2023 - Present · 1 years and 6 months
Chief Audit Executive
Aug 2019 - Present · 5 years and 4 months
Director /Board Of Directors
Mar 2018 - Present · 6 years and 9 months
Company Details
Having the money and freedom to pursue what you want out of life takes careful planning and partnering with purpose. Every life stage brings new opportunities, challenges and promises of what the future may hold. At Northwest Financial Advisors, we put the needs of individuals, families and business owners first. And, based on our association with independent partners, we build trust by providing unbiased advice and highly personalized attention. We take the necessary time to establish both short- and long-term goals and provide services to help you strive to reach them. Our services include: • Financial Planning • Investment Management • Retirement Planning • Retirement Savings Rollovers • Estate Planning • College Savings Plans Welcome. Securities offered through LPL Financial, member SIPC (www.sipc.org). Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. The investment products sold through LPL Financial are not insured Northwest Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Northwest Federal Credit Union and are not endorsed, recommended, or guaranteed by Northwest Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.nwfllc.com
Year Founded
1995
Social Media
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Industry
Financial Services
HQ Location
200 Spring Street Suite 120 Herndon, VA 20170, US
Keywords
INVESTMENT MANAGEMENTFINANCIAL PLANNINGRETIREMENT PLANNINGESTATE PLANNINGWEALTH MANAGEMENTCOLLEGE SAVINGS PLANSIRAsIRA RolloversRetirement Income
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