8th Street Investments

Add to Favorites

Financial Planning Consultants, Accounting Services, Financial Planners

Be the first to review!

Add Hours

15 Years

in Business

(703) 519-0962Call Visit WebsiteVisit Website Map & DirectionsDirections108 N Payne StAlexandria, VA 22314 Write a ReviewWrite Review

More Info

Neighborhoods: Old Town, Ten Thousand Village, Downtown Alexandria
AKA: 8th Street Investments LLC
Other Link: https://www.8thstreetllc.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (703) 519-0962

Address: 108 N Payne St, Alexandria, VA 22314

Website: https://www.8thstreetllc.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

8th Street Investments

Investment Management
8th Street believes that thoughtful planning is as integral to achieving your long term financial goals as prudent investment management. Without a long term strategy, you may not get to where you want to be.
Mutual Funds
8th Street specializes in constructing and managing customized portfolios for clients. Understanding your investment objectives, we utilize stocks, bonds, ETFs and mutual funds in seeking to meet your goals. Your assets will be custodied with a well-known, independent third-party financial institution, where you will be able to see your own account at any time, day or night.
Bonds
Wealth Management
Prior to establishing 8th Street, Lisa was a Senior Financial Planner with U.S. Trust Company who developed tailored wealth management programs and financial planning strategies for high net worth individuals. Also while at U.S. Trust, Lisa served as Senior Vice President and legal counsel for U.S. Trust’s Special Fiduciary Services Division for over six years, specializing in employee benefits and ERISA fiduciary law.

Accounting Services

Financial Planning
Lisa works with clients to assess their financial needs and offer a plan to achieve their unique goals. Lisa approaches the financial planning process in a thoughtful and common sense manner because she knows that financial decision-making and plan implementation can be daunting.
Retirement Planning
Asset Management
We believe investing is a long-term proposition driven by careful consideration and understanding of your personal financial goals and objectives. We think appropriate asset allocation should be the basis for any investment goals, followed by fundamental analysis for individual security selection and tax and cost efficiency. Investing involves the risk of loss and sometimes distressing market fluctuations. We do not attempt to time the market over short term periods. Instead, we believe that a consistent process of reviewing accounts and rebalancing to the asset allocation guidelines will ultimately drive long-term investment performance consistent with your objectives.
College Funding

View All Services

Provided by