Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Taro is a financial advisor with Cerity Partners LLC. Melissa has been in the financial services industry since 2014 and holds the Certified Financial Planner designation. Melissa Taro is registered with the state of Virginia and specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations and pooled investment vehicles. Melissa also offers tax services and bill pay services. Melissa has experience with several other firms including FJY Financial, Virtual FP LLC and Lumina Financial Consultants, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
07/05/2023 - Present
Cerity Partners LLC (ASHBURN VA)
Active
Inactive
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