Financial Advisors
McLean, VA
Shirley Luu & Associates is an independent financial services firm in McLean specializing in comprehensive financial planning, investment management, and insurance solutions. Led by Shirley Luu, the firm helps clients with retirement planning, portfolio reviews, life insurance, annuities, and tax-advantaged accounts including 401(k) rollovers and TSP rollovers. They offer personalized financial consultations and product illustrations to help clients build sustainable lifetime income strategies.
Ideal for: Pre-retirees and retirees, Federal employees (TSP rollovers), Business owners, High-net-worth individuals seeking comprehensive financial planning
Service area: McLean, Virginia and Northern Virginia
Independent Firm: Shirley Luu & Associates operates as an independent financial services provider, allowing for personalized advice tailored to individual client needs rather than product-driven recommendations.
Retirement & Income Focused: Specializes in retirement planning strategies including 401(k) rollovers, TSP rollovers, and annuities designed to create lifetime income security.
Extended Hours: Open Monday through Saturday, 9am-6pm, providing convenient scheduling options for working professionals.
Address: 8280 Greensboro Dr #100, McLean, VA 22102
Phone: (760) 232-8801
Website: shirleyluuassociates.com
Looking for more options?
See more Financial Advisors in Mclean →