App

EldenStreet Financial

EldenStreet Financial

Access Accounts

Video Library

Contact Our Team

Request
Appointment

Refer a
Friend

Office Directions

Financial News

Community Involvement

Share this App

Share App

EldenStreet Financial

625 Elden Street, Suite 203
Herndon, VA 20170

Let’s Look Forward

What’s in a Number?

The Power of the Entrepreneur

Financial Planning

Elder Care

The Nautilus Navigator

The Nautilus Navigator

The Eagle Eye

Eagle Eye

Mainstay Market Pulse

mainstay video
 

If you’d like to request an appointment, fill out the form below and give us your top three dates. We will get back in touch soon to confirm the specific date and time.

Date Option 1

Date Option 2

Date Option 3

Thank you for requesting an appointment. We will be in touch soon to confirm a date and time.

If you have a friend or family member who would benefit from our services, please tell us about them below and we will reach out. Thank you for your trust!

Thank you very much for your referral. We will reach out to them soon!

Thank you! Someone from our office will be in touch as soon as possible.

Val has been on the TPSM BOD since 2015. The objective of the Turning Point Suffragist Memorial Association (TPSMA) is to educate, inspire and empower present and future generations to remain vigilant in the quest for liberty, freedom and equal rights. Education is the driving force behind everything to which the association aspires. How will we do it? By building a memorial to commemorate and honor those who fought for seven decades to enfranchise all American women, establishing the Turning Point Institute and developing a Constitution Trail in collaboration with numerous historical sites germane to our ever-evolving Constitution.

Tony has been active in raising funds for the Alzheimer Association. He has been a Team Co-Captain in the Reston Virginia Walk. The Walks are held annually in more than 600 communities nationwide. The Alzheimer's Association Walk to End Alzheimer’s® is the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research.

Tony and Val both hold the CFP® designation. The mission of the Certified Financial Planner /board of Standards, Inc., is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Valerie was elected to New York Life Insurance Company’s Agents Advisory Council (AAC) for 2014, serving as Associate Chairperson on the Agency Support Committee and for 2015, she was elected by her peers to serve on the Executive Committee. Founded in 1946, the AAC is a prominent group of 24 New York Life Agents elected by their peers to communicate the issues and perspectives of their fellow Agents working in tandem with senior management for their mutual benefit. The AAC's objectives are to work with the Home Office senior management in a partnership characterized by openness and empathy; to provide Field perspective on ways to improve products, services and programs; and to serve as a sounding board for new initiatives. The AAC will continue to strive to make New York Life the best it can be and to create an environment in which everyone benefits - the Home Office, Agents, Field management, and most of all our policyholders.

Tony is a supporter of Special Olympics in Virginia, as he and his son Matt coach basketball in Fairfax County. The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities.

Tony is a supporter of Kids R First, a non-profit that donated school supplies to over 25,000 needy kids at 90 schools in Northern Virginia. Kids R First was honored to be ONE of the Best Non-Profits by the Greater Washington Catalogue for Philanthropy 2013.

Tony is a past President of the Herndon Rotary Club. The local club is a part of Rotary International, which includes 1.2 million community leaders who come together to create positive, lasting change both locally and around the world. A few of the many projects of the Herndon Rotary Club include Youth Scholarships, Music/Band in Herndon Schools, Dolly Parton Imagination Library, Herndon-Reston FISH, and the Senior-Senior Prom.

Val is a member of the national WIFS organization. She works with her colleagues to mentor and develop women advisors to their fullest potential in their careers.

Tony and Val are active members of the association. The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.

Members of FPA are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Val is on the Executive Board of the Chamber and is the Chair of the Dulles Executive Women’s Committee, a group of C-level women leaders who support various projects in the community.