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Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd #600
Columbia, MD 21044 410-461-3900

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Very responsible and quick in providing advice and managing portfolios. - Feb 09, 2024

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Congress Wealth Management

6345 Woodside Ct #100
Columbia, MD 21046 410-995-6630

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They are more conservative so will lag the markets in an up market but perform... - Feb 21, 2023

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Merrill Lynch Wealth Management

10320 Little Patuxent Pkwy #1000
Columbia, MD 21044 410-884-6600

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Very pleasant and helpful people to work with. - May 18, 2020

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Morgan Stanley Wealth Management

6230 Old Dobbin Ln #100
Columbia, MD 21045 443-259-3000

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Great financial advisors! - Aug 27, 2023

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AXA Advisors

6200 Old Dobbin Ln #100
Columbia, MD 21045 410-309-3600

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Nancy Groff has worked with us for many years; she has successfully managed... - Jan 18, 2020

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RBC Wealth Management

10500 Little Patuxent Pkwy #350
Columbia, MD 21044 410-730-7488

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C.Michael Luck - Nov 10, 2020

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Fidelity National Financial

9891 Broken Land Pkwy #300
Columbia, MD 21046 410-381-4020

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No raters have left a written comment.

Academy Financial

1447 York Rd #801
Lutherville, MD 21093 410-730-9788

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No raters have left a written comment.

Ameriprise Financial

10500 Little Patuxent Pkwy #300
Columbia, MD 21044 410-772-9898

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Advisor is very responsive, and so far his recommendations/advice has earned... - Sep 19, 2013

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Chesapeake Wealth Advisors

8850 Stanford Blvd #3300
Columbia, MD 21045 410-290-1545

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No raters have left a written comment.

FAI Wealth Management

10211 Wincopin Cir #220
Columbia, MD 21044 410-715-9200

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No raters have left a written comment.

TIAA

10980 Grantchester Way #340
Columbia, MD 21044 855-200-0277

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Advisor Matt Diehl listens and works with me to provide advice that is useful... - Feb 02, 2021

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Ameriprise Financial

10025 Governor Warfield #209
Columbia, MD 21044 410-740-8000

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No raters have left a written comment.

Ameriprise Financial

5550 Sterrett Pl #216
Columbia, MD 21044 410-997-3788

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No raters have left a written comment.

Ameriprise Financial

5850 Waterloo Rd #200
Columbia, MD 21045 410-461-4270

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No raters have left a written comment.

Ameriprise Financial

8825 Stanford Blvd #200
Columbia, MD 21045 410-715-9021

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No raters have left a written comment.

Heritage Financial Advisors

8850 Columbia 100 Pkwy #314
Columbia, MD 21045 410-975-8387

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Chris Holcomb is far more than an advisor. He always has your best interests... - Oct 29, 2023

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Keeney Financial Group

6811 Benjamin Franklin Dr #100
Columbia, MD 21046 410-730-7933

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No raters have left a written comment.

Lowe & Assoc Financial Services

6230 Old Dobbin Ln #170
Columbia, MD 21045 443-766-7160

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They've helped me create a lifetime financial plan, with multiple variables... - May 10, 2020

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Lynch Retirement Investment Group

10440 Little Patuxent Pkwy #570
Columbia, MD 21044 410-715-3600

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No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.