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Edelman Financial Engines

1 Research Ct #450
Rockville, MD 20850 301-587-1132

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Excellent firm to work with. - Jan 30, 2021

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Ameriprise Financial

8601 Georgia Ave #910
Silver Spring, MD 20910 301-587-6700

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I've been with a financial advisor from Ameriprise for many years, and... - Jul 19, 2022

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Capital Asset Management

12510 Prosperity Dr
Silver Spring, MD 20904 301-680-0840

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I feel like I can ask Ed any question, no matter how dumb it may seem. - Aug 14, 2015

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Tweddell Goldberg Investment Management

9005 Woodland Dr
Silver Spring, MD 20910 301-650-6567

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Small firm with highly personalized service and reasonable rates. Mr. Goldberg... - Jul 17, 2019

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Money Plans

8701 Georgia Ave #710
Silver Spring, MD 20910 301-589-4250

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Recommend it if you can afford it. They are expensive. I like the fee for... - Oct 10, 2019

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District Financial Planning

8403 Colesville Rd #1100
Silver Spring, MD 20910 301-563-9700

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Gives very generic advice, charges significantly high percentages. Did not... - Aug 25, 2022

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E Z Accounting & Financial Services

833 Bromley St
Silver Spring, MD 20902 301-681-1652

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Specializes in services for Federal Employees. - Oct 10, 2019

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Thalheimer Financial Planning

8403 Colesville Rd #1100
Silver Spring, MD 20910 301-589-6868

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Steve Thalheimer is a committed professional in this field, thorough and personable.... - Jan 10, 2022

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Truist

1371 Lamberton Dr
Silver Spring, MD 20902 301-692-4330

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My financial advisor works at Truist, formerly Suntrust, and he gives excellent... - Aug 07, 2023

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Adviser Compliance Associates

8401 Colesville Rd #700
Silver Spring, MD 20910 301-495-7850

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No raters have left a written comment.

Axxis Financial Group

2730 University Blvd W #818
Wheaton, MD 20902 301-946-8040

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A previous tax preparer made a mess of our 2018 taxes. I found Axxis through... - Jan 18, 2021

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Bailey Wealth Advisors

8403 Colesville Rd #845
Silver Spring, MD 20910 301-585-4701

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Community Ladders

8201 16th St
Silver Spring, MD 20910 240-863-1813

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Community Ladders is a non-profit answer to low and moderate income people... - Jul 26, 2013

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Edelman Financial Engines

12510 Prosperity Dr #350
Silver Spring, MD 20904 888-752-6742

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Very responsive and very practical advice - Feb 24, 2024

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Peake Financial

8737 Colesville Rd #705
Silver Spring, MD 20910 301-650-9188

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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.