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4J Wealth Management

320 King St #10-B
Alexandria, VA 22314 703-566-9573

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Edward Jones

1700 Diagonal Rd #630
Alexandria, VA 22314 703-685-9910

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Janney Montgomery Scott

1800 Diagonal Rd #550
Alexandria, VA 22314 571-366-3013

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Mike Slaymaker and Elizabeth Miller make a great team. They listen patiently... - Feb 26, 2022

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Morgan Stanley Wealth Management

333 John Carlyle St #650
Alexandria, VA 22314 703-535-8300

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Schuler Insurance

6674 Richmond Hwy
Alexandria, VA 22306 703-765-4500

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Spectra Credit Union

5440 Cherokee Ave #200
Alexandria, VA 22312 800-526-6661

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Same person has been my investment adviser for 35+ years - Dec 13, 2018

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Thrive Wealth Advisors

663 S Washington St
Alexandria, VA 22314 703-740-4672

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This group now goes by the name of "Thrive Financial Advisors." I'm... - Apr 27, 2022

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Wesling Financial Planning Services

101 N Columbus St
Alexandria, VA 22314 703-535-8280

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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.