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Merrill Lynch Wealth Management

3 S King St
Leesburg, VA 20175 703-779-8750

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My comments refer to the Cammiso Group within Merrill Lynch. - Jan 15, 2019

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AMJ Financial

44160 Scholar Plz #490
Leesburg, VA 20176 703-466-0477

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No raters have left a written comment.

Wells Fargo Advisors

104 Church St SE
Leesburg, VA 20175 703-777-3803

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Raymond James

201 Loudon St SE #100
Leesburg, VA 20175 703-737-0030

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Highly recommend. I was able to retire with few if any worries because of... - Aug 21, 2013

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Toth Financial Advisory

608 S King St #300
Leesburg, VA 20175 703-443-8684

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Atlantic Union Bank

300 Fort Evans Rd NE
Leesburg, VA 20176 703-737-3434

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Christopher Merchant goes above & beyond the call of duty. - Jan 04, 2016

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Edward Jones

704 S King St #7
Leesburg, VA 20175 703-443-6901

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Bill Korby is superior to all other FAs I have used. He is sincerely interested... - Apr 06, 2017

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Morgan Stanley Wealth Management

222 Catoctin Cir SE #101
Leesburg, VA 20175 703-779-1900

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Osaic Wealth Management

223 Loudoun St SE
Leesburg, VA 20175 703-443-9500

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Outstanding performance and service - May 04, 2020

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Quality American Finance

20261 Hogback Mountain Rd
Leesburg, VA 20175 703-443-9009

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SonRise Strategies

899-A Harrison St SE
Leesburg, VA 20175 703-403-3187

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Steigerwald Gordon & Koch Wealth Advisors

893-A Harrison St SE
Leesburg, VA 20175 703-777-8826

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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.