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Egan Berger & Weiner

1919 Gallows Rd #600
Vienna, VA 22182 703-506-0030

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Met via video chat with one the firm's financial planners to discuss rates... - Mar 18, 2024

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Merrill Lynch Wealth Management

8075 Leesburg Pike #600
Vienna, VA 22182 703-734-8000

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Our advisor, Jim Flannery, has provided superb guidance and recommendations... - Apr 27, 2020

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USAA Investment Services

8065 Leesburg Pike
Vienna, VA 22182 800-292-8800

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Rating based on initial visit; do not have sufficient experience to rate individual... - Aug 13, 2014

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Advisors Financial

8931 Old Courthouse Rd #205
Vienna, VA 22182 703-883-0300

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Fabulous group! They've been my financial advisor for 20 years and... - Apr 23, 2021

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UBS Financial Services

1800 Tysons Blvd #550
McLean, VA 22102 703-734-8400

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No raters have left a written comment.

VLP Financial Advisors

8391 Old Courthouse Rd #203
Vienna, VA 22182 703-356-4360

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Excellent advice and service. - Jun 14, 2021

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Ameriprise Financial

8150 Leesburg Pike #600
Vienna, VA 22182 703-226-2300

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Micah Hopkins has been superior at listening to my financial objectives and... - Feb 09, 2024

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Ameriprise Financial

8045 Leesburg Pike #500
Vienna, VA 22182 703-848-4600

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Navy Federal Financial Group

820 Follin Ln SE
Vienna, VA 22180 703-255-8555

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have had accounts with them for many years. they alway were there with a helping... - Apr 11, 2024

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Tom Phillips

1595 Spring Hill Rd #320
Vienna, VA 22182 703-584-3636

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Ameriprise Financial

112 Pleasant St NW
Vienna, VA 22180 703-255-7091

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Highly recommended. Conway, Audit & Joy are an awesome team. - Apr 19, 2020

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Ameriprise Financial

133 Maple Ave E #306
Vienna, VA 22180 703-766-9300

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been using for over 10 years - Jun 19, 2021

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Ameriprise Financial

301 Maple Ave W #520
Vienna, VA 22180 703-766-2025

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Financial services, not car wash - Sep 12, 2019

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Lewis Financial Group

20755 Williamsport Pl #140
Ashburn, VA 20147 703-288-1272

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Always a positive experience - Aug 16, 2014

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Lincoln Financial Advisors

8219 Leesburg Pike #200
Vienna, VA 22182 703-821-1685

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My advisor moved to their HQ office in Phoenix, NM. Love him. - Jul 12, 2022

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Prudential Financial

1919 Gallows Rd #100
Vienna, VA 22182 703-336-5310

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VWG Wealth Management

1919 Gallows Rd #330
Vienna, VA 22182 571-406-4700

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Pays personal attn to clients needs/desires. Been using Lynette's... - Jan 27, 2022

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Allegiance Financial Group

374 Maple Ave E
Vienna, VA 22180 703-242-7900

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We've worked with Shawn Williamson at Allegiance for over ten years. He is... - Aug 31, 2015

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Edward Jones

243 Church St NW #100-D
Vienna, VA 22180 703-255-6428

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Great investment advice and assistance in retirement matters. - Aug 09, 2023

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Northwest Financial Advisors

231 Maple Ave E
Vienna, VA 22180 800-269-2156

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Tom is exceptional. Always available when advice/assistance needed. First... - Jul 18, 2017

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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.