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PlumTree Financial

8300 Boone Blvd #500
Vienna, VA 22182 703-289-5044

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UMG Financial

1921 Gallows Rd
Vienna, VA 22182 703-663-4032

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Washington Equity Planning

131 Park St NE #8-C
Vienna, VA 22180 703-536-5599

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Actively manages our account. Does an excellent job. - Jun 06, 2022

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Accounting Financial

374 Maple Ave E #300
Vienna, VA 22180 703-255-5508

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Allstate Financial Services

1020 Elden St #201
Herndon, VA 20170 703-848-1800

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After spending a fair amount of time with me over a number of meetings, he... - Jan 26, 2021

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Ategra Capital Management

8229 Boone Blvd #305
Vienna, VA 22182 703-564-9131

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Bradley Burton

8075 Leesburg Pike Fl 5
Vienna, VA 22182 703-287-2115

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I have been using Bradley Burton and his company Avenue Wealth since 2012.... - Nov 16, 2020

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Campion Asset Management

3141 Fairview Park Dr
Falls Church, VA 22042 703-848-0344

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Campion is the firm of Terence Burns, who is highly ethical, transparent, proactive... - Oct 22, 2016

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First Financial Group

1593 Spring Hill Rd #500E
Vienna, VA 22182 703-847-9660

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Have used Craig for over 20 years. He is very knowledgeable and willing to... - Jan 12, 2022

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KCBP

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

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KCBP has managed my family's assets for generations now and we could not... - Oct 23, 2023

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Merrill Lynch Financial Advisors

8075 Leesburg Pike #600
Vienna, VA 22182 703-734-8113

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Very professional by every measure. - Apr 28, 2021

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Signature Financial Partners

8607 Westwood Center Dr Fl 3
Vienna, VA 22182 703-287-7101

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Waldman Financial Advisors

5901 Turkey Oak Rd
N Chesterfield, VA 23237 703-281-7100

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Yeske Buie

301 Maple Ave W #600
Vienna, VA 22180 703-538-2116

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I've been a customer of Yebu for over 20 years and highly recommend them.... - Apr 11, 2021

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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.