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Page 18 of 34667 results
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Justaskfreeman

6111 Ivy Ridge Ct
Upper Marlboro, MD 20772 301-627-0123

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Highly Recommend - Excellent Advisor who will not just sell you a product...very... - Dec 12, 2014

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Kaplan Wealth Management

12110 Sunset Hills Rd #600
Reston, VA 20190 703-352-1780

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Bud Kaplan and his sons have gone above and beyond the scope of their jobs... - Oct 31, 2020

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Katz Family Financial Advisors

3307 Duke St
Alexandria, VA 22314 703-822-5121

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Great company, highly recommended. - Jun 21, 2022

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KCR Wealth Management

1818 Library St #500
Reston, VA 20190 703-722-2212

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Very client-focused, no rush in discussing topics or working with us, clear... - Mar 12, 2023

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Leach Wealth Management Group

7700 Old Branch Ave #E-205
Clinton, MD 20735 301-856-5550

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No raters have left a written comment.

Lighthouse Financial Planning

1515 Allview Dr
Potomac, MD 20854 301-340-2667

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Barry and Steve at Lighthouse gave us very useful customized advice on a full... - Jan 22, 2018

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Lincoln Financial Advisors

28 Griswold Ct
Sterling, VA 20165 703-430-1348

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LPL Financial

1485 Chain Bridge Rd #200
McLean, VA 22101 703-942-8750

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Great place. I highly recommend it. - Jun 16, 2021

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LPL Financial

44675 Cape Ct #100
Ashburn, VA 20147 703-988-3766

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Jason has been our financial advisor for nine years. We have complete trust... - Nov 10, 2020

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Main Street Financial Group

1641 State Rte 3N #203-A
Crofton, DC 21114 202-543-6751

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They were very direct and upfront about their fees and process - Jun 23, 2022

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Mainstreet Financial Planning

1113 Odenton Rd #2-C
Odenton, MD 21113 888-897-6743

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Makonnen Financial Group

5568 General Washington Dr #A-200
Alexandria, VA 22312 703-992-9570

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Mike Makonnen is honest, knowledgeable, and really keeps us informed. He is... - Nov 08, 2022

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Marcy Kelly

1916 Crain Hwy #18
Glen Burnie, MD 21061 410-766-1122

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No raters have left a written comment.

Merrill Lynch Wealth Management

224 E Main St #1
Salisbury, MD 21801 410-860-5500

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found them helpful, informative and motivated. moved money there from another... - Apr 28, 2022

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Montgomery Financial Partners

14927 Carry Back Dr
North Potomac, MD 20878 301-990-9170

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Morgan Stanley Smith Barney

7500 Old Georgetown Rd
Bethesda, MD 20814 301-961-1820

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Great advisor and made me significant cash - Jun 05, 2021

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NEA Member Benefits

900 Clopper Rd #300
Gaithersburg, MD 20878 301-251-9600

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New York Life Insurance

6901 Rockledge Dr #900
Bethesda, MD 20817 301-214-6600

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Diane really listens and customizes a plan to your life goals and your risk... - Feb 03, 2018

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Nicole Cole

9909 Ashmeade Ct
Fredericksburg, MD 22407 301-322-8104

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Nicole moved to the Fredericksburg, VA area a few years ago, but she still... - Nov 28, 2017

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Northwestern Mutual

2923 Olney Sandy Spring Rd #F
Olney, MD 20832 301-260-8050

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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.