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UBS Financial Services

1501 K St NW #1100
Washington, DC 20005 202-585-4000

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This applies to Mikail Quazi in Private Wealth Management. He is knowledgeable,... - Sep 18, 2023

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RPJ Advisors

7647 Leesburg Pike
Falls Church, VA 22043 703-821-6655

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Very supportive, informative, prompt. I have been with them for several years... - Sep 12, 2019

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Connemara Group

11300 Rockville Pike #712
Rockville, MD 20852 301-321-3600

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Tom Conway and company do a great job handling my investments at a very reasonable... - Oct 17, 2023

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Family Firm

8120 Woodmont Ave #630
Bethesda, MD 20814 301-656-3999

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Always accessible for questions or help, couldn't be more friendly. Prudent... - Feb 12, 2024

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Kilner Capital Advisors

438 N Frederick Ave #465
Gaithersburg, MD 20877 301-840-0501

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Truly looks out for your best interests. Thoroughly explains his recommendations.... - May 06, 2024

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Charles Schwab

7401 Wisconsin Ave #100
Bethesda, MD 20814 301-941-9800

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We consulted but did not use this office. The manager we met with seemed to... - Jan 26, 2022

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Edelman Financial Engines

1 Research Ct #450
Rockville, MD 20850 301-587-1132

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Excellent firm to work with. - Jan 30, 2021

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Financial Services Advisory

1 Church St #901
Rockville, MD 20850 301-949-7300

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We've been using them for about 25 years. They have done very well in... - Oct 24, 2024

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Keen & Pocock

10300 Eaton Pl #470
Fairfax, VA 22030 703-691-9200

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we worked with mark keen, who is highly knowledgeable and professional. mark... - May 07, 2024

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Morgan Stanley Wealth Management

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814 301-657-6300

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They do not stand behind their actions. When they make a mistake, they shrug... - Jul 26, 2018

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PNC Wealth Management

7200 Wisconsin Ave #100
Bethesda, MD 20814 301-215-7900

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Individual advisor personable. Corporate approach is unethical. They’re... - Jan 11, 2020

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USAA Investment Services

9800 Fredericksburg Rd
San Antonio, TX 78288 877-314-2255

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has been helpful with suggestions. - Jul 16, 2017

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Chevy Chase Trust

7501 Wisconsin Ave #1500-W
Bethesda, MD 20814 240-497-5000

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costs very hi - Oct 20, 2016

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Edward Jones

7500 Old Georgetown Rd #900
Bethesda, MD 20814 301-941-1300

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I don't remember their address. I know it is Bethesda. - Oct 29, 2020

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RBC Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815 301-907-2772

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Since we have been using RBC, I no longer worry about whether or not we will... - Jun 06, 2021

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Vanguard

PO Box 2600
Valley Forge, PA 19482 877-662-7447

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Vanguard is a lost cost but highly qualified tool for investors of all kinds.... - Aug 04, 2023

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Cerity Partners

1900 Campus Commons Dr #500
Reston, VA 20191 703-889-1111

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Changed the name to FJY Financial and change address to1900 Campus Commons... - Dec 22, 2021

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D'Orazio Associates

7600 Leesburg Pike
Falls Church, VA 22043 703-917-0007

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Everyone is friendly and quite knowledgeable. I trust their judgment and have... - Apr 14, 2020

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Omega Wealth Management

200 N Glebe Rd #730
Arlington, VA 22203 703-387-0919

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Amazing staff and service! Holistic approach to current and future wants... - Apr 10, 2020

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Robert W Baird & Co

11951 Freedom Dr Fl 14
Reston, VA 20190 571-203-1600

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Have both a financial adviser and stock market adviser on my accounts with... - Apr 19, 2020

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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.