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Burt Wealth Advisors

6116 Executive Blvd #500
North Bethesda, MD 20852 301-770-9880

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Fred and Jen are professional, knowledgeable, intuitive and caring. The other... - Nov 02, 2024

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Catharine V Fairley

3 College Ave #1
Frederick, MD 21701 301-378-0176

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Catharine has been my advisor for years now. She responds quickly to email... - Oct 24, 2024

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Clarendon Wealth Management

3033 Wilson Blvd #700
Arlington, VA 22201 571-257-3252

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Investing strategy was good. Recommendations concerning annuities was questionable... - Feb 27, 2023

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Clark & Associates

1984 Issac Newton Sq W #203
Reston, VA 20190 703-796-0957

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Focus is more on attracting new customers and not on service to older clients. - Jun 19, 2022

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Edward Jones

7420 Alban Station Blvd #B-202
Springfield, VA 22150 703-644-6046

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I told him to make me rich, and he did it!! - Mar 31, 2021

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Ferguson Johnson Wealth Management

51 Monroe St #PE-25
Rockville, MD 20850 301-670-0994

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I have been very pleased with their service in a number of ways. I like their... - Oct 08, 2022

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Houlihan Financial Resource

20405 Exchange St #371
Ashburn, VA 20147 703-796-0800

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This is a wonderful organization. - Jun 17, 2018

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Integrated Financial Partners

4000 Legato Rd #410
Fairfax, VA 22033 703-840-4300

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Excellent service and investment results - Jun 11, 2024

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Jacques Financial

1700 E Gude Dr
Rockville, MD 20850 301-738-1303

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Joe has saved me much money on my taxes and on financial investing made easy... - Apr 09, 2020

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KFA Private Wealth Group

8000 Towers Crescent Dr #1250
Mclean, VA 22182 703-462-9475

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Thoughtful, individualized, responsive - Oct 08, 2022

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MainStreet Financial Planning

1775 Eye St NW #1150
Washington, DC 20006 888-897-6743

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I particularly like MSFP because they help not only with income strategy for... - Jun 21, 2024

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Marc Schliefer

7910 Woodmont Ave #900
Bethesda, MD 20814 301-652-8702

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Hunter Hart is friendly, professional and accessible to his clients. - Jan 19, 2019

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McLaughlin Ryder Investments

1421 Prince St #200
Alexandria, VA 22314 703-684-9222

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Especially need to not quality and professionalism of Joshua Goulding, the... - Jan 28, 2018

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Michael S Beriss

7910 Woodmont Ave #1214
Bethesda, MD 20814 301-320-1462

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No raters have left a written comment.

Robert W Baird & Co

1750 Tysons Blvd #260
McLean, VA 22102 703-668-1300

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No raters have left a written comment.

Safe Harbor Partners

6723 Whittier Ave #200
McLean, VA 22101 703-752-6007

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Excellent communicating with both clients who well versed in financial analysis... - Jan 30, 2019

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Thrivent Financial

12850 Middlebrook Rd #202
Germantown, MD 20874 301-515-3312

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I've had two Zoom sessions with my advisor over the last several months.... - Jul 14, 2022

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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.

Washington Financial Group

8300 Greensboro Dr #700
McLean, VA 22102 703-847-4500

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Been with this group for over a decade and have turned over virtually all of... - Apr 20, 2022

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Washington Retirement Planning Specialists

6701 Democracy Blvd #711
Bethesda, MD 20817 240-720-0084

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Group really works hard at responsibly representing me and my personal financial... - Jun 21, 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.