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Ameriprise Financial

3201 Jermantown Rd #575
Fairfax, VA 22030 703-273-2937

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Takes great care to explain and answer questions before recommending actions. - Nov 02, 2020

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Cocozza Financial Planning

3046 Hazelton St
Falls Church, VA 22044 703-276-1243

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After years of using Vanguard Personal Investors and getting generic advice,... - Nov 26, 2022

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Edelman Financial Engines

1800 Diagonal Rd #480
Alexandria, VA 22314 703-836-0652

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I have been with Edelman for many years. My advisor is prompt in answering... - Feb 09, 2024

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Edelman Financial Engines

6550 Rock Spring Dr #510
Bethesda, MD 20817 301-530-3494

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Very responsive and thorough. - Feb 04, 2021

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Fidelity Investments

1900 K St NW #110
Washington, DC 20006 202-463-0496

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Fidelity is the best investment firm that I have dealt with. - May 27, 2020

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Campbell Wealth Management

330 John Carlyle St #400
Alexandria, VA 22314 703-535-5300

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I was rather overwhelmed at the depth into which Kelly and his team looked... - Feb 08, 2024

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ClearLogic Financial

11107 Sunset Hills Rd #220
Reston, VA 20190 703-476-3521

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Now called. Apella Wealth, Sunset Hills Road, Reston, VA - Nov 30, 2024

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Warner Financial

4550 Montgomery Ave #352
Bethesda, MD 20814 301-961-9505

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Warner Financial is by far the best of all the financial advisors I have had.... - Feb 18, 2024

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TIAA-CREF

11810 Grand Park Ave #500
Bethesda, MD 20852 301-280-5500

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a lot depends on who your wealth adviser is - May 03, 2021

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Wells Fargo Advisors

1133 Connecticut Ave NW Fl 9
Washington, DC 20036 202-861-4400

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Fees are high. - Jul 15, 2021

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Congress Wealth Management

6345 Woodside Ct #100
Columbia, MD 21046 410-995-6630

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They are more conservative so will lag the markets in an up market but perform... - Feb 21, 2023

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Fidelity Investments

1725 Duke St #GR-05
Alexandria, VA 22314 800-367-1059

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I have been very pleased with the advice, the response, and results from Fidelity... - Feb 15, 2024

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Fidelity Investments

1900 K St NW #110
Washington, DC 20004 800-343-3548

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Very satisfied by quality of work by adviser at Fidelity. Gives clear advice,... - Nov 02, 2024

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First Command Financial Advisor

12150 Monument Dr #500
Fairfax, VA 22033 703-352-7970

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I have been using First Command since 1986 when I was stationed at Fort Benning.... - Jun 10, 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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Schaeffer Financial

4612 Great Oak Rd
Rockville, MD 20853 301-933-5550

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They have been our advisors since 1985 - Jun 15, 2022

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Charles Schwab

1650 Tysons Blvd #150
McLean, VA 22102 703-761-1570

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Good research tools on their website. - Jun 07, 2021

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Edelman Financial Engines

1750 Tysons Blvd #1140
McLean, VA 22102 571-633-0110

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Took plenty of time to explain and cover topics. - Aug 12, 2017

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Edelman Financial Engines

6550 Rock Spring Dr #510
North Bethesda, MD 20817 888-752-6742

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Have been with them for 17 years. The service, advice and support is outstanding.... - Feb 14, 2024

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Northwest Services

200 Spring St #120
Herndon, VA 20170 703-810-1072

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The best. We have a complicated situation, and they make it easy. - Sep 12, 2023

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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.