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Page 28 of 34674 results
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Lynch Retirement Investment Group

10440 Little Patuxent Pkwy #570
Columbia, MD 21044 410-715-3600

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Mac Kenzie Equity Partners

312 Third St #101
Annapolis, MD 21403 410-216-9333

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MAI Capital Management

11140 Rockville Pike #600
Rockville, MD 20852 240-430-3000

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We have used this company for over 10 years and have been completely satisfied... - Apr 12, 2017

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Maller Wealth Advisors

201 International Cir #100
Hunt Valley, MD 21030 410-771-5660

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Have been using Peter Maller for many years--highly recommend him and his group.... - May 21, 2016

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Maple Tree Financial Service

4505 Thornhurst Dr
Olney, MD 20832 301-774-9481

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Caring and thorough. Looks at entire life expectancy when mapping out plan. - Apr 03, 2021

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Mariner Wealth Advisors

1640 Boro Pl #420
McLean, VA 22102 703-214-2107

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Mason Company

11921 Freedom Dr #1000
Reston, VA 20191 703-716-6000

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I have used the Mason Companies' financial planning, tax planning, and investment... - Aug 19, 2015

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Mason Investment Advisory Services

11300 Sunrise Valley Dr #200
Reston, VA 20191 703-716-6000

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We have worked with them for a long time, and now, in retirement, are very... - Oct 24, 2024

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McDermott Armati Wealth Strategies

7548 Diplomat Dr #201
Manassas, VA 20109 877-874-8843

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MCG Financial Planning

10303 Greenwood Pl
Oakton, VA 22124 703-938-0074

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Mary is especially knowledgeable of federal employment related issues and helpful... - Dec 06, 2019

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McKinney Financial Planning & Management

Vienna, VA 22180 703-281-9221

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Meritis Wealth Management

12435 Park Potomac Ave #440
Potomac, MD 20854 240-396-6600

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Gave a very thorough evaluation of situation. - Oct 24, 2022

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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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Merrill Lynch Wealth Management

39 Churchville Rd
Bel Air, MD 21014 410-420-6037

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Merrill Lynch Wealth Management

730 12th St NW
Washington, DC 20005 202-783-0421

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Merrill Lynch Wealth Management

901 Dulaney Valley Rd #516
Towson, MD 21204 410-321-4321

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Merrill Lynch Wealth Management

910 Princess Anne St #102
Fredericksburg, VA 22401 540-373-8475

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Mark Rodman is a terrific consultant. Have used him for years. - Jul 15, 2015

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Michael D Kaye

4920 Elm St #300
Bethesda, MD 20814 301-547-4012

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Very down to earth, realistic and ready to work with you wherever you are. - Sep 18, 2021

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Michael Graham

2000 Duke St #300
Alexandria, VA 22314 703-931-2883

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Miller Musmar

1861 Wiehle Ave
Reston, VA 20190 703-437-8877

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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.