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Savant Wealth Management

1430 Spring Hill Rd #400
McLean, VA 22102 703-288-0500

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For the past 20+ years, Savant has consistently been rated within the... - Apr 09, 2020

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USAA Investment Services

8065 Leesburg Pike
Vienna, VA 22182 800-292-8800

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Rating based on initial visit; do not have sufficient experience to rate individual... - Aug 13, 2014

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Varilpan

19775 Belmont Executive Plz #320
Ashburn, VA 20147 703-771-8194

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We have been with Mike Miles of Variplan for over 5 years now. He is well versed... - Jul 06, 2021

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Wells Fargo Advisors

1753 Pinnacle Dr
McLean, VA 22102 703-760-5350

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George Deegan is our advisor and he is wonderful. - Oct 10, 2019

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Armstrong Fleming & Moore

1850 M St NW #1010-S
Washington, DC 20036 202-887-8135

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We have been using this firm for 30+ years and they have really helped... - Oct 05, 2022

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AXA Advisors

3141 Fairview Park Dr #250
Falls Church, VA 22042 703-207-0900

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Henry Shields and Thomas Natoli are an excellent team. - May 10, 2020

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CJM Wealth Advisers

3110 Fairview Park Dr #900
Falls Church, VA 22042 703-425-0700

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Excellent work and advice - May 10, 2020

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 800-227-0584

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Team in the Reston office is great! - May 17, 2024

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First Command Financial Advisor

13625 Office Pl #201
Woodbridge, VA 22192 703-897-8787

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Excellent wealth management services; they don't waste money on advertising. - Jun 22, 2021

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Hopwood Financial Services

10740 Parkridge Blvd #150
Reston, VA 20191 703-787-0008

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I feel comfortable with their service, fiduciary with you as the prime interest. - Jan 23, 2021

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Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877 301-990-9704

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I've used them for 15 years and am more than satisfied. - May 09, 2020

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Merrill Lynch Wealth Management

1152 15th St NW #6000
Washington, DC 20005 202-862-2664

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Our financial advisor is terrific to work with and this is a long term relationship.... - Jul 07, 2024

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Morgan Stanley Wealth Management

1747 Pennsylvania Ave NW #900
Washington, DC 20006 202-292-5400

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Excellent service. Excellent results. - Oct 21, 2020

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RBC Wealth Management

1700 Pennsylvania Ave NW #700
Washington, DC 20006 800-227-0308

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Fidelity Investments

1901 Towne Centre Blvd #135
Annapolis, MD 21401 800-544-1441

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Highly recommend Ally Harrison at this office. - Feb 17, 2018

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Heritage Investors Management

7101 Wisconsin Ave #950
Bethesda, MD 20814 301-951-0440

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I've been investing with this company for about 35 years and I am very... - Oct 18, 2024

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Janney Montgomery Scott

1255 23rd St NW #150
Washington, DC 20037 202-955-4300

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Our advisor is easy to reach and he contacts us a few times a year for a call/visit.... - Feb 01, 2020

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Raymond James Financial Services

3202 Tower Oaks Blvd #400
Rockville, MD 20852 301-770-6800

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We have been SPC clients since 1981 and have been extremely satisfied with... - Sep 05, 2017

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UBS Financial Services

7272 Wisconsin Ave Fl 23
Bethesda, MD 20814 301-718-5000

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They helped me transition into retirement and have taken good care of my money. - Oct 08, 2024

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Wells Fargo Advisors

7600 Wisconsin Ave Fl 9
Bethesda, MD 20814 301-961-0100

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Knowledgeable, responsive, caring - May 09, 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.

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