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Merrill Lynch Wealth Management

1152 15th St NW #6000
Washington, DC 20005 202-659-7222

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My financial advisor provides expert and seasoned advice which consistently... - Jun 15, 2022

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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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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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Fidelity Investments

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

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Great customer service genuinely - Jul 16, 2022

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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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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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RBC Wealth Management

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

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No raters have left a written comment.

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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Merrill Lynch Wealth Management

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

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We have minimal contact but have no complaints - May 16, 2020

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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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Wells Fargo Advisors

5301 Wisconsin Ave NW #400
Washington, DC 20015 202-364-1600

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I highly recommend this service which our family has used for several years,... - Aug 01, 2015

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Ameriprise Financial

1220 19th St NW #205
Washington, DC 20036 202-293-9797

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Have only started using this service recently, but the people I have worked... - Sep 27, 2015

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Bernstein Investment Research

800 Connecticut Ave NW #1100
Washington, DC 20006 202-261-6700

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No raters have left a written comment.

Morgan Stanley Wealth Management

1775 I St NW #200
Washington, DC 20006 202-862-9000

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Evaluation only applies to Sue VanderLinden/BlueStone Planning group located... - Sep 07, 2021

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Charles Schwab

1845 K St NW
Washington, DC 20006 202-530-1870

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I usually communicate by phone. Consultants are always helpful. My problem... - Jan 16, 2022

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Frango Financial

4545 42nd St NW #314
Washington, DC 20016 202-244-4460

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Totally honest and helpful - Aug 10, 2021

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MainStreet Financial Planning

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

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The staff provide helpful financial planning advice though I don't always... - Jan 27, 2020

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Financial Advisor For You

1820 Wyoming Ave NW
Washington, DC 20009 202-257-6499

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Mike is a for fee planner who charges one flat rate. He helped us see how much... - Sep 05, 2017

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Oppenheimer & Co

1801 K St NW #750
Washington, DC 20006 202-296-3030

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I recently found a great financial advisor at Oppenheimer. He has helped me... - Aug 08, 2023

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Raymond James

1717 Pennsylvania Ave NW #1050
Washington, DC 20006 202-872-5900

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No raters have left a written comment.

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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