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Caudron Megary Blackburn Wealth Management

101 N Union St #220
Alexandria, VA 22314 703-739-4548

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highly recommend - Mar 03, 2024

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First Command Financial Advisor

5285 Shawnee Rd #305
Alexandria, VA 22312 703-658-2943

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Our agent, Ben Lievestro, is superior. In additional to providing excellent... - Feb 04, 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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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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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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Wells Fargo Advisors

1900 Duke St #100
Alexandria, VA 22314 703-548-5700

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Please everyone, go to Chuck Markson at this WF location. We've been long... - Jul 17, 2017

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Charles Schwab

1920 Ballenger Ave #120
Alexandria, VA 22314 703-299-3260

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No raters have left a written comment.

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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Truist Wealth

201 N Union St #240
Alexandria, VA 22314 703-836-9755

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Great advice, friendly and follow up. I look forward to our meetings. - Sep 07, 2021

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Merrill Lynch Wealth Management

1900 Duke St
Alexandria, VA 22314 703-683-6012

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Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

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Morgan Stanley Wealth Management

333 John Carlyle St #650
Alexandria, VA 22314 703-549-8282

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My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

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The Old Dominion Group

1800 Diagonal Rd #550
Alexandria, VA 22314 571-366-3013

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Very trustworthy, personalized advice. Not inexpensive but in line with other... - Apr 29, 2021

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Edward Jones

728 Jefferson St
Alexandria, VA 22314 703-548-1198

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Okay - Jul 30, 2013

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Harvey Group

119 Oronoco St #102
Alexandria, VA 22314 703-549-5499

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Always available to answer questions - Sep 20, 2019

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Ameriprise Financial

2000 Duke St #300
Alexandria, VA 22314 703-518-4184

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No raters have left a written comment.

Katz Family Financial Advisors

3307 Duke St
Alexandria, VA 22314 703-822-5121

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Great company, highly recommended. - Jun 21, 2022

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Makonnen Financial Group

5568 General Washington Dr #A-200
Alexandria, VA 22312 703-992-9570

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Mike Makonnen is honest, knowledgeable, and really keeps us informed. He is... - Nov 08, 2022

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Pentagon Federal Credit Union

1001 N Fairfax St
Alexandria, VA 22301 703-838-1000

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really in something station md, deblaise fine man - May 03, 2020

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Truist Wealth

5203 Franconia Rd
Alexandria, VA 22310 703-924-2790

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No raters have left a written comment.

4J Wealth Management

320 King St #10-B
Alexandria, VA 22314 703-566-9573

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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.