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Page 3 of 357 results
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Feldman Financial Advisors

1001 Connecticut Ave NW #840
Washington, DC 20036 202-467-6862

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Folger Nolan Fleming Douglas

725 15th St NW
Washington, DC 20005 202-783-5252

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Gallagher Insurance Risk Management & Consulting

1667 K St NW #1270
Washington, DC 20006 202-898-2270

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Intrust Global Investments

1701 Pennsylvania Ave NW #200
Washington, DC 20006 202-349-5559

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No raters have left a written comment.

Merrill Lynch Wealth Management

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

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Money Management International

1875 I St NW
Washington, DC 20006 202-223-2973

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No raters have left a written comment.

Morgan Stanley Smith Barney

750 9th St NW
Washington, DC 20001 202-662-1456

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National Capital Financial Group

316 Pennsylvania Ave SE #402
Washington, DC 20003 202-546-9310

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very helpful. did not push products. endorsed currents mutual funds, suggested... - Sep 09, 2015

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P G Capital Management

1025 Thomas Jefferson NW #308-E
Washington, DC 20007 202-965-2166

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Pine Harbor Wealth Management

1629 K St NW #300
Washington, DC 20006 202-792-3242

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No raters have left a written comment.

Prudential Financial

7826 Eastern Ave NW
Washington, DC 20012 202-726-0920

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Revolution

1717 Rhode Island Ave NW #1000
Washington, DC 20036 202-419-3399

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No raters have left a written comment.

Thai T Nguyen

5201 Macarthur Blvd NW Fl 1
Washington, DC 20016 202-601-2715

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No raters have left a written comment.

Truist Bank

1909 K St NW
Washington, DC 20006 202-835-9257

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No raters have left a written comment.

Values Added Financial

1323 Shepherd St NW
Washington, DC 20011 202-599-0915

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Washington Wealth Group of Steward Partners

1776 I St NW #700
Washington, DC 20006 202-930-6000

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Highly recommend. - Jan 14, 2021

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White Terry L

2639 Connecticut Ave NW #C-110
Washington, DC 20008 202-362-3535

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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.