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Merrill Lynch

60 West St Ste 300
Annapolis, MD 21401 410-263-0182

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Fidelity Investments

1901 Towne Centre Blvd # 135
Annapolis, MD 21401 443-332-0001

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

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Merrill Lynch

1 Park Pl Ste 350
Annapolis, MD 21401 410-263-0100

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All they want is your money. After they get it, you are ignored, - Jan 18, 2020

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Ubs Financial Service

2021 Monticello Dr
Annapolis, MD 21401 443-949-0472

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Ameriprise Financial

180 Admiral Cochrane Dr #550
Annapolis, MD 21401 443-837-1060

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If a client is willing to drive to Annapolis, he is a very good advisor. Always... - Sep 10, 2018

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Charles Schwab

170 Jennifer Rd #110
Annapolis, MD 21401 410-224-5600

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Morgan Stanley Smith Barney

410 Severn Ave #211
Annapolis, MD 21403 410-268-5700

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Morgan Stanley Smith Barney

410 Severn Ave Ste 211
Annapolis, MD 21403 410-295-5800

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Northwestern Mutual Financial

2594 Riva Rd
Annapolis, MD 21401 443-221-0722

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A American Debt Consolidation

9 Northwest St
Annapolis, MD 21401 410-626-6006

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nice - Mar 24, 2019

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American Express Financial

180 Admiral Cochrane Dr Ste 240
Annapolis, MD 21401 301-261-8065

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They have done everything that I have asked of them. They invest in mutual... - Sep 15, 2013

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Ameriprise Financial

1835 Forest Dr #D
Annapolis, MD 21401 410-571-6289

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Ameriprise Financial

711 Bestgate Rd
Annapolis, MD 21401 410-224-7581

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Bay Point Wealth Management

582 Bellerive Rd #4-D
Annapolis, MD 21409 410-626-8198

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Bill Hufnell and his team guided my wife and I through the retirement process... - Jan 30, 2016

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First Command Financial Planning

121 Cathedral St
Annapolis, MD 21401 410-263-8201

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Hopkins Investment Management

12 Francis St
Annapolis, MD 21401 410-757-7980

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Morgan Stanley Smith Barney

125 West St #201
Annapolis, MD 21401 410-268-4700

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Could be a whole lot better in research. - Dec 11, 2013

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Raymond James

894 Coachway
Annapolis, MD 21401 410-841-6700

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Very paatient; does not rush me.; explains things and answers questions. - Feb 05, 2018

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W F S Financial

9 West
Annapolis, MD 21401 410-263-3367

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Wells Fargo Advisors

2661 Riva Rd
Annapolis, MD 21401 410-224-0020

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.