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Fidelity Investments

7501 Wisconsin Ave #150W
Bethesda, MD 20814 800-531-2419

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Fidelity Investments takes good care of me and my money. - May 21, 2020

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FBB Capital Partners

4520 East West Hwy Ste 450
Bethesda, MD 20814 301-657-8870

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Pricing based on value of portfolio. If your portfolio's stocks go up,... - Nov 26, 2022

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Ameriprise Financial

6400 Goldsboro Rd #550
Bethesda, MD 20817 301-320-0500

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Better to work with a fee-for-service advisor. These advisors are good but... - Apr 12, 2021

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Ameriprise Financial

6400 Goldsboro Rd #540
Bethesda, MD 20817 301-986-0087

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Brian Thoms is fantastic! - Jan 14, 2022

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Edelman Financial Services

6550 Rock Spring Dr Ste 510
Bethesda, MD 20817 301-530-3494

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Very responsive and thorough. - Feb 04, 2021

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Warner Financial

4550 Montgomery Ave # 352
Bethesda, MD 20814 301-961-9505

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Highly recommended for superior performance and service. - Dec 03, 2022

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TIAA-CREF

6700 Rockledge Dr #100-A
Bethesda, MD 20817 301-280-5500

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a lot depends on who your wealth adviser is - May 03, 2021

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PNC Wealth Management

7200 Wisconsin Avenue, Suite 100
Bethesda, MD 20814 301-215-7900

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Individual advisor personable. Corporate approach is unethical. They’re... - Jan 11, 2020

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Edward Jones

7500 Old Georgetown Rd #775
Bethesda, MD 20814 301-941-1300

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I don't remember their address. I know it is Bethesda. - Oct 29, 2020

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Charles Schwab

7401 Wisconsin Ave Ste 100
Bethesda, MD 20814 301-941-9800

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We consulted but did not use this office. The manager we met with seemed to... - Jan 26, 2022

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Morgan Stanley Wealth Management

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814 301-961-1800

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They do not stand behind their actions. When they make a mistake, they shrug... - Jul 26, 2018

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TD Ameritrade

7101 Wisconsin Ave
Bethesda, MD 20814 301-968-2171

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OK if you're well aware of what information you need, but not particularly... - Oct 04, 2018

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Family Firm

8120 Woodmont Ave Ste 630
Bethesda, MD 20814 301-656-3999

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Parents had used this firm and through their advice, were able to retire very... - Jun 02, 2020

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Chevy Chase Trust

7501 Wisconsin Ave Fl 14
Bethesda, MD 20814 240-497-5000

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costs very hi - Oct 20, 2016

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Merrill Lynch Wealth Management

3 Bethesda Metro Ctr Ste 1100
Bethesda, MD 20814 301-215-4400

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Simplified what is often confusing process. - Jun 22, 2022

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Wells Fargo Advisors

7600 Wisconsin Ave Ste 100
Bethesda, MD 20814 301-961-0100

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Knowledgeable, responsive, caring - May 09, 2020

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Altius Financial Advisors

3 Bethesda Metro Ctr
Bethesda, MD 20814 301-961-1585

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Mehmood Nathani was highly recommended by my estate lawyer. He performed... - Apr 15, 2018

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Heritage Investors Management

7101 Wisconsin Ave Ste 1112
Bethesda, MD 20814 301-951-0440

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Fundamental, reasonably conservative investment advisors - Jan 18, 2020

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UBS Financial Services

7700 Wisconsin Ave Ste 300
Bethesda, MD 20814 301-718-5000

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I have been with UBS for over 10 years, and I have been completely satisfied. - Jul 27, 2022

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Marc Schliefer

7910 Woodmont Ave Ste 900
Bethesda, MD 20814 301-652-8702

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Hunter Hart is friendly, professional and accessible to his clients. - Jan 19, 2019

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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.