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Divergent Planning

6701 Democracy Blvd #300
Bethesda, MD 20817 240-428-8911

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We have been very happy with Divergent Planning as our financial managers.... - Oct 25, 2024

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Marc Schliefer

7910 Woodmont Ave #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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Michael S Beriss

7910 Woodmont Ave #1214
Bethesda, MD 20814 301-320-1462

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No raters have left a written comment.

The Meakem Group

4800 Hampden Ln #810
Bethesda, MD 20814 240-743-4971

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Raymond James's Meakem Group is staffed by a team of professionals headed... - Jan 16, 2022

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AFS Financial Group

7700 Old Georgetown Rd #630
Bethesda, MD 20814 301-951-2642

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No raters have left a written comment.

Ameriprise Financial

6400 Goldsboro Rd
Bethesda, MD 20817 301-263-8507

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Gurtz is very knowledgeable in both financial planning and tax issues, and... - Jan 17, 2018

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Capital Asset Management Group

 1000 Potomac St NW #300
Washington, MD 20007 240-482-4000

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We have been long time customers and they have supported our financial needs... - Jun 09, 2025

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Guildford Retirement Services

57 Oak Shade Rd
Gaithersburg, MD 20878 301-652-7429

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long time service connection helps them support me - Jan 14, 2020

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Jon Lindenberg

7600 Wisconsin Ave
Bethesda, MD 20814 301-961-0141

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Trustworthy. I feel comfortable and confident in working with Jon. - Jun 05, 2025

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Kaplan Financial Group

1101 Wootton Pkwy #920
Rockville, MD 20852 301-564-0088

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Excellent advice, planning, staff, and responsiveness. Went for near-retirement... - Aug 10, 2021

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May Barnhard Investments

7910 Woodmont Ave #500
Bethesda, MD 20814 240-781-6201

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Judy and her team developed a financial plan for our family as we approach... - Jan 31, 2019

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MCG Financial Planning

4630 Montgomery Ave #220
Bethesda, MD 20814 301-951-9160

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MV Financial Group

3 Bethesda Metro Ctr #650
Bethesda, MD 20814 301-656-6545

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Staff is always willing to answer any questions and has even called to offer... - Jul 27, 2022

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Pinion Financial Service

8401 Connecticut Ave #401
Checy Chase, MD 20815 301-652-4000

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Rick Pinion does not appear to be actively involved at this point. However,... - Oct 08, 2024

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Ameriprise Financial Jason Partyka

6701 Democracy Blvd #200
Bethesda, MD 20817 301-320-1486

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Beyond Financial Planning

7910 Woodmont Ave #310
Bethesda, MD 20814 240-760-1100

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Mike Bready has assisted us at every turn with our financial planning decisions... - Jun 26, 2023

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Capital Group

6720 Rockledge Dr #400-B
Bethesda, MD 20817 301-214-7666

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Edelman Financial Engines

7250 Woodmont Ave #315
Bethesda, MD 20814 301-543-8881

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New York Life Insurance

6901 Rockledge Dr #900
Bethesda, MD 20817 301-214-6600

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Diane really listens and customizes a plan to your life goals and your risk... - Feb 03, 2018

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Toler Financial Group

1100 Wayne Ave #670
Silver Spring, MD 20910 301-825-8705

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Very responsive, easy to work with, understands federal benefits. - Jan 15, 2022

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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.