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Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd Ste 600
Columbia, MD 21044 410-461-3900

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A good firm to work with. - Jun 27, 2022

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Pinnacle Advisory Group

6345 Woodside Ct Ste 100
Columbia, MD 21046 301-621-8007

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Very conservative. When markets go down they do not go down as much so good... - Jun 07, 2020

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A and N Associates

6731 Columbia Gateway Dr
Columbia, MD 21046 410-872-0050

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I appreciate the time and advice given to us from our many meetings and have... - Jul 19, 2022

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Strategic Wealth Management

7300 Grace Dr
Columbia, MD 21044 443-535-0302

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Fees are a percentage of holdings. This includes quarterly personal reviews... - Apr 04, 2020

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Merrill Lynch Wealth Management

10320 Little Patuxent Pkwy Ste 1000
Columbia, MD 21044 410-884-6600

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Very pleasant and helpful people to work with. - May 18, 2020

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RBC Wealth Management

10500 Little Patuxent Pkwy
Columbia, MD 21044 410-730-7488

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C.Michael Luck - Nov 10, 2020

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A C Moyer Financial Service

7058 Melting Shadows Ln
Columbia, MD 21045 301-317-1216

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No raters have left a written comment.

AXA Advisors

6200 Old Dobbin Ln Ste 100
Columbia, MD 21045 410-309-3600

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Nancy Groff has worked with us for many years; she has successfully managed... - Jan 18, 2020

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Morgan Stanley Wealth Management

6230 Old Dobbin Ln Ste 100
Columbia, MD 21045 443-259-3000

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No raters have left a written comment.

TD Ameritrade

6940 Columbia Gateway Dr #200
Columbia, MD 21046 443-539-2100

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good advice if needed - Jul 22, 2022

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Fidelity National Financial

9891 Broken Land Pkwy #300
Columbia, MD 21046 410-381-4020

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No raters have left a written comment.

Academy Financial

10632 Little Patuxent Pkwy
Columbia, MD 21044 410-730-9788

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No raters have left a written comment.

Accountants International

8840 Stanford Blvd #3125
Columbia, MD 21045 410-752-1008

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No raters have left a written comment.

Ameriprise Financial

10500 Little Patuxent Pkwy #300
Columbia, MD 21044 410-772-9898

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Advisor is very responsive, and so far his recommendations/advice has earned... - Sep 19, 2013

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Planning Solutions Group

6250 Old Dobbin Ln Ste 140
Columbia, MD 21045 410-872-1152

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No raters have left a written comment.

Raymond James

8850 Stanford Blvd #3300
Columbia, MD 21045 410-290-1545

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No raters have left a written comment.

TIAA

10980 Grantchester Way #340
Columbia, MD 21044 855-200-0277

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Advisor Matt Diehl listens and works with me to provide advice that is useful... - Feb 02, 2021

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Ameriprise Financial

10025 Governor Warfield #209
Columbia, MD 21044 410-740-8000

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No raters have left a written comment.

Ameriprise Financial

5550 Sterrett Pl #216
Columbia, MD 21044 410-997-3788

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No raters have left a written comment.

Ameriprise Financial

5850 Waterloo Rd #200
Columbia, MD 21045 410-461-4270

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No raters have left a written comment.

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.