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Financial Resources Group

438 N Frederick Ave Ste 220
Gaithersburg, MD 20877 301-840-0501

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This firm is now known as Kilner Capital Advisors. Joe and Mindy are excellent.... - Apr 18, 2018

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Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877 301-990-9704

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Went for an initial consultation to get a handle on my Federal employee retirement... - Jan 15, 2019

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Ameriprise Financial

9841 Washingtonian Blvd Ste 200
Gaithersburg, MD 20878 301-294-0224

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Brian Avrunin is superior financial advisor. - Jan 18, 2013

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Carmichael Hill Associates

18 E Diamond Ave
Gaithersburg, MD 20877 301-217-9300

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No raters have left a written comment.

Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879 800-624-0673

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Our portfolio has doubled during our tenure with Legg Mason - Smith Barney - Dec 05, 2013

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Morgan Stanley Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879 301-556-2352

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Morgan Stanley is reliable. - Dec 19, 2018

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Charles Schwab

555 Quince Orchard Rd Ste 150
Gaithersburg, MD 20878 301-947-1100

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NOTE: This office moved to 108 Ellington Blvd, Gaithersburg, MD 20878... - Jan 15, 2019

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(k)RPG

9711 Washingtonian Blvd #420
Gaithersburg, MD 20879 301-948-4411

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Walt & his team are at the top of the financial planning game. Walt is exceptionally... - Jan 16, 2016

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Potomac Financial Group

18310 Montgomery Village Ave Ste 420
Gaithersburg, MD 20879 301-948-3900

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No raters have left a written comment.

DeLeon & Stang

100 Lakeforest Blvd Ste 650
Gaithersburg, MD 20877 301-948-9825

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No raters have left a written comment.

Morgan Stanley Smith Barney

18310 Montgomery Village Ave Ste 740
Gaithersburg, MD 20879 301-840-0890

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Michael Klitsch CFP has been an excellent financial advisor for over 10 years. - Apr 01, 2017

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Ameriprise Financial

9031 Shady Grove Ct
Gaithersburg, MD 20877 301-330-5493

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I have dealt with this firm for ten years. They are very knowledgeable, reliable,... - Jul 26, 2010

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Barth Wealth Management

9841 Washingtonian Blvd Ste 415
Gaithersburg, MD 20878 301-330-8303

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No raters have left a written comment.

Capitol Retirement Strategies

216 Main St Ste 300
Gaithersburg, MD 20878 240-252-7831

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They specialize with Federal Government employees and people over 50. Always... - Jan 03, 2014

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Cornerstone Financial Planning

24908 Silver Crest Dr
Gaithersburg, MD 20882 301-253-0600

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No raters have left a written comment.

Medallion Insurance and Investment

13 E Deer Park Dr #A
Gaithersburg, MD 20877 301-948-2796

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I've used them for 15 years and am more than satisfied. - May 09, 2020

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Nea Member Benefits

900 Clopper Rd #300
Gaithersburg, MD 20878 301-251-9600

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No raters have left a written comment.

SAK & Associates

6 Montgomery Village Ave Ste 500A
Gaithersburg, MD 20879 301-519-8525

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Overall, has given sound advice. Was pro-active in setting up appointments... - Jul 12, 2010

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Securities America

6 Montgomery Village Ave #320
Gaithersburg, MD 20879 301-740-2550

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Steven Vozenilek

9841 Washingtonian Blvd
Gaithersburg, MD 20878 240-314-4350

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Excellent customer service. Sound advice. - Nov 22, 2012

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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.