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Edelman Financial Svc

1010 Wayne Ave
Silver Spring, MD 20910 301-587-1132

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Excellent firm to work with. - Jan 30, 2021

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Dolan Financial

8455 Colesville Rd Ste 710
Silver Spring, MD 20910 301-495-5900

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Somewhat higher fees - Sep 28, 2018

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Tweddell Goldberg Investment Management

9005 Woodland Dr
Silver Spring, MD 20910 301-650-6567

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Small firm with highly personalized service and reasonable rates. Mr. Goldberg... - Jul 17, 2019

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Ameriprise Financial

8701 Georgia Ave Ste 504
Silver Spring, MD 20910 301-587-6700

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I've been with a financial advisor from Ameriprise for many years, and... - Jul 19, 2022

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Edward O'Hara

12510 Prosperity Dr
Silver Spring, MD 20904 301-680-0840

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I feel like I can ask Ed any question, no matter how dumb it may seem. - Aug 14, 2015

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Edelman Financial Engines

12510 Prosperity Dr #350
Silver Spring, MD 20904 888-752-6742

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Jennifer Sevier is our financial advisor. She has gently shepherded us into... - Nov 27, 2022

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Thalheimer Financial Planning

715 Boundary Ave
Silver Spring, MD 20910 301-589-6868

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Steve Thalheimer is a committed professional in this field, thorough and personable.... - Jan 10, 2022

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District Financial Planning

1314 Dale Dr
Silver Spring, MD 20910 301-563-9700

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Gives very generic advice, charges significantly high percentages. Did not... - Aug 25, 2022

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E Z Accounting & Financial Services

833 Bromley St
Silver Spring, MD 20902 301-681-1652

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Specializes in services for Federal Employees. - Oct 10, 2019

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Money Plans

8701 Georgia Ave Ste 710
Silver Spring, MD 20910 301-589-4250

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Recommend it if you can afford it. They are expensive. I like the fee for... - Oct 10, 2019

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Advanced Career Technologies

11141 Georgia Ave
Silver Spring, MD 20902 301-933-0980

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No raters have left a written comment.

Adviser Compliance Associates

8403 Colesville Rd
Silver Spring, MD 20910 301-495-7850

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No raters have left a written comment.

Axxis Financial Group

2730 University Blvd #818
Silver Spring, MD 20902 301-946-8040

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A previous tax preparer made a mess of our 2018 taxes. I found Axxis through... - Jan 18, 2021

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B Tanzer Investments

1319 Lamberton Dr #220
Silver Spring, MD 20902 301-592-0284

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No raters have left a written comment.

Bailey Wealth Advisors

8403 Colesville Rd #845
Silver Spring, MD 20910 301-585-4701

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No raters have left a written comment.

Commonwealth Foundation

10770 Columbia Pike #150
Silver Spring, MD 20901 240-450-0000

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No raters have left a written comment.

Community Ladders

8201 16th St
Silver Spring, MD 20910 240-863-1813

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Community Ladders is a non-profit answer to low and moderate income people... - Jul 26, 2013

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Peake Financial

8737 Colesville Rd #705
Silver Spring, MD 20910 301-650-9188

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No raters have left a written comment.

Suntrust Bank

1371 Lamberton Dr
Silver Spring, MD 20902 301-692-4330

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Any bank branch that closes its doors for three days and does not advise its... - Jan 13, 2021

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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.