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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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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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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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Have had the same advisor for years. Always helpful. - May 17, 2020

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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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Thalheimer Financial Planning

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

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Steve is independent so you don't have to worry about him making recommendations... - Apr 14, 2016

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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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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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Constance Meck

1109 Spring St
Silver Spring, MD 20910 301-565-4005

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initial visit was a tax problem and she saved me a bunch of money. She keeps... - Nov 04, 2011

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District Financial Planning

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

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Jeff was a referral from a friend, and he has been terrific at working with... - May 07, 2021

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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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Edelman Financial Engines

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

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Jennifer Sevier has had a major impact on our savings- organizing them and... - Apr 19, 2020

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Peake Financial

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

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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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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.