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Edelman Financial Services

1800 Diagonal Rd
Alexandria, VA 22314 703-836-0652

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Mr. Sean Wintz in the Alexandria office is very willing to discuss investment... - Jan 12, 2023

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First Command Financial

5285 Shawnee Rd Ste 305
Alexandria, VA 22312 703-658-2943

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Scoot Faust is very attentive and provides very good advice. - Mar 01, 2021

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Speck Caudron Investment Group

101 N Union St Ste 220
Alexandria, VA 22314 703-739-4540

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Highly recommend. Great service - Feb 05, 2020

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Campbell Wealth Management

700 S Washington St Ste 220
Alexandria, VA 22314 703-207-6911

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I entrusted them with all my financial assets, retirement accounts, etc., close... - May 17, 2020

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Fidelity Investments

1725 Duke St #GR-05
Alexandria, VA 22314 800-367-1059

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Gave me a price for money management - May 10, 2020

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First Command Financial Planning

5285 Shawnee Rd #305
Alexandria, VA 22312 703-921-0500

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Our agent, Ben Lievestro, is superior. In additional to providing excellent... - Feb 04, 2022

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Wells Fargo Advisors

101 N Union St #220
Alexandria, VA 22314 703-739-4548

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Laurie Blackburn has been my most excellent financial advisor since my divorce... - Sep 18, 2021

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Charles Schwab

330 John Carlyle St Ste 120
Alexandria, VA 22314 703-299-3260

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No raters have left a written comment.

McLaughlin Ryder Investments

1421 Prince St Ste 400
Alexandria, VA 22314 703-684-9222

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Especially need to not quality and professionalism of Joshua Goulding, the... - Jan 28, 2018

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Wells Fargo Advisors

1900 Duke St #100
Alexandria, VA 22314 703-548-5700

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Please everyone, go to Chuck Markson at this WF location. We've been long... - Jul 17, 2017

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Merrill Lynch Wealth Management

1775 Duke St
Alexandria, VA 22314 703-683-6012

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Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

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Old Dominion Capital Management

1800 Diagonal Rd Ste 600
Alexandria, VA 22314 800-446-2029

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Very trustworthy, personalized advice. Not inexpensive but in line with other... - Apr 29, 2021

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BB&T Scott & Stringfellow

201 N Union St #240
Alexandria, VA 22314 703-836-9755

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Great advice, friendly and follow up. I look forward to our meetings. - Sep 07, 2021

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Butler Financial

515 King St
Alexandria, VA 22314 703-706-0885

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Dixie Butler is very knowledgeable, gives excellent advice, and is meticulous... - Sep 14, 2016

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Morgan Stanley Wealth Management

333 John Carlyle St Ste 650
Alexandria, VA 22314 703-549-8282

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My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

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Campbell Wealth Management

330 John Carlyle St #400
Alexandria, VA 22314 703-782-5058

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Friendly helpful service, good investment strategy, reasonable fee. - Feb 03, 2021

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Caudron Magary Blackburn Wealth Management

101 N Union St
Alexandria, VA 22314 703-739-4548

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highly recommend great service and advice - Feb 07, 2022

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Edward Jones

728 Jefferson St
Alexandria, VA 22314 703-548-1198

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Okay - Jul 30, 2013

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Harvey Group

205 S Alfred St
Alexandria, VA 22314 703-549-5499

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Always available to answer questions - Sep 20, 2019

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Alexandria Financial Assoc

4900 Seminary Rd Ste 105
Alexandria, VA 22311 703-671-5959

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Independent financial advisers who have done a wonderful job for me. - Aug 12, 2014

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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.