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Wells Fargo

330 N Washington St
Alexandria, VA 22314 703-739-3400

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4J Wealth Management

320 King St #10-B
Alexandria, VA 22314 703-566-9573

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Captrust

330 John Carlyle St #400
Alexandria, VA 22314 703-535-5300

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Edward Jones

1700 Diagonal Rd #630
Alexandria, VA 22314 703-685-9910

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Edward Jones

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

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Janney Montgomery Scott

1800 Diagonal Rd #550
Alexandria, VA 22314 571-366-3013

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Mike Slaymaker and Elizabeth Miller make a great team. They listen patiently... - Feb 26, 2022

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Penfed Credit Union

5775 Barclay Dr #6
Alexandria, VA 22315 800-247-5626

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Schuler Insurance

6674 Richmond Hwy
Alexandria, VA 22306 703-765-4500

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Thrive Wealth Advisors

663 S Washington St
Alexandria, VA 22314 703-740-4672

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This group now goes by the name of "Thrive Financial Advisors." I'm... - Apr 27, 2022

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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.