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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 571-366-3030

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

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Makonnen Financial Group

5568 General Washington Dr
Alexandria, VA 22312 800-555-0199

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Mike Makonnen is honest, knowledgeable, and really keeps us informed. He is... - Nov 08, 2022

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PenFed Credit Union

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

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Pentagon Federal Credit Union

5775 Barclay Dr #6
Alexandria, VA 22315 703-838-1000

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Raymond James

1800 Diagonal Rd #555
Alexandria, VA 22314 703-537-8155

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Neil Goetzman's team make great recommendations and provide responsive... - May 31, 2026

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Schuler Insurance

5741 Telegraph Rd
Alexandria, VA 22303 703-765-4500

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Thrive Wealth Advisors

663 S Washington St
Alexandria, VA 22314 703-740-4670

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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.