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Northwest Services

200 Spring St Ste 120
Herndon, VA 20170 703-810-1072

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Our advisor has done well by us; he has a deserved excellent reputation and... - Aug 30, 2016

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Hughes Financial Services

13800 Coppermine Rd # 170
Herndon, VA 20171 703-669-3660

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I feel very confident that Scott Hughes and the others at Hughes Financial... - Apr 06, 2020

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Birks Financial Advisors

431 Carlisle Dr Ste A
Herndon, VA 20170 703-481-6202

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Jim Birks has been a great asset to me and my wife. He is always available... - Dec 04, 2013

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Linsco Private Ledger Financial Service

719 Pine St
Herndon, VA 20170 703-757-9034

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No raters have left a written comment.

Symphony Financial

481 Carlisle Dr Ste 202
Herndon, VA 20170 703-865-4092

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Have used Nancy Rick for over two decades. Her advice is excellent through... - Feb 16, 2016

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Ameriprise Financial

1130 Stuart Hills Way
Herndon, VA 20170 703-573-5732

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Provides us with recommendations and guidance consistent with our long term... - Nov 30, 2014

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Edward Jones

2323 Dulles Station Blvd # G
Herndon, VA 20171 571-137-5460

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J Anthony Fulkerson

625 Elden St #203
Herndon, VA 20170 703-437-1700

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Lifetime Financial Planning

2325 Dulles Corner Blvd Ste 500
Herndon, VA 20171 703-779-0515

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Dean Knepper is the company, but has helped us immensely with both our taxes... - Jul 26, 2011

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Lpl Financial

719 Pine St
Herndon, VA 20170 703-796-1007

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Mitchell Advisory

11710 Plaza America Dr Ste 2000
Herndon, VA 20190 703-742-8700

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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.