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Merrill Lynch Wealth Management

3 S King St
Leesburg, VA 20175 703-779-8750

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My comments refer to the Cammiso Group within Merrill Lynch. - Jan 15, 2019

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Raymond James

161 Fort Evans Rd NE Ste 345
Leesburg, VA 20176 703-669-5022

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Amy Smith is a wonderful financial adviser. - Apr 09, 2018

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Wells Fargo Advisors

104 Church St SE
Leesburg, VA 20175 703-777-3803

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No raters have left a written comment.

Raymond James

100 Dry Mill Rd SW Ste 103
Leesburg, VA 20175 703-737-0030

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Highly recommend. I was able to retire with few if any worries because of... - Aug 21, 2013

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Toth Financial Advisory Corporation

608 S King St
Leesburg, VA 20175 703-443-8684

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No raters have left a written comment.

Ameriprise Financial

821 S King St
Leesburg, VA 20175 703-777-9202

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No raters have left a written comment.

AMJ Financial

44160 Scholar Plz #490
Leesburg, VA 20176 703-466-0477

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No raters have left a written comment.

Calibre Consulting Group

18517 Perdido Bay Terr
Leesburg, VA 20176 703-669-8023

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No raters have left a written comment.

Edward Jones

210 Wirt St SW #101
Leesburg, VA 20175 703-771-2079

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No raters have left a written comment.

Edward Jones

27 Catoctin Cir NE
Leesburg, VA 20176 703-443-6901

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Bill Korby is superior to all other FAs I have used. He is sincerely interested... - Apr 06, 2017

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Middleburg Investment Group

211 Fort Evans Rd NE
Leesburg, VA 20176 703-737-3434

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Christopher Merchant goes above & beyond the call of duty. - Jan 04, 2016

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Morgan Stanley Wealth Management

222 Catoctin Cir SE #101
Leesburg, VA 20175 703-779-1900

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No raters have left a written comment.

P S A Financial

183 Connery Terr SW
Leesburg, VA 20175 703-779-7337

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No raters have left a written comment.

Quality American Finance

20261 Hogback Mountain Rd
Leesburg, VA 20175 703-443-9009

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No raters have left a written comment.

Riggs Steigerwald

891-A Harrison St SE
Leesburg, VA 20175 703-777-8826

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No raters have left a written comment.

Royal Alliance

223 Loudoun St SE
Leesburg, VA 20175 703-443-9500

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Outstanding performance and service - May 04, 2020

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Suntrust Bank

19391 Lansdowne Blvd
Leesburg, VA 20176 571-223-0817

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No raters have left a written comment.

Van Metre Financial Management

130 Clubhouse Dr SW
Leesburg, VA 20175 703-443-6736

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No raters have left a written comment.

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.