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Merrill Lynch

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 Financial Services

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.

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.

Edward Jones

15 N King St Ste 201
Leesburg, VA 20176 703-771-2069

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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 Smith Barney

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.

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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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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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.