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Cassaday & Company

8180 Greensboro Dr #1180
McLean, VA 22102 703-506-8200

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Highly recommended. Have been a client for nine years -- very pleased with... - Oct 24, 2022

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Fidelity Investments

1861 International Dr
McLean, VA 22102 800-543-8736

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Absolutely superb. Can't recommend highly enough. As much "hand-holding"... - May 28, 2020

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Morgan Stanley Wealth Management

1650 Tysons Blvd #1000
McLean, VA 22102 703-556-8100

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They respond immediately to any question, and are professional and personable! - Jun 17, 2021

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West Financial Services

2010 Corporate Ridge #530
McLean, VA 22102 703-847-2500

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Excellent team of financial advisors, pleasant, professional, knowledgeable... - May 04, 2021

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Edelman Financial Service

1750 Tysons Blvd
McLean, VA 22102 571-633-0110

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Took plenty of time to explain and cover topics. - Aug 12, 2017

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Wells Fargo Advisors

1751 Pinnacle Dr
McLean, VA 22102 703-760-5324

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George Deegan is our advisor and he is wonderful. - Oct 10, 2019

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Charles Schwab

1650 Tysons Blvd Ste 150
McLean, VA 22102 703-761-1570

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Good research tools on their website. - Jun 07, 2021

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Harris SBSB

8180 Greensboro Dr Ste 1000
McLean, VA 22102 703-734-9300

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I have had incredible service from Sullivan, Bruyette, Speros & Blayney... - Apr 30, 2019

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Spire Investment Partners

7918 Jones Branch Dr Ste 750
McLean, VA 22102 703-748-5800

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New address: 7901 Jones Branch Drive, Suite 800, McLean, VA 22102 - Jan 12, 2018

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Monitor Group

1430 Spring Hill Rd Ste 400
McLean, VA 22102 703-288-0500

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Financial advisor takes the time Ambari Prakash Pinto takes the time to explain... - Oct 23, 2019

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Washington Financial Group

8300 Greensboro Dr #700
McLean, VA 22102 703-847-4500

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Been with this group for over a decade and have turned over virtually all of... - Apr 20, 2022

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Concentric Private Wealth

6723 Whittier Ave
McLean, VA 22101 703-891-9966

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Highly recommended. Small firm, with personal focus. Katherine makes you... - Jan 22, 2020

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Scott & Springfellow

8200 Greensboro Dr #100-A
McLean, VA 22102 703-342-1740

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William Brinkley, in particular - Sep 16, 2019

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Sullivan Bruyette Speros & Blaney

8444 Westpark Dr #610
McLean, VA 22102 703-734-9300

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Portfolio performance over past 25 years worse than mix of index funds. - Jun 29, 2021

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KFA Private Wealth Group

8000 Towers Crescent Dr #1250
Mclean, VA 22182 703-462-9475

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Thoughtful, individualized, responsive - Oct 08, 2022

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T Rowe Price

1600 Tysons Blvd Ste 150
McLean, VA 22102 703-873-1200

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The stock market is going down, but this organization does a good job of taking... - Jul 24, 2022

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Glassman Wealth Services

1600 Tysons Blvd Ste 800
McLean, VA 22102 703-534-4444

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No raters have left a written comment.

Sanchez & Zures

8300 Greensboro Dr Ste 800
McLean, VA 22102 703-349-0330

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I recommended them under accountants - Jun 04, 2020

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Alpha Financial Advisors

8620 Greensboro Dr #125
McLean, VA 22102 703-442-7686

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Quality and speed of service is outstanding. Always available for advice on... - Jan 12, 2022

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Bernhardt Wealth Management

7601 Lewinsville Rd #210
McLean, VA 22102 703-356-4380

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Good people. Honesty is a core value. - Oct 04, 2018

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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.