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Merrill Lynch Wealth Management

11951 Freedom Dr #1750
Reston, VA 20190 703-464-8800

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The Merrill Lynch team of Brian Arezzo and Brian Chirles in the Reston office... - Feb 04, 2021

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ClearLogic Financial

11107 Sunset Hills Rd #220
Reston, VA 20190 703-476-3521

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I first hired Mark Atherton to design and manage our small company’s... - Jan 24, 2024

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Cerity Partners

1900 Campus Commons Dr #500
Reston, VA 20191 703-889-1111

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Changed the name to FJY Financial and change address to1900 Campus Commons... - Dec 22, 2021

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Robert W Baird & Co

11951 Freedom Dr Fl 14
Reston, VA 20190 571-203-1600

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Have both a financial adviser and stock market adviser on my accounts with... - Apr 19, 2020

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Hopwood Financial Services

10740 Parkridge Blvd #150
Reston, VA 20191 703-787-0008

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I feel comfortable with their service, fiduciary with you as the prime interest. - Jan 23, 2021

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 800-227-0584

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Team in the Reston office is great! - May 17, 2024

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Ameriprise Financial

1902 Campus Commons Dr #500
Reston, VA 20191 703-663-1152

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The staff has a great response rate and are always available - Apr 30, 2021

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Clark & Associates

1984 Issac Newton Sq W #203
Reston, VA 20190 703-796-0957

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Focus is more on attracting new customers and not on service to older clients. - Jun 19, 2022

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Houlihan Financial Resource

20405 Exchange St #371
Ashburn, VA 20147 703-796-0800

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This is a wonderful organization. - Jun 17, 2018

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Robert W Baird & Co

1750 Tysons Blvd #260
McLean, VA 22102 703-668-1300

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No raters have left a written comment.

Charles Schwab

11953 Freedom Dr
Reston, VA 20190 703-668-0482

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Very customer-service oriented. Always informative and responsive, providing... - Jan 16, 2019

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TD Ameritrade

11953 Freedom Dr
Reston, VA 20190 571-262-7950

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TD trade has messed my account on servers occasions. I understand that it may... - Jun 23, 2022

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Oakton Financial

11710 Plaza America Dr #2000
Reston, VA 20190 703-871-5014

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Kevin Lozer is terrific. He is not only always responsive, he is also proactive.... - Dec 01, 2022

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VISTA Wealth Strategies

12020 Sunrise Valley Dr #180
Reston, VA 20191 703-295-9322

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Been with Judy for a decade, great decision, we feel like we are her only customers - Jun 28, 2018

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Baird Private Wealth Management

1750 Tysons Blvd #260
McLean, VA 22102 866-758-9473

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I don't have much contact with them and should initiate more. I have given... - Nov 30, 2014

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Potomac Financial Private Client Group

11130 Sunrise Valley Dr #130
Reston, VA 20191 703-891-9960

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Their advice is based on solid research and attention to client's preferences - May 18, 2024

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Alexander Randolph

1902 Campus Commons Dr #410
Reston, VA 20191 703-734-1507

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Capitol Securities

11950 Democracy Dr #350
Reston, VA 20190 703-821-2010

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We have used an advisor with this company for many years, even before he was... - Sep 27, 2015

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Edward Jones

11800 Sunrise Valley Dr #380
Reston, VA 20191 571-525-2924

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Financial Directors

1984 Isaac Newton Sq W #102
Reston, VA 20190 703-481-1461

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Top-notch advisors. Ian ans staff are the best! - May 03, 2019

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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.