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Merrill Lynch Wealth Management

11951 Freedom Dr Ste 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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Excellent customer service - Oct 29, 2020

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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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Fox Joss & Yankee

1925 Isaac Newton Sq E Ste 400
Reston, VA 20190 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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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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Ameriprise Financial

1902 Campus Commons Dr Ste 320
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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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 703-481-0831

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Recommended with reservations. Industry standard lawyer approved advice, service... - Jul 13, 2022

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Houlihan Financial Resource

11911 Freedom Dr Ste 580
Reston, VA 20190 703-796-0800

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This is a wonderful organization. - Jun 17, 2018

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Clark and Associates

1856 Old Reston Ave #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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RW Baird

Reston, VA 20190 888-331-1907

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No raters have left a written comment.

Charles Schwab

11874 Market St
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

11700 Plaza America Dr Ste 100
Reston, VA 20190 571-262-7955

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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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Boucher Financial Planning Services

1900 Campus Commons Dr Ste 100
Reston, VA 20191 703-391-8466

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My husband and I went to him recently for some specific advice following on... - Sep 11, 2015

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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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The Wise Investor Group Baird

11951 Freedom Dr Fl 14
Reston, VA 20190 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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VISTA Wealth Strategies

12020 Sunrise Valley Dr Ste 160
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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Alexander Randolph

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

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BB&T

11710 Plaza America Dr #440
Reston, VA 20190 703-471-3890

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Clarence B. Taylor, Jr. our advisor has taken care of our assets for us for... - Feb 21, 2020

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Capitol Securities

11950 Democracy Dr #350
Reston, VA 20190 703-547-8319

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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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Dennis Lund

12044 Lake Newport Rd
Reston, VA 20194 703-736-0430

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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.