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Edelman Financial Services

4000 Legato Rd Fl 9
Fairfax, VA 22033 703-818-0800

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Excellent!!! - Jul 11, 2023

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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

7501 Wisconsin Ave #150W
Bethesda, MD 20814 800-531-2419

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Fidelity Investments takes good care of me and my money. - May 21, 2020

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Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd Ste 600
Columbia, MD 21044 410-461-3900

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Very responsive to requests and questions, and to assisting family members.... - Feb 17, 2023

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Wells Fargo Advisors

1650 Tysons Blvd Ste 500
Mc Lean, VA 22102 703-893-5700

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John Sabir is dedicated professional and provides best service to his clients. - Feb 23, 2021

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Merrill Lynch Wealth Management

1152 15th St NW Ste 6000
Washington, DC 20005 202-659-7222

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My financial advisor provides expert and seasoned advice which consistently... - Jun 15, 2022

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Egan Berger & Weiner

1919 Gallows Rd #980
Vienna, VA 22182 703-506-0030

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Fabulous and exceptional advice. - Nov 11, 2020

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FBB Capital Partners

4520 East West Hwy Ste 450
Bethesda, MD 20814 301-657-8870

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Screwed up an RMD and never apologized. Implemented a portfolio based on firm’s... - Apr 17, 2023

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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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Ameriprise Financial

6400 Goldsboro Rd #540
Bethesda, MD 20817 301-986-0087

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Mitch Berlin and his team are great! Know what they are doing, give excellent... - Feb 14, 2023

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Financial Advantage Associates

1803 Research Blvd Ste 401
Rockville, MD 20850 301-610-0071

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Excellent professional advice, and excellent support staff. - Mar 18, 2023

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TIAA-CREF

3050 Chain Bridge Rd Ste 400
Fairfax, VA 22030 703-383-5190

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Available as part of retirement package, have been helpful in planning retirement. - Jul 17, 2023

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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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West Financial Services

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

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Victoria Henry and her team are outstanding. They listen, offer excellent... - Mar 23, 2023

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Ameriprise Financial

6400 Goldsboro Rd #550
Bethesda, MD 20817 301-320-0500

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Better to work with a fee-for-service advisor. These advisors are good but... - Apr 12, 2021

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Edelman Financial Services

6550 Rock Spring Dr Ste 510
Bethesda, MD 20817 301-530-3494

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Very responsive and thorough. - Feb 04, 2021

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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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Fidelity Investments

1900 K St NW
Washington, DC 20006 202-463-0496

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Fidelity is the best investment firm that I have dealt with. - May 27, 2020

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Cocozza Financial Planning

3400 21st Ave N
Arlington, VA 22207 703-276-1243

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After years of using Vanguard Personal Investors and getting generic advice,... - Nov 26, 2022

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Edelman Financial Services

1800 Diagonal Rd
Alexandria, VA 22314 703-836-0652

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Mr. Sean Wintz in the Alexandria office is very willing to discuss investment... - Jan 12, 2023

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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.