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Edelman Financial Engines

4000 Legato Rd Fl 8
Fairfax, VA 22033 703-818-0800

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Kevin Hamel is an outstanding financial planner. He patiently and clearly explains... - Feb 14, 2024

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Cassaday & Company

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

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Left Edelman for Cassaday a few years ago. No regrets. - Oct 17, 2023

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Fidelity Investments

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

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Probably overpriced for services provided - Dec 27, 2023

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Baltimore-Washington Financial Advisors

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

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Very responsible and quick in providing advice and managing portfolios. - Feb 09, 2024

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Morgan Stanley Wealth Management

702 King Farm Blvd #500
Rockville, MD 20850 301-556-2300

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The Fishbein group provides excellent service. I've been with them for... - Feb 19, 2023

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Caudron Megary Blackburn Wealth Management

101 N Union St #220
Alexandria, VA 22314 703-739-4548

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highly recommend have used for many years - Feb 22, 2023

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Wells Fargo Advisors

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

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Specifically--George Cabalu, Managing Director-Investments - Feb 11, 2024

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Merrill Lynch Wealth Management

1152 15th St NW #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 #600
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 #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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First Command Financial Advisor

5285 Shawnee Rd #305
Alexandria, VA 22312 703-658-2943

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Our agent, Ben Lievestro, is superior. In additional to providing excellent... - Feb 04, 2022

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Creative Planning

8444 Westpark Dr #610
McLean, VA 22102 866-909-5148

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I've trusted them for almost 40 years. - Mar 25, 2023

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Financial Advantage Associates

101 Gaither Rd #600
Rockville, MD 20850 301-610-0071

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Jason Silverberg is an outstanding financial advisor -- extremely knowledgeable,... - Dec 04, 2023

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TIAA-CREF

3050 Chain Bridge Rd #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

11810 Grand Park Ave
North Bethesda, MD 20852 301-468-3000

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Financial management at it's best. Extremely happy for the great care... - Jul 14, 2022

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West Financial Services

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

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Victoria Henry and her team provide excellent advice and service. They listen... - Oct 17, 2023

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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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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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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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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.