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Page 13 of 33657 results
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Legacy Planning Advisors

PO Box 50681
Arlington, VA 22205 703-298-9133

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Paul Collinson has developed two financial plans for me. The first was roughly... - Feb 17, 2024

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Lewis Financial Group

20755 Williamsport Pl #140
Ashburn, VA 20147 703-288-1272

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Always a positive experience - Aug 16, 2014

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Lincoln Financial Advisors

8219 Leesburg Pike #200
Vienna, VA 22182 703-821-1685

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My advisor moved to their HQ office in Phoenix, NM. Love him. - Jul 12, 2022

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Matthew Bosley

11810 Grand Park Ave
North Bethesda, MD 20852 301-230-5776

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The best of the best. He recognized nationally for his very high competence.... - Feb 13, 2023

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MCG Financial Planning

4630 Montgomery Ave #220
Bethesda, MD 20814 301-951-9160

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No raters have left a written comment.

McLean

1900 Gallows Rd #350
Tysons, VA 22182 703-827-0636

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Their name is Mclean Asset Management at this address. Changed many years... - Sep 10, 2018

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Merrill Lynch Wealth Management

30 W Patrick St
Frederick, MD 21701 301-694-7300

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Outstanding professional service. Entire staff is terrific. - May 03, 2020

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Modera 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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Money Plans

8701 Georgia Ave #710
Silver Spring, MD 20910 301-589-4250

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Recommend it if you can afford it. They are expensive. I like the fee for... - Oct 10, 2019

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Morgan Stanley Wealth Management

107 Centennial St #102-A
La Plata, MD 20646 301-645-9304

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Gary, Katie and the entire staff at the Vaughan Group are knowledgeable, efficient... - Oct 19, 2023

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MV Financial Group

3 Bethesda Metro Ctr #650
Bethesda, MD 20814 301-656-6545

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Staff is always willing to answer any questions and has even called to offer... - Jul 27, 2022

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Mylestone Plans

5410 Edson Ln #320
Rockville, MD 20852 301-816-3196

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Amir provides detailed options available and takes the time to explain them.... - Jan 31, 2022

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New York Life

10560 Main St #221
Fairfax, VA 22030 703-743-1334

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Obsidian Planning Solutions

2099 Gaither Rd #110
Rockville, MD 20850 301-990-4395

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A staff person from this firm gave a presentation at my workplace and I followed... - Nov 28, 2013

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Partnership Wealth Management

606 E Joppa Rd
Towson, MD 21286 410-732-2633

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Plotkin Financial Advisors

8401 Connecticut Ave #403
Chevy Chase, MD 20815 301-907-9790

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I was impressed by the free financial plan and the discussion I had with the... - Apr 19, 2020

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PNC Wealth Management

3914 Centreville Rd
Chantilly, VA 20151 703-464-6100

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They've done a good job expanding our wealth. - Jun 05, 2021

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Potomac Financial Group

20251 Century Blvd #350
Germantown, MD 20874 301-948-3900

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Prudential Financial

1919 Gallows Rd #100
Vienna, VA 22182 703-336-5310

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Raymond James

2101 Gaither Rd #100
Rockville, MD 20850 301-740-3200

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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.