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Page 18 of 34668 results
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Hunt Valley Wealth

20 Wight Ave #155
Hunt Valley, MD 21030 410-494-4380

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After a bad experience with another firm (poor communications), I switched... - Sep 11, 2015

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Independent Financial Advisors

5711 Euclid St
Cheverly, MD 20785 301-772-7411

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No raters have left a written comment.

Inter Vest

2 Wisconsin Cir #910
Chevy Chase, MD 20815 301-951-4455

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Jon Lindenberg

7600 Wisconsin Ave
Bethesda, MD 20814 301-961-0141

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Strong recommendation - Jan 12, 2023

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Justaskfreeman

6111 Ivy Ridge Ct
Upper Marlboro, MD 20772 301-627-0123

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Highly Recommend - Excellent Advisor who will not just sell you a product...very... - Dec 12, 2014

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Kaplan Wealth Management

12110 Sunset Hills Rd #600
Reston, VA 20190 703-352-1780

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Bud Kaplan and his sons have gone above and beyond the scope of their jobs... - Oct 31, 2020

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Katz Family Financial Advisors

3307 Duke St
Alexandria, VA 22314 703-822-5121

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Great company, highly recommended. - Jun 21, 2022

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Leach Wealth Management Group

7700 Old Branch Ave #E-205
Clinton, MD 20735 301-856-5550

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Lighthouse Financial Planning

1515 Allview Dr
Potomac, MD 20854 301-340-2667

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Barry and Steve at Lighthouse gave us very useful customized advice on a full... - Jan 22, 2018

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Lincoln Financial Advisors

28 Griswold Ct
Sterling, VA 20165 703-430-1348

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LPL Financial

1485 Chain Bridge Rd #200
McLean, VA 22101 703-942-8750

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Great place. I highly recommend it. - Jun 16, 2021

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LPL Financial

44675 Cape Ct #100
Ashburn, VA 20147 703-988-3766

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Jason has been our financial advisor for nine years. We have complete trust... - Nov 10, 2020

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Main Street Financial Group

1641 State Rte 3N #203-A
Crofton, DC 21114 202-543-6751

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They were very direct and upfront about their fees and process - Jun 23, 2022

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Mainstreet Financial Planning

1113 Odenton Rd #2-C
Odenton, MD 21113 888-897-6743

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Makonnen Financial Group

5568 General Washington Dr #A-200
Alexandria, VA 22312 703-992-9570

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Mike Makonnen is honest, knowledgeable, and really keeps us informed. He is... - Nov 08, 2022

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Marcy Kelly

1916 Crain Hwy #18
Glen Burnie, MD 21061 410-766-1122

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Merrill Lynch Wealth Management

224 E Main St #1
Salisbury, MD 21801 410-860-5500

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found them helpful, informative and motivated. moved money there from another... - Apr 28, 2022

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Montgomery Financial Partners

14927 Carry Back Dr
North Potomac, MD 20878 301-990-9170

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Morgan Stanley Smith Barney

7500 Old Georgetown Rd
Bethesda, MD 20814 301-961-1820

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Great advisor and made me significant cash - Jun 05, 2021

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NEA Member Benefits

900 Clopper Rd #300
Gaithersburg, MD 20878 301-251-9600

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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.