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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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Warner Financial

4550 Montgomery Ave # 352
Bethesda, MD 20814 301-961-9505

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Highly recommended for superior performance and service. - Dec 03, 2022

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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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Merrill Lynch Wealth Management

8075 Leesburg Pike Ste 600
Vienna, VA 22182 703-734-8000

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Our advisor, Jim Flannery, has provided superb guidance and recommendations... - Apr 27, 2020

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Schaeffer Financial Group

1 Church St Ste 801
Rockville, MD 20850 301-933-5550

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They have been our advisors since 1985 - Jun 15, 2022

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Wells Fargo Advisors

1133 Connecticut Ave NW Fl 9
Washington, DC 20036 202-861-4400

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Fees are high. - Jul 15, 2021

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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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First Command Financial

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

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Scoot Faust is very attentive and provides very good advice. - Mar 01, 2021

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Morgan Stanley Wealth Management

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

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Skillful and hard working - Jun 21, 2022

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Northwest Services

200 Spring St Ste 120
Herndon, VA 20170 703-810-1072

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Our advisor has done well by us; he has a deserved excellent reputation and... - Aug 30, 2016

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Pinnacle Advisory Group

6345 Woodside Ct Ste 100
Columbia, MD 21046 301-621-8007

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Very conservative. When markets go down they do not go down as much so good... - Jun 07, 2020

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TIAA-CREF

6700 Rockledge Dr #100-A
Bethesda, MD 20817 301-280-5500

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a lot depends on who your wealth adviser is - May 03, 2021

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Edelman Financial Service

1750 Tysons Blvd
McLean, VA 22102 571-633-0110

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Took plenty of time to explain and cover topics. - Aug 12, 2017

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Fidelity Investments

325 7th St NW #650
Washington, DC 20004 202-737-9084

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Great customer service genuinely - Jul 16, 2022

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Speck Caudron Investment Group

101 N Union St Ste 220
Alexandria, VA 22314 703-739-4540

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Highly recommend. Great service - Feb 05, 2020

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USAA Investment Services

10750 McDermott Fwy
San Antonio, TX 78288 877-314-2255

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has been helpful with suggestions. - Jul 16, 2017

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Ameriprise Financial

3201 Jermantown Rd #575
Fairfax, VA 22030 703-273-3616

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Takes great care to explain and answer questions before recommending actions. - Nov 02, 2020

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First Command Financial

3975 University Dr Ste 110
Fairfax, VA 22030 703-352-7970

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Excellent service and first rate advice. Very knowledgable - Feb 01, 2022

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Dwayne Jackson

7647 Leesburg Pike
Falls Church, VA 22043 703-821-6655

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Very supportive, informative, prompt. I have been with them for several years... - Sep 12, 2019

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Morgan Stanley Wealth Management

1850 K St NW #900
Washington, DC 20006 202-861-5019

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I see Maureen Shuler, my advisor, at this office, but her group, Graystone... - Jan 20, 2019

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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.

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