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Cocozza Financial Planning

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

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New to his service, so we don't have the results yet, but advice makes sense.... - Apr 08, 2017

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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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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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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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UBS Financial Services

1501 K St NW Ste 1100
Washington, DC 20005 202-585-4000

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Barry Haffner, Senior VP a standout. Financial advisers may differ. - Jun 13, 2021

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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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Schaeffer Financial Group

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

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Pricey for the time spent. $595 for 1 hour and a two page follow up. They... - Apr 25, 2021

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Warner Financial

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

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Warner Financial gets my highest recommendation. I became a client about 10... - Jan 15, 2021

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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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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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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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Harris SBSB

8180 Greensboro Dr Ste 1000
McLean, VA 22102 703-734-9300

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I have had incredible service from Sullivan, Bruyette, Speros & Blayney... - Apr 30, 2019

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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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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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Charles Schwab

1650 Tysons Blvd Ste 150
McLean, VA 22102 703-761-1570

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I had a very experienced consultant who retired. I chose to stay with his... - May 08, 2020

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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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Fox Joss & Yankee

1925 Isaac Newton Sq E Ste 400
Reston, VA 20190 703-889-1111

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Now called FJY Financial. New address: 1900 Campus Common Drive Reston... - Sep 03, 2014

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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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Morgan Stanley Wealth Management

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

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