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Page 28 of 35696 results
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Lynch Retirement Investment Group

10440 Little Patuxent Pkwy #570
Columbia, MD 21044 410-715-3600

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Mac Kenzie Equity Partners

312 Third St #101
Annapolis, MD 21403 410-216-9333

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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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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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Maller Wealth Advisors

201 International Cir #100
Hunt Valley, MD 21030 410-771-5660

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Have been using Peter Maller for many years--highly recommend him and his group.... - May 21, 2016

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Maple Tree Financial Service

4505 Thornhurst Dr
Olney, MD 20832 301-774-9481

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Caring and thorough. Looks at entire life expectancy when mapping out plan. - Apr 03, 2021

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Marquee Properites

5501 Merchants View Sq
Haymarket, VA 20169 703-754-7945

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Mason Investment Advisory Services

11300 Sunrise Valley Dr #200
Reston, VA 20191 703-716-6000

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We have worked with them for a long time, and now, in retirement, are very... - Oct 24, 2024

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MassMutual Financial Group

14900 Sweitzer Ln
Laurel, MD 20707 443-205-3228

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MassMutual Greater Washington

530 Gaither Rd #350
Rockville, MD 20850 301-355-5800

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McDermott Armati Wealth Strategies

7548 Diplomat Dr #201
Manassas, VA 20109 877-874-8843

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MCG Financial Planning

10303 Greenwood Pl
Oakton, VA 22124 703-938-0074

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Mary is especially knowledgeable of federal employment related issues and helpful... - Dec 06, 2019

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McKinney Financial Planning & Management

Vienna, VA 22180 703-281-9221

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Meritis Wealth Management

12435 Park Potomac Ave #440
Potomac, MD 20854 240-396-6600

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Gave a very thorough evaluation of situation. - Oct 24, 2022

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Merrill Lynch Financial Advisors

8075 Leesburg Pike #600
Vienna, VA 22182 703-734-8113

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Very professional by every measure. - Apr 28, 2021

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Merrill Lynch Wealth Management

39 Churchville Rd
Bel Air, MD 21014 410-420-6037

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Merrill Lynch Wealth Management

730 12th St NW
Washington, DC 20005 202-783-0421

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Michael D Kaye

4920 Elm St #300
Bethesda, MD 20814 301-547-4012

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Very down to earth, realistic and ready to work with you wherever you are. - Sep 18, 2021

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Michael Graham

2000 Duke St #300
Alexandria, VA 22314 703-931-2883

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Miller Musmar

1861 Wiehle Ave
Reston, VA 20190 703-437-8877

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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.