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Charles Schwab

7401 Wisconsin Ave #100
Bethesda, MD 20814 301-941-9800

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Our financial advisor is Ari Strait. Overall we are happy with his work and... - Mar 11, 2025

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Connemara Group

11300 Rockville Pike #712
Rockville, MD 20852 301-321-3600

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Tom Conway and company do a great job handling my investments at a very reasonable... - Oct 17, 2023

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Family Firm

8120 Woodmont Ave #630
Bethesda, MD 20814 301-656-3999

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Careful and conservative, they manage our next egg for retirement. They emphasize... - Feb 24, 2025

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Merrill Lynch Wealth Management

8075 Leesburg Pike #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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Morgan Stanley Wealth Management

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814 301-657-6300

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They do not stand behind their actions. When they make a mistake, they shrug... - Jul 26, 2018

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RBC Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815 301-907-2772

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Since we have been using RBC, I no longer worry about whether or not we will... - Jun 06, 2021

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Kilner Capital Advisors

438 N Frederick Ave #465
Gaithersburg, MD 20877 301-840-0501

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Truly looks out for your best interests. Thoroughly explains his recommendations.... - May 06, 2024

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Keen & Pocock

10300 Eaton Pl #470
Fairfax, VA 22030 703-691-9200

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we worked with mark keen, who is highly knowledgeable and professional. mark... - May 07, 2024

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Merrill Lynch Wealth Management

1152 15th St NW #6000
Washington, DC 20005 202-862-2664

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Our financial advisor is terrific to work with and this is a long term relationship.... - Jul 07, 2024

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Northwest Services

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

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The best. We have a complicated situation, and they make it easy. - Sep 12, 2023

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RPJ Advisors

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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Armstrong Fleming & Moore

1850 M St NW #1010-S
Washington, DC 20036 202-887-8135

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Armstrong Fleming and Moore have advised me for decades and are responsive... - May 22, 2025

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Edelman Financial Engines

1 Research Ct #450
Rockville, MD 20850 301-587-1132

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Excellent firm to work with. - Jan 30, 2021

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 800-227-0584

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Team in the Reston office is great! - May 17, 2024

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Financial Services Advisory

1 Church St #901
Rockville, MD 20850 301-949-7300

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We've been using them for about 25 years. They have done very well in... - Oct 24, 2024

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Morgan Stanley Wealth Management

1747 Pennsylvania Ave NW #900
Washington, DC 20006 202-292-5400

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Excellent service. Excellent results. - Oct 21, 2020

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PNC Wealth Management

7200 Wisconsin Ave #100
Bethesda, MD 20814 301-215-7900

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Individual advisor personable. Corporate approach is unethical. They’re... - Jan 11, 2020

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Savant Wealth Management

1430 Spring Hill Rd #400
McLean, VA 22102 703-288-0500

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For the past 20+ years, Savant has consistently been rated within the... - Apr 09, 2020

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USAA Investment Services

8065 Leesburg Pike
Vienna, VA 22182 800-292-8800

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Wells Fargo Advisors

1753 Pinnacle Dr
McLean, VA 22102 703-760-5350

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George Deegan is our advisor and he is wonderful. - Oct 10, 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.

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.