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Page 5 of 33657 results
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Halpern Financial

11 N Washington St #720
Rockville, MD 20850 240-268-1000

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I have total faith that these folks know what they are doing and will manage... - Apr 14, 2020

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Hughes Financial Services

2201 Cooperative Way #150
Herndon, VA 20171 703-669-3660

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Fiduciary. Fees based on investment balance. Experienced working with public... - Apr 11, 2023

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Kendall Capital Management

2000 Tower Oaks Blvd #210
Rockville, MD 20852 301-838-9110

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Small firm with a focus on middle class savers and investors. Excellent recommendations,... - Sep 06, 2017

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Merrill Lynch Wealth Management

7501 Wisconsin Ave
Bethesda, MD 20814 301-215-4400

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Simplified what is often confusing process. - Jun 22, 2022

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Pegasus Financial Group

4211 Pleasant Valley Rd #260
Chantilly, VA 20151 703-956-6662

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Steve is thorough and friendly and I couldn't be more pleased with his guidance. - Oct 16, 2017

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Raymond James

7501 Wisconsin Ave #740-W
Bethesda, MD 20814 833-936-0964

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Amy Sachs of Steward Partners has been a good and reliable financial advisor. - Oct 24, 2022

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UBS Financial Services

7272 Wisconsin Ave Fl 23
Bethesda, MD 20814 301-718-5000

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I have been with UBS for over 10 years, and I have been completely satisfied. - Jul 27, 2022

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Wells Fargo Advisors

1401 Rockville Pike #560
Rockville, MD 20852 301-610-6515

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Jim Paidas is excellent to work with and clearly understands and puts my needs... - Aug 18, 2022

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Wells Fargo Advisors

5301 Wisconsin Ave NW #400
Washington, DC 20015 202-364-1600

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I highly recommend this service which our family has used for several years,... - Aug 01, 2015

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Ameriprise Financial

1220 19th St NW #205
Washington, DC 20036 202-293-9797

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Have only started using this service recently, but the people I have worked... - Sep 27, 2015

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Ameriprise Financial

1902 Campus Commons Dr #500
Reston, VA 20191 703-663-1152

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The staff has a great response rate and are always available - Apr 30, 2021

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Bernstein Investment Research

800 Connecticut Ave NW #1100
Washington, DC 20006 202-261-6700

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No raters have left a written comment.

Burt Wealth Advisors

6116 Executive Blvd #500
North Bethesda, MD 20852 301-770-9880

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FANTASTIC - Apr 05, 2024

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Clark & Associates

1984 Issac Newton Sq W #203
Reston, VA 20190 703-796-0957

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Focus is more on attracting new customers and not on service to older clients. - Jun 19, 2022

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Edward Jones

7420 Alban Station Blvd #B-202
Springfield, VA 22150 703-644-6046

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I told him to make me rich, and he did it!! - Mar 31, 2021

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Ferguson Johnson Wealth Management

51 Monroe St #PE-25
Rockville, MD 20850 301-670-0994

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I have been very pleased with their service in a number of ways. I like their... - Oct 08, 2022

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Heritage Investors Management

7101 Wisconsin Ave #950
Bethesda, MD 20814 301-951-0440

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Fundamental, reasonably conservative investment advisors - Jan 18, 2020

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Houlihan Financial Resource

20405 Exchange St #371
Ashburn, VA 20147 703-796-0800

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This is a wonderful organization. - Jun 17, 2018

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Jacques Financial

1700 E Gude Dr
Rockville, MD 20850 301-738-1303

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Joe has saved me much money on my taxes and on financial investing made easy... - Apr 09, 2020

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KFA Private Wealth Group

8000 Towers Crescent Dr #1250
Mclean, VA 22182 703-462-9475

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Thoughtful, individualized, responsive - Oct 08, 2022

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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.