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Page 5 of 43859 results
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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 703-481-0831

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Recommended with reservations. Industry standard lawyer approved advice, service... - Jul 13, 2022

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Fidelity Investments

1901 Towne Centre Blvd # 135
Annapolis, MD 21401 443-332-0001

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Highly recommend Ally Harrison at this office. - Feb 17, 2018

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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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Keen & Pocock

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

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Federal government employee benefits expert - Feb 18, 2023

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Kendall Capital Management

600 Jefferson Plaza #410
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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Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877 301-990-9704

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Went for an initial consultation to get a handle on my Federal employee retirement... - Jan 15, 2019

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Merrill Lynch Wealth Management

11810 Grand Park Ave
North Bethesda, MD 20852 301-230-6610

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The entire group is terrific. Trust them completely. - Jan 14, 2022

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Merrill Lynch Wealth Management

3 Bethesda Metro Ctr Ste 1100
Bethesda, MD 20814 301-215-4400

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

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Morgan Stanley Wealth Management

18310 Montgomery Village Ave #740
Gaithersburg, MD 20879 301-556-2352

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Morgan Stanley is reliable. - Dec 19, 2018

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Pegasus Financial Group

4211 Pleasant Valley Rd Ste 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

7550 Wisconsin Ave # 420
Bethesda, MD 20814 240-080-3434

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

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Spire Investment Partners

7918 Jones Branch Dr Ste 750
McLean, VA 22102 703-748-5800

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New address: 7901 Jones Branch Drive, Suite 800, McLean, VA 22102 - Jan 12, 2018

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UBS Financial Services

7700 Wisconsin Ave Ste 300
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

5301 Wisconsin Ave NW Ste 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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A and N Associates

6731 Columbia Gateway Dr
Columbia, MD 21046 410-872-0050

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I appreciate the time and advice given to us from our many meetings and have... - Jul 19, 2022

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Ameriprise Financial

1902 Campus Commons Dr Ste 320
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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Ameriprise Financial

1906 Sunderland Pl NW Fl 4
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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Bernstein Investment Research

800 Connecticut Ave NW # 1001
Washington, DC 20006 202-261-6700

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Clark and Associates

1856 Old Reston Ave #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 Ste B202
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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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.