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Page 5 of 36703 results
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UBS Financial Services

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

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They helped me transition into retirement and have taken good care of my money. - Oct 08, 2024

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Acorn Financial Services

1875 Campus Commons Dr #100
Reston, VA 20191 703-293-3100

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Sound and targeted advice based on our goals. A team of financial professionals... - Apr 07, 2021

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AXA Advisors

3141 Fairview Park Dr #250
Falls Church, VA 22042 703-207-0900

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Henry Shields and Thomas Natoli are an excellent team. - May 10, 2020

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Blisk Financial Group

7901 Jones Branch Dr #800
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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CJM Wealth Advisers

3110 Fairview Park Dr #900
Falls Church, VA 22042 703-425-0700

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Excellent work and advice - May 10, 2020

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Clarendon Wealth Management

3033 Wilson Blvd #700
Arlington, VA 22201 571-257-3252

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Investing strategy was good. Recommendations concerning annuities was questionable... - Feb 27, 2023

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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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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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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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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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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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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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MainStreet Financial Planning

1775 Eye St NW #1150
Washington, DC 20006 888-897-6743

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I particularly like MSFP because they help not only with income strategy for... - Jun 21, 2024

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Merrill Lynch Wealth Management

1 Park Pl #350
Annapolis, MD 21401 410-263-0100

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Has been advising my family for many years. Very knowledgable, very thorough.... - Mar 12, 2025

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VLP Financial Advisors

8391 Old Courthouse Rd #203
Vienna, VA 22182 703-356-4360

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Chris Mellone has been our advisor for many years and has always steered us... - Feb 19, 2025

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Wells Fargo Advisors

1900 Duke St #100
Alexandria, VA 22314 703-548-5700

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Please everyone, go to Chuck Markson at this WF location. We've been long... - Jul 17, 2017

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XML Financial Group

1 Preserve Pkwy #120
Rockville, MD 20852 301-770-5234

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We use Nicole Treiber. She is excellent and the whole practice is fantastic. - Feb 23, 2025

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(k)RPG

9711 Washingtonian Blvd #420
Gaithersburg, MD 20879 301-948-4411

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Walt Ziffer (the owner) is very knowledgeable and low-keyed in his... - Jan 16, 2019

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Abich Financial Services

20135 Lakeview Center Plz #110
Ashburn, VA 20147 571-577-9968

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good - Sep 01, 2023

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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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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.