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Page 5 of 44873 results
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Wells Fargo Advisors

7600 Wisconsin Ave Ste 100
Bethesda, MD 20814 301-961-0100

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Knowledgeable, responsive, caring - May 09, 2020

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Acorn Financial Services

3600 Chain Bridge Rd
Fairfax, VA 22030 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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Altius Financial Advisors

3 Bethesda Metro Ctr
Bethesda, MD 20814 301-961-1585

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Mehmood Nathani was highly recommended by my estate lawyer. He performed... - Apr 15, 2018

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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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CJM Wealth Advisors

11320 Random Hills Rd Ste 250
Fairfax, VA 22030 703-425-0700

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Excellent work and advice - May 10, 2020

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Edelman Financial Engines

6550 Rock Spring Dr #510
North Bethesda, MD 20817 888-752-6742

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I have been a customer since 2009 and have been very happy with their service.... - Aug 28, 2022

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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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Geoffrey Sella

3201 Tower Oaks Blvd
Rockville, MD 20877 301-770-6800

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We have been SPC clients since 1981 and have been extremely satisfied with... - Sep 05, 2017

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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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Heritage Investors Management

7101 Wisconsin Ave Ste 1112
Bethesda, MD 20814 301-951-0440

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Fundamental, reasonably conservative investment advisors - Jan 18, 2020

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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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Monitor Group

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

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Financial advisor takes the time Ambari Prakash Pinto takes the time to explain... - Oct 23, 2019

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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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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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Vanguard

PO Box 2600
Valley Forge, PA 19482 877-662-7447

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Vanguard has such a great website. It provides me with information so that... - Jul 12, 2022

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Washington Financial Group

8300 Greensboro Dr #700
McLean, VA 22102 703-847-4500

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Been with this group for over a decade and have turned over virtually all of... - Apr 20, 2022

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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

12848 Harbor Dr Ste 101
Woodbridge, VA 22192 703-492-7732

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I've used Whitlock Financial /Ameirprise for over 20 years:... - Apr 05, 2020

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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.