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Friedland Financial Planning

2275 Research Blvd Ste 500
Rockville, MD 20850 301-309-1988

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Robert Friedland is a class act. On the other hand, his services are extremely... - Aug 22, 2012

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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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Houlihan Financial Resource

11911 Freedom Dr Ste 580
Reston, VA 20190 703-796-0800

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This is a wonderful organization. - Jun 17, 2018

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Kendall Capital Management

20 Courthouse Sq Ste 216
Rockville, MD 20850 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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MainStreet Financial Planning

1425 K St NW Ste 350
Washington, DC 20005 202-448-9032

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The staff provide helpful financial planning advice though I don't always... - Jan 27, 2020

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May & Barnhart

4840 Cordell Ave
Bethesda, MD 20814 301-656-5794

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Judy and her team developed a financial plan for our family as we approach... - Jan 31, 2019

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Merrill Lynch

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

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The Financial Advisor at ML being rated is Gregory Baker. - Apr 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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Alpha Omega Group

10130 Colvin Run Rd Ste F
Great Falls, VA 22066 703-757-8020

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Numerous administrative errors in account record keeping. Has "held" or otherwise... - Aug 06, 2010

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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

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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Creveling Financial Services

121 Creekside Ln
Winchester, VA 22602 540-667-0466

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After consistently having to check and recheck that transactions were being... - Sep 12, 2019

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Ferguson Asset Management

13305 Travilah Rd
Potomac, MD 20854 301-670-0994

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Company now Ferguson & Johnson and now in Rockville - Sep 20, 2018

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Fidelity Investments

7315 Wisconsin Ave #150-W
Bethesda, MD 20814 301-215-5946

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Fidelity Investments takes good care of me and my money. - May 21, 2020

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First Command Financial Plan

13649 Office Pl Ste 202
Woodbridge, VA 22192 703-897-8787

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Very knowledgeable, no high pressure tactics aimed at commissions - Aug 19, 2016

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McLaughlin Ryder Investments

1421 Prince St Ste 400
Alexandria, VA 22314 703-684-9222

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Especially need to not quality and professionalism of Joshua Goulding, the... - Jan 28, 2018

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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

3 S King St
Leesburg, VA 20175 703-779-8750

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My comments refer to the Cammiso Group within Merrill Lynch. - Jan 15, 2019

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Michael S Beriss

6400 Goldsboro Rd
Bethesda, MD 20817 301-320-1462

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Potomac Financial Group

4041 Powder Mill Rd Ste 107
Calverton, MD 20705 301-595-8600

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THIS GROUP HAS GIVEN US CONSISTENTLY SOLID FINANCIAL ADVICE, AS THE ECONOMY... - Sep 16, 2013

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.