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Burt Wealth Advisors

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

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Fred and Jen are professional, knowledgeable, intuitive and caring. The other... - Nov 02, 2024

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Catharine V Fairley

3 College Ave #1
Frederick, MD 21701 301-378-0176

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Catharine has been my advisor for years now. She responds quickly to email... - Oct 24, 2024

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Charles Schwab

12435 Park Potomac Ave #R-3
Potomac, MD 20854 301-795-2808

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Of the several brokerages services I've used over 30 years, Charles Schwab... - Sep 22, 2017

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Charlesschwab.com


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No raters have left a written comment.

Divergent Planning

6701 Democracy Blvd #300
Bethesda, MD 20817 240-428-8911

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We have been very happy with Divergent Planning as our financial managers.... - Oct 25, 2024

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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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First Command Financial Advisor

241 18th St S #303
Arlington, VA 22202 703-418-9360

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I’ve been with this company since 2006 and my current advisor for at... - Sep 01, 2023

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Frango Financial

4545 42nd St NW #314
Washington, DC 20016 202-244-4460

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Totally honest and helpful - Aug 10, 2021

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Glassman Wealth Services

8000 Towers Crescent Dr #1450
Tysons, VA 22182 703-534-4444

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They are very responsive to questions and meet with me regularly with my choice... - Aug 16, 2025

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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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MainStreet Financial Planning

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

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Mainstreet listens carefully to you and delivers exceptional advice. - Oct 26, 2025

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Merrill Lynch Wealth Management

60 West St #300
Annapolis, MD 21401 410-263-0182

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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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Morgan Stanley Wealth Management

2330 W Joppa Rd #255
Lutherville, MD 21093 410-486-8010

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I am taking payouts now from IRAs and so far it has been ok - Jul 04, 2022

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Navy Federal Credit Union

6225 Brandon Ave #140
Springfield, VA 22150 888-842-6328

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Okay, but not very aggressive for the customer. - Jul 14, 2017

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Oakton Financial

11710 Plaza America Dr #2000
Reston, VA 20190 703-871-5014

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Kevin Lozer is terrific in every way. Hi is also a "Fee For Service"... - Mar 05, 2025

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Paladin Financial Group

4 Family Life Ln
Front Royal, VA 22630 888-764-2423

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James Kelly-personal advisor. - Feb 10, 2019

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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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Professional Financial Solutions

10517 West Dr #A
Fairfax, VA 22030 703-385-0870

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I was looking for an independent financial planner to review our portfolio... - Nov 14, 2024

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Raymond James Financial Services

3202 Tower Oaks Blvd #400
Rockville, MD 20852 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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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.