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Truist

8200 Greensboro Dr #100-A
McLean, VA 22102 703-342-1740

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William Brinkley, in particular - Sep 16, 2019

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Washington Retirement Planning Specialists

6701 Democracy Blvd #711
Bethesda, MD 20817 240-720-0084

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Group really works hard at responsibly representing me and my personal financial... - Jun 21, 2021

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Wells Fargo Advisors

5301 Wisconsin Ave NW #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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Wells Fargo Advisors

7600 Wisconsin Ave Fl 9
Bethesda, MD 20814 301-961-0100

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Knowledgeable, responsive, caring - May 09, 2020

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Aegis Wealth Management

6903 Rockledge Dr #940
Bethesda, MD 20817 240-482-2560

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Aegis has been my financial advisor for over 15 years and my net worth has... - Oct 17, 2023

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Ameriprise Financial

1902 Campus Commons Dr #500
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

6010 Executive Blvd #1000
Rockville, MD 20852 301-591-9990

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I have been using their service for years. They are great at communicating... - May 09, 2020

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Ameriprise Financial

7500 Old Georgetown Rd #1200
Bethesda, MD 20814 301-634-5550

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No raters have left a written comment.

Battlefield Wealth Management - Ameriprise

9117 Center St
Manassas, VA 20110 703-335-9887

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Provides excellent advice... - Feb 10, 2024

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Bernstein Investment Research

800 Connecticut Ave NW #1100
Washington, DC 20006 202-261-6700

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No raters have left a written comment.

Birks Financial Advisors

431 Carlisle Dr #A
Herndon, VA 20170 703-481-6202

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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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Charlesschwab.com


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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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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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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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Marc Schliefer

7910 Woodmont Ave #900
Bethesda, MD 20814 301-652-8702

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Hunter Hart is friendly, professional and accessible to his clients. - Jan 19, 2019

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Merrill Lynch Wealth Management

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

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No raters have left a written comment.

Michael S Beriss

7910 Woodmont Ave #1214
Bethesda, MD 20814 301-320-1462

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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.