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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

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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No raters have left a written comment.

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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Alpha Omega Group

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

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No raters have left a written comment.

Ameriprise Financial

8150 Leesburg Pike #500
Vienna, VA 22182 703-226-2300

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Left over funds tied up after transfer to another advisor, they do what is... - Jul 17, 2023

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Ameriprise Financial

8701 Georgia Ave Ste 504
Silver Spring, MD 20910 301-587-6700

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I've been with a financial advisor from Ameriprise for many years, and... - Jul 19, 2022

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Birks Financial Advisors

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

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Jim Birks has been a great asset to me and my wife. He is always available... - Dec 04, 2013

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C5 Wealth Management

746 Walker Rd Ste 26
Great Falls, VA 22066 703-759-7007

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Now part of United Capital and Goldman Sachs, they continue to provide superior... - Nov 01, 2020

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Campbell Wealth Management

330 John Carlyle St #400
Alexandria, VA 22314 703-782-5058

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Friendly helpful service, good investment strategy, reasonable fee. - Feb 03, 2021

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Charles Schwab

108 Ellington Blvd
Gaithersburg, MD 20878 301-947-1100

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Kil Chang has been very professional and helpful to us over the years. - Feb 21, 2023

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Clarion Wealth Mgmt Partners

12500 Fair Lakes Cir Ste 250
Fairfax, VA 22033 703-631-4800

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Have been with Clarion Wealth Management since its founding. They shepherded... - Apr 10, 2018

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Creative Planning

7601 Lewinsville Rd Ste 205
McLean, VA 22102 703-847-0965

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I've trusted them for almost 40 years. - Mar 25, 2023

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Dolan Financial

8455 Colesville Rd Ste 710
Silver Spring, MD 20910 301-495-5900

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Somewhat higher fees - Sep 28, 2018

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Financial Consultants of America

2104 W Laburnum Ave Ste 101
Richmond, VA 23227 804-377-9498

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mainly serving former Verizon employees - Jan 14, 2021

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Friedland Financial Planning

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

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No raters have left a written comment.

Integrated Financial Partners

4000 Legato Rd Ste 1100
Fairfax, VA 22033 703-896-7628

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Also has service to help people get out of debt and improve credit rating. - Sep 08, 2015

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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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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 Wealth Management

10320 Little Patuxent Pkwy Ste 1000
Columbia, MD 21044 410-884-6600

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Very pleasant and helpful people to work with. - May 18, 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.