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Page 8 of 44873 results
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Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879 800-624-0673

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Our portfolio has doubled during our tenure with Legg Mason - Smith Barney - Dec 05, 2013

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Sullivan Bruyette Speros & Blaney

8444 Westpark Dr #610
McLean, VA 22102 703-734-9300

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Portfolio performance over past 25 years worse than mix of index funds. - Jun 29, 2021

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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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Carmichael Hill Associates

18 E Diamond Ave
Gaithersburg, MD 20877 301-217-9300

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No raters have left a written comment.

Charles Schwab

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

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Kil Chang is knowledgeable himself and has the stable of Schwab specialty experts... - May 03, 2021

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Charles Schwab

11874 Market St
Reston, VA 20190 703-668-0482

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Very customer-service oriented. Always informative and responsive, providing... - Jan 16, 2019

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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201 571-257-3252

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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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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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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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Edward Jones

400 Holiday Ct #107
Warrenton, VA 20186 540-349-9741

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Have used Stan Parks to manage my stock portfolio since 1990. Have always exceeded... - May 16, 2020

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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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Hemington Wealth Management

7651 Leesburg Pike
Falls Church, VA 22043 703-828-2479

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Professional, competent, skilled, engaged, and responsive financial advisers.... - Oct 24, 2022

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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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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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Merrill Lynch Wealth Management

1775 Duke St
Alexandria, VA 22314 703-683-6012

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Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

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Merrill Lynch Wealth Management

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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Old Dominion Capital Management

1800 Diagonal Rd Ste 600
Alexandria, VA 22314 800-446-2029

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Very trustworthy, personalized advice. Not inexpensive but in line with other... - Apr 29, 2021

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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.