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Ameriprise Financial

1000 Germantown Pike #A-1
Plymouth Meeting, PA 19462 610-277-7500

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Working with Ameriprise was a great decision! Very helpful and communication... - Jul 04, 2022

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Ashford Wealth Advisors

5 E Germantown Pike
Plymouth Meeting, PA 19462 610-834-7389

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No raters have left a written comment.

Ameriprise Financial

2250 Hickory Rd #110
Plymouth Meeting, PA 19462 610-828-1786

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What a great team of advisors! Responsive, trustworthy. - Jun 14, 2021

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Bire Financial Services Group

4066 Butler Pike
Plymouth Meeting, PA 19462 610-825-4066

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No raters have left a written comment.

Bishop Smith & Associates

1000 Germantown Pike #H-1
Plymouth Meeting, PA 19462 610-943-3109

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No raters have left a written comment.

Legacy Advisors

401 Plymouth Rd #150
Plymouth Meeting, PA 19462 610-943-3000

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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.