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Key Financial

1045 Andrew Dr #A
West Chester, PA 19380 610-429-9050

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Market Street Wealth Management

999 W Chester Pike #202
West Chester, PA 19382 610-692-3200

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Matt Reichert - first rate advisor. - Feb 09, 2024

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Wells Fargo Advisors

999 Paoli Pike
West Chester, PA 19380 610-436-7766

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20/20 Financial Group

1065 Andrew Dr
West Chester, PA 19380 610-701-0499

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Edward Jones

535 N Church St #275
West Chester, PA 19380 610-436-4101

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Ameriprise Financial

617 Swedesford Rd #A
Malvern, PA 19355 610-696-0499

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Highly recommended! Dave takes the time to understand personal situations and... - Jan 16, 2016

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Comprehensive Wealth Management Group

600 Willowbrook Ln #620
West Chester, PA 19382 610-436-8500

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Dennis Wallace of CWM is an excellent Financial Advisor. I've known Dennis... - May 12, 2020

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Delphi Wealth Management Group

805 Springdale Dr
Exton, PA 19341 484-928-1700

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Morgan Stanley Wealth Management

3803 West Chester Pike #200
Newtown Square, PA 19073 610-430-1910

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could not do investments without Thomas! - Nov 06, 2017

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Quadagno & Associates

1626 Herron Ln
West Chester, PA 19380 610-344-4860

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Retirement Capital Advisors

200 N Union St
Kennett Sq, PA 19348 610-719-0615

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Highly recommended! - Mar 23, 2019

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Stifel

15 E Gay St
West Chester, PA 19380 484-653-3733

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West Chester Capital Advisors

106 S Church St #1
West Chester, PA 19382 800-595-2499

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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.