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TIAA-CREF

124 Mount Auburn St #445
Cambridge, MA 02138 617-876-5127

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Superior financial guidance. I had decided to place most of my retirement into... - May 18, 2020

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Vanguard Financial Services

877-662-7447

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No raters have left a written comment.

Wells Fargo Advisors

138 Conant St #10
Beverly, MA 01915 978-524-7690

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No raters have left a written comment.

Affinity Investment Group

18 Hampton Rd
Exeter, NH 03833 603-778-6436

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No raters have left a written comment.

Ameriprise Financial

180 Paramount Dr #2
Raynham, MA 02767 508-824-3655

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We have been working with our advisor here for almost 20 years! She has advised... - Nov 08, 2017

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Fidelity Investments

82 Devonshire St
Boston, MA 02109 617-563-7000

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strong guidance and advice - Jun 22, 2021

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Fidelity Investments

99 High St
Boston, MA 02110 617-476-2240

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Have been with them for many years - Jun 26, 2021

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Ameriprise Financial

100 Grandview Rd #322
Braintree, MA 02184 781-356-2086

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No raters have left a written comment.

Ameriprise Financial

275 Martine St #302
Fall River, MA 02723 508-837-6443

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Ameriprise Financial

3 Edgewater Dr #101
Norwood, MA 02062 781-762-5578

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Ameriprise Financial

639 Granite St
Braintree, MA 02184 781-849-9999

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Commonwealth Financial Network

29 Sawyer Rd #2
Waltham, MA 02453 781-736-0700

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Kerri Wilkes 978 887 0677 - Mar 07, 2016

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Humam Sirhal/Washington Financial Group

832 Main St Fl 2
Osterville, MA 02655 508-420-8341

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No raters have left a written comment.

Legacy Financial Advisors

321 Fortune Blvd
Milford, MA 01757 508-482-9336

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Competent unbiased advice, very effective investing for clients, excellent... - Jan 18, 2018

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Merrill Lynch Wealth Management

100 Federal St Fl 17
Boston, MA 02110 617-946-4000

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Changed over when Bank of America did, have been awesome - Jun 20, 2021

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Merrill Lynch Wealth Management

500 Cummings Ctr #1600
Beverly, MA 01915 800-695-2250

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No raters have left a written comment.

Merrill Lynch Wealth Management

PO Box 3143
Burlington, MA 01803 800-937-0849

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No raters have left a written comment.

Moore Financial Advisors

7 Clyde Rd
Watertown, MA 02472 617-393-9999

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Fee only financial planner. - Dec 09, 2014

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Morgan Stanley Wealth Management

35 Village Rd #601
Middleton, MA 01949 978-739-9600

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Good, but not as much contact as they gave my husband, when he was alive - Jun 26, 2021

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Prudence Financial

365 Boston Post Rd #203
Sudbury, MA 01776 978-443-2411

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excellent-listens to customers-makes sure everything is taken care of - Aug 24, 2018

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.

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