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Fidelity Investments

251 University Ave
Palo Alto, CA 94301 800-742-1566

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I moved a managed account from LPL to Fidelity and, wow, what a positive difference.... - Aug 28, 2025

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UBS Financial Services

305 Litton Ave
Palo Alto, CA 94301 650-496-7400

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JP Morgan Private Bank

3223 Hanover St Fl1
Palo Alto, CA 94301 650-853-3283

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Wells Fargo Advisors

301 University Ave
Palo Alto, CA 94301 650-752-0400

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When we started with our financial advisors, this office was Wachovia. I'm... - May 12, 2023

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Chase Bank

300 Hamilton Ave
Palo Alto, CA 94301 650-853-2602

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Morgan Stanley Financial Advisors

1400 Page Mill Rd
Palo Alto, CA 94304 650-496-4200

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Morgan Stanley Financial Advisors

245 Lytton Ave #200
Palo Alto, CA 94301 650-328-8080

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Consultation went fine but their fee is too expensive. - May 25, 2020

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Addison Avenue Investment Services

3000 El Camino Real #100
Palo Alto, CA 94306 650-845-4991

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Financial Engines Advisors

2100 Geng Rd #210
Palo Alto, CA 94303 408-970-0555

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GW & Wade

540 Cowper St #100
Palo Alto, CA 94301 650-618-6388

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Montage Group of Silicon Valley

1400 Page Mill Rd
Palo Alto, CA 94304 650-496-4250

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Using as my financial advisors for last 7 years, very good service and support.... - Feb 26, 2022

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Sandra Wang Morgan Stanley

245 Lytton Ave #200
Palo Alto, CA 94301 650-838-4215

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Sandra Wang provides excellent all around financial advising--taxes, savings,... - Mar 13, 2023

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TIAA Financial Services

535 Cowper St #200
Palo Alto, CA 94301 866-842-2906

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WhiteSpace Financial

228 Hamilton Ave #300
Palo Alto, CA 94301 650-777-7588

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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.