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Fidelity Investments

155 Congress St
Boston, MA 02110 800-343-2140

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Great service, knowledgeable staff. - Oct 25, 2024

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UBS Financial Services

1 Post Office Sq
Boston, MA 02110 617-439-8000

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I get my financial advice from the Douvadjian Group at UBS in Boston. I am... - Jan 26, 2021

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TIAA Financial Services

50 Braintree Hill Park #108
Braintree, MA 02184 800-842-2004

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No raters have left a written comment.

JP Morgan Private Bank

50 Rowes Wharf Fl3
Boston, MA 02110 617-223-4645

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They were helpful in making a plan for trusts and endowment and investments... - May 15, 2020

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Ameriprise Financial

121 Mount Vernon St
Boston, MA 02108 617-367-1006

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Tom Duval is a superior financial advisor. - May 10, 2020

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Merrill Lynch Wealth Management

100 Federal St Fl17
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

125 High St
Boston, MA 02110 781-229-7479

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No raters have left a written comment.

Morgan Stanley

28 State St Fl34
Boston, MA 02109 617-570-9050

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They beat the market. - Jan 13, 2020

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Baystate Financial

1 Marina Park Dr Fl16
Boston, MA 02210 617-585-4500

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Our Financial Advisor Tom is excellent and I would highly recommend him. He... - May 23, 2020

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Cabot Properties

1 Beacon St #2800
Boston, MA 02108 617-723-7400

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No raters have left a written comment.

Fidelity Investments

801 Boylston St
Boston, MA 02116 800-445-9448

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Personal service for a wide range of financial needs by a knowledgeable staff. - May 27, 2020

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Lake Street Advisors

155 Federal St #502
Boston, MA 02110 617-303-5100

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No raters have left a written comment.

Modera Wealth Management

535 Boylston St #1101
Boston, MA 02116 617-247-0518

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No raters have left a written comment.

RBC Global Asset Management

225 Franklin St #2700
Boston, MA 02110 617-712-4713

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No raters have left a written comment.

Acadian Asset Management

260 Franklin St
Boston, MA 02110 617-850-3500

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No raters have left a written comment.

Adage Capital Management

200 Clarendon St #52
Boston, MA 02116 617-867-2800

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No raters have left a written comment.

Aertsen Ventures

175 W Brookline St
Boston, MA 02118 617-867-0774

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No raters have left a written comment.

Ameriprise Financial

546 Tremont St
Boston, MA 02116 617-426-3416

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No raters have left a written comment.

BlackRock

60 State St
Boston, MA 02109 617-357-1200

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No raters have left a written comment.

Bolvin Wealth Management Group

31 Milk St #203
Boston, MA 02109 617-348-2884

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No raters have left a written comment.

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.