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Charles Schwab

127 Congress St Fl1
Boston, MA 02110 617-210-7400

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Charles Sterling Group

470 Atlantic Ave #3
Boston, MA 02210 617-716-4100

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Claro Advisors

100 High St #950
Boston, MA 02110 800-604-2838

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My personal advisor is Dana Rowan, one of the founding partners. He has always... - Sep 14, 2016

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Dan McLAughlin

1 Post Office Sq Fl33
Boston, MA 02109 617-439-8351

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Fiduciary Trust Company

53 State St
Boston, MA 02109 617-482-5270

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HYM Investment Group

1 Beacon St
Boston, MA 02108 617-248-8905

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Janney Montgomery Scott

60 State St #1350
Boston, MA 02109 617-720-0600

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LEVATUS Wealth Services

115 Newbury St #503
Boston, MA 02116 617-505-4710

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Lowell Blake & Associates

141 Tremont St #2
Boston, MA 02111 617-422-0064

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McAdam Financial

101 Federal St #1900
Boston, MA 02110 857-263-7759

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They have been very helpful - Jul 24, 2022

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Merrill Lynch Wealth Management

1 Federal St
Boston, MA 02110 617-946-8000

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Morgan Stanley

28 State St Fl33
Boston, MA 02109 617-589-3229

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Morgan Stanley

28 State St Fl34
Boston, MA 02109 617-478-6400

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National Quality Review

101 Arch St #50
Boston, MA 02110 617-426-0616

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Pathstone

115 Federal St #2301
Boston, MA 02110 617-350-8999

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Putnam Investments

100 Federal St
Boston, MA 02110 617-292-1000

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Ruberto Israel & Weiner

255 State St Fl7
Boston, MA 02109 617-742-4200

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Renowned world over - Jul 16, 2017

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S B Jeffries Consultants

121 Mount Vernon St
Boston, MA 02108 617-367-1575

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State Street Global Advisors

1 Iron St
Boston, MA 02210 617-786-3000

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Horrible company would never work there or have investments there. - Jun 20, 2022

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Wells Fargo Advisors

2 International Pl #20
Boston, MA 02110 617-342-1400

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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.