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Equitable Advisors

27 Hooks Ln
Baltimore, MD 21208 443-524-1376

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Mr. Sher specializes in personal insurance. - Jan 19, 2019

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Morgan Stanley Wealth Management

2650 Quarry Lake Dr #200
Baltimore, MD 21209 410-486-8010

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I am taking payouts now from IRAs and so far it has been ok - Jul 04, 2022

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UBS Financial Services

500 E Pratt St Fl 11
Baltimore, MD 21202 410-576-3283

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UBS gave me the most thorough free financial plan when I interviewed a bunch... - Apr 19, 2020

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Northwestern Mutual

111 S Calvert St #2500
Baltimore, MD 21202 410-659-6029

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Mr. Crosley looks out for the individual and understands the many life choices... - Jan 25, 2020

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Partnership Wealth Management

1819 Thames St
Baltimore, MD 21231 410-732-2633

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No raters have left a written comment.

T Rowe Price

100 E Pratt St # Ba-1465
Baltimore, MD 21202 410-345-6673

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I think all of the TRowe offices in the DC area have closed and all communications... - Oct 24, 2021

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Morgan Stanley Wealth Management

250 W Pratt St Fl 14
Baltimore, MD 21201 866-676-3376

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No raters have left a written comment.

Stephen Zelcer

Baltimore, MD 21215 202-595-1700

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Good for understanding Federal benefits. - Feb 19, 2021

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TIAA-CREF

5801 Smith Ave Ste 100
Baltimore, MD 21209 410-367-0056

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I use a TIAA-CREF in Bethesda. Do you want that? - Sep 14, 2013

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Buttonwood Financial Advisors

509 S Exeter St #500
Baltimore, MD 21202 410-988-2391

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No raters have left a written comment.

Scheinker Investment Partners

2800 Quarry Lake Dr #160
Baltimore, MD 21209 410-580-2686

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No raters have left a written comment.

Stansberry Research

1125 N Charles St
Baltimore, MD 21201 888-261-2693

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No raters have left a written comment.

Wells Fargo Advisors

250 W Pratt St Fl 23
Baltimore, MD 21201 800-638-0626

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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.