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Subscribe and see 395 Puget Sound area financial advisors

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Business Distance Ratings What is this? Most Recent Comment

Merriman Capital Management

800 5th Ave Ste 2900
Seattle, WA 98104206-285-8877

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Charles Schwab

508 Union St
Seattle, WA 98101206-287-3812

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Paul R Ried Financial Group

10801 Main St # 210
Bellevue, WA 98004425-646-6777

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Goddard Financial Planning

1100 Dexter Ave N Ste 100
Seattle, WA 98109206-273-7976

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TIAA CREF

4730 University Way NE Ste 201
Seattle, WA 98105206-529-2600

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Vanguard

Valley Forge, PA 19482800-284-7245

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Ameriprise Financial

101 Elliott Ave W #100
Seattle, WA 98119206-281-7250

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Ben Heeb & Associates

13004 72nd Ave E
Puyallup, WA 98373253-535-5530

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Capital Planning

10900 NE 4th St Ste 2000
Bellevue, WA 98004425-643-1800

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UBS Financial Services

925 4th Ave Ste 2000
Seattle, WA 98104206-628-8511

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Edward Jones

2135 Sheridan Rd Ste E
Bremerton, WA 98310360-373-6939

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Edward Jones

5244 50th Ave NE
Seattle, WA 98105206-527-2494

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Morgan Stanley Smith Barney

601 Union St Ste 5200
Seattle, WA 98101206-628-4400

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Morgan Stanley Smith Barney

500 108th Ave NE Ste 1900
Bellevue, WA 98004425-453-5800

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RBC Wealth Management

1918 8th Ave Ste 3600
Seattle, WA 98101206-621-3200

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Shelgren Financial Group

3900 E Valley Rd Ste 202
Renton, WA 98057425-251-5910

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American Express Financial

11201 SE 8th St
Bellevue, WA 98004425 709-2345

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Conlon and Dart

200 W Mercer St Ste 511
Seattle, WA 98119206-728-0222

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Robinswood Financial

3425 Carillon Pt
Kirkland, WA 98033425-296-1611

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UBS Financial Services

601 108th Ave NE Ste 2000
Bellevue, WA 98004425-451-2300

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Methods and Limitations

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.