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Fidelity Investments

2001 N Main St
Walnut Creek, CA 94596 925-930-0381

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Not really sure. They provide good service but it seem my financial performance... - May 28, 2020

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Fidelity Investments

1995 University Ave Ste 120
Berkeley, CA 94704 800-225-6447

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No one can predict the markets or economy at this time, so I think they're... - May 10, 2020

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Fidelity Investments

251 University Ave
Palo Alto, CA 94301 650-321-9021

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The advisor was pushy and not respectful of my financial goals. - May 10, 2020

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Vanguard Asset Management Services

PO Box 2600
Valley Forge, PA 19482 800-567-5163

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Have had several financial planners and companies, and we have settled with... - Nov 08, 2017

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Fidelity Investments

601 Larkspur Landing Cir
Larkspur, CA 94939 415-925-9156

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I work with Jeff Semp at Fidelity and find him always prepared. He makes good... - Aug 23, 2015

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Fidelity Investments

8 Montgomery St
San Francisco, CA 94104 800-462-5450

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We highly commend Andrew Esposto for all his work with us. - May 12, 2020

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Fisher Investments

13100 Skyline Blvd
Woodside, CA 94062 650-851-3334

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I highly recommend Fisher Investments. Because of Fisher I am retiring at 62... - May 08, 2020

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California Financial Advisors

2303 Camino Ramon Ste 250
San Ramon, CA 94583 925-275-1000

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the best qualified team. - May 31, 2018

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Morgan Stanley Smith Barney

2 Theatre Sq Ste 322
Orinda, CA 94563 925-254-3888

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They are outstanding to work with. - May 13, 2020

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Fidelity Investments

398 W El Camino Real Ste 102
Sunnyvale, CA 94087 408-739-2970

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My wife does almost all the investing and is quite happy with this firm - Jun 11, 2020

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Personal Capital Corp

726 Main St
Redwood City, CA 94063 650-556-1078

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We interviewed five planners and these folks were clearly the best. We highly... - Aug 15, 2018

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Charles Schwab

100 Pringle Ave Ste 100
Walnut Creek, CA 94596 925-974-2907

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Easy to use discount brokerage. Financial advisors are good, but no particularly... - Jul 14, 2017

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Financial Connections Group

21 Tamal Vista Blvd
Corte Madera, CA 94925 415-924-1091

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Excellent group of Advisors, led by Jill Hollander and Brian Pon. Professional,... - Jan 16, 2020

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J P King & Assoc

1600 S Main St Ste 100
Walnut Creek, CA 94596 925-935-1555

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No raters have left a written comment.

Merrill Lynch

PO Box 8043
Walnut Creek, CA 94596 925-945-4800

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The Sladek Group is superior - May 23, 2020

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Morgan Stanley Smith Barney

101 California St
San Francisco, CA 94111 415-693-6000

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I have been using them since 1980 and my broker; Daniel Donovan is as honest... - Aug 18, 2015

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Pon Investment Advisory

179 Galewood Cir
San Francisco, CA 94131 415-665-5544

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No raters have left a written comment.

Wells Fargo

2033 N Main St
Walnut Creek, CA 94596 925-746-7200

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I've been utilizing the financial planning and investment services since... - May 01, 2019

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Ameriprise Financial

1901 S Bascom Ave
Campbell, CA 95008 408-559-6115

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Don’t receive the personal attention we used to get with prior advisor... - May 23, 2020

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Bingham Osborn & Scarborough

1900 University Ave Ste 108
East Palo Alto, CA 94303 650-462-8666

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New Address: 203 Redwood Shores Pkwy, #510, Redwood City, CA 94065 - Apr 12, 2019

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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.