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California Financial Advisors

2303 Camino Ramon #230
San Ramon, CA 94583 925-275-1000

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Fast and accarate advice. - Jul 24, 2022

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Charles Schwab

100 Post St
San Francisco, CA 94108 415-667-6210

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Their service is good. - Jul 17, 2022

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J P King Advisors

1600 S Main St #275
Walnut Creek, CA 94596 925-935-1555

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Jim and Scott and crew are knowledgeable and easy to reach with questions or... - May 18, 2021

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Morgan Stanley Wealth Management

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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Cerity Partners

203 Redwood Shores Pkwy #510
Redwood City, CA 94065 650-462-8666

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They're giving me better advice than my accountant. - Mar 03, 2024

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Charles Schwab

106 W Portal Ave
San Francisco, CA 94127 415-242-2312

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The advisor gave me a lot of great advice. He did a good job of answering all... - May 27, 2019

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Charles Schwab

1704 Redwood Hwy
Corte Madera, CA 94925 415-945-6464

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helpful and polite - Aug 28, 2023

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Charles Schwab

180 Grand Ave
Oakland, CA 94612 510-986-6050

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Charles Schwab are financial experts and the quality of their work shows so... - Sep 01, 2023

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First Republic Investment

111 Pine St
San Francisco, CA 94111 888-408-0288

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Our portfolio is on a steady downward Slide - Oct 20, 2020

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SageCrest Wealth Management

1510 Fashion Island Blvd #380
San Mateo, CA 94404 650-573-8525

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Peter Evans is very knowledgeable, informative, helpful and genuinely committed... - Aug 17, 2021

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TD Ameritrade

100 Post St
San Francisco, CA 94108 415-856-8180

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Wish they were more accessible than phone but hopefully with covid situations... - Jun 30, 2021

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BetterWealth

1475 Saratoga Ave #200
San Jose, CA 95129 408-659-2390

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1475 Saratoga Avenue, Suite 200 San Jose Ca 95129 Is the address for... - Oct 17, 2023

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Charles Schwab

10 E Hamilton Ave #800
Campbell, CA 95008 408-341-4670

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I do most of the work myself but they are helpful. - Jul 21, 2022

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Charles Schwab

19620 Stevens Creek Blvd #100
Cupertino, CA 95014 408-446-7970

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Switched to Schwab from a private financial planner and found better interaction... - May 30, 2016

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Chase Bank

2166 Chestnut St
San Francisco, CA 94123 415-931-3393

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Erin E. Burke has been my Financial Advisor Associate for several years now... - Feb 22, 2018

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Citi Personal Wealth Management

All locations combined

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included with my citi gold account its free and convenient - May 10, 2020

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Merrill Lynch Wealth Management

555 California St FL 9
San Francisco, CA 94104 415-274-6000

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No raters have left a written comment.

Northwestern Mutual Financial

60 S Market St #600
San Jose, CA 95113 408-535-5700

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My NML financial advisor is David Eisenhauer. He has provided excellent financial... - Jul 15, 2015

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UBS Financial Services

1255 Treat Blvd #1000
Walnut Creek, CA 94597 925-937-1200

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We worked with James and he advised us how to handle our retirement funds. - Jul 19, 2022

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Ameriprise Financial

1901 S Bascom Ave #1530
Campbell, CA 95008 408-879-9057

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

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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.

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