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Ameriprise Financial

3929 Martin Way E #F
Olympia, WA 98506 360-438-1611

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EFS Benefits Solutions

1220 4th Ave E
Olympia, WA 98502 360-943-7055

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Merrill Lynch Wealth Management

111 Market St NE #300
Olympia, WA 98501 360-560-3960

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Lance Williams is a great advisor - Jun 04, 2021

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Prentice Financial Planning

2407 Pacific Ave SE #A
Olympia, WA 98501 360-754-0490

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Thrivent Financial

1624 4th Ave E
Olympia, WA 98506 360-352-9797

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Prompt action taken to meet our needs and always has the client's best... - Apr 29, 2021

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Byrne & Co Wealth Management

611 Columbia St NW #2-D
Olympia, WA 98501 360-338-0645

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Dan Young

2008 Caton Way SW #203B1
Olympia, WA 98502 360-705-1690

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Edward Jones

130 Marvin Rd SE #140
Lacey, WA 98503 360-705-9054

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Edward Jones

5340 Corporate Center Loop SE #B
Lacey, WA 98503 360-486-0370

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Heart Financial

3250 14th Ave NW
Olympia, WA 98502 360-878-8065

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Olympia Federal Savings

421 Capitol Way S
Olympia, WA 98501 360-754-3400

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Have banked there for 40 years, always happy with them. - Aug 30, 2023

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Prudential Financial Services

1728 State Ave NE #107
Olympia, WA 98506 360-956-7300

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Sound View Advisors

1441 W Bay Dr NW #201
Olympia, WA 98502 360-867-9890

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Extensive knowledge, fee-based (percentage of assets under management), analysis... - Sep 05, 2013

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Stapp Financial Planning

1800 Cooper Point Rd SW #10
Olympia, WA 98502 360-754-8895

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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.