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Edward Jones

3802 N 26th St
Tacoma, WA 98407 253-761-2523

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Edward Jones

5801 Soundview Dr #252
Gig Harbor, WA 98335 253-759-4136

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Freedom Insurance Services

4002 Tacoma Mall Blvd #102
Tacoma, WA 98409 253-475-3200

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Jim Holroyd

1916 130th St Ct S
Tacoma, WA 98444 253-921-5754

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Kevin G Warren

1201 Pacific Ave Fl 11
Tacoma, WA 98402 253-593-5253

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LPL Financial

4041 Ruston Way #102
Tacoma, WA 98402 253-272-2959

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LPL Financial

621 Pacific Ave #216
Tacoma, WA 98402 253-272-5800

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Merit Financial Advisors

1919 N Pearl St #B-2
Tacoma, WA 98406 253-272-7058

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Northwestern Mutual

1201 Pacific Ave #500
Tacoma, WA 98402 253-680-7810

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John Unterreiner - Oct 21, 2023

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Sandra Jerke & Associates

1702 S 72nd St #C
Tacoma, WA 98408 253-572-8689

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Senior Retirement Advisors

4301 S Pine St #628
Tacoma, WA 98409 253-565-0421

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Janet Pack is knowledgeable, empathetic, creative, and humorous. She has come... - Jan 23, 2021

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Sound Credit Union

9911 Pacific Ave
Tacoma, WA 98444 800-562-8130

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Sound Outreach

1106 MLK Jr Way
Tacoma, WA 98405 253-593-2111

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Stolz & Associates

3102 Ruston Way #A
Tacoma, WA 98402 253-265-9546

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'Boutique' firm. They take the time needed with their clients. - Jul 12, 2022

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Tacoma Investment Group

PO Box 7002
Tacoma, WA 98417 253-761-8494

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Westgate Capital Consultants

3560 Bridgeport Way W #3-G
University Place, WA 98466 253-759-0100

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Always there for us when we have questions. - Feb 16, 2024

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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.