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Ameriprise Financial

1905 The Alameda
San Jose, CA 95126 408-287-6500

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I have done business with this brand for over 45 years. They take care of my... - Aug 04, 2023

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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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Fidelity Investments

4160 N 1st St
San Jose, CA 95134 800-554-2269

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Helped me convert 401k to rollover ira. Good investment service - Aug 27, 2023

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Merrill Lynch Wealth Management

50 W San Fernando St Fl 16
San Jose, CA 95113 408-283-3000

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No raters have left a written comment.

Morgan Stanley Wealth Management

225 W Santa Clara St #900
San Jose, CA 95113 408-947-2200

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Great service from a professional caring team - Aug 27, 2023

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Wells Fargo Bank

225 W Santa Clara St #1400
San Jose, CA 95113 408-947-3850

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I’ve been a customer with Wells Fargo for over 20 years and honestly... - Jul 22, 2022

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Bank of the West

1566 Monterey Hwy #30
San Jose, CA 95110 408-998-6671

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very knowledgeable and friendly - Jan 28, 2019

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Ameriprise Financial

1 Almaden Blvd #810
San Jose, CA 95113 408-918-5300

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Morgan Stanley Wealth Management

333 W San Carlos St #1100
San Jose, CA 95110 408-286-6060

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helped me out with tight finances and I got the money I needed in a timely... - Aug 07, 2023

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Thrivent Financial

2021 The Alameda #140
San Jose, CA 95126 408-984-8777

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Helpful. Harder to get appointment because of recession - Jul 15, 2022

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UBS Financial Services

50 W San Fernando St Fl 8
San Jose, CA 95113 408-282-5500

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Wells Fargo Advisors

1 Almaden Blvd #1000
San Jose, CA 95113 408-288-8700

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These guys take care of you. They are professional; they know what you... - May 08, 2020

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Edward Jones

2280 Lincoln Ave
San Jose, CA 95125 408-448-1078

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Global Wealth Partners

1764 The Alameda
San Jose, CA 95126 408-236-7630

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No raters have left a written comment.

KMS Financial Services

1550 The Alameda #300
San Jose, CA 95126 408-287-6670

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No raters have left a written comment.

Merrill Lynch Wealth Management

560 S Winchester Blvd
San Jose, CA 59128 408-554-8800

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Pesta & Pesta Wealth Management

20370 Town Center Ln #254
Cupertino, CA 95014 408-227-2700

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Pesta and Pesta take care of my financial needs in one place. I appreciate... - Jan 23, 2018

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Ron Matsui

50 W San Fernando St #900
San Jose, CA 95113 408-918-5316

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Ron has a strong passion to help his clients and understanding the markets.... - Apr 19, 2018

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Stifel Nicolaus & Company

550 S Winchester Blvd #500
San Jose, CA 95128 408-985-6811

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No raters have left a written comment.

Werba Rubin Papier

10 S Almaden Blvd Fl 15
San Jose, CA 95113 408-260-3138

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Excellent service - very attentive. - Jan 17, 2022

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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.