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Stifel

790 Township Line Rd #175
Yardley, PA 19067 215-504-1600

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came to my house to talk to us. not pushy. well educated - Nov 09, 2017

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Merrill Lynch Wealth Management

1040 Stony Hill Rd
Yardley, PA 19067 267-757-1400

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I have a great relationship with my advisor. - Jun 28, 2022

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A A Nazzaro Associates

2525 Holicong Rd
Doylestown, PA 18902 267-544-5621

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No raters have left a written comment.

Wells Fargo Advisors

1010 Stony Hill Rd #100
Yardley, PA 19067 215-497-3300

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I have had excellent service for 19 years - Jun 19, 2021

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Crossgate Wealth Advisors

605 Floral Vale Blvd
Yardley, PA 19067 215-860-2234

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We trust the expertise and advice we have received implicitly. We don't know... - Dec 02, 2014

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Allstate Insurance Agency

301 Oxford Valley Rd #1504
Yardley, PA 19067 267-392-5528

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Princeton Group

385 Oxford Valley Rd
Yardley, PA 19067 267-392-5189

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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.