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Fidelity Investments

44 Mall Rd
Burlington , MA 01803 800-526-7172

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Professional and reliable. - Aug 27, 2023

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Fidelity Investments

155 Congress St
Boston, MA 02110 800-343-2140

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Great service, knowledgeable staff. - Oct 25, 2024

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Fidelity Investments

405 Cochituate Rd
Framingham, MA 01701 800-448-0570

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All they wanted to do is sell me their products. - Oct 17, 2023

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Fidelity Investments

200 Endicott St
Danvers , MA 01923 800-418-6351

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Andrew always has my best interests at heart. He listens and addresses my concerns. - Aug 07, 2023

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AAA Westwood

335 Providence Hwy
Westwood, MA 02090 781-461-6800

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They handled my request for information fairly well. Would recommend. - Aug 25, 2023

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Northwestern Mutual

55 William St #100
Wellesley, MA 02481 781-237-7070

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No raters have left a written comment.

Edelman Financial Engines

25 Mall Rd #405
Burlington, MA 01803 781-993-9191

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I've had Jonathan Merrigan a my financial advisor for the past four years.... - Oct 18, 2024

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LPL Financial

201 Washington St #300
Boston, MA 02108 800-877-7210

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I’ve only worked with them a few years, but they’re very helpful... - Jun 24, 2022

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UBS Financial Services

1 Post Office Sq
Boston, MA 02110 617-439-8000

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I get my financial advice from the Douvadjian Group at UBS in Boston. I am... - Jan 26, 2021

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Byrne Financial Freedom

11 East St
Franklin, MA 02038 508-528-9366

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Goes way beyond just money management and planning. You become part of the... - Feb 24, 2021

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Commonwealth Financial Network

29 Sawyer Rd
Waltham, MA 02453 781-736-0700

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I always have to reach out with questions, concerns, requests. - Jun 24, 2022

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Fidelity Investments

50 Derby St #100
Hingham, MA 02043 800-356-2854

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Our Fidelity advisor is proactive and strives to understand our personal needs. - Jun 05, 2021

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Vanguard Financial Services

877-662-7447

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No raters have left a written comment.

Bank of America

75 Middlesex Tpke
Burlington, MA 01803 781-273-6001

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Very helpful with our finances - Jul 06, 2022

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Merrill Lynch Wealth Management

45 William St 1st Fl #100
Wellesley Hills, MA 02481 781-237-7900

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No raters have left a written comment.

TIAA Financial Services

50 Braintree Hill Park #108
Braintree, MA 02184 800-842-2004

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No raters have left a written comment.

Wells Fargo Advisors

138 Conant St #10
Beverly, MA 01915 978-524-7690

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No raters have left a written comment.

Affinity Investment Group

18 Hampton Rd #7
Exeter, NH 03833 603-778-6436

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Have been with this firm for 8 years and have seen my portfolio increase substantially.... - Oct 18, 2023

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Ameriprise Financial

11 Water St #2-A
Arlington, MA 02476 617-337-3233

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No raters have left a written comment.

Ameriprise Financial

175 Andover St # 201
Danvers, MA 01923 978-646-0025

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Chad Wolfson provides excellent advice and is responsive to client needs. - Oct 21, 2023

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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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