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Page 18 of 19363 results
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South Shore Bank

1530 Main St
Weymouth, MA 02190 781-682-3217

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I have been working with Al Smith for many years, and he has always had my... - May 04, 2021

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South Shore Wealth Management

25 Recreation Park Dr #100
Hingham, MA 02043 781-556-0044

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Our family has been working with Joshua Shephard, who heads the SSWM for over... - Mar 29, 2024

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Special Needs Financial Planning

80 Blanchard Rd #201
Burlington, MA 01803 781-365-8586

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Have been a client for over 15 years and their approach and results have been... - Nov 24, 2021

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Spencer Financial

327A Boston Post Rd
Sudbury, MA 01776 978-443-6500

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No raters have left a written comment.

State Street Global Advisors

1 Iron St
Boston, MA 02210 617-786-3000

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Horrible company would never work there or have investments there. - Jun 20, 2022

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Strategic Financial Services

46 Accord Park Dr
Norwell, MA 02061 781-878-4063

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Strategic Tax & Insurance Services

46 Cushing Ave
Belmont, MA 02478 781-279-8444

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Strauss Wealth Management

37A Pleasant St #8
Newburyport, MA 01950 978-465-4000

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Tartarini Financial Service

21 Cummings Park #260
Woburn, MA 01801 781-932-3400

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ThomasPartners Investment Management

1 International Pl #34
Boston, MA 02110 877-375-2940

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Tilton Wealth Managememt

880 Winter St #310
Waltham, MA 02451 781-890-6484

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TouchPoint Financial Advisor Group

400 Unicorn Park 1st Fl
Woburn, MA 01801 781-305-4933

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UBS Financial Services

2 Town House Sq
Marblehead, MA 01945 978-538-1900

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UBS Financial Services

200 Clarendon St
Boston, MA 02116 617-247-6001

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Walker & Dunlop

140 Kendrick St Bldg C Fl 2
Needham, MA 02494 781-247-0506

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Great but doesn’t always promptly return calls - Jun 14, 2021

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Wealth Enhancement Group

200 Summit Dr #420
Burlington, MA 01803 781-932-4855

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Wealth Planning Resources

303 Wyman St #275
Waltham, MA 02451 781-547-5620

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Wells Fargo Advisors

900 Elm St
Manchester, NH 03101 800-221-2655

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Haven't heard from them except when they needed permission to sell to... - Aug 25, 2023

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Wells Fargo Advisors

91 Longwater Cir #300
Norwell, MA 02061 781-792-0111

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William Avril - Commonwealth Financial Group

133 W Main St #4
Norton, MA 02766 508-285-3009

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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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