You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 551 San Francisco Bay Area financial advisors


Page 1 of 12 results
BusinessDistanceRatingsMost Recent Comment

Fog City Advisors

622 Talbot Ave
Albany, CA 94706 650-508-2020

Ratings:
?
?%    
?
No raters have left a written comment.

Todd Freeman

1601 El Camino Real #201
Belmont, CA 94002 650-595-1791

Ratings:
?
?%    
?
Todd has always done his best to make sure we were invested properly. He is... - Jan 22, 2023

See all comments

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.