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Fidelity Investments

1995 University Ave #120
Berkeley, CA 94704 800-225-6447

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The tem was very friendly and helpful. They listened to my needs and helped... - Jun 21, 2022

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Asti Financial Management

1101 Marina Village Pkwy #201
Alameda, CA 94501 510-525-8557

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She reviews your portfolio, makes detailed recommendations,explains the recommendations... - Nov 10, 2020

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Deyoe Wealth Management

2150 Shattuck Ave #700
Berkeley, CA 94704 510-848-0012

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New address is 2150 Shattuck Ave., Suite 700, Berkeley, 94704 - Feb 08, 2019

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Charles Schwab

1995 University Ave #100
Berkeley, CA 94704 510-665-4646

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This is the best financial services group I have ever worked with. And I love... - May 20, 2020

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Chase Bank

1870 Solano Ave
Berkeley, CA 94707 510-559-4420

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No raters have left a written comment.

Blume Capital Management

1708 Shattuck Ave #3
Berkeley, CA 94709 510-549-3534

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Chase Investment Service

2150 Shattuck Ave #22
Berkeley, CA 94704 510-548-4042

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State Farm

2150 Shattuck Ave #410
Berkeley, CA 94704 510-843-1092

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Topel DiStasi Wealth Management

2907 Claremont Ave #111
Berkeley, CA 94705 510-898-1270

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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.