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Ameriprise Financial

533 Airport Blvd
Burlingame, CA 94010 650-401-2280

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Fidelity Investments

1411 Chapin Ave
Burlingame, CA 94010 800-544-0220

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Love them. For accounts > $250,000, they offer planning services without... - Feb 19, 2022

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EH Shum Financial Solutions

433 Airport Blvd #500
Burlingame, CA 94010 650-373-0088

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Found local financial advisor. After father retired, son took over. Has been... - Nov 09, 2020

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Farmers Insurance

433 Airport Blvd #212
Burlingame, CA 94010 650-347-7111

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Heritage Financial North

1700 S El Camino Real #375
San Mateo, CA 94402 650-579-5575

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I feel like I've finally found a financial advisor I can trust implicilty. - May 18, 2020

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Lpl Financial

330 Primrose Rd #408
Burlingame, CA 94010 650-348-8831

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Robertson Stephens

1350 Bayshore Hwy #210
Burlingame, CA 94105 650-344-1700

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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.