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CUSO Financial Services

310 Hartz Ave
Danville, CA 94526 925-855-2409

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I work with JR at CUSO, which is the advisor service at Patelco Credit Union.... - Oct 29, 2020

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Monica Padillafroning

251 Waterman Cir
Danville, CA 94526 925-838-9445

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Phillip B White Company Financial

319 Diablo Rd #211
Danville, CA 94526 925-736-2108

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My experience has been positive over a 14 year period. Everything I have asked... - Jan 26, 2022

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Watermark Asset Management

4115 Blackhawk Plaza Cir #200
Danville, CA 94506 925-648-4730

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Edelman Financial Engines

370 Diablo Rd #201
Danville, CA 94526 925-831-0200

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Fairway Asset Management

931 Hartz Way #215
Danville, CA 94526 925-553-7487

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Spectrum Financial Service

811 San Ramon Valley Blvd #100
Danville, CA 94526 925-743-1678

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Peter Waldron is a hard working thoughtful person, that treat his customers... - May 11, 2020

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Steve Kay Financial

4115 Blackhawk Plaza Cir #100
Danville, CA 94506 925-518-7137

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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.