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Well Fargo Advisors

39265 Paseo Padre Pkwy
Fremont, CA 94538 510-792-3512

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Charles Schwab

3161 Stevenson Blvd
Fremont, CA 94538 510-445-3600

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The advisor is knowledge and very attentive to my requirements. - May 17, 2020

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Edward Jones

43360 Mission Blvd #210
Fremont, CA 94539 510-657-8776

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Zubair Hakimi works hard to get to know your needs and goals then stays in... - Apr 30, 2022

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Advisory Financial Consultants

505 Durham Rd
Fremont, CA 94539 510-656-1357

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They were ok, only had a short time working together. - Sep 05, 2023

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Austral Financial Service

2140 Peralta Blvd #209
Fremont, CA 94536 510-818-0092

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Edward Jones

39500 Stevenson Pl #201
Fremont, CA 94539 510-795-0800

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Noori Financial Services

140 Gregory Ln #275
Pleasant Hill, CA 94523 510-739-1055

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Primerica Financial Service

42808 Christy St
Fremont, CA 94538 510-440-1100

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State Farm

38750 Paseo Padre Pkwy #A-3
Fremont, CA 94536 510-791-8611

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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.