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Rice Financial Consulting

300 E Main St
Los Gatos, CA 95030 408-354-3400

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Fidelity Investments

434 N Santa Cruz Ave
Los Gatos, CA 95030 800-579-9984

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I am actually recommending my Financial Advisor, Tom Bready, who lives in Utah... - Jul 09, 2022

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Charles Schwab

335 N Santa Cruz Ave
Los Gatos, CA 95030 408-357-0161

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Allworth Financial

644 N Santa Cruz Ave #4
Los Gatos, CA 95030 408-354-5554

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Morgan Stanley Wealth Management

16000 Los Gatos Blvd
Los Gatos, CA 95032 408-358-0988

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Raymond James

229 W Main St
Los Gatos, CA 95030 408-402-3059

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Towne Business & Tax Services

16615 Lark Ave #200
Los Gatos, CA 95032 408-356-8000

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Been using for 6 years. Very high integrity. - Jun 08, 2019

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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.