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Morgan Stanley Wealth Management

2 Theatre Sq #322
Orinda, CA 94563 925-254-3888

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They are outstanding to work with. - May 13, 2020

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Ameriprise Financial

5 Corte Del Rey
Orinda, CA 94563 888-933-4346

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No raters have left a written comment.

Enso Wealth Management

89 Davis Rd #160
Orinda, CA 94563 925-956-1912

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No raters have left a written comment.

NFP

3 Altarinda Rd
Orinda, CA 94563 925-254-7100

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No raters have left a written comment.

Park Place Wealth Advisors

18 Orinda Way
Orinda, CA 94563 925-254-7766

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Dan Gannett is very competent and listens well to our needs and goals. - Aug 22, 2013

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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.