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Fidelity Investments

251 University Ave
Palo Alto, CA 94301 800-742-1566

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Love Gerard our advisor. He connects us with whomever we need to consult while... - Jun 26, 2021

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Morgan Stanley Wealth Management

245 Lytton Ave #200
Palo Alto, CA 94301 650-328-8080

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Consultation went fine but their fee is too expensive. - May 25, 2020

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UBS Financial Services

775 Page Mill Rd
Palo Alto, CA 94304 650-496-7400

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No raters have left a written comment.

JP Morgan Advisors

310 University Ave Fl 3
Palo Alto, CA 94301 650-853-3283

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No raters have left a written comment.

Morgan Stanley Wealth Management

1001 Page Mill Rd #101
Palo Alto, CA 94304 650-496-4200

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Ask for Dan Flores. He's very good. - Dec 03, 2013

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Wells Fargo Advisors

301 University Ave Fl 4
Palo Alto, CA 94301 650-752-0400

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When we started with our financial advisors, this office was Wachovia. I'm... - May 12, 2023

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Chase Bank

300 Hamilton Ave
Palo Alto, CA 94301 650-853-2602

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No raters have left a written comment.

Financial Independence

5201 Great America Pkwy #320
Palo Alto, CA 94303 408-988-8200

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Current Address: Financial Independence 5201... - Apr 28, 2020

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Addison Avenue Investment Services

3000 El Camino Real #100
Palo Alto, CA 94306 650-845-4992

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No raters have left a written comment.

Edward Jones

165 University Ave #2
Palo Alto, CA 94301 650-324-3363

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They used to be in the office on Laurel St. in San Carlos, but recently moved... - Aug 18, 2015

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Financial Engines Advisors

2100 Geng Rd #210
Palo Alto, CA 94303 650-565-4900

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No raters have left a written comment.

GW & Wade

540 Cowper St #100
Palo Alto, CA 94301 650-618-6388

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No raters have left a written comment.

Johnson Lyman Wealth Advisors

4966 El Camino Real #109
Los Altos, CA 94022 650-494-2733

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No raters have left a written comment.

Montage Group of Silicon Valley

1400 Page Mill Rd
Palo Alto, CA 94304 650-496-4250

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Using as my financial advisors for last 7 years, very good service and support.... - Feb 26, 2022

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Rangewood Financial

999 Commercial St
Palo Alto, CA 94303 650-328-0119

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No raters have left a written comment.

Sandra Wang - Morgan Stanley

245 Lytton Ave #200
Palo Alto, CA 94301 650-838-4215

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Sandra Wang provides excellent all around financial advising--taxes, savings,... - Mar 13, 2023

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TIAA-CREF

535 Cowper St #200
Palo Alto, CA 94301 866-842-2906

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No raters have left a written comment.

Wells Fargo Advisors

540 University Ave
Palo Alto, CA 94301 800-423-1736

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No raters have left a written comment.

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.