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Empower Personal Wealth

726 Main St
Redwood City, CA 94063 855-756-4738

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I ultimately didn't use their services, but I really enjoyed the conversations... - Jul 12, 2022

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Ameriprise Financial

1900 O'Farrell St #180
San Mateo, CA 94403 650-593-9170

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Selina Soo is my financial advisor - Jan 17, 2020

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Ameriprise Financial

255 Shoreline Dr #400
Redwood City, CA 94065 650-654-4235

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This applies only to Tali Alon and not any other advisors there. I stated... - Jul 15, 2015

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Avalon Capital Management

495 Seaport Ct #106
Redwood City, CA 94063 650-306-1500

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Personal attention, quick response to questions, and good explanation of what... - Feb 20, 2019

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Pettinelli Financial Partners

555 Veterans Blvd #100
Redwood City, CA 94063 650-595-4600

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Makes you feel like family - Jul 03, 2022

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McKinley Financial Group

3 Twin Dolphin Dr #250
Redwood City, CA 94065 650-551-8900

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No raters have left a written comment.

Edward Jones

702 Marshall St #400
Redwood City, CA 94063 650-365-3618

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No raters have left a written comment.

G T Kelly & Company

483 Seaport Ct
Redwood City, CA 94063 650-216-6700

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No raters have left a written comment.

LPL Financial

1733 Woodside Rd #315
Redwood City, CA 94061 650-556-9535

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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.