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Meras Financial

3150 Almaden Expy #239
San Jose, CA 95118 408-266-9606

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We've worked with Ioannis (Yo) Meras at Meras Financial for... - Nov 10, 2020

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Merrill Lynch Wealth Management

560 S Winchester Blvd
San Jose, CA 95128 408-260-6001

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A bigger company with small company goals. - Jun 06, 2021

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NF Wealth Management

225 W Santa Clara St #1600
San Jose, CA 95113 408-963-2267

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No raters have left a written comment.

Pace Wealth Management Group

99 Almaden Blvd #300
San Jose, CA 95113 408-947-3312

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Carlton Pace is honest, has integrity and a great financial advisor - Apr 14, 2018

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Pro-Wealth Advisors

6120 Heller Ave #100
San Jose, CA 95138 408-779-5600

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Very through. - Sep 15, 2016

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Technology Wealth Management

2010 N 1st St #500
San Jose, CA 95131 408-487-7550

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TCU has been my Financial Advisors for a long time. They've always made what... - Nov 08, 2017

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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.