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KCM Investment Advisors

300 Drakes Landing Rd #21
Greenbrea, CA 94904 415-461-7788

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Very pleased with skill of advisor assigned to my account. - Aug 24, 2015

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Morgan Stanley Wealth Management

1101 5th Ave #275
San Rafael, CA 94901 415-460-6207

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Willing to listen to my financial concerns. - May 28, 2020

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Wells Fargo Advisors

770 Tamalpais Dr #400
Corte Madera, CA 94925 415-454-9770

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Michael Gorton has handled our investments for several years. He came highly... - Jan 21, 2021

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Ameriprise Financial

4314 Redwood Hwy #400
San Rafael, CA 94903 415-492-8222

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Have used this financial advisory practice for 30 yrs — highly recommended - May 23, 2020

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Carson Wealth

2370 Kerner Blvd #350
San Rafael, CA 94901 415-461-6248

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Pleasant staff and knowledgeable. - Feb 17, 2024

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Redwood Financial Group

165 N Redwood Dr #170
San Rafael, CA 94903 415-472-1510

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No raters have left a written comment.

San Rafael Asset Management

100 Smith Ranch Rd #300
San Rafael, CA 94903 415-526-2900

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Firm made significant error in executing a specific customer directive, causing... - Apr 01, 2021

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Stonebridge Financial Group

165 N Redwood Dr #100
San Rafael, CA 94903 415-479-1777

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Nathan is very generous with his time and is able to explain complicated financial... - Sep 13, 2014

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Financial Connections Group

790 Mission Ave
San Rafael, CA 94901 415-456-9600

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No raters have left a written comment.

Meritas Advisors

4040 Civic Center Dr #200
San Rafael, CA 94903 415-690-8547

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No raters have left a written comment.

Morgan Stanley Smith Barney

1101 5th Ave
San Rafael, CA 94901 415-451-1400

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No raters have left a written comment.

Putney Financial Group

100 Smith Ranch Rd #110
San Rafael, CA 94903 415-460-1990

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No raters have left a written comment.

Steven Plocher Accountancy

55 Mitchell Blvd #20
San Rafael, CA 94903 415-479-5888

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No raters have left a written comment.

Stifel

1111 A St
San Rafael, CA 94901 415-306-5639

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No raters have left a written comment.

Taddei Ludwig & Associates

999 5th Ave
San Rafael, CA 94901 415-456-2292

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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.