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Merrill Lynch Wealth Management

90 S E St
Santa Rosa, CA 95404 707-575-6300

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Had terrible experiences with this Merrill Lynch branch on my father's accounts.... - Dec 09, 2013

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Wells Fargo Advisors

50 Old Courthouse Sq
Santa Rosa, CA 95404 707-545-4810

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No raters have left a written comment.

Morgan Stanley Wealth Management

3562 Round Barn Cir #1
Santa Rosa, CA 95403 707-524-1000

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A E I Financial Strategies

3558 Round Barn Blvd #200
Santa Rosa, CA 95403 707-538-8027

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Edward Jones

600 McDonald Ave #100
Santa Rosa, CA 95404 707-542-5370

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J L Schneider & Associates

900 Mendocino Ave
Santa Rosa, CA 95401 707-522-8000

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Stifel Nicolaus & Company

3554 Round Barn Blvd #200
Santa Rosa, CA 95403 707-542-3521

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Traverso Chambers Private Wealth Management

917 Mendocino Ave
Santa Rosa, CA 95401 707-523-1111

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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.