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Fidelity Investments

398 W El Camino Real #102
Sunnyvale, CA 94087 800-371-0613

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I specifically recommend Plato Wang who is my advisor. He is very good! - Jul 24, 2023

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P W Johnson Wealth Management

2051 Grant Rd
Los Altos, CA 94024 408-747-1222

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No raters have left a written comment.

Charles Schwab

438 E El Camino Real
Sunnyvale, CA 94087 408-522-3020

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Always keeps in touch - Nov 08, 2017

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Citi Personal Wealth Management

395 W El Camino Real
Sunnyvale, CA 94087 408-822-9023

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Client First Finance

1513 S Mary Ave
Sunnyvale, CA 94087 650-260-4949

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I've used Mike for several years, great to work with. I like his flat-rate... - Sep 17, 2013

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Edward Jones

1309 S Mary Ave #204
Sunnyvale, CA 94087 408-746-3800

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I Used Edward Jones in El Dorado Hills and found them to be unacceptable. - Jul 15, 2022

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William Donnelly

510 E Maude Ave
Sunnyvale, CA 94085 408-737-8299

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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.