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Fidelity Investments

2001 N Main St
Walnut Creek, CA 94596 800-544-8235

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AJ Walia is terrific - Feb 19, 2024

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Charles Schwab

1231 S California Blvd
Walnut Creek, CA 94596 925-974-2907

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Great business. Used for more than 12 years! - Jul 27, 2022

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Merrill Lynch Wealth Management

1331 N California Blvd #400 &700
Walnut Creek, CA 94596 925-945-4800

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The Sladek Group is superior - May 23, 2020

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Wells Fargo Advisors

2033 N Main St #800
Walnut Creek, CA 94596 925-746-7200

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Howard Tong is our primary advisor and does absolutely exemplary work. He’s... - Oct 26, 2023

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Wells Fargo Advisors

2001 N Main St #410
Walnut Creek, CA 94596 415-505-6444

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Great customer service - Aug 10, 2023

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J P King Advisors

1600 S Main St #275
Walnut Creek, CA 94596 925-935-1555

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Jim and Scott and crew are knowledgeable and easy to reach with questions or... - May 18, 2021

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Edelman Financial Service

2175 N California Blvd #800
Walnut Creek, CA 94596 833-752-6333

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145+ Locations Nationwide. No Pressure to invest. Plans are based on... - Oct 26, 2024

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H&R Block

1850 Mt Diablo Blvd #104
Walnut Creek, CA 94596 925-906-9810

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Used them for over 29 years - Jul 20, 2022

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UBS Financial Services

1255 Treat Blvd #1000
Walnut Creek, CA 94597 925-937-1200

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We worked with James and he advised us how to handle our retirement funds. - Jul 19, 2022

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Chase Bank

1390 S Main St
Walnut Creek, CA 94596 925-935-3940

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No raters have left a written comment.

Morgan Stanley Wealth Management

2175 N California Blvd #500
Walnut Creek, CA 94596 925-934-0400

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Great job - Aug 25, 2023

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Wells Fargo Advisors

1880 Tice Valley Blvd
Walnut Creek, CA 94595 925-935-0911

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My ratings refer specifically the Anthony Napple, not necessarily Wells Fargo... - Jan 20, 2020

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Ameriprise Financial

1333 N California Blvd #630
Walnut Creek, CA 94596 925-295-1900

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Ned Comar has been our Ameriprise advisor for twenty years. We feel confident... - Oct 17, 2023

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Ameriprise Financial

200 Pringle Ave #550
Walnut Creek, CA 94596 925-979-0200

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knowledgeable. Make good recommendations giving clear rationale, but allows... - Nov 27, 2014

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Morgan Stanley Wealth Management

1333 N California Blvd #133
Walnut Creek, CA 94596 925-939-5100

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No raters have left a written comment.

Vitucci Integrated Planning

2890 N Main St #201
Walnut Creek, CA 94597 925-370-3750

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To a person, this office takes excellent care of me. Jason, Sonia and their... - Oct 08, 2022

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Burton Enright Welch

1850 Mt Diablo Blvd #335
Walnut Creek, CA 94596 925-932-8010

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No raters have left a written comment.

Integrity Wealth Partners

1320 MT Diablo Blvd #200
Walnut Creek, CA 94596 925-300-3222

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Small firm, you definitely need to meet with your prospective investment advisor... - Nov 09, 2017

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Raymond James

2999 Oak Rd #1030
Walnut Creek, CA 94597 925-944-5180

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No raters have left a written comment.

TDAmeritrade

1231 S California Blvd
Walnut Creek, CA 94596 925-287-3200

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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.