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Diamond State Financial Group

900 Prides Crossing
Newark, DE 19713 302-366-0366

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Very personalized attention. Listens closely to concerns. Always available... - May 07, 2022

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Wells Fargo Advisors

131 Continental Dr #102
Newark, DE 19713 302-731-2131

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Very good advice and customer service - Jun 20, 2021

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Ameriprise Financial

625 Barksdale Rd #105
Newark, DE 19711 302-366-1125

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Jeff always looks out for my preferences on investing - Jul 04, 2022

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Mallard Financial Partners

750 Barksdale Rd
Newark, DE 19711 302-737-4546

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Very personal, like family treatment. - Jan 18, 2019

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Edward Jones

1601 Milltown Rd #5
Newark, DE 19808 302-292-1946

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No raters have left a written comment.

PNC Wealth Management

17 W Main St
Newark, DE 19716 302-733-7241

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No raters have left a written comment.

Cornerstone Financial Service

12 Stirrup Run
Newark, DE 19711 302-235-7800

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Excellent service. Caring agent. - May 22, 2020

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MetLife

111 Continental Dr #305
Newark, DE 19713 302-307-1531

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No raters have left a written comment.

Alvini & Associates Financial

29 Bancroft Mills Rd #200
Wilmington, DE 19806 302-836-8490

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No raters have left a written comment.

Mass Mutual Financial Group

5 Hunting Ct
Newark, DE 19711 302-234-9777

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No raters have left a written comment.

Primerica Financial Service

520 Christiana Medical Ctr
Newark, DE 19702 302-455-9460

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No raters have left a written comment.

WSFS Bank

210 Fox Hunt Dr
Bear, DE 19701 302-832-7842

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My financial advisor Nick Frake, Works out of the branch on Foulk Road highly... - May 26, 2020

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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.