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Fidelity Investments

155 Congress St
Boston, MA 02110 800-343-2140

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Great service, knowledgeable staff. - Oct 25, 2024

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UBS Financial Services

1 Post Office Sq
Boston, MA 02110 617-439-8000

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I get my financial advice from the Douvadjian Group at UBS in Boston. I am... - Jan 26, 2021

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TIAA Financial Services

50 Braintree Hill Park #108
Braintree, MA 02184 800-842-2004

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No raters have left a written comment.

J P Morgan Private Bank

50 Rowes Wharf Fl 3
Boston, MA 02110 617-223-4645

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They were helpful in making a plan for trusts and endowment and investments... - May 15, 2020

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Morgan Stanley Wealth Management

28 State St
Boston, MA 02109 617-570-9050

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They beat the market. - Jan 13, 2020

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Merrill Lynch Wealth Management

100 Federal St 17th Fl
Boston, MA 02110 617-946-4000

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Changed over when Bank of America did, have been awesome - Jun 20, 2021

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Ameriprise Financial

121 Mount Vernon St
Boston, MA 02108 617-367-1006

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Tom Duval is a superior financial advisor. - May 10, 2020

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Merrill Lynch Wealth Management

125 High St
Boston, MA 02110 857-214-2850

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No raters have left a written comment.

Morgan Stanley Wealth Management

28 State St 34th Fl
Boston, MA 02109 617-478-6400

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Mr. Solano is the man to use. Call him it is worth it. - Nov 29, 2014

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Baystate Financial

699 Boylston St #1400
Boston, MA 02116 617-585-4500

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Our Financial Advisor Tom is excellent and I would highly recommend him. He... - May 23, 2020

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Boston Financial Management

255 State St
Boston, MA 02109 617-338-8108

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They haven't been at 1 Winthrop Sq. for a couple of years; they're... - Jun 06, 2021

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Cabot Properties

1 Beacon St #2800
Boston, MA 02108 617-723-7400

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No raters have left a written comment.

Claro Advisors

100 High St #950
Boston, MA 02110 800-604-2838

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My personal advisor is Dana Rowan, one of the founding partners. He has always... - Sep 14, 2016

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Colony Group

201 Washington St Fl 11
Boston, MA 02108 617-723-8200

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No raters have left a written comment.

First Republic Bank

160 Federal St
Boston, MA 02110 617-737-1828

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No raters have left a written comment.

Lake Street Advisors

155 Federal St # 502
Boston, MA 02110 617-303-5100

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No raters have left a written comment.

Modera Wealth Management

535 Boylston St #300
Boston, MA 02116 617-247-0518

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No raters have left a written comment.

RBC Global Asset Management

225 Franklin St #2700
Boston, MA 02110 617-236-7274

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No raters have left a written comment.

Wells Fargo Advisors

2 International Pl #2000
Boston, MA 02110 617-342-1400

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No raters have left a written comment.

Acadian Asset Management

260 Franklin St #2000
Boston, MA 02110 617-850-3500

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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.