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Kelly Financial Service

10 Forbes Rd #130
Braintree, MA 02184 781-849-3090

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Ameriprise Financial

100 Grandview Rd #322
Braintree, MA 02184 781-356-2086

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MSA Financial

25 Braintree Hill Park #303
Braintree, MA 02184 781-843-3500

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I have been working with Mike Camaratta since 2008, he is excellent. - May 07, 2020

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Northwestern Mutual

45 Braintree Hill Pk #204
Braintree, MA 02184 781-664-1280

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Raymond James

25 Braintree Hill Park #302
Braintree, MA 02184 781-930-3016

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Ryan Fine - very personable and patient. - Dec 12, 2013

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Generations Retirement Group

45 Braintree Hill Office Pk
Braintree, MA 02184 781-535-6133

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Heritage Retirement Planning

30 Braintree Hill Office Pk
Braintree, MA 02184 781-796-9859

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KAF Wealth Management

35 Braintree Hill Office Pk #400
Braintree, MA 02184 781-356-2200

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Michael G McIntyre

100 Grandview Road #322
Braintree, MA 02184 781-356-2086

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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.