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Fidelity Investments

200 Technology Sq #101
Cambridge, MA 02139 800-273-0130

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I work exclusively with Ryan Shorey at the Cambridge office and highly recommend... - Oct 23, 2017

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H&R Block

674 Massachusetts Ave
Cambridge, MA 02139 617-441-7800

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Cambridge Trust

75 State St 18th Fl
Boston , MA 02109 617-876-5500

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Flagship Pioneering

55 Cambridge Pkwy #800-E
Cambridge, MA 02142 617-868-1888

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Pinney & Scofield

22 Hilliard St
Cambridge, MA 02138 617-492-6223

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Love their approach to investing so much we're passing along their system... - May 16, 2020

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O'Brien Wealth Partners

51 Sawyer Rd #600
Cambridge, MA 02453 617-547-6717

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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.