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LPL Financial

201 Washington St #300
Boston, MA 02108 800-877-7210

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I’ve only worked with them a few years, but they’re very helpful... - Jun 24, 2022

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Lexington Financial Group

74 Bedford St
Lexington, MA 02420 781-863-8024

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Quantech Services

91 Hartwell Ave #5
Lexington, MA 02421 781-271-9757

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Wingate Financial Group

450 Bedford St
Lexington, MA 02420 781-862-7100

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Well experienced firm. Fee only. Open and transparent operations - Mar 16, 2023

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Bickling Financial Services

35 Bedford St #15
Lexington, MA 02420 781-862-9792

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Edward Jones

442 Marrett Rd #2
Lexington, MA 02421 781-860-8809

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My advisor Brian is always readily available and extremely helpful and informative - Jun 26, 2022

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Raymond James

33 Bedford St #11
Lexington, MA 02420 781-861-9720

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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.