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Morgan Stanley Wealth Management

141 Longwater Dr #102
Norwell, MA 02061 781-681-4900

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Financial advisers here are top notch, well informed & easily accessible. Advice... - Nov 08, 2017

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Daniel J Galli & Associates

101 Longwater Cir
Norwell, MA 02061 781-878-2322

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Very happy with my relationship with this firm. I rely on them to give me the... - May 11, 2020

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Mary E Montanari

PO Box 197
Norwell, MA 02061 781-659-2380

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Outstanding advisor; very sensitive to client's needs and concerns;... - May 13, 2020

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Rockland Trust Company

10 Pond St
Norwell, MA 02061 781-878-7440

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do a good job - Jun 05, 2018

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Strategic Financial Services

46 Accord Park Dr
Norwell, MA 02061 781-878-4063

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No raters have left a written comment.

Wells Fargo Advisors

91 Longwater Cir #300
Norwell, MA 02061 781-792-0111

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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.