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Commonwealth Financial Network

29 Sawyer Rd
Waltham, MA 02453 781-736-0700

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I always have to reach out with questions, concerns, requests. - Jun 24, 2022

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Wells Fargo Advisors

130 Turner St Bldg 3 8th Fl
Waltham, MA 02453 781-472-7800

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changed advisor in past 9 months; giving new advisor a year to get to... - Jul 30, 2022

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KSP Financial Consultants

880 Winter St #310
Waltham, MA 02451 781-890-6460

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The absolute best. Can not recommend enough! - Jul 17, 2017

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Ameriprise Financial

303 Wyman St #290
Waltham, MA 02451 781-996-3026

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No raters have left a written comment.

Green Harbor Financial

890 Winter St #205
Waltham, MA 02451 781-547-6775

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No raters have left a written comment.

New York Life

800 South St #600
Waltham, MA 02453 781-547-5876

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Been waiting on a mistake on one of my policies-hope it gets rectified soon Dissatisfied - Jul 03, 2022

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Peak Financial Management

93 Worcester St #101
Wellesley, MA 02481 781-487-9500

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Have used them for 15 years. Gives sound advice, retirement scenario models,... - Jul 19, 2020

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Sensible Financial Planning

203 Crescent St #404
Waltham, MA 02453 781-642-0890

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No raters have left a written comment.

4-Point Financial

201 Jones Rd #620
Waltham, MA 02451 781-894-0488

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No raters have left a written comment.

ABS Ventures

950 Winter St #2600
Waltham, MA 02451 781-250-0400

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No raters have left a written comment.

Ballentine Partners

230 3rd Ave #6
Waltham, MA 02451 781-314-1300

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No raters have left a written comment.

Harvest Group Wealth Management

800 South St #350
Waltham, MA 02453 844-996-3300

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Jeffrey N Tomaneng CFP

95 Sawyer Rd #430
Waltham, MA 02453 781-647-3050

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No raters have left a written comment.

Massachusetts Deferred Compensation SMART Plan

255 Bear Hill Rd
Waltham, MA 02451 877-457-1900

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No raters have left a written comment.

Morgan Stanley Wealth Management

112 Worcester St
Wellesley, MA 02481 781-672-5000

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No raters have left a written comment.

Tilton Wealth Managememt

880 Winter St #310
Waltham, MA 02451 781-890-6484

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No raters have left a written comment.

Wealth Planning Resources

303 Wyman St #275
Waltham, MA 02451 781-547-5620

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Zelle

950 Winter St
Waltham, MA 02451 781-466-0701

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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.