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Northwestern Mutual

55 William St #100
Wellesley, MA 02481 781-237-7070

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Merrill Lynch Wealth Management

45 William St 1st Fl #100
Wellesley Hills, MA 02481 781-237-7900

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UBS Financial Services

55 William St
Wellesley, MA 02481 781-446-8946

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Joe McNamara has provided excellent financial planning for us for nearly 20... - Apr 21, 2016

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Equitable Advisors

93 Worcester St #103
Wellesley, MA 02481 781-237-4500

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Relaxing Retirement Coach

80 William St #260
Wellesley, MA 02481 781-235-7550

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Has joined with larger company and is now Savant Wealth Management. Same address... - Feb 13, 2024

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Wellesley Asset Management

20 William St #310
Wellesley, MA 02481 781-416-4000

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Ameriprise Financial

60 Walnut St #4
Wellesley, MA 02481 617-607-3366

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F L Putnam Investment Management Company

20 William St #G-40
Wellesley, MA 02481 781-235-6323

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GW & Wade

93 Worcester St
Wellesley, MA 02481 781-239-1188

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Morgan Stanley Wealth Management

112 Worcester St
Wellesley, MA 02481 781-431-6700

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My financial consultants changed when my former had to leave the organization.... - Sep 15, 2015

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Stifel Financial

20 William St #330
Wellesley, MA 02481 781-239-2800

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They have taken over our investments 2 years ago. Much better communication... - May 08, 2024

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Weston Financial Group

100 William St #200
Wellesley, MA 02481 781-235-7055

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Weston is a trusted advisor and investor - May 11, 2020

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Balance Wealth Advisors

57 River St #300
Wellesley, MA 02481 781-431-7222

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Baystate Financial

100 William St #300
Wellesley, MA 02481 781-239-2000

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D E Shaw & Company LP

180 Linden St Fl 2
Wellesley, MA 02482 212-478-0000

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Eagle Investments

Wellesley, MA 02481 781-943-2200

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Fairfield Financial Advisors

20 William St #260
Wellesley, MA 02481 781-431-1119

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ThomasPartners Investment Management

1 International Pl #34
Boston, MA 02110 877-375-2940

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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.