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Morgan Stanley Wealth Management

2330 W Joppa Rd #255
Lutherville, MD 21093 410-486-8010

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I am taking payouts now from IRAs and so far it has been ok - Jul 04, 2022

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UBS Financial Services

500 E Pratt St Fl 11
Baltimore, MD 21202 410-576-3283

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UBS gave me the most thorough free financial plan when I interviewed a bunch... - Apr 19, 2020

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Northwestern Mutual

111 S Calvert St #2500
Baltimore, MD 21202 410-659-6029

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Mr. Crosley looks out for the individual and understands the many life choices... - Jan 25, 2020

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Equitable Advisors

27 Hooks Ln
Baltimore, MD 21208 443-524-1375

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Mr. Sher specializes in personal insurance. - Jan 19, 2019

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Partnership Wealth Management

606 E Joppa Rd
Towson, MD 21286 410-732-2633

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No raters have left a written comment.

T Rowe Price

100 E Pratt St #BA-1465
Baltimore, MD 21202 410-345-6673

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I think all of the TRowe offices in the DC area have closed and all communications... - Oct 24, 2021

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Shober Zelcer Collins Financial Planning

12820 Wisteria Dr
Germantown, MD 20874 202-595-1700

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Good for understanding Federal benefits. - Feb 19, 2021

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TIAA-CREF

1410 Clarkview Rd
Baltimore, MD 21209 410-367-0056

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I use a TIAA-CREF in Bethesda. Do you want that? - Sep 14, 2013

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Buttonwood Financial Advisors

1 N Haven St #204
Baltimore, MD 21224 410-988-2391

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No raters have left a written comment.

Facet Wealth

100 International Dr Fl 23
Baltimore, MD 21202 443-376-6222

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We are new to Facet Wealth but so far are happy with our experience. The company... - Mar 01, 2023

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Scheinker Legacy Wealth Advisors

40 WightAve Fl 5
Hunt Valley, MD 21030 410-580-2686

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No raters have left a written comment.

Stansberry Research

1125 N Charles St
Baltimore, MD 21201 888-261-2693

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No raters have left a written comment.

Wells Fargo Advisors

250 W Pratt St Fl 23
Baltimore, MD 21201 800-638-0626

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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.