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Fidelity Investments

11450 Wayzata Blvd
Minnetonka, MN 55305 800-409-6485

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Good advice and always helpful. - Aug 24, 2023

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Principal Financial Group

11100 Wayzata Blvd #405
Minnetonka, MN 55305 952-277-4300

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Considering the cost is only associated with our accounts - is is reasonable. - Nov 14, 2017

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RBC Wealth Management

601 Carlson Pkwy #500
Minnetonka, MN 55305 952-476-3700

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Our financial planner at RBC Wealth Management is Joe Lambrecht. We've... - Dec 02, 2022

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Ameriprise Financial

10000 Minnetonka Blvd
Minnetonka, MN 55305 952-563-1225

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No raters have left a written comment.

Michael Coughlin

14525 Hwy 7 #200
Minnetonka, MN 55345 952-500-8824

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No raters have left a written comment.

Tondryk Financial

17601 MN-7 #100
Minnetonka, MN 55345 952-401-1671

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No raters have left a written comment.

Barking Sands Capital

1850 Wayzata Blvd #150
Long Lake, MN 55356 952-500-8854

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No raters have left a written comment.

Jeffery Jarnes

10261 Yellow Cir Dr
Minnetonka, MN 55343 952-908-2525

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LifeStage Wealth Management

11100 Wayzata Blvd
Minnetonka, MN 55305 763-542-8884

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Have been with this company for 20+ years. Highly recommend - Jul 17, 2017

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Piller Financial Group

2 Carlson Pkwy N #320
Plymouth, MN 55447 952-258-5225

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No raters have left a written comment.

Terry Leiendecker

1000 Minnetonka Blvd
Minnetonka, MN 55305 952-563-1221

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No raters have left a written comment.

The Advocate Group

601 Carlson Pkwy #1100
Minnetonka, MN 55305 952-693-2630

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No raters have left a written comment.

Wells Fargo Advisors

601 Carlson Pkwy #190
Minnetonka, MN 55305 952-476-1617

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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.