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Morgan Stanley Wealth Management

445 Lake St E #320
Wayzata, MN 55391 952-475-4300

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Bob Bush works closely with his clients to understand their needs/situation... - Apr 12, 2018

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Charles Schwab

130 Lake St W Fl 1
Wayzata, MN 55391 952-404-0398

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Been with them for over 15 years of exemplary service. - Sep 10, 2021

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RBC Wealth Management

641 Lake St E #230
Wayzata, MN 55391 952-476-0555

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They have done a fantastic job for our short and longer term financial goals. - Jul 20, 2022

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Wells Fargo Advisors

900 Wayzata Blvd E
Wayzata, MN 55391 612-316-0806

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Very good service and top tier - Aug 25, 2023

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Merrill Lynch Wealth Management

308 Walker Ave S
Wayzata, MN 55391 952-476-5600

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Best for long term investments and pursuing thoughtful goals e.g. retirement,... - Nov 15, 2017

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Merrill Lynch Wealth Management

315 Lake St E #200
Wayzata, MN 55391 952-404-5900

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Good service with experienced team that handles a lot of business - Jun 20, 2022

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Munkeby Financial

6 10th Ave N
Hopkins, MN 55343 952-474-6933

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Long-time ongoing advise on all financial aspects as we transitioned into retirement - Jan 13, 2016

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UBS Financial Services

681 Lake St E #354
Wayzata, MN 55391 952-475-9440

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The Best! - Mar 13, 2018

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Morgan Stanley Wealth Management

294 Grove Ln E #220
Wayzata, MN 55391 952-475-4100

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I have used them for decades and they do a great job. - May 15, 2020

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Ameriprise Financial

15600 Wayzata Blvd #104
Wayzata, MN 55391 952-417-6640

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Reese Lang is as goodas it gets. - Aug 10, 2023

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Edward Jones

3600 Shoreline Dr
Wayzata, MN 55391 952-471-3480

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Paul Affeldt has been a greater supporter and knowledgeable resource in our... - Sep 01, 2023

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Ameriprise Financial

600 Twelve Oaks Center Dr #648-B
Wayzata, MN 55391 952-473-0324

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No raters have left a written comment.

August Financial Consulting

500 Lake St
Excelsior, MN 55331 952-767-2073

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No raters have left a written comment.

B & E Advisors

282 Wayzata Blvd E
Wayzata, MN 55391 952-475-0440

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No raters have left a written comment.

Total Wealth Advisors

809 Mainstreet    
Hopkins, MN 55343 952-923-2450

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No raters have left a written comment.

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.