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Merrill Lynch Wealth Management

470 Norristown Rd #101
Blue Bell, PA 19422 484-530-5300

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The Walters Bailey group are the most amazing financial team I have dealt with.... - Jul 27, 2022

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Baird Financial Advisors

4 Sentry Pky E #102
Blue Bell, PA 19422 610-238-6637

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No raters have left a written comment.

Morgan Stanley

1787 Sentry Pkwy W Bldg 18 #440
Blue Bell, PA 19422 215-542-1000

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Nationwide Insurance

1101 Dekalb Pike
Blue Bell, PA 19422 610-272-9600

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No raters have left a written comment.

PNC Private Bank

860 Penllyn Blue Bell Pike
Blue Bell, PA 19422 215-540-1293

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Susan M Walla

925 Harvest Dr
Blue Bell, PA 19422 215-540-0966

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Sue Walla has been our adviser for more than 15 years. Her recommendations... - May 28, 2020

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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.