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Merrill Lynch Wealth Management

224 Valley Creek Blvd
Exton, PA 19341 610-594-6388

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I've been dealing with them for decades. Great advice - May 12, 2023

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Citadel Federal Credit Union

520 Eagleview Blvd
Exton, PA 19341 610-380-6000

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Always good financial advice. - Jul 02, 2022

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Ameriprise Financial

855 Springdale Dr # 100
Exton, PA 19341 484-879-6021

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No raters have left a written comment.

MassMutual

111 E Uwchlan Ave
Exton, PA 19341 484-348-6266

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No raters have left a written comment.

Edward Jones

614 Wharton Blvd
Exton, PA 19341 610-458-1065

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No raters have left a written comment.

EP Wealth Advisors

7 Dowlin Forge Rd
Exton, PA 19341 610-363-2000

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No raters have left a written comment.

Legacy Advisory Services

658 Exton Cmns
Exton, PA 19341 610-524-6801

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No raters have left a written comment.

A P Lubrano & Company

1800 E Lancaster Ave #B
Paoli, PA 19301 610-524-8266

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No raters have left a written comment.

Ameriprise Financial

314 Exton Cmns
Exton, PA 19341 610-524-1200

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No raters have left a written comment.

Comprehensive Financial Advisors

561 Exton Cmns
Exton, PA 19341 610-524-9761

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TEN+ YEARS OF EXCELLENT SERVICE - Dec 04, 2013

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Dennis G Morgan

237 W Lincoln Hwy
Exton, PA 19341 610-524-7078

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No raters have left a written comment.

Lincoln Financial Advisors

191 Sheree Blvd #104
Exton, PA 19341 610-884-4200

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No raters have left a written comment.

Lpl Financial

300 N Pottstown Pike #240
Exton, PA 19341 610-524-7031

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No raters have left a written comment.

Thrive Financial Services

102 Pickering Way #310
Exton, PA 19341 800-516-5861

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No raters have left a written comment.

Ufinancial

111 E Uwchlan Ave
Exton, PA 19341 610-458-7900

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No raters have left a written comment.

Willis Towers Watson

200 N Warner Rd
King of Prussia, PA 19406 610-363-3040

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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.