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Merrill Lynch Wealth Management

300 W State St Fl 2
Media, PA 19063 610-565-9931

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Keystone Financial Management

1400 N Providence Rd #106
Media, PA 19063 610-891-0101

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No raters have left a written comment.

BestVest Investment

600 N Jackson St #305
Media, PA 19063 610-891-2860

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Feel comfortable the have my best interest - Apr 18, 2018

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Buckingham Strategic Wealth

600 W Germantown Pike #400
Plymouth Meeting, PA 19462 484-477-4100

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Excellent firm. Very responsive to needs of client. - May 24, 2020

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Delaware Valley Financial

1515 West Chester Pike #D-3
West Chester, PA 19382 610-566-9566

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They were fine but couldn't recommend tihngs that I thought were reasonable.... - Jun 20, 2022

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Janney Montgomery Scott

1400 N Providence Rd #3005
Media, PA 19063 610-892-4900

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No raters have left a written comment.

Allstate Financial Services

1165 W Baltimore Pike
Media, PA 19063 610-891-7768

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No raters have left a written comment.

Ameriprise Financial

35 E State St
Media, PA 19063 610-892-0617

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No raters have left a written comment.

Evolution Financial Group

1400 N Providence Rd #3007
Media, PA 19063 610-891-9700

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Foundation Wealth Management

9 W Third St
Media, PA 19063 610-548-7170

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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.