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Thrivent Financial

2500 E High St #620
Pottstown, PA 19464 610-970-4740

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Great advisor and is also a fellow church member. Known him for many years. - Jun 14, 2022

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Money Management International

1 International Plz #550
Philadelphia, PA 19113 610-326-6181

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No raters have left a written comment.

Paradigm Financial Group

120 Arrandale Blvd #100
Exton, PA 19341 610-422-3530

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Tri County Area Federal Credit Union

1550 Medical Dr
Pottstown, PA 19464 610-326-3705

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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.