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A and M Investments

538 St Rd
Southampton, PA 18966 267-288-5312

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The Financial Group of Philadelphia

910 Floral Vale Blvd
Yardley, PA 19067 215-396-3312

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Highly recommend Paul Bufty! Has done a tremendous job with my accounts... - Jan 22, 2022

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Wells Fargo Advisors

138 Nassau St
Princeton, PA 08542 215-355-1256

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Kevin Fries is responsive and always professional, as is his immediate staff - Nov 14, 2017

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Wells Fargo Advisors

280 2nd St Pike
Southampton, PA 18966 215-355-7777

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Kevin Fries and his staff are always professional and responsive - Nov 14, 2017

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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.