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Page 21 of 23443 results
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RD Mushen & Associates

110 James St #105
Edmonds, WA 98020 425-640-8636

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Rebar & Associates

4727 44th Ave SW #201
Seattle, WA 98116 206-938-2906

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Renaissance Wealth

109 2nd St S #322
Kirkland, WA 98033 206-335-2593

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RJA Financial Services

14900 Interurban Ave S #298
Tukwila, WA 98168 206-674-4647

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Shawn Contendo is my adviser. She's EXCELLENT - Apr 19, 2018

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Robin Tan/LPL Financial

PO Box 39
Kirkland, WA 98033 425-739-9389

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Royal Alliance Associates

1904 3rd Ave #714
Seattle, WA 98101 206-622-0179

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Works great with me on my investment plans. Doesn't look for expensive mutual... - Sep 06, 2013

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Safstrom & Company

1325 4th Ave #1530
Seattle, WA 98101 206-622-6456

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Sandra Jerke & Associates

1702 S 72nd St #C
Tacoma, WA 98408 253-572-8689

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Sandy Voit

11415 NE 128th St #100
Kirkland, WA 98034 206-890-1174

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Seattle Bank

401 Union St #2900
Seattle, WA 98101 206-971-3560

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Senior Retirement Advisors

4301 S Pine St #628
Tacoma, WA 98409 253-565-0421

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Janet Pack is knowledgeable, empathetic, creative, and humorous. She has come... - Jan 23, 2021

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Shelgren Financial Group

5350 Orchard St W #200
University Place, WA 98467 253-473-0656

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Always able to answer my questions in a prompt efficient manner. - May 11, 2020

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Smead Capital Management

1420 5th Ave #2625
Seattle, WA 98101 206-838-9850

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Smith Richards Group

7853 SE 27th St #285
Mercer Island, WA 98040 206-275-3900

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Sonata Capital Group

2001 6th Ave #3410
Seattle, WA 98121 206-256-4400

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Sound View Advisors

1441 W Bay Dr NW #201
Olympia, WA 98502 360-867-9890

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Extensive knowledge, fee-based (percentage of assets under management), analysis... - Sep 05, 2013

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Soundmark Wealth Management

11400 98th Ave NE #301
Kirkland, WA 98033 425-820-1769

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Sparks Financial Service

19105 36th Ave W #208
Lynnwood, WA 98036 425-977-2727

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Stapp Financial Planning

1800 Cooper Point Rd SW #10
Olympia, WA 98502 360-754-8895

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Stifel Taylor

1 5th St #300
Wenatchee, WA 98801 800-933-5521

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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.