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Fidelity Investments

2001 N Main St
Walnut Creek, CA 94596 800-544-8235

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AJ Walia is terrific - Feb 19, 2024

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Fidelity Investments

8 Montgomery St
San Francisco, CA 94104 800-462-5450

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My best advice for dealing with Fidelity is to stick with the people who are... - May 28, 2023

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Fidelity Investments

1995 University Ave #120
Berkeley, CA 94704 800-225-6447

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The tem was very friendly and helpful. They listened to my needs and helped... - Jun 21, 2022

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Vanguard

PO Box 2600
Valley Forge, PA 19482 800-567-5163

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Too expensive. Expectations were not met - Jul 14, 2022

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Fisher Investments

13100 Skyline Blvd
Woodside, CA 94062 650-851-3334

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There were a few hiccups setting up the funds, but it is going now. They contact... - Aug 31, 2023

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Fidelity Investments

251 University Ave
Palo Alto, CA 94301 800-742-1566

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Love Gerard our advisor. He connects us with whomever we need to consult while... - Jun 26, 2021

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Fidelity Investments

601 Larkspur Landing Cir
Larkspur, CA 94939 800-990-1139

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I work with Jeff Semp at Fidelity and find him always prepared. He makes good... - Aug 23, 2015

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Charles Schwab

1231 S California Blvd
Walnut Creek, CA 94596 925-974-2907

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Great business. Used for more than 12 years! - Jul 27, 2022

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Empower Personal Wealth

726 Main St
Redwood City, CA 94063 855-756-4738

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I ultimately didn't use their services, but I really enjoyed the conversations... - Jul 12, 2022

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Fidelity Investments

4500 Tassajara Rd #A
Dublin, CA 94568 800-235-1310

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Reliable and stable investment firm that is easy to do business with. - Aug 07, 2023

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Fidelity Investments

851 E Hamilton Ave #100
Campbell, CA 95008 800-544-4180

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Happy with what they are doing for me. - Jun 30, 2021

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Merrill Lynch Wealth Management

1331 N California Blvd #400 &700
Walnut Creek, CA 94596 925-945-4800

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The Sladek Group is superior - May 23, 2020

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Morgan Stanley Wealth Management

555 California St Fl 35
San Francisco, CA 94104 415-984-6500

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Been with them for 27 years - Aug 27, 2023

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Schwab Institutional Service

101 Montgomery St
San Francisco, CA 94104 415-636-7000

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Almost one year ago, hired Schwab to manage account. They are more technical... - Jul 23, 2015

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Fidelity Investments

398 W El Camino Real #102
Sunnyvale, CA 94087 800-371-0613

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I specifically recommend Plato Wang who is my advisor. He is very good! - Jul 24, 2023

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Financial Connections Group

21 Tamal Vista Blvd
Corte Madera, CA 94925 415-924-1091

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Extremely responsive and helpful staff. - Sep 26, 2022

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Morgan Stanley Wealth Management

2 Theatre Sq #322
Orinda, CA 94563 925-254-3888

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They are outstanding to work with. - May 13, 2020

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Wells Fargo Advisors

2033 N Main St #800
Walnut Creek, CA 94596 925-746-7200

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Howard Tong is our primary advisor and does absolutely exemplary work. He’s... - Oct 26, 2023

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Ameriprise Financial

1905 The Alameda
San Jose, CA 95126 408-287-6500

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I have done business with this brand for over 45 years. They take care of my... - Aug 04, 2023

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Wells Fargo Advisors

2001 N Main St #410
Walnut Creek, CA 94596 415-505-6444

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Great customer service - Aug 10, 2023

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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.

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