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Page 2 of 6120 results
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D A Davidson

701 5th Ave #4050
Seattle, WA 98104 206-389-8000

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My Financial Planner has been extremely attentive especially through Covid... - Jun 27, 2021

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Edward Jones

5244 50th Ave NE
Seattle, WA 98105 206-527-2494

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Sound View Advisors

1000 2nd Ave #3550
Seattle, WA 98104 206-682-7713

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Therese Govern Financial Advisors

1700 7th Ave #2100
Seattle, WA 98101 206-357-8538

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Absolute Performance Verification

3213 W Wheeler St
Seattle, WA 98199 206-283-6760

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Bank of America

401 NE Northgate Way #920
Seattle, WA 98125 206-358-1866

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Great people and very helpful advice - Jul 21, 2022

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Chase Bank

5511 22nd Ave NW
Seattle, WA 98107 206-461-2375

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E K Riley Investments

1420 5th Ave #3300
Seattle, WA 98101 206-832-1520

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Empirical Wealth Management

3055 112th Ave NE #206
Bellevue, WA 98004 206-923-3474

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Ethan is very tuned in to the individual's personal financial needs and adapts... - Dec 03, 2014

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Freestone Capital Management

1918 Eighth Ave #3400
Seattle, WA 98101 206-398-1100

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We sleep far better each night knowing these people are skilled and knowledgable... - Apr 29, 2020

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JD Kaiser/R & R Retirement Services

6023 Roosevelt Way NE
Seattle, WA 98115 206-362-0503

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Prior to visiting Jay Kaiser of R&R for retirement planning, we had never... - Sep 10, 2020

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Mainspring Wealth Advisors

2236 32nd Ave W #A
Seattle, WA 98199 206-556-3693

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Northwestern Mutual

601 Union St #2500
Seattle, WA 98101 206-623-8801

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Raymond James

2928 Eastlake Ave E
Seattle, WA 98102 206-735-3905

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Super easy to work with, very responsive, really care about MY financial wellbeing. - Jun 15, 2024

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Stifel, Nicolaus & Company

601 Union St #4502
Seattle, WA 98101 206-654-3900

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Wealthspire Advisors

1700 Westlake Ave N #325
Seattle, WA 98109 206-729-1700

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Their address has changed. My advisor is Julie Back--she's superior in every... - Jul 15, 2015

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Wells Fargo Advisors

999 3rd Ave #3710
Seattle, WA 98104 206-587-5775

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Awesome advice, got my money straight and growing. - Jun 20, 2021

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American Financial Solutions

2400 3rd Ave
Seattle, WA 98121 206-374-8869

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Columbia Pacific Advisors

1910 Fairview Ave E #200
Seattle, WA 98102 206-728-9063

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Dennis Clavin

16300 Christensen Rd #205
Seattle, WA 98188 206-241-6521

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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.