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Charles Schwab received 2 consumer ratings from Consumers' CHECKBOOK and Consumer Reports subscribers.
CHECKBOOK provides:
- Award winning articles and ratings reports compiled from more than 191,000 Seattle (Puget Sound) area consumer ratings by Consumers' CHECKBOOK and Consumer Reports magazine subscribers who have used these companies and professionals.
- Thousands of hours of undercover price shopping.
- Review of complaints received by local consumer agencies such as Better Business Bureau (BBB) and attorney general offices.
- In-depth research.
- No advertising.
- No ballot-box stuffing.
- Nonprofit
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11100 NE 8th St #250
Bellevue, WA 98004
Phone: 425-709-7501
"One of the best sources of information for consumers is Puget Sound Consumers' Checkbook magazine. It offers ratings and advice so consumers can get the area's best prices and services."
"One of the best things about CHECKBOOK is how thorough its ratings are. At least 10 people must rate a company before it's included in a survey. Staff members go undercover to get actual pricing information."
"Even businesses that don't fare well in the ratings have grudging respect for [CHECKBOOK]’s attention to detail."
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Fidelity Investments, Bellevue, WA |
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Snider Retirement Strategies, Bellevue, WA |
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Klevens Capital Management, Bellevue, WA |
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Charles Schwab, Bellevue, WA |
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Ameriprise Financial, Bellevue, WA |
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Raymond J Lucia Company, Bellevue, WA |
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The Aguiar Group, Bellevue, WA |
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Capital Planning, Bellevue, WA |
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May & Co, Bellevue, WA |
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Morgan Stanley, Bellevue, WA |
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Wells Fargo Financial, Bellevue, WA |
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Senior Financial Advisors, Bellevue, WA |
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DA Davidson and Co, Bellevue, WA |
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Paul R Ried Financial Group, Bellevue, WA |
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Metlife Financial Services, Bellevue, WA |
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Sovereign Wealth Advisors, Bellevue, WA |
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Wells Fargo, Bellevue, WA |
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TD Ameritrade, Bellevue, WA |
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AXA Advisors, Bellevue, WA |
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Financial Reserve, Bellevue, WA |
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CHECKBOOK provides subscriber comments on their experiences with the firms they use. Please remember that individual subscriber comments are informal. Subscriber comments may give you insight into the types of features and problems that exist in a service field, but are not the best basis for selecting or rejecting a specific firm. To assess the quality of a firm's performance, we recommend that you give more weight to the percentages of favorable ratings. Those percentages are generally based on much larger numbers of consumers' ratings (the number of consumer ratings is noted above).
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As You Can See Below, Some Financial Advisors Get High Praise from Their Customers.
Some Others Don't. So Choose Carefully.
Here Are a Few Samples of the Thousands of Comments
CHECKBOOK Has Collected on Hundreds of Different Financial Advisors.
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
He keeps in contact with me (email or phone) explaining his decisions and he always..........
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Subscriber from RENTON, WA wrote about a local financial advisor:
My Financial Advisor Elaine Chan at Merrill Lynch is the best Ive ever worked with........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Helps little people with not much money as carefully as any big account. Personal, kind,..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
My financial advisor was with Wachovia before they were bought by Wells Fargo. She is..........
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Subscriber from SAMMAMISH, WA wrote about a local financial advisor:
Moved here from Merrill Lynch -- environment at Morgan Stanley seems far more geared to..........
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Subscriber from ARLINGTON, WA wrote about a local financial advisor:
Very knowledgeable, thorough & responsive in all aspects of financial planning........
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Subscriber from BOTHELL, WA wrote about a local financial advisor:
Owner, Steven Barret, is one of the best advisers I have worked with. He is..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Honest and dependable. Very responsive to inquiries........
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Subscriber from EDMONDS, WA wrote about a local financial advisor:
Larry May gave recommended mutual funds that did very well through the 2008-2010 recession. He..........
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Subscriber from REDMOND, WA wrote about a local financial advisor:
Developed and helped implement a comprehensive, integrated finacial plan to increase net worth, meet retirement..........
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Subscriber from BAINBRIDGE ISLAND, WA wrote about a local financial advisor:
Very efficient and great staff. Brant Greene is a great financial advisor, and listens to..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
A great family firm with exceptional service that big national firms simply cant match. They..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Mary Kay Wright is a fantastic financial advisor, and Kelly Clark of her staff is..........
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Subscriber from REDMOND, WA wrote about a local financial advisor:
Cande Collins is our advisor - she rocks!.......
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Subscriber from BOTHELL, WA wrote about a local financial advisor:
Steve Rustik is my financial advisor in this office. Through good markets and bad, he..........
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Subscriber from SEATTLE, WA wrote about a local financial advisor:
Advisor is excellent. He could use a more capable office assistant........
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Subscriber from REDMOND, WA wrote about a local financial advisor:
Provided us with a logical, practical approach to wealth management. Despite recent market downturn, were..........
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Subscriber from KENMORE, WA wrote about a local financial advisor:
Have only dealt with the Ragen partners.......
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