You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint histories from consumer agencies
  • Advice to help you get the best service and value

Subscribe and see 619 Washington, DC area financial planners


Page 1 of 345 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

1900 K St NW #110
Washington, DC 20006 800-854-2832

Ratings:
?
?%    
?
Very satisfied by quality of work by adviser at Fidelity. Gives clear advice,... - Nov 02, 2024

See all comments

Merrill Lynch Wealth Management

1800 K St NW
Washington, DC 20006 202-659-7222

Ratings:
?
?%    
?
My financial advisor provides expert and seasoned advice which consistently... - Jun 15, 2022

See all comments

UBS Financial Services

1700 M St NW Fl5
Washington, DC 20036 202-585-4000

Ratings:
?
?%    
?
This applies to Mikail Quazi in Private Wealth Management. He is knowledgeable,... - Sep 18, 2023

See all comments

Wells Fargo Advisors

1700 K St NW
Washington, DC 20006 202-861-4400

Ratings:
?
?%    
?
Fees are high. - Jul 15, 2021

See all comments

Merrill Lynch Wealth Management

1800 K St NW
Washington, DC 20006 202-862-2664

Ratings:
?
?%    
?
Our financial advisor is terrific to work with and this is a long term relationship.... - Jul 07, 2024

See all comments

Morgan Stanley Private Wealth Advisors

1747 Pennsylvania Ave NW #900
Washington, DC 20006 202-292-5400

Ratings:
?
?%    
?
Deborah DeNooy provides excellent, caring service. - Oct 29, 2025

See all comments

Armstrong Fleming & Moore

1850 M St NW #1010S
Washington, DC 20036 202-887-8135

Ratings:
?
?%    
?
Armstrong Fleming and Moore have advised me for decades and are responsive... - May 22, 2025

See all comments

Janney Montgomery Scott

1255 23rd St NW #810
Washington, DC 20037 202-955-4300

Ratings:
?
?%    
?
Our advisor is easy to reach and he contacts us a few times a year for a call/visit.... - Feb 01, 2020

See all comments

RBC Wealth Management

1700 Pennsylvania Ave NW #700
Washington, DC 20006 202-661-9549

Ratings:
?
?%    
?
No raters have left a written comment.

Charles Schwab

1845 K St NW
Washington, DC 20006 202-530-1870

Ratings:
?
?%    
?
I usually communicate by phone. Consultants are always helpful. My problem... - Jan 16, 2022

See all comments

Morgan Stanley Financial Advisors

1775 I St NW #200
Washington, DC 20006 202-862-9000

Ratings:
?
?%    
?
Comfortable to work with. Warm personal service. Pleasing results. - Oct 17, 2024

See all comments

Frango Financial

4545 42nd St NW #314
Washington, DC 20016 202-244-4460

Ratings:
?
?%    
?
Totally honest and helpful - Aug 10, 2021

See all comments

MainStreet Financial Planning

1101 Pennsylvania Ave NW #6
Washington, DC 20004 202-543-6751

Ratings:
?
?%    
?
Mainstreet listens carefully to you and delivers exceptional advice. - Oct 26, 2025

See all comments

Ameriprise Financial

1220 19th St NW #205
Washington, DC 20036 202-293-9797

Ratings:
?
?%    
?
No raters have left a written comment.

Bernstein Private Wealth Management

800 Connecticut Ave NW #1100
Washington, DC 20006 202-261-6700

Ratings:
?
?%    
?
No raters have left a written comment.

Financial Advisor For You

1820 Wyoming Ave NW
Washington, DC 20009 202-257-6499

Ratings:
?
?%    
?
Mike is a for fee planner who charges one flat rate. He helped us see how much... - Sep 05, 2017

See all comments

Oppenheimer & Co

1801 K St NW #750
Washington, DC 20006 202-296-3030

Ratings:
?
?%    
?
I recently found a great financial advisor at Oppenheimer. He has helped me... - Aug 08, 2023

See all comments

Raymond James Financial Services

1717 Pennsylvania Ave NW #1050
Washington, DC 20006 202-872-5900

Ratings:
?
?%    
?
No raters have left a written comment.

Merrill Lynch Wealth Management

1800 K St NW
Washington, DC 20006 202-659-7586

Ratings:
?
?%    
?
No raters have left a written comment.

RBC Wealth Management

2100 Pennsylvania Ave NW #810N
Washington, DC 20037 800-227-0308

Ratings:
?
?%    
?
Excellent service and advice. They take initiative. - Oct 23, 2025

See all comments

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.