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 counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 703 Washington, DC area financial advisors

Page 1 of 469 results
Business Distance Ratings What is this? Most Recent Comment

Ameriprise Financial

6400 Goldsboro Rd Ste 550
Bethesda, MD 20817301-320-0500

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

FBB Capital Partners

4520 East West Hwy Ste 450
Bethesda, MD 20814301-657-8870

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Fidelity Investments

7315 Wisconsin Ave Ste 150W
Bethesda, MD 20814301-913-2919

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Edelman Financial Services

6550 Rock Spring Dr Ste 510
Bethesda, MD 20817301-530-3494

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Warner Financial

4550 Montgomery Ave # 352
Bethesda, MD 20814301-961-9505

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Family Firm

8120 Woodmont Ave Ste 630
Bethesda, MD 20814301-656-3999

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

TD Ameritrade

7101 Wisconsin Ave
Bethesda, MD 20814301-968-2171

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

PNC Wealth Management

Bethesda, MD 20817301-347-3209

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Ameriprise Financial

6400 Goldsboro Rd
Bethesda, MD 20817301-986-0087

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Altius Financial Advisors

3 Bethesda Metro Ctr
Bethesda, MD 20814301-961-1585

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Chevy Chase Trust

7501 Wisconsin Ave Fl 14
Bethesda, MD 20814240-497-5000

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Heritage Investors Management

7101 Wisconsin Ave Ste 1112
Bethesda, MD 20814301-951-0440

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

May & Barnhart

4840 Cordell Ave
Bethesda, MD 20814301-656-5794

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Merrill Lynch

3 Bethesda Metro Ctr Ste 1100
Bethesda, MD 20814301-215-4400

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

TIAA-CREF

7315 Wisconsin Ave # 550
Bethesda, MD 20814301-280-5501

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Wells Fargo Advisors

7600 Wisconsin Ave Ste 100
Bethesda, MD 20814301-961-0100

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Michael S Beriss

6400 Goldsboro Rd
Bethesda, MD 20817301-320-1462

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

UBS Financial Services

7700 Wisconsin Ave Ste 300
Bethesda, MD 20814301-718-5000

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Marc Schliefer

7910 Woodmont Ave Ste 900
Bethesda, MD 20814301-652-8702

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Trumbower Financial Advisors

4800 Montgomery Ln Ste 875
Bethesda, MD 20814301-215-8340

?
?%    
?
?
?%    

Sign-in or Subscribe for Comments

Methods and Limitations

We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.