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 665 Washington, DC area financial advisors

Page 1 of 111 results
BusinessDistanceRatingsMost Recent Comment

Edward Jones

5530 Wisconsin Ave Ste 533
Chevy Chase, MD 20815 301-941-1300

Ratings:
?
?%    
?
Nick Onder, CFP, Edward Jones, has moved his office to 7500 Old Georgetown... - Apr 18, 2017

See all comments

Rbc Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815 301-907-2700

Ratings:
?
?%    
?
They think about what to do before I even know there might be an issue. - Sep 14, 2016

See all comments

RBC Wealth Management

5425 Wisconsin Ave Ste 301
Chevy Chase, MD 20815 301-907-2772

Ratings:
?
?%    
?
Superb! Just plain superb! - Jan 13, 2020

See all comments

Brown Advisory

5404 Wisconsin Ave Ste 1000
Chevy Chase, MD 20815 240-200-3300

Ratings:
?
?%    
?
Brown Advisory is a group of professionals who listen carefully to the needs... - Feb 20, 2019

See all comments

Plolkin Financial Advisors

8401 Connecticut Ave Ste 403
Chevy Chase, MD 20815 301-907-9790

Ratings:
?
?%    
?
I was impressed by the free financial plan and the discussion I had with the... - Apr 19, 2020

See all comments

Alliance Partners

4445 Willard Ave #1100
Chevy Chase, MD 20815 301-913-0480

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

Bernard R Wolfe & Associates

5550 Friendship Blvd #570
Chevy Chase, MD 20815 301-652-9677

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

Carderock Capital

2 Wisconsin Cir Ste 510
Chevy Chase, MD 20815 301-951-5288

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

Parrish & Company

5425 Wisconsin Ave Ste 201
Chevy Chase, MD 20815 301-656-8324

Ratings:
?
?%    
?
Have changed name to Precipio Wealth Management. - Sep 13, 2014

See all comments

Susan Freed & Associates

2 Wisconsin Cir Ste 530
Chevy Chase, MD 20815 301-657-1700

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

Us Trust

5550 Friendship Blvd
Chevy Chase, MD 20815 240-380-1700

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

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.