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 859 Washington, DC area financial advisors


Page 1 of 357 results
BusinessDistanceRatingsMost Recent Comment

Financial Advantage Associates

1803 Research Blvd Ste 401
Rockville, MD 20850 301-610-0071

Ratings:
?
?%    
?
New Address is Financial Advantage Associates, Inc. 2101... - Oct 24, 2023

See all comments

Morgan Stanley Wealth Management

702 King Farm Blvd #500
Rockville, MD 20850 301-556-2300

Ratings:
?
?%    
?
The Fishbein group provides excellent service. I've been with them for... - Feb 19, 2023

See all comments

Schaeffer Financial Group

1 Church St Ste 801
Rockville, MD 20850 301-933-5550

Ratings:
?
?%    
?
They have been our advisors since 1985 - Jun 15, 2022

See all comments

Merrill Lynch Wealth Management

11921 Rockville Pike Ste 201
Rockville, MD 20852 301-468-3000

Ratings:
?
?%    
?
Financial management at it's best. Extremely happy for the great care... - Jul 14, 2022

See all comments

Connemara Group

1700 Rockville Pike Ste 400
Rockville, MD 20852 301-998-6595

Ratings:
?
?%    
?
Tom Conway and company do a great job handling my investments at a very reasonable... - Oct 17, 2023

See all comments

Financial Services Advisory

1 Church St Ste 801
Rockville, MD 20850 301-949-7300

Ratings:
?
?%    
?
FSA has done very well by me. - Oct 08, 2022

See all comments

Geoffrey Sella

3201 Tower Oaks Blvd
Rockville, MD 20877 301-770-6800

Ratings:
?
?%    
?
We have been SPC clients since 1981 and have been extremely satisfied with... - Sep 05, 2017

See all comments

Halpern Financial

11 N Washington St #720
Rockville, MD 20850 240-268-1000

Ratings:
?
?%    
?
I have total faith that these folks know what they are doing and will manage... - Apr 14, 2020

See all comments

Kendall Capital Management

600 Jefferson Plaza #410
Rockville, MD 20852 301-838-9110

Ratings:
?
?%    
?
Small firm with a focus on middle class savers and investors. Excellent recommendations,... - Sep 06, 2017

See all comments

Joe Jacques

15430 Avery Rd
Rockville, MD 20855 301-738-1303

Ratings:
?
?%    
?
Joe has saved me much money on my taxes and on financial investing made easy... - Apr 09, 2020

See all comments

Wells Fargo Advisors

1401 Rockville Pike
Rockville, MD 20852 301-610-6515

Ratings:
?
?%    
?
Jim Paidas is excellent to work with and clearly understands and puts my needs... - Aug 18, 2022

See all comments

Ameriprise

751 Rockville Pike
Rockville, MD 20852 301-591-9990

Ratings:
?
?%    
?
I have been using their service for years. They are great at communicating... - May 09, 2020

See all comments

H & R Block Tax Service

807 Rockville Pike Ste F
Rockville, MD 20852 301-251-4748

Ratings:
?
?%    
?
Very professional, answered questions fully. - Jun 21, 2022

See all comments

XML Financial Group

1 Preserve Pkwy #120
Rockville, MD 20852 301-770-5234

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

Friedland Financial Planning

2275 Research Blvd Ste 500
Rockville, MD 20850 301-309-1988

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

Bank of America Investment Services

6001 Montrose Rd Ste 650
Rockville, MD 20852 301-493-2926

Ratings:
?
?%    
?
Keep the prestige up: - May 11, 2020

See all comments

Financial Strategies Group

11400 Rockville Pike Ste 303
Rockville, MD 20852 301-984-4461

Ratings:
?
?%    
?
They have increased our investments substantially and ALWAYS available for... - Feb 02, 2018

See all comments

Potomac Wealth Advisors

15245 Shady Grove Rd #410
Rockville, MD 20850 301-279-2225

Ratings:
?
?%    
?
I had some complicated financial needs, and they addressed them efficiently... - Oct 18, 2023

See all comments

RBC Wealth Management

111 Rockville Pike Ste 825
Rockville, MD 20850 301-309-2600

Ratings:
?
?%    
?
Michael always answers my questions promptly and offers good advice about investments.... - Sep 18, 2021

See all comments

SPC Financial

3202 Tower Oaks Blvd
Rockville, MD 20852 301-770-6800

Ratings:
?
?%    
?
Very knowledgeable and helpful. - Oct 25, 2023

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.