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 437 Puget Sound area financial advisors


Page 1 of 22437 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

10500 NE 8th St #100
Bellevue, WA 98004 800-344-1783

Ratings:
?
?%    
?
Payal Saraf and team have been very helpful so far with their financial advice. - Feb 20, 2024

See all comments

Vanguard

455 Devon Park #D
Wayne, PA 19087 800-284-7245

Ratings:
?
?%    
?
App hard to use - Sep 05, 2023

See all comments

Charles Schwab

508 Union St
Seattle, WA 98101 206-287-3812

Ratings:
?
?%    
?
Best by test. - Nov 10, 2020

See all comments

Fidelity Investments

1518 6th Ave
Seattle, WA 98101 206-625-0832

Ratings:
?
?%    
?
Individualized recommendations taking into market fluculations. - Jun 24, 2022

See all comments

Merrill Lynch Wealth Management

10400 NE 4th St
Bellevue, WA 98004 800-876-0503

Ratings:
?
?%    
?
I've been with them for years! - Oct 22, 2023

See all comments

Merriman Capital Management

920 5th Ave #2720
Seattle, WA 98104 206-285-8877

Ratings:
?
?%    
?
I highly recommend Merriman. Very high level of integrity and sound investment... - Sep 07, 2017

See all comments

Paul R Ried Financial Group

10801 Main St #201
Bellevue, WA 98004 425-646-6777

Ratings:
?
?%    
?
Good advice but too expensive ... 1.5% of your investments. Is their advice... - Nov 22, 2014

See all comments

TIAA-CREF

1102 A St #317
Tacoma, WA 98402 866-928-4221

Ratings:
?
?%    
?
They do an excellent job. - May 18, 2020

See all comments

Fidelity Investments

304 Strander Blvd
Tukwila, WA 98188 206-242-0041

Ratings:
?
?%    
?
They have provided knowledge, availability and guidance like we never had before.... - Nov 21, 2023

See all comments

McIlrath & Eck

3325 Smokey Point Dr #201
Arlington, WA 98223 360-657-8600

Ratings:
?
?%    
?
We've worked with Jake for a few years now and always been impressed - Dec 02, 2021

See all comments

Merrill Lynch Wealth Management

401 Union St
Seattle, WA 98101 206-464-3500

Ratings:
?
?%    
?
Shannon B. Smith 206-464-4378 - Feb 13, 2024

See all comments

UBS Financial Services

225 108th Ave NE #800
Bellevue, WA 98004 425-451-2300

Ratings:
?
?%    
?
Brenda Berg at UBS Financial is absolutely excellent. We've entrusted our finances... - Jul 05, 2016

See all comments

Ameriprise Financial

101 Elliott Ave W #510
Seattle, WA 98119 206-219-5254

Ratings:
?
?%    
?
Have been a client of Deanna Wong for over 20 years. My comfortable retirement... - May 15, 2023

See all comments

Wells Fargo Advisors

777 108th Ave NE #2500
Bellevue, WA 98004 425-462-7017

Ratings:
?
?%    
?
Agree that Mary Kay is a jewel. She has done great by us, even in the economic... - Apr 13, 2023

See all comments

BECU

12770 Gateway Dr
Tukwila, WA 98168 800-233-2328

Ratings:
?
?%    
?
Has been my bank for all my life and I am extremely happy with their service. - Aug 04, 2023

See all comments

Equitable Advisors

10500 NE 8th St #1600
Bellevue, WA 98004 206-728-2400

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

Snider Financial Group

12505 Bel-Red Rd
Bellevue, WA 98005 425-453-7080

Ratings:
?
?%    
?
I have done quite well with them as my advisors. They give good advice whenever... - Sep 24, 2022

See all comments

Ben Heeb & Associates

13004 72nd Ave E
Puyallup, WA 98373 253-535-5530

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

Fidelity Investments

18825 33rd Ave W #200
Lynnwood, WA 98036 800-501-9964

Ratings:
?
?%    
?
Jack Cody is knowledgeable, capable and personable. I moved all of my accounts... - Aug 17, 2021

See all comments

Robinswood Financial

3425 Carillon Pt
Kirkland, WA 98033 425-296-1611

Ratings:
?
?%    
?
With some reservations. - Apr 30, 2021

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.