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 412 Puget Sound area financial planners


Page 12 of 21412 results
BusinessDistanceRatingsMost Recent Comment

Compostion Wealth

1420 5th Ave #1800
Seattle, WA 98101 206-708-1048

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

Conservative Investing Concepts

22722 29th Dr SE #100
Bothell, WA 98021 360-632-9954

Ratings:
?
?%    
?
Richard is like a bookie, he gets his cut whether you get some or not. Not... - May 14, 2020

See all comments

Corient

10900 NE 4th St #1920
Bellevue, WA 98004 206-664-6810

Ratings:
?
?%    
?
SUPERIOR financial advice and management. Honest. Responsive. RESULTS. - Apr 29, 2026

See all comments

Creative Money

1201 3rd Ave #2200
Seattle, WA 98101 541-604-2738

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

Crossroads Capital Management

400 112th Ave NE #135
Bellevue, WA 98004 425-453-4600

Ratings:
?
?%    
?
They are an amazing group and very professional. - May 12, 2020

See all comments

D A Davidson

179 Madrone Ln N #202
Bainbridge Island, WA 98110 206-389-8043

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

Dan Young

2008 Caton Way SW #203B1
Olympia, WA 98502 360-705-1690

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

DecisionPoint Financial

5727 Baker Way #107
Gig Harbor, WA 98332 253-883-4143

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

Decker Retirement Planning

10900 NE 4th St #2300
Bellevue, WA 98004 425-598-7000

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

Dennis Clavin

16300 Christensen Rd #205
Seattle, WA 98188 206-241-6521

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

Department of Retirement Systems

6835 Capitol Blvd SE
Tumwater, WA 98501 360-664-7000

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

Eagle Harbor Asset Management

701 5th Ave #4200
Seattle, WA 98104 206-224-4101

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

Edward Jones

10128 Main St
Bothell, WA 98011 425-481-4682

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

Edward Jones

1026 Main St
Sumner, WA 98390 253-863-9510

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

Edward Jones

10521 19th Ave SE #101
Everett, WA 98208 425-337-9943

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

Edward Jones

10924 Mukilteo Spdwy #B
Mukilteo, WA 98275 425-743-2317

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

Edward Jones

11250 Kirkland Way #202
Kirkland, WA 98033 425-532-5720

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

Edward Jones

1130 106th Ave NE
Bellevue, WA 98004 425-709-6942

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

Edward Jones

12100 NE 195th St #180
Bothell, WA 98011 206-361-3712

Ratings:
?
?%    
?
Good enough. Nothing special. - Jun 20, 2022

See all comments

Edward Jones

130 Marvin Rd SE #140
Lacey, WA 98503 360-705-9054

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

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.