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 464 Puget Sound area financial advisors


Page 13 of 24464 results
BusinessDistanceRatingsMost Recent Comment

Charles Schwab

8862 161st Ave NE #106
Redmond, WA 98052 425-558-3420

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

Chase Bank

1417 Queen Anne Ave N #100
Seattle, WA 98109 206-461-8606

Ratings:
?
?%    
?
Raechel Hicks is a star! She is knowledgeable, professional, and an excellent... - Jan 27, 2022

See all comments

Chase Bank

3905 Harbour Pointe Blvd SW
Mukilteo, WA 98275 425-356-2731

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

Chase Bank

520 NE Northgate Way
Seattle, WA 98125 206-461-3175

Ratings:
?
?%    
?
Great and fast customer service - Jun 15, 2021

See all comments

Chase Bank

7512 35th Ave NE
Seattle, WA 98115 206-461-4676

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

Chase Investment Service

150 Logan Ave S
Renton, WA 98057 425-227-6218

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

Citi Private Bank

601 Union St #3710
Seattle, WA 98101 206-382-6246

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

Clara Hollin

826 6th St S #201
Kirkland, WA 98033 425-646-8800

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

Clarity Financial Advisors

15906 Mill Creek Blvd
Mill Creek, WA 98102 425-287-5800

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

Clear Creek Financial Management

9361 Bayshore Dr NW
Silverdale, WA 98383 360-308-8239

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

Com Investments

2300 Carillon Point
Kirkland, WA 98033 425-828-8000

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

Commencement Bay CPA

3318 Bridgeport Way W #D-6
University Place, WA 98466 253-987-1770

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

CR Financial Services

33400 8th Ave S #132
Federal Way, WA 98003 206-429-3694

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

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.

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.