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 468 Puget Sound area financial advisors


Page 23 of 24468 results
BusinessDistanceRatingsMost Recent Comment

Talius Capital Management

2101 4th Ave #710
Seattle, WA 98121 206-805-6901

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

Tammy Holten

517 9th St NE #51
Lake Stevens, WA 98258 425-322-4697

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

Tara M Beatie

6140 Harbor Crest Dr NE
Bainbridge Isle, WA 98110 206-855-1838

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

Tax & Accounting Professionals

5224 12th St E #C
Fife, WA 98424 253-588-4090

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

The Simmons Group

1201 3rd Ave #3090
Seattle, WA 98101 206-971-2422

Ratings:
?
?%    
?
Excellent personalized customer service and advice. Low fees. - Jan 15, 2023

See all comments

Thrivent Financial

11711 SE 8th St #201
Bellevue, WA 98005 425-646-9669

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

Thrivent Financial

19524 Ballinger Way NE
Shoreline, WA 98155 425-629-3977

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

Tom Deichert Financial Service

18697 WA-305
Poulsbo, WA 98370 360-779-9005

Ratings:
?
?%    
?
Tom takes the time to explain what is going on with your investments and me... - Jan 24, 2021

See all comments

Truenorth Financial Service

1200 5th Ave #1810
Seattle, WA 98101 206-652-4314

Ratings:
?
?%    
?
I trust the information and recommendations I receive from trueNorth, and appreciate... - Sep 20, 2018

See all comments

Trutina Financial

10811 Main St
Bellevue, WA 98004 800-401-4534

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

Turloff Financial Consulting

PO Box 11526
Bainbridge Island, WA 98110 206-842-1442

Ratings:
?
?%    
?
We have used Turloff for many years and he had always kept our investments... - Oct 20, 2025

See all comments

TwinStar Credit Union

1555 S Market Blvd
Chehalis, WA 98532 800-258-3115

Ratings:
?
?%    
?
David is very professional and a truly caring man. Highly recommend him for... - May 10, 2020

See all comments

U & T Capital Management

155 NE 100th St #403
Seattle, WA 98125 206-525-1212

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

Unionview Investment Group

1500 Westlake Ave N #124
Seattle, WA 98109 206-708-1048

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

Us Bancorp Investments

1420 5th Ave #226
Seattle, WA 98101 206-802-7761

Ratings:
?
?%    
?
Slow responses but very professional otherwise - Jul 17, 2022

See all comments

US Bancorp Investments

7101 Stinson Ave
Gig Harbor, WA 98335 253-853-8088

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

Veliz Financial Management

419 Berkeley Ave
Fircrest, WA 98466 253-284-5700

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

Vorpahl Wing Securities

421 W Riverside Ave #1020
Spokane, WA 99201 509-747-1749

Ratings:
?
?%    
?
Excellent help and attention from the owner, Tim Vorpahl. - May 24, 2020

See all comments

Washington Trust Bank

601 Union St #4747
Seattle, WA 98101 206-667-8989

Ratings:
?
?%    
?
Great job helping me deal with my dad's estate and how to put that money to... - Mar 31, 2018

See all comments

Waterfront Financial Management

9615 Levin Rd NW #100
Silverdale, WA 98383 360-692-9000

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.