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 6 of 21412 results
BusinessDistanceRatingsMost Recent Comment

Shelgren Financial Group

3900 E Valley Rd #202
Renton, WA 98057 425-251-5910

Ratings:
?
?%    
?
Merritt Hunt has served us very well - Mar 13, 2018

See all comments

Stifel Nicolaus & Company

10400 NE 4th St
Bellevue, WA 98004 206-654-3900

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

Wells Fargo Advisors

23 Bellwether Way #200
Bellingham, WA 98225 360-527-2120

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

Wells Fargo Advisors

999 3rd Ave #4000
Seattle, WA 98104 206-343-5000

Ratings:
?
?%    
?
Awesome advice, got my money straight and growing. - Jun 20, 2021

See all comments

AIM & Associates

13215 SE 240th St
Kent, WA 98042 253-638-0469

Ratings:
?
?%    
?
Ended up not needing the service but they were amazing to work with - Jun 22, 2022

See all comments

American Financial Solutions

2400 3rd Ave
Seattle, WA 98121 206-374-8869

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

Ameriprise Financial

10655 NE 4th St #503
Bellevue, WA 98004 425-460-9025

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

Ameriprise Financial

10950 NE State Hwy #104
Kingston, WA 98346 360-297-4848

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

Ameriprise Financial

3929 Martin Way E #F
Olympia, WA 98506 360-438-1611

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

Ameritrust CDC

111 Main St #102
Edmonds, WA 98020 206-402-3971

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

Bank of America

415 State Ave
Marysville, WA 98270 360-653-4980

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

Bowman Investment Group

35833 166th Ln SE
Auburn, WA 98092 253-737-5180

Ratings:
?
?%    
?
Have used Dee Bowman for years. Highly recommended. Very knowledgeable. - Jul 02, 2024

See all comments

Bush Polen & Associates

7282 Stinson Ave #A
Gig Harbor, WA 98335 253-851-9162

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

Columbia Pacific Advisors

1910 Fairview Ave E #200
Seattle, WA 98102 206-728-9063

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

Columbia River Advisors

1927 Dock St
Tacoma, WA 98402 253-589-1401

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

E K Riley Investments

1420 5th Ave #3300
Seattle, WA 98101 206-832-1520

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

Edward Jones

10521 19th Ave SE #101
Everett, WA 98208 425-267-9415

Ratings:
?
?%    
?
Unlike some advisers, Joe adjusts his presentation to the knowledge of his... - Jan 29, 2020

See all comments

Edward Jones

107 5th Ave N #101
Edmonds, WA 98020 425-670-1988

Ratings:
?
?%    
?
Juliana Van Buskirk does an excellent job. - May 11, 2020

See all comments

Edward Jones

10924 Mukilteo Spdwy #F
Mukilteo, WA 98275 425-290-5399

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

Edward Jones

12221 Village Center Pl #100
Mukilteo, WA 98275 425-355-3054

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.