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 578 San Francisco Bay Area financial advisors


Page 7 of 29578 results
BusinessDistanceRatingsMost Recent Comment

Merrill Lynch Wealth Management

2 Belvedere Pl #100
Menlo Park, CA 94025 650-473-7888

Ratings:
?
?%    
?
FINANCIAL ADVICE IS CAREFULLY PREPARED BUT OFTEN DOES NOT NEED MY NEEDS AND... - May 08, 2016

See all comments

Merrill Lynch Wealth Management

560 S Winchester Blvd
San Jose, CA 59128 408-554-8800

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

Merrill Lynch Wealth Management

90 S E St
Santa Rosa, CA 95404 707-575-6300

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

Morgan Stanley Wealth Management

1101 5th Ave #275
San Rafael, CA 94901 415-460-6207

Ratings:
?
?%    
?
Willing to listen to my financial concerns. - May 28, 2020

See all comments

Morgan Stanley Wealth Management

1333 N California Blvd #133
Walnut Creek, CA 94596 925-939-5100

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

Morgan Stanley Wealth Management

2882 Sand Hill Rd #200
Menlo Park, CA 94025 650-234-5100

Ratings:
?
?%    
?
Can't recommend Grant Matthews highly enough. His advice has led to my comfortable... - May 04, 2020

See all comments

Morgan Stanley Wealth Management

6004 LA Madrona Dr
Santa Cruz, CA 95060 831-440-5200

Ratings:
?
?%    
?
Taking tis survey during the current pandemic so am not happy right now with... - May 16, 2020

See all comments

Morgan Stanley Wealth Management

PO Box 3440
Napa, CA 94558 707-254-4400

Ratings:
?
?%    
?
Great financial advisor. Always helpful and knowledgeable. - Jun 10, 2021

See all comments

Osborne Partners Capital Management

1 Embarcadero Center #4100
San Francisco, CA 94111 415-362-5637

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

Pesta & Pesta Wealth Management

20370 Town Center Ln #254
Cupertino, CA 95014 408-227-2700

Ratings:
?
?%    
?
Pesta and Pesta take care of my financial needs in one place. I appreciate... - Jan 23, 2018

See all comments

Pettinelli Financial Partners

555 Veterans Blvd #100
Redwood City, CA 94063 650-595-4600

Ratings:
?
?%    
?
Makes you feel like family - Jul 03, 2022

See all comments

Private Portfolios

424 N San Mateo Dr #200
San Mateo, CA 94401 650-548-9800

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

Raymond James

2999 Oak Rd #1030
Walnut Creek, CA 94597 925-944-5180

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

RBC Wealth Management

345 California St #29
San Francisco, CA 94104 415-445-8660

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

Rice Financial Consulting

300 E Main St
Los Gatos, CA 95030 408-354-3400

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

Ron Matsui

50 W San Fernando St #900
San Jose, CA 95113 408-918-5316

Ratings:
?
?%    
?
Ron has a strong passion to help his clients and understanding the markets.... - Apr 19, 2018

See all comments

Silicon Valley Wealth Advisors

3190 S Bascom Ave #210
San Jose, CA 95124 408-688-0888

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

Summitry

919 E Hillsdale Blvd #150
Foster City, CA 94404 650-212-2240

Ratings:
?
?%    
?
They have always been available to assist me. They are very friendly and professional. - Sep 05, 2017

See all comments

TDAmeritrade

1231 S California Blvd
Walnut Creek, CA 94596 925-287-3200

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

Thrivent Financial

2021 The Alameda #140
San Jose, CA 95126 408-984-8777

Ratings:
?
?%    
?
Helpful. Harder to get appointment because of recession - Jul 15, 2022

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.

CA