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 665 Washington, DC area financial advisors

Page 1 of 227 results
BusinessDistanceRatingsMost Recent Comment

Speck Caudron Investment Group

101 N Union St Ste 220
Alexandria, VA 22314 703-739-4540

Ratings:
?
?%    
?
Highly recommend. Great service - Feb 05, 2020

See all comments

Campbell Wealth Management

700 S Washington St Ste 220
Alexandria, VA 22314 703-207-6911

Ratings:
?
?%    
?
I entrusted them with all my financial assets, retirement accounts, etc., close... - May 17, 2020

See all comments

First Command Financial

5285 Shawnee Rd Ste 305
Alexandria, VA 22312 703-658-2943

Ratings:
?
?%    
?
Kurt Langenwalter is outstanding! - Sep 06, 2018

See all comments

Edelman Financial Services

1800 Diagonal Rd
Alexandria, VA 22314 703-836-0652

Ratings:
?
?%    
?
Although I listened to Ric Edelman's radio show for 25 years, I just became... - May 03, 2020

See all comments

Charles Schwab

330 John Carlyle St Ste 120
Alexandria, VA 22314 703-299-3260

Ratings:
?
?%    
?
Exclusively use online and over phone. Customer service is tremendous. - Nov 21, 2010

See all comments

First Command Financial Planning

5285 Shawnee Rd #305
Alexandria, VA 22312 703-921-0500

Ratings:
?
?%    
?
My recommendation is for Dan Tomlinson. He is one of their best. Dan is a retired... - Oct 10, 2019

See all comments

McLaughlin Ryder Investments

1421 Prince St Ste 400
Alexandria, VA 22314 703-684-9222

Ratings:
?
?%    
?
Especially need to not quality and professionalism of Joshua Goulding, the... - Jan 28, 2018

See all comments

Wells Fargo Advisors

1900 Duke St Ste 100
Alexandria, VA 22314 703-548-5700

Ratings:
?
?%    
?
Please everyone, go to Chuck Markson at this WF location. We've been long... - Jul 17, 2017

See all comments

Merrill Lynch

1775 Duke St
Alexandria, VA 22314 703-683-6012

Ratings:
?
?%    
?
Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

See all comments

Fidelity Investments

1725 Duke St # Gr05
Alexandria, VA 22314 703-364-3178

Ratings:
?
?%    
?
Gave me a price for money management - May 10, 2020

See all comments

Old Dominion Capital Management

1800 Diagonal Rd Ste 600
Alexandria, VA 22314 800-446-2029

Ratings:
?
?%    
?
Correct address is 118 N. Alfred Street, Alexandria, VA 22314 - Aug 18, 2013

See all comments

Butler Financial

515 King St
Alexandria, VA 22314 703-706-0885

Ratings:
?
?%    
?
Dixie Butler is very knowledgeable, gives excellent advice, and is meticulous... - Sep 14, 2016

See all comments

Morgan Stanley Smith Barney

333 John Carlyle St Ste 650
Alexandria, VA 22314 703-549-8282

Ratings:
?
?%    
?
My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

See all comments

Alexandria Financial Assoc

4900 Seminary Rd Ste 105
Alexandria, VA 22311 703-671-5959

Ratings:
?
?%    
?
Independent financial advisers who have done a wonderful job for me. - Aug 12, 2014

See all comments

Edward Jones

728 Jefferson St
Alexandria, VA 22314 703-548-1198

Ratings:
?
?%    
?
Okay - Jul 30, 2013

See all comments

Harvey Group

205 S Alfred St
Alexandria, VA 22314 703-549-5499

Ratings:
?
?%    
?
Always available to answer questions - Sep 20, 2019

See all comments

Morgan Stanley Smith Barney

1737 King St Ste 100
Alexandria, VA 22314 703-535-8300

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

Campbell Wealth

700 S Washington St # 220
Alexandria, VA 22314 703-353-5300

Ratings:
?
?%    
?
Campbell Wealth Management has moved to 330 John Carly Street, Site 400, Alexandria,... - May 02, 2020

See all comments

Morgan Stanley Smith Barney

1725 Duke St Ste A
Alexandria, VA 22314 703-684-0520

Ratings:
?
?%    
?
Taking your $$$ to MSSB is like taking your $$$ to a gambling casino, because... - Aug 17, 2011

See all comments

Wesling Financial Planning Services

101 N Columbus St
Alexandria, VA 22314 703-535-8280

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

We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.