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 873 Washington, DC area financial advisors


Page 1 of 238 results
BusinessDistanceRatingsMost Recent Comment

Edelman Financial Services

4000 Legato Rd Fl 9
Fairfax, VA 22033 703-818-0800

Ratings:
?
?%    
?
My financial advisor left the firm in the beginning of 2022 and his replacement... - Jan 02, 2023

See all comments

TIAA-CREF

3050 Chain Bridge Rd Ste 400
Fairfax, VA 22030 703-383-5190

Ratings:
?
?%    
?
Has been slipping from the best to so so in the last few years. - Sep 24, 2022

See all comments

Ameriprise Financial

3201 Jermantown Rd #575
Fairfax, VA 22030 703-273-3616

Ratings:
?
?%    
?
Takes great care to explain and answer questions before recommending actions. - Nov 02, 2020

See all comments

First Command Financial

3975 University Dr Ste 110
Fairfax, VA 22030 703-352-7970

Ratings:
?
?%    
?
Excellent service and first rate advice. Very knowledgable - Feb 01, 2022

See all comments

Acorn Financial Services

3600 Chain Bridge Rd
Fairfax, VA 22030 703-293-3100

Ratings:
?
?%    
?
Sound and targeted advice based on our goals. A team of financial professionals... - Apr 07, 2021

See all comments

CJM Wealth Advisors

11320 Random Hills Rd Ste 250
Fairfax, VA 22030 703-425-0700

Ratings:
?
?%    
?
Excellent work and advice - May 10, 2020

See all comments

Clarion Wealth Mgmt Partners

12500 Fair Lakes Cir Ste 250
Fairfax, VA 22033 703-631-4800

Ratings:
?
?%    
?
Have been with Clarion Wealth Management since its founding. They shepherded... - Apr 10, 2018

See all comments

Integrated Financial Partners

4000 Legato Rd Ste 1100
Fairfax, VA 22033 703-896-7628

Ratings:
?
?%    
?
Also has service to help people get out of debt and improve credit rating. - Sep 08, 2015

See all comments

Edward Jones

10619 Jones St Ste 201A
Fairfax, VA 22030 703-273-2390

Ratings:
?
?%    
?
I highly recommend Tony Tenorio at Edward Jones in Fairfax. The service is... - Jan 17, 2021

See all comments

Ameriprise Financial

4000 Legato Rd #1100
Fairfax, VA 22033 703-896-7956

Ratings:
?
?%    
?
Ted Davis is focused on the individual and doing what is best for him/her. - Apr 23, 2017

See all comments

Apple Federal Credit Union

4029 Ridge Top Rd
Fairfax, VA 22030 703-788-4817

Ratings:
?
?%    
?
Gave me lots to think about, no pressure, free to members. - Jun 23, 2022

See all comments

Bennett Financial

3600 Chain Bridge Rd
Fairfax, VA 22030 703-691-9200

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

David Wealth Management

8315 Lee Hwy
Fairfax, VA 22031 703-560-8300

Ratings:
?
?%    
?
I have been with Jim for almost 3 years and could not be more satisfied. I... - Mar 28, 2021

See all comments

Northwestern Mutual Investment Services

10340 Democracy Ln Ste 102
Fairfax, VA 22030 703-359-7300

Ratings:
?
?%    
?
They are expensive, but if you're facing complex challenges, they're worth... - Sep 15, 2016

See all comments

Pocock Financial Svc

3600 Chain Bridge Rd Ste B
Fairfax, VA 22030 703-383-0888

Ratings:
?
?%    
?
keep you informed of what's going on in the market and maintaining a portfolio. - Sep 22, 2022

See all comments

RDL Financial

4401 Fair Lakes Ct
Fairfax, VA 22033 703-502-9500

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

Ameriprise Financial

10530 Warwick Ave
Fairfax, VA 22030 703-385-5665

Ratings:
?
?%    
?
superior service at a reasonable price; very knowledgeable and listen to what... - Feb 10, 2013

See all comments

Ameriprise Financial

3050 Chain Bridge Rd #101
Fairfax, VA 22030 703-865-8915

Ratings:
?
?%    
?
Great advice - always available to discuss things. Like many other businesses,... - May 18, 2022

See all comments

Ameriprise Financial

3959 Pender Dr #108
Fairfax, VA 22030 703-359-2660

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

Ameriprise Financial

9302 Lee Hwy #960
Fairfax, VA 22031 703-934-8351

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.