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 619 Washington, DC area financial planners


Page 1 of 19 results
BusinessDistanceRatingsMost Recent Comment

Merrill Lynch Wealth Management

3 S King St
Leesburg, VA 20175 703-779-5374

Ratings:
?
?%    
?
My comments refer to the Cammiso Group within Merrill Lynch. - Jan 15, 2019

See all comments

AMJ Financial

44160 Scholar Plz #490
Leesburg, VA 20176 703-466-0477

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

Atlantic Union Bank

102 Catoctin Cir SE
Leesburg, VA 20175 540-227-3133

Ratings:
?
?%    
?
I have been a client of Sandy Spring Trust, which has now merged with Atlantic... - May 02, 2026

See all comments

Edward Jones

50 Catoctin Cir #215
Leesburg, VA 20176 703-771-2069

Ratings:
?
?%    
?
Questions were answered promptly and satisfactorily. Advice was given on proposed... - May 11, 2020

See all comments

Edward Jones

704 S King St #006
Leesburg, VA 20175 571-604-6734

Ratings:
?
?%    
?
Bill Korby is superior to all other FAs I have used. He is sincerely interested... - Apr 06, 2017

See all comments

Morgan Stanley Financial Advisors

222 Catoctin Cir SE #101
Leesburg, VA 20175 703-779-1900

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

Raymond James Financial Services

201 Loudon St SE #100
Leesburg, VA 20175 703-737-0030

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

Steigerwald Gordon & Koch Wealth Advisors

893 Harrison St SE #A
Leesburg, VA 20175 703-777-8826

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

Toth Financial Advisory

608 S King St #300
Leesburg, VA 20175 703-443-8684

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.