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 236 results
BusinessDistanceRatingsMost Recent Comment

Merrill Lynch

11951 Freedom Dr Ste 1750
Reston, VA 20190 703-464-8800

Ratings:
?
?%    
?
Robert Moran, Jr. with 39 years experience at Merrill Lynch Wealth Management... - Apr 24, 2020

See all comments

ClearLogic Financial

11107 Sunset Hills Rd #220
Reston, VA 20190 703-476-3521

Ratings:
?
?%    
?
Very knowledgeable and helpful staff - Jan 16, 2020

See all comments

Robert W Baird

11951 Freedom Dr Fl 14
Reston, VA 20190 571-203-1600

Ratings:
?
?%    
?
Have both a financial adviser and stock market adviser on my accounts with... - Apr 19, 2020

See all comments

Fox Joss & Yankee

1925 Isaac Newton Sq E Ste 400
Reston, VA 20190 703-889-1111

Ratings:
?
?%    
?
Now called FJY Financial. New address: 1900 Campus Common Drive Reston... - Sep 03, 2014

See all comments

Hopwood Financial Services

10740 Parkridge Blvd #150
Reston, VA 20191 703-787-0008

Ratings:
?
?%    
?
We have been with Herb Hopwood for many years. He is exceptional and has kept... - Jan 17, 2019

See all comments

Houlihan Financial Resource

11911 Freedom Dr Ste 580
Reston, VA 20190 703-796-0800

Ratings:
?
?%    
?
This is a wonderful organization. - Jun 17, 2018

See all comments

Ameriprise Financial

1902 Campus Commons Dr Ste 320
Reston, VA 20191 703-663-1152

Ratings:
?
?%    
?
Very competent husband and wife team. Respectful and pleasant to work with.... - Aug 09, 2015

See all comments

The Wise Investor Group Baird

11951 Freedom Dr Fl 14
Reston, VA 20190 866-758-9473

Ratings:
?
?%    
?
I don't have much contact with them and should initiate more. I have given... - Nov 30, 2014

See all comments

Charles Schwab

11874 Market St
Reston, VA 20190 703-668-0482

Ratings:
?
?%    
?
Very customer-service oriented. Always informative and responsive, providing... - Jan 16, 2019

See all comments

Fidelity Investments

11957 Democracy Dr
Reston, VA 20190 703-481-0831

Ratings:
?
?%    
?
fast and courteous explanations when attempting to open a new checking account - Mar 21, 2019

See all comments

RW Baird

Reston, VA 20190 888-331-1907

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

Boucher Financial Planning Services

1900 Campus Commons Dr Ste 100
Reston, VA 20191 703-391-8466

Ratings:
?
?%    
?
My husband and I went to him recently for some specific advice following on... - Sep 11, 2015

See all comments

TD Ameritrade

11700 Plaza America Dr Ste 100
Reston, VA 20190 571-262-7955

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

Dominion Wealth Management

1801 Robert Fulton Dr Ste 350
Reston, VA 20191 703-673-7999

Ratings:
?
?%    
?
We've been very pleased with the advice and sound handling of all our accounts.... - Jan 10, 2011

See all comments

VISTA Wealth Strategies

12020 Sunrise Valley Dr Ste 160
Reston, VA 20191 703-295-9322

Ratings:
?
?%    
?
Been with Judy for a decade, great decision, we feel like we are her only customers - Jun 28, 2018

See all comments

Albrecht & Albrecht

1902 Campus Commons Dr
Reston, VA 20191 703-659-1706

Ratings:
?
?%    
?
May now be called Momentum - May 09, 2017

See all comments

Capitol Securities

11950 Democracy Dr #350
Reston, VA 20190 703-547-8319

Ratings:
?
?%    
?
We have used an advisor with this company for many years, even before he was... - Sep 27, 2015

See all comments

Dennis Lund

12044 Lake Newport Rd
Reston, VA 20194 703-736-0430

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

Financial Directors

1984 Isaac Newton Sq W #102
Reston, VA 20190 703-481-1461

Ratings:
?
?%    
?
Top-notch advisors. Ian ans staff are the best! - May 03, 2019

See all comments

Lynch Retirement Investment Group

11921 Freedom Dr Ste 550
Reston, VA 20190 888-465-8424

Ratings:
?
?%    
?
great staff support, pays attention to your needs - Dec 01, 2013

See all comments

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.