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 413 Puget Sound area financial planners


Page 2 of 5 — 95 results
BusinessDistanceRatingsMost Recent Comment

C Brett Lewis

12535 15th Ave NE #212
Seattle, WA 98125 206-363-9999

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

Chase Bank

5511 22nd Ave NW
Seattle, WA 98107 206-461-2375

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

JD Kaiser R & R Retirement Services

6023 Roosevelt Way NE
Seattle, WA 98115 206-362-0503

Ratings:
?
?%    
?
Prior to visiting Jay Kaiser of R&R for retirement planning, we had never... - Sep 10, 2020

See all comments

Mainspring Wealth Advisors

2236 32nd Ave W #A
Seattle, WA 98199 206-556-3693

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

Northwestern Mutual

601 Union St #2500
Seattle, WA 98101 206-623-8801

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

Raymond James

2928 Eastlake Ave E
Seattle, WA 98102 206-735-3905

Ratings:
?
?%    
?
Super easy to work with, very responsive, really care about MY financial wellbeing. - Jun 15, 2024

See all comments

Stifel Nicolaus & Company

10400 NE 4th St
Bellevue, WA 98004 206-654-3900

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

Wells Fargo Advisors

999 3rd Ave #4000
Seattle, WA 98104 206-343-5000

Ratings:
?
?%    
?
Awesome advice, got my money straight and growing. - Jun 20, 2021

See all comments

American Financial Solutions

2400 3rd Ave
Seattle, WA 98121 206-374-8869

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

Ameritrust CDC

111 Main St #102
Edmonds, WA 98020 206-402-3971

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

Columbia Pacific Advisors

1910 Fairview Ave E #200
Seattle, WA 98102 206-728-9063

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

E K Riley Investments

1420 5th Ave #3300
Seattle, WA 98101 206-832-1520

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

Edward Jones

14300 Greenwood Ave N #C
Seattle, WA 98133 206-361-4657

Ratings:
?
?%    
?
Jonathon is the best!! - Feb 06, 2018

See all comments

Edward Jones

3615 NE 45th St
Seattle, WA 98105 206-524-6994

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

Empirical Wealth Management

11100 NE 8th St 3820
Bellevue, WA 98004 425-365-0110

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

Laird Norton Wetherby

801 2nd Ave #1600
Seattle, WA 98104 206-464-5100

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

Lake Union Capital

800 University St
Seattle, WA 98014 206-838-3277

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

Larson Financial Group

4025 Delridge Way SW #205
Seattle, WA 98106 206-246-6110

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

LPL Financial

701 5th Ave #4200
Seattle, WA 98104 206-524-6647

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

Pacific Crest Financial Advisors

601 Union St #4200
Seattle, WA 98101 206-428-6012

Ratings:
?
?%    
?
Great service, always communicate with me, are a fiduciary company. They have... - Apr 10, 2019

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.