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 19 of 31619 results
BusinessDistanceRatingsMost Recent Comment

Ameriprise Financial

9515 Deereco Rd #303
Timonium, MD 21093 410-507-5101

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

Ameriprise Financial

954 Ridgebrook Rd #200
Sparks, MD 21152 410-308-6112

Ratings:
?
?%    
?
Advice meets "suitability" standards but not always in client best... - Jan 23, 2021

See all comments

Arch Financial Advisors

10411 Motor City Dr #500
Bethesda, MD 20817 301-500-2079

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

Arrow Investment Advisors

6100 Chevy Chase Dr #100
Laurel, MD 20707 877-277-6933

Ratings:
?
?%    
?
DId the job. Were adequate. Nothing more, nothing less. - May 10, 2020

See all comments

Arthur Stein Financial

6701 Democracy Blvd #300
Bethesda, MD 20817 301-377-9407

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

Ascend Planning & Consulting

3141 Fairview Park Dr #250
Falls Church, VA 22042 888-660-4300

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

Aspen Grove Wealth

4100 Monument Corner Dr #410
Fairfax, VA 22030 703-218-5032

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

Ategra Capital Management

8229 Boone Blvd #305
Vienna, VA 22182 703-564-9131

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

Axa Equitable

9274 Corporate Cir
Manassas, VA 20110 571-281-5528

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

Axxis Financial Group

2730 University Blvd W #818
Wheaton, MD 20902 301-946-8040

Ratings:
?
?%    
?
A previous tax preparer made a mess of our 2018 taxes. I found Axxis through... - Jan 18, 2021

See all comments

Bailey Wealth Advisors

8403 Colesville Rd #845
Silver Spring, MD 20910 301-585-4701

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

Bank of America Investment Services

8300 Greensboro Dr #L3
McLean, VA 22102 703-917-6153

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

Bank of America Private Bank

5550 Friendship Blvd
Chevy Chase, MD 20815 240-380-1700

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

Basil Herzstein

751 Rockville Pike #4-A
Rockville, MD 20852 301-230-2677

Ratings:
?
?%    
?
Used him for 30 plus years. Excellent advice and on the ball. Used him for... - May 12, 2020

See all comments

Benjamin G Proctor III - Morgan Stanley

2330 W Joppa Rd #255
Lutherville, MD 21093 410-494-8097

Ratings:
?
?%    
?
Ben was recommended to me by my tax advisor,shortly after my husband died.... - Oct 29, 2023

See all comments

Berman McAleer

9690 Deereco Rd #800
Timonium, MD 21093 410-560-9960

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

Blue Ocean Global Wealth

9841 Washingtonian Blvd #200
Gaithersburg, MD 20878 301-502-5306

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

Blue Point Financial

6901 Rockledge Dr #500
Bethesda, MD 20817 301-214-6790

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

Blue Trust

225 International Cir #203
Hunt Valley, MD 21030 410-891-2900

Ratings:
?
?%    
?
I was a new customer this year. Setting up my account and funding the trust... - Jul 04, 2022

See all comments

Boris Foxman

1700 Rockville Pike #110
Rockville, MD 20852 301-977-0090

Ratings:
?
?%    
?
Boris has managed my small portfolio for more than 20 years, and I can look... - Feb 18, 2023

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.