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 620 Washington, DC area financial planners


Page 7 of 31 — 620 results
BusinessDistanceRatingsMost Recent Comment

Charles Schwab

12435 Park Potomac Ave #R3
Potomac, MD 20854 301-795-2821

Ratings:
?
?%    
?
Of the several brokerages services I've used over 30 years, Charles Schwab... - Sep 22, 2017

See all comments

Charlesschwab.com

877-519-1403

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

Edward Jones

6225 Brandon Ave #350
Springfield, VA 22150 703-644-6046

Ratings:
?
?%    
?
I told him to make me rich, and he did it!! - Mar 31, 2021

See all comments

First Command Financial Advisor

241 18th St S #303
Arlington, VA 22202 703-418-9360

Ratings:
?
?%    
?
I’ve been with this company since 2006 and my current advisor for at... - Sep 01, 2023

See all comments

Frango Financial

4545 42nd St NW #314
Washington, DC 20016 202-244-4460

Ratings:
?
?%    
?
Totally honest and helpful - Aug 10, 2021

See all comments

Houlihan Financial

20405 Exchange St #371
Ashburn, VA 20147 703-796-0800

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

See all comments

HUB International

8300 Greensboro Dr #700
McLean, VA 22102 703-847-4500

Ratings:
?
?%    
?
Been with this group for over a decade and have turned over virtually all of... - Apr 20, 2022

See all comments

Lee Sipe & Associates

15245 Shady Grove Rd #240
Rockville, MD 20850 301-216-1111

Ratings:
?
?%    
?
We have been clients of Thomas Lee and Dan Sipe for almost 20 years. They... - Sep 23, 2026

See all comments

MainStreet Financial Planning

1101 Pennsylvania Ave NW #6
Washington, DC 20004 202-543-6751

Ratings:
?
?%    
?
Mainstreet listens carefully to you and delivers exceptional advice. - Oct 26, 2025

See all comments

Matthew Bosley

11810 Grand Park Ave
North Bethesda, MD 20852 301-230-5761

Ratings:
?
?%    
?
The best of the best. He recognized nationally for his very high competence.... - Feb 13, 2023

See all comments

Merrill Lynch Wealth Management

1 Park Pl #350
Annapolis, MD 21401 410-263-0182

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

Merrill Lynch Wealth Management

7501 Wisconsin Ave
Bethesda, MD 20814 301-215-4412

Ratings:
?
?%    
?
Simplified what is often confusing process. - Jun 22, 2022

See all comments

Navy Federal Credit Union

6225 Brandon Ave #140
Springfield, VA 22150 888-842-6328

Ratings:
?
?%    
?
Okay, but not very aggressive for the customer. - Jul 14, 2017

See all comments

Oakton Financial

11710 Plaza America Dr #2000
Reston, VA 20190 703-871-5014

Ratings:
?
?%    
?
Kevin Lozer is terrific in every way. Hi is also a "Fee For Service"... - Mar 05, 2025

See all comments

Pegasus Financial Group

4211 Pleasant Valley Rd #260
Chantilly, VA 20151 703-956-6662

Ratings:
?
?%    
?
Steve is thorough and friendly and I couldn't be more pleased with his guidance. - Oct 16, 2017

See all comments

Potomac Financial Group

4061 Powder Mill Rd #705
Calverton, MD 20705 301-595-8600

Ratings:
?
?%    
?
Jeremy Dvorak at Ellicott City office - May 10, 2021

See all comments

Professional Financial Solutions

10517 West Dr #A
Fairfax, VA 22030 703-385-0870

Ratings:
?
?%    
?
I was looking for an independent financial planner to review our portfolio... - Nov 14, 2024

See all comments

Raymond James Financial Services

3202 Tower Oaks Blvd #400
Rockville, MD 20852 301-770-6800

Ratings:
?
?%    
?
We have been SPC clients since 1981 and have been extremely satisfied with... - Sep 05, 2017

See all comments

RBC Wealth Management

8010 Towers Crescent Dr Fl4
Vienna, VA 22182 703-556-9486

Ratings:
?
?%    
?
Provide personalized, prompt and proactive service. - Oct 27, 2025

See all comments

Robert W Baird & Co

1775 Tysons Blvd #1400
McLean, VA 22102 703-394-1800

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.