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 697 Washington, DC area financial advisors


Page 7 of 35697 results
BusinessDistanceRatingsMost Recent Comment

AXA Advisors

3141 Fairview Park Dr #250
Falls Church, VA 22042 703-207-0900

Ratings:
?
?%    
?
Henry Shields and Thomas Natoli are an excellent team. - May 10, 2020

See all comments

Birks Financial Advisors

431 Carlisle Dr #A
Herndon, VA 20170 703-481-6202

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

Burt Wealth Advisors

6116 Executive Blvd #500
North Bethesda, MD 20852 301-770-9880

Ratings:
?
?%    
?
Fred and Jen are professional, knowledgeable, intuitive and caring. The other... - Nov 02, 2024

See all comments

Catharine V Fairley

3 College Ave #1
Frederick, MD 21701 301-378-0176

Ratings:
?
?%    
?
Catharine has been my advisor for years now. She responds quickly to email... - Oct 24, 2024

See all comments

Charles Schwab

12435 Park Potomac Ave #R-3
Potomac, MD 20854 301-795-2808

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

See all comments

Charlesschwab.com


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

Edward Jones

7420 Alban Station Blvd #B-202
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 Resource

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

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

See all comments

MainStreet Financial Planning

1775 Eye St NW #1150
Washington, DC 20006 888-897-6743

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 301-230-5776

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

See all comments

Merrill Lynch Wealth Management

60 West St #300
Annapolis, MD 21401 410-263-0182

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

Merrill Lynch Wealth Management

7501 Wisconsin Ave
Bethesda, MD 20814 301-215-4400

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

See all comments

Morgan Stanley Wealth Management

2330 W Joppa Rd #255
Lutherville, MD 21093 410-486-8010

Ratings:
?
?%    
?
I am taking payouts now from IRAs and so far it has been ok - Jul 04, 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

Northwest Financial Advisors

231 Maple Ave E
Vienna, VA 22180 800-269-2156

Ratings:
?
?%    
?
Excellent financial advisors. - Nov 27, 2024

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

Paladin Financial Group

4 Family Life Ln
Front Royal, VA 22630 888-764-2423

Ratings:
?
?%    
?
James Kelly-personal advisor. - Feb 10, 2019

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

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.