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 704 Washington, DC area financial advisors


Page 8 of 36704 results
BusinessDistanceRatingsMost Recent Comment

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

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

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

Stephen M Molesky & Associates

5026 Dorsey Hall Dr #105
Ellicott City, MD 21042 410-992-4500

Ratings:
?
?%    
?
Tries to be helpful but cannot or will not provide written clear & understandable... - May 06, 2017

See all comments

Thrivent Financial

14157A Robert Paris Ct
Chantilly, VA 20151 703-631-3898

Ratings:
?
?%    
?
I have dealt with Thrivent and its predecessor companies for most of my life.... - Aug 25, 2023

See all comments

Truist Wealth

201 N Union St #240
Alexandria, VA 22314 703-836-9755

Ratings:
?
?%    
?
Great advice, friendly and follow up. I look forward to our meetings. - Sep 07, 2021

See all comments

UBS Financial Services

500 E Pratt St Fl 11
Baltimore, MD 21202 410-576-3283

Ratings:
?
?%    
?
UBS gave me the most thorough free financial plan when I interviewed a bunch... - Apr 19, 2020

See all comments

Washington Financial Group

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

Wells Fargo Advisors

1401 Rockville Pike #560
Rockville, MD 20852 301-610-6515

Ratings:
?
?%    
?
Jim Paidas is excellent to work with and clearly understands and puts my needs... - Aug 18, 2022

See all comments

Ameriprise Financial

301 Maple Ave W #520
Vienna, VA 22180 703-766-2025

Ratings:
?
?%    
?
Financial services, not car wash - Sep 12, 2019

See all comments

Ameriprise Financial

4000 Legato Rd #1100
Fairfax, VA 22033 703-869-7956

Ratings:
?
?%    
?
Have worked with Ted and his team for more than 20 years. He provides sound... - Feb 11, 2023

See all comments

Ameriprise Financial

8150 Leesburg Pike #600
Vienna, VA 22182 703-226-2300

Ratings:
?
?%    
?
Micah Hopkins has been superior at listening to my financial objectives and... - Feb 09, 2024

See all comments

Ameriprise Financial

8601 Georgia Ave #910
Silver Spring, MD 20910 301-587-6700

Ratings:
?
?%    
?
I've been with a financial advisor from Ameriprise for many years, and... - Jul 19, 2022

See all comments

AOG Wealth Management

11911 Freedom Dr #730
Reston, VA 20190 703-757-8020

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

Apple Federal Credit Union

9701 Main St
Fairfax, VA 22031 703-788-4817

Ratings:
?
?%    
?
Gave me lots to think about, no pressure, free to members. - Jun 23, 2022

See all comments

AXA Advisors

6200 Old Dobbin Ln #100
Columbia, MD 21045 410-309-3600

Ratings:
?
?%    
?
Nancy Groff has worked with us for many years; she has successfully managed... - Jan 18, 2020

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.