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 439 Puget Sound area financial advisors


Page 1 of 16 results
BusinessDistanceRatingsMost Recent Comment

First Command Financial Planning

10049 Kitsap Mall Blvd NW #289
Silverdale, WA 98383 360-692-0277

Ratings:
?
?%    
?
They don't really do anything that someone can't do for themselves. - Jul 21, 2022

See all comments

Morgan Stanley Financial Advisors

2011 NW Myhre Rd #301
Silverdale, WA 98383 360-613-0212

Ratings:
?
?%    
?
Twice in past year advisor "forgot" to transfer money to our account after... - Mar 23, 2018

See all comments

Wealthmark Advisers

2819 NW Kitsap Pl #201 -- PO Box 130
Silverdale, WA 98383 360-516-2400

Ratings:
?
?%    
?
Kevin Pentz is a fiduciary so he's out for your best interests - Oct 24, 2022

See all comments

Clear Creek Financial Management

9361 Bayshore Dr NW
Silverdale, WA 98383 360-308-8239

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

Fleury Financial

10049 Kitsap Mall Blvd NW #309
Silverdale, WA 98383 360-692-1777

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

Raymond James

9230 Bayshore Dr NW #102
Silverdale, WA 98383 360-698-8844

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.