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 551 San Francisco Bay Area financial advisors


Page 1 of 16 results
BusinessDistanceRatingsMost Recent Comment

Charles Schwab

19620 Stevens Creek Blvd #100
Cupertino, CA 95014 408-446-7970

Ratings:
?
?%    
?
Switched to Schwab from a private financial planner and found better interaction... - May 30, 2016

See all comments

Morgan Stanley Wealth Management

20400 Stevens Creek Blvd #350
Cupertino, CA 95014 408-861-2000

Ratings:
?
?%    
?
Don't expect your investment to automatically go up and up. All I can hope... - Jan 17, 2016

See all comments

Edward Jones

21710 Stevens Creek Blvd
Cupertino, CA 95014 408-973-0629

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

Equity Financial Group

20045 Stevens Creek Blvd #2-C
Cupertino, CA 95014 408-777-8890

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

Hedge Trackers

1190 Saratoga Ave #110
San Jose, CA 95129 408-350-8580

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

Julia Hsiao

20480 Pacifica Dr #G
Cupertino, CA 95014 408-863-0306

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.