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 118 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

251 University Ave
Palo Alto, CA 94301 800-742-1566

Ratings:
?
?%    
?
In my experience, the "Financial Advisors" at Fidelity are laser... - Nov 30, 2024

See all comments

Morgan Stanley Wealth Management

245 Lytton Ave #200
Palo Alto, CA 94301 650-328-8080

Ratings:
?
?%    
?
Consultation went fine but their fee is too expensive. - May 25, 2020

See all comments

UBS Financial Services

775 Page Mill Rd
Palo Alto, CA 94304 650-496-7400

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

JP Morgan Advisors

310 University Ave Fl 3
Palo Alto, CA 94301 650-853-3283

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

Morgan Stanley Wealth Management

1001 Page Mill Rd #101
Palo Alto, CA 94304 650-496-4200

Ratings:
?
?%    
?
Ask for Dan Flores. He's very good. - Dec 03, 2013

See all comments

Wells Fargo Advisors

301 University Ave Fl 4
Palo Alto, CA 94301 650-752-0400

Ratings:
?
?%    
?
When we started with our financial advisors, this office was Wachovia. I'm... - May 12, 2023

See all comments

Chase Bank

300 Hamilton Ave
Palo Alto, CA 94301 650-853-2602

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

Financial Independence

5201 Great America Pkwy #320
Palo Alto, CA 94303 408-988-8200

Ratings:
?
?%    
?
Current Address: Financial Independence 5201... - Apr 28, 2020

See all comments

Addison Avenue Investment Services

3000 El Camino Real #100
Palo Alto, CA 94306 650-845-4992

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

Edward Jones

165 University Ave #2
Palo Alto, CA 94301 650-324-3363

Ratings:
?
?%    
?
They used to be in the office on Laurel St. in San Carlos, but recently moved... - Aug 18, 2015

See all comments

Financial Engines Advisors

2100 Geng Rd #210
Palo Alto, CA 94303 650-565-4900

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

GW & Wade

540 Cowper St #100
Palo Alto, CA 94301 650-618-6388

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

Johnson Lyman Wealth Advisors

4966 El Camino Real #109
Los Altos, CA 94022 650-494-2733

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

Montage Group of Silicon Valley

1400 Page Mill Rd
Palo Alto, CA 94304 650-496-4250

Ratings:
?
?%    
?
Using as my financial advisors for last 7 years, very good service and support.... - Feb 26, 2022

See all comments

Rangewood Financial

999 Commercial St
Palo Alto, CA 94303 650-328-0119

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

Sandra Wang - Morgan Stanley

245 Lytton Ave #200
Palo Alto, CA 94301 650-838-4215

Ratings:
?
?%    
?
Sandra Wang provides excellent all around financial advising--taxes, savings,... - Mar 13, 2023

See all comments

TIAA-CREF

535 Cowper St #200
Palo Alto, CA 94301 866-842-2906

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

Wells Fargo Advisors

540 University Ave
Palo Alto, CA 94301 800-423-1736

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.