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 116 results
BusinessDistanceRatingsMost Recent Comment

Chase Bank

1730 S El Camino Real
San Mateo, CA 94402 650-345-0609

Ratings:
?
?%    
?
The advice I rescued was adequate but nothing revolutionary - Jun 18, 2021

See all comments

Merrill Lynch Wealth Management

101 S Ellsworth Ave
San Mateo, CA 94401 650-579-3000

Ratings:
?
?%    
?
Mary Voightsberger - Dec 03, 2013

See all comments

Private Portfolios

424 N San Mateo Dr #200
San Mateo, CA 94401 650-548-9800

Ratings:
?
?%    
?
As a somewhat knowledgable investor, I had numerous questions about various... - Jan 20, 2013

See all comments

Summitry

919 E Hillsdale Blvd #150
Foster City, CA 94404 650-212-2240

Ratings:
?
?%    
?
They have always been available to assist me. They are very friendly and professional. - Sep 05, 2017

See all comments

Wells Fargo Advisors

100 E 4th Ave
San Mateo, CA 94401 650-348-4518

Ratings:
?
?%    
?
Ivy Lu is my advisor and does an excellent job - Jun 15, 2021

See all comments

Charles Schwab

1300 S El Camino Real #110
San Mateo, CA 94402 650-358-5517

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

H L Financial Group

181 2nd Ave #456
San Mateo, CA 94401 650-347-8400

Ratings:
?
?%    
?
Beyond excellent! - Nov 08, 2017

See all comments

Sid Financial

1700 S Amphlett Blvd #218
San Mateo, CA 94402 650-378-8588

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

TD Ameritrade

1300 S El Camino Real #110
San Mateo, CA 94402 650-340-6000

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

Wells Fargo Advisors

81 W Hillsdale Blvd
San Mateo, CA 94403 650-356-1650

Ratings:
?
?%    
?
Smart, professional service. - Jun 25, 2021

See all comments

Ameriprise Financial

1900 O'Farrell St #180
San Mateo, CA 94403 650-543-9170

Ratings:
?
?%    
?
This is the current address for the other listings at 555 Twin Dolphin Dr.... - Feb 20, 2023

See all comments

Dragon Financial Group

1700 S El Camino Real #200
San Mateo, CA 94402 650-571-8888

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

Galileo Planning Group

4600 Bohannon Dr #260
Menlo Park, CA 94025 650-328-8410

Ratings:
?
?%    
?
Recommend for high net worth families - Aug 21, 2017

See all comments

Summit Financial Advisors

1700 S El Camino Real #385
San Mateo, CA 94402 800-518-6686

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

Tamarind Financial Planning

1900 S Norfolk St #350
San Mateo, CA 94403 650-667-8691

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

UBS Financial Services

400 S El Camino Real #900
San Mateo, CA 94402 650-342-5531

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.