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 674 Washington, DC area financial advisors


Page 1 of 12 results
BusinessDistanceRatingsMost Recent Comment

Brown Advisory

1801 Pennsylvamia Ave NW #1300
Washington, DC 20006 240-200-3300

Ratings:
?
?%    
?
Every client at Brown has a team of specialists who support each other and... - Oct 25, 2022

See all comments

Citi Personal Wealth Management

5700 Connecticut Ave NW
Chevy Chase, DC 20015 202-243-1537

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.