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 363 Boston area financial advisors


Page 1 of 17 results
BusinessDistanceRatingsMost Recent Comment

LPL Financial

201 Washington St #300
Boston, MA 02108 800-877-7210

Ratings:
?
?%    
?
I’ve only worked with them a few years, but they’re very helpful... - Jun 24, 2022

See all comments

Lexington Financial Group

74 Bedford St
Lexington, MA 02420 781-863-8024

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

Quantech Services

91 Hartwell Ave #5
Lexington, MA 02421 781-271-9757

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

Wingate Financial Group

450 Bedford St
Lexington, MA 02420 781-862-7100

Ratings:
?
?%    
?
Well experienced firm. Fee only. Open and transparent operations - Mar 16, 2023

See all comments

Bickling Financial Services

35 Bedford St #15
Lexington, MA 02420 781-862-9792

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

Edward Jones

442 Marrett Rd #2
Lexington, MA 02421 781-860-8809

Ratings:
?
?%    
?
My advisor Brian is always readily available and extremely helpful and informative - Jun 26, 2022

See all comments

Raymond James

33 Bedford St #11
Lexington, MA 02420 781-861-9720

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.