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 682 Washington, DC area financial advisors


Page 2 of 346 results
BusinessDistanceRatingsMost Recent Comment

Mylestone Plans

5410 Edson Ln #320
Rockville, MD 20852 301-816-3196

Ratings:
?
?%    
?
Amir provides detailed options available and takes the time to explain them.... - Jan 31, 2022

See all comments

Obsidian Planning Solutions

2099 Gaither Rd #110
Rockville, MD 20850 301-990-4395

Ratings:
?
?%    
?
A staff person from this firm gave a presentation at my workplace and I followed... - Nov 28, 2013

See all comments

Raymond James

2101 Gaither Rd #100
Rockville, MD 20850 301-740-3200

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

Acacia Financial Advisors

3204 Tower Oaks Blvd
Rockville, MD 20852 301-881-9888

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

Capital Financial Partners

2273 Research Blvd #210
Rockville, MD 20850 301-718-0030

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

Cui's Financial Group

932 Hungerford Dr #11-B
Rockville, MD 20850 703-620-0977

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

Eastern Healthcre Financial Service

10110 Molecular Dr #210
Rockville, MD 20850 301-339-7722

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

Edward Jones

6010 Executive Blvd #504
Rockville, MD 20852 301-881-8068

Ratings:
?
?%    
?
We have been very pleased with this particular Edward Jones office. We feel... - Nov 07, 2017

See all comments

Raymond James

9210 Corporate Blvd #225
Rockville, MD 20850 240-744-7125

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

TD Bank

12003 Rockville Pike
Rockville, MD 20852 301-881-1109

Ratings:
?
?%    
?
This TD branch give me the excellent customer service. A... - Mar 13, 2023

See all comments

Ameriprise Financial

2400 Research Blvd #110
Rockville, MD 20850 301-670-5505

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

Boris Foxman

1700 Rockville Pike #110
Rockville, MD 20852 877-772-6222

Ratings:
?
?%    
?
Boris has managed my small portfolio for more than 20 years, and I can look... - Feb 18, 2023

See all comments

Bruce Pearlman

110 N Washington St #328-A
Rockville, MD 20850 301-762-6657

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

Cherry Bekaert

6116 Executive Blvd #600
Rockville, MD 20852 301-589-9000

Ratings:
?
?%    
?
Before retiring two years go I did all my own retirement planning and investing,... - Dec 13, 2019

See all comments

Coliseum Wealth Management

2275 Research Blvd
Rockville, MD 20850 301-468-2330

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

Edward Jones

490 Fleet St
Rockville, MD 20850 240-328-1066

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

First Command Financial Advisor

7361 Calhoun Pl #426
Rockville, MD 20855 301-984-3313

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

Foundation for Financial Education

2273 Research Blvd #210
Rockville, MD 20850 240-499-0390

Ratings:
?
?%    
?
Referred to F3E via a DHHS webinar on retirement benefits and services. Found... - Jul 29, 2015

See all comments

Holmes & Associates Financial Services

20 Courthouse Sq #217
Rockville, MD 20850 301-998-6108

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

MAI Capital Management

11140 Rockville Pike #600
Rockville, MD 20852 240-430-3000

Ratings:
?
?%    
?
We have used this company for over 10 years and have been completely satisfied... - Apr 12, 2017

See all comments

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.