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 492 Puget Sound area financial advisors


Page 11 of 25492 results
BusinessDistanceRatingsMost Recent Comment

Susan Youngsman & Company

7500 212th St SW #117
Edmonds, WA 98026 425-670-6500

Ratings:
?
?%    
?
Couldn't be better! Responds to emails quickly, calm, patient, thorough,... - Feb 17, 2019

See all comments

Swagerty & Gardner Financial Group

22232 17th Ave SE #205
Bothell, WA 98021 425-483-7351

Ratings:
?
?%    
?
I have been using him for 20 years. - Jan 22, 2016

See all comments

Thrivent Financial

10700 Meridian Ave N #404
Seattle, WA 98133 206-523-0009

Ratings:
?
?%    
?
He explained why I should or shouldn’t invest in certain stocks and annuities... - Sep 18, 2021

See all comments

Thrivent Financial

1624 4th Ave E
Olympia, WA 98506 360-352-9797

Ratings:
?
?%    
?
Prompt action taken to meet our needs and always has the client's best... - Apr 29, 2021

See all comments

Thrivent Financial

437 29th St NE #C
Puyallup, WA 98372 253-445-2423

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

TIAA-CREF

617 Eastlake Ave E #100
Seattle, WA 98109 866-928-4221

Ratings:
?
?%    
?
There is a team that works on our account. Much work done by phone and email. - Jan 26, 2021

See all comments

TIAA-CREF

929 108th Ave NE #720
Bellevue, WA 98004 877-842-2028

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

TrueWealth Financial Partners

915 118th Ave SE #140
Bellevue, WA 98005 253-973-4277

Ratings:
?
?%    
?
Particularly appreciate the "short course" provided on how the murky... - Oct 10, 2019

See all comments

Vantage Capital Advisors

1105 12th Ave NW
Issaquah, WA 98027 425-677-7258

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

Voya.com

7337 E Doubletree Ranch Rd #100
Scottsdale, AZ 85258 800-334-3444

Ratings:
?
?%    
?
Voya Financial is a good company when they return your phone calls. - Jul 27, 2022

See all comments

Wealthmark Advisers

2819 NW Kitsap Pl #201 -- PO Box 130
Silverdale, WA 98383 360-516-2400

Ratings:
?
?%    
?
Kevin Pentz is a fiduciary so he's out for your best interests - Oct 24, 2022

See all comments

Wells Fargo Advisors

205 108th Ave NE #6
Bellevue, WA 98004 425-450-8041

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

Wells Fargo Advisors

3400 188th St SW #500
Lynnwood, WA 98037 425-670-2757

Ratings:
?
?%    
?
They have been very helpful with good advise - May 19, 2020

See all comments

Westgate Capital Consultants

3560 Bridgeport Way W #3-G
University Place, WA 98466 253-759-0100

Ratings:
?
?%    
?
Always there for us when we have questions. - Feb 16, 2024

See all comments

Wiegand Financial Group

7900 SE 28th St Fl 5
Mercer Island, WA 98040 206-932-5890

Ratings:
?
?%    
?
These guys have done well by me for 20 years. They helped me plan my retirement... - Jan 29, 2021

See all comments

William C Larson Financial

4025 Delridge Way SW #205
Seattle, WA 98106 206-246-6110

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

Adrian John

2928 Eastlake Ave E
Seattle, WA 98102 206-934-4860

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

Advanced Tax & Financial Services

PO Box 440
North Bend, WA 98045 425-888-2180

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

Allworth Financial

9706 4th Ave NE #315
Seattle, WA 09115 206-438-4017

Ratings:
?
?%    
?
This financial planner offers commission-based or fee-only advisory services.... - Jun 14, 2021

See all comments

Altaras Financial Group

720 Market St #H
Kirkland, WA 98033 425-242-1163

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.