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 7 of 25492 results
BusinessDistanceRatingsMost Recent Comment

Thrivent Financial

19524 Ballinger Way NE
Shoreline, WA 98155 425-629-3977

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

Wealthspire Advisors

1700 Westlake Ave N #325
Seattle, WA 98109 206-729-1700

Ratings:
?
?%    
?
Their address has changed. My advisor is Julie Back--she's superior in every... - Jul 15, 2015

See all comments

Wells Fargo Advisors

23 Bellwether Way #200
Bellingham, WA 98225 360-527-2120

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

Wells Fargo Advisors

999 3rd Ave #3710
Seattle, WA 98104 206-587-5775

Ratings:
?
?%    
?
Awesome advice, got my money straight and growing. - Jun 20, 2021

See all comments

AIM & Associates

13215 SE 240th St
Kent, WA 98042 253-638-0469

Ratings:
?
?%    
?
Ended up not needing the service but they were amazing to work with - Jun 22, 2022

See all comments

Al Robert-State Farm Agent

15704 Mill Creek Blvd #13
Mill Creek, WA 98012 425-745-9614

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

American Financial Solutions

2400 3rd Ave
Seattle, WA 98121 206-374-8869

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

Ameriprise Financial

10950 NE State Hwy #104
Kingston, WA 98346 360-297-4848

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

Ameriprise Financial

126 Wells Ave S
Renton, WA 98057 425-228-1000

Ratings:
?
?%    
?
Anne Zvirblis is a extremely competent financial advisor. - Sep 17, 2013

See all comments

Ameriprise Financial

3929 Martin Way E #F
Olympia, WA 98506 360-438-1611

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

Auxano Advisors

10900 NE 4th St #1950
Kirkland, WA 98033 425-889-1261

Ratings:
?
?%    
?
I find the fees somewhat on the high side for this firm. Perhaps other clients... - Aug 11, 2015

See all comments

Bank of America

415 State Ave
Marysville, WA 98270 360-653-4980

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

Bellevue Asset Management

11400 SE 8th St #270
Bellevue, WA 98004 425-289-1041

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

Bush Polen & Associates

7282 Stinson Ave #A
Gig Harbor, WA 98335 253-851-9162

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

Cetera Advisors

626 120th Ave NE #102
Bellevue, WA 98005 425-453-2343

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

Chaney Capital Management

3500 188th St SW #445
Lynnwood, WA 98037 425-673-4060

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

Charles Schwab

19020 33rd Ave W #100
Lynnwood, WA 98036 425-672-3880

Ratings:
?
?%    
?
They keep up with me nicely and answer all my questions promptly - May 24, 2020

See all comments

Charles Schwab

8862 161st Ave NE #106
Redmond, WA 98052 425-558-3420

Ratings:
?
?%    
?
Rating is for previous financial advisor who has now left Schwab. Unfortunately... - Aug 29, 2014

See all comments

Columbia Pacific Advisors

1910 Fairview Ave E #200
Seattle, WA 98102 206-728-9063

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

Columbia River Advisors

2115 N 30th St #102
Tacoma, WA 98403 253-589-1401

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.