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 9 of 25492 results
BusinessDistanceRatingsMost Recent Comment

Edward Jones

4554 Klahanie Dr SE
Issaquah, WA 98029 425-427-2783

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

Edward Jones

505 S 336th St #310
Federal Way, WA 98003 253-661-1670

Ratings:
?
?%    
?
Doug Legg is an excellent advisor for retirement planning. - Apr 10, 2020

See all comments

Edward Jones

555 Pacific Ave #101
Bremerton, WA 98337 360-373-1263

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

Edward Jones

821 W Railroad Ave #A
Shelton, WA 98584 360-426-0982

Ratings:
?
?%    
?
For many years, Mr. Baumgartel managed the investment portfolio of my father-in-law,... - Aug 21, 2014

See all comments

EFS Benefits Solutions

1220 4th Ave E
Olympia, WA 98502 360-943-7055

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

Emerald City Fiduciary Group

200 W Mercer St #102
Seattle, WA 98119 206-448-9107

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

Evergreen Financial Management

18915 142nd Ave NE #120
Woodinville, WA 98072 425-908-0858

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

Faire Investment

728 12th Ave #403
Seattle, WA 98122 206-393-8533

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

George W Hook III

13852 SE 62nd St
Bellevue, WA 98006 425-746-5555

Ratings:
?
?%    
?
Mr. Hook is trustworthy, knowledgeable, and accessible. We highly recommend... - Jan 15, 2015

See all comments

Heritage Benefits

40 Lake Bellevue Dr #100
Bellevue, WA 98005 425-827-1417

Ratings:
?
?%    
?
Correct spelling: Heritage Benefits. Interested in helping me grow my money... - Jan 29, 2018

See all comments

Hightower Bellevue

601 108th Ave NE #1510
Bellevue, WA 98004 425-289-4222

Ratings:
?
?%    
?
Tara is excellent. Always available, and always very professional. She is... - Apr 12, 2019

See all comments

Householder Group

6927 Lakewood Dr W #C-3
Tacoma, WA 98467 253-272-2410

Ratings:
?
?%    
?
Kirk Balin, regional vice president, has been my financial advisor for many... - Dec 07, 2024

See all comments

JB Tax & Finance

2335 NE 12th St
Renton, WA 98056 425-681-1715

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

John Unterreiner

1201 Pacific Ave #500
Tacoma, WA 98402 253-680-7810

Ratings:
?
?%    
?
Affiliated with Northwestern Mutual Life Insurance, a highly-rated company... - Oct 23, 2024

See all comments

Kimball Creek Partners

917 Pacific Ave #405
Tacoma, WA 98402 800-493-6195

Ratings:
?
?%    
?
Dean Bennion CFP has been in the business many years and is an outstanding... - Aug 18, 2015

See all comments

Kitsap Bank

3425 Wheaton Way
Bremerton, WA 98310 360-876-7825

Ratings:
?
?%    
?
Kitsap Investment Services is part of Kitsap Bank. We have our investments... - Jan 26, 2021

See all comments

Klevens Capital Management

4040 Lake Washington Blvd NE #314
Kirkland, WA 98033 425-453-6353

Ratings:
?
?%    
?
John and staff are always helpful, available, ready to answer your questions. - Jun 28, 2022

See all comments

Laird Norton Wealth Management

801 2nd Ave #1600
Seattle, WA 98104 206-464-5100

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

Lake Union Capital

800 University St
Seattle, WA 98014 206-838-3277

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

Laurus Financial Group

501 S 336th St #202
Federal Way, WA 98003 253-838-9943

Ratings:
?
?%    
?
Hal at Laurus Financial has been my financial advisor for several years. He... - May 21, 2020

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.