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 447 Puget Sound area financial advisors


Page 2 of 23447 results
BusinessDistanceRatingsMost Recent Comment

Ameriprise Financial

929 108th Ave NE #1200
Bellevue, WA 98004 425-201-0719

Ratings:
?
?%    
?
We feel confident with the direction we get from our Financial Advisor in these... - Jan 26, 2019

See all comments

Fisher Investments

5525 NW Fisher Creek Dr
Camas, WA 98607 360-335-3004

Ratings:
?
?%    
?
led me to believe that I would gain money, lost money instead - Aug 31, 2023

See all comments

Robinswood Financial

3425 Carillon Pt
Kirkland, WA 98033 425-296-1611

Ratings:
?
?%    
?
With some reservations. - Apr 30, 2021

See all comments

UBS Financial Services

925 4th Ave #2000
Seattle, WA 98104 206-628-8511

Ratings:
?
?%    
?
Unless your rich you won’t get adequate service and attention - Jul 28, 2022

See all comments

Wells Fargo Advisors

1201 3rd Ave #3500
Seattle, WA 98101 206-587-5775

Ratings:
?
?%    
?
They're doing extremely wonderful job also they have amazing costumer... - Sep 05, 2023

See all comments

Boone Wealth Advisors

777 108th Ave NE #2230
Bellevue, WA 98004 425-462-6406

Ratings:
?
?%    
?
Easy to work with, available for questions, very good returns. - May 06, 2022

See all comments

Bristlecone Advisors

10900 NE 4th St
Seattle, WA 98004 206-664-2500

Ratings:
?
?%    
?
Simply above and beyond. Personal care and great financial results. Could... - Oct 19, 2024

See all comments

Edelman Financial Engines

20700 44th Ave W #240
Lynnwood, WA 98036 888-752-6742

Ratings:
?
?%    
?
We have used Edelman's for over 15 years. As a retired couple we feel... - Nov 03, 2024

See all comments

Edward Jones

2135 Sheridan Rd #E
Bremerton, WA 98310 360-373-6939

Ratings:
?
?%    
?
Pleasant, dependable service. I don't always agree with their recommendations,... - Nov 27, 2021

See all comments

Edward Jones

3312 Rosedale St NW #202
Gig Harbor, WA 98335 253-853-7988

Ratings:
?
?%    
?
Brent Tayet one of the best advisors we have used in that past 50 years. He... - Aug 02, 2023

See all comments

Morgan Stanley Financial Advisors

500 108th Ave NE #1900
Bellevue, WA 98004 425-453-5800

Ratings:
?
?%    
?
Perhaps better at managing their own income vs my own assets. - Aug 30, 2023

See all comments

Raymond James

11747 NE 1st St #202
Bellevue, WA 98005 425-451-9502

Ratings:
?
?%    
?
Andrew and Thomas have been taking very good care of our 401(k) accounts... - Jun 24, 2022

See all comments

RBC Wealth Management

401 Union St #3600
Seattle, WA 98101 206-621-3200

Ratings:
?
?%    
?
Mark Bailey’s group in Seattle has protected our investments and grown... - Feb 18, 2021

See all comments

SPG Advisors

11411 NE 124th St #255
Kirkland, WA 98034 425-821-9442

Ratings:
?
?%    
?
We've been very happy with South Planning Group. They have been very responsive... - Sep 27, 2018

See all comments

Wayfinding Financial

19020 33rd Ave W #390
Lynnwood, WA 98036 425-361-0707

Ratings:
?
?%    
?
They were formerly called Wells Fargo Advisors. I highly recommend their service. - Aug 12, 2020

See all comments

Wells Fargo Advisors

1145 Broadway
Tacoma, WA 98402 253-272-7700

Ratings:
?
?%    
?
While my broker is in Seal Beach, CA, the company has products and services... - May 07, 2019

See all comments

AMG Financial

14400 Bel-Red Rd
Bellevue, WA 98007 206-340-0537

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

Ben Cain & Associates

21214 82nd Pl W
Edmonds, WA 98026 425 774 8924

Ratings:
?
?%    
?
Love these people. Extremely honest. Have used over 15 years. - Jun 27, 2019

See all comments

Edward Jones

6900 E Green Lake Way N #K
Seattle, WA 98125 206-527-0919

Ratings:
?
?%    
?
Superb Advisor Harald Kohl - Jan 23, 2021

See all comments

Juetten Personal Financial

14205 SE 36th St #100
Bellevue, WA 98006 425-373-9393

Ratings:
?
?%    
?
I trust Steve Juetten for his integrity, humor and reliability. He holds himself... - Apr 09, 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.