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 9 of 23447 results
BusinessDistanceRatingsMost Recent 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

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

LPL Financial

701 5th Ave #4200
Seattle, WA 98104 206-501-3033

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

MarsJewett Financial Group

11235 SE 6th St #110
Bellevue, WA 98004 425-289-5000

Ratings:
?
?%    
?
Been invested with them 17 years. They have guided us thru downturns and upturns... - Mar 24, 2022

See all comments

Mercer Advisors

10655 NE 4th St #810
Bellevue, WA 98004 888-642-4636

Ratings:
?
?%    
?
Josh DeForest is an outstanding advisor - honest, intelligent, responsive.... - Oct 17, 2024

See all comments

Merrill Lynch Wealth Management

111 Market St NE #300
Olympia, WA 98501 360-560-3960

Ratings:
?
?%    
?
Lance Williams is a great advisor - Jun 04, 2021

See all comments

Merrill Lynch Wealth Management

187 Parfitt Way SW #100
Bainbridge Isle, WA 98110 206-855-4448

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

Morgan Stanley Financial Advisors

2200 Rimland Dr #105
Bellingham, WA 98226 360-734-8500

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

Moss Adams Wealth Advisors

999 3rd Ave #2800
Seattle, WA 98104 206-302-6500

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.