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 674 Washington, DC area financial advisors


Page 1 of 228 results
BusinessDistanceRatingsMost Recent Comment

Caudron Megary Blackburn Wealth Management

101 N Union St #220
Alexandria, VA 22314 703-739-4548

Ratings:
?
?%    
?
highly recommend - Mar 03, 2024

See all comments

First Command Financial Advisor

5285 Shawnee Rd #305
Alexandria, VA 22312 703-658-2943

Ratings:
?
?%    
?
Our agent, Ben Lievestro, is superior. In additional to providing excellent... - Feb 04, 2022

See all comments

Edelman Financial Engines

1800 Diagonal Rd #480
Alexandria, VA 22314 703-836-0652

Ratings:
?
?%    
?
I have been with Edelman for many years. My advisor is prompt in answering... - Feb 09, 2024

See all comments

Campbell Wealth Management

330 John Carlyle St #400
Alexandria, VA 22314 703-535-5300

Ratings:
?
?%    
?
I was rather overwhelmed at the depth into which Kelly and his team looked... - Feb 08, 2024

See all comments

Fidelity Investments

1725 Duke St #GR-05
Alexandria, VA 22314 800-367-1059

Ratings:
?
?%    
?
I have been very pleased with the advice, the response, and results from Fidelity... - Feb 15, 2024

See all comments

McLaughlin Ryder Investments

1421 Prince St #200
Alexandria, VA 22314 703-684-9222

Ratings:
?
?%    
?
Especially need to not quality and professionalism of Joshua Goulding, the... - Jan 28, 2018

See all comments

Wells Fargo Advisors

1900 Duke St #100
Alexandria, VA 22314 703-548-5700

Ratings:
?
?%    
?
Please everyone, go to Chuck Markson at this WF location. We've been long... - Jul 17, 2017

See all comments

Charles Schwab

1920 Ballenger Ave #120
Alexandria, VA 22314 703-299-3260

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

Truist Wealth

201 N Union St #240
Alexandria, VA 22314 703-836-9755

Ratings:
?
?%    
?
Great advice, friendly and follow up. I look forward to our meetings. - Sep 07, 2021

See all comments

Merrill Lynch Wealth Management

1900 Duke St
Alexandria, VA 22314 703-683-6012

Ratings:
?
?%    
?
Comments refer to Mitch Kernus and his staff. - Nov 26, 2014

See all comments

Morgan Stanley Wealth Management

333 John Carlyle St #650
Alexandria, VA 22314 703-549-8282

Ratings:
?
?%    
?
My financial guy stays on top of my complete portfolio as I was a relative. - Apr 14, 2020

See all comments

The Old Dominion Group

1800 Diagonal Rd #550
Alexandria, VA 22314 571-366-3013

Ratings:
?
?%    
?
Very trustworthy, personalized advice. Not inexpensive but in line with other... - Apr 29, 2021

See all comments

Edward Jones

728 Jefferson St
Alexandria, VA 22314 703-548-1198

Ratings:
?
?%    
?
Okay - Jul 30, 2013

See all comments

Harvey Group

119 Oronoco St #102
Alexandria, VA 22314 703-549-5499

Ratings:
?
?%    
?
Always available to answer questions - Sep 20, 2019

See all comments

Ameriprise Financial

2000 Duke St #300
Alexandria, VA 22314 703-518-4184

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

Katz Family Financial Advisors

3307 Duke St
Alexandria, VA 22314 703-822-5121

Ratings:
?
?%    
?
Great company, highly recommended. - Jun 21, 2022

See all comments

Makonnen Financial Group

5568 General Washington Dr #A-200
Alexandria, VA 22312 703-992-9570

Ratings:
?
?%    
?
Mike Makonnen is honest, knowledgeable, and really keeps us informed. He is... - Nov 08, 2022

See all comments

Pentagon Federal Credit Union

1001 N Fairfax St
Alexandria, VA 22301 703-838-1000

Ratings:
?
?%    
?
really in something station md, deblaise fine man - May 03, 2020

See all comments

RiverFront Wealth Advisors

99 Canal Center Plz #310
Alexandria, VA 22314 571-380-6180

Ratings:
?
?%    
?
Over the years have found the individuals who make up this company to be knowledgeable,... - Oct 17, 2024

See all comments

Truist Wealth

5203 Franconia Rd
Alexandria, VA 22310 703-924-2790

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.