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 112 results
BusinessDistanceRatingsMost Recent Comment

RPJ Advisors

7647 Leesburg Pike
Falls Church, VA 22043 703-821-6655

Ratings:
?
?%    
?
Very supportive, informative, prompt. I have been with them for several years... - Sep 12, 2019

See all comments

D'Orazio Associates

7600 Leesburg Pike
Falls Church, VA 22043 703-917-0007

Ratings:
?
?%    
?
Everyone is friendly and quite knowledgeable. I trust their judgment and have... - Apr 14, 2020

See all comments

AXA Advisors

3141 Fairview Park Dr #250
Falls Church, VA 22042 703-207-0900

Ratings:
?
?%    
?
Henry Shields and Thomas Natoli are an excellent team. - May 10, 2020

See all comments

Hemington Wealth Management

7651 Leesburg Pike
Falls Church, VA 22043 703-828-2479

Ratings:
?
?%    
?
My wife and I have been clients of Hemington Wealth Management for over 10... - May 29, 2024

See all comments

Safe Harbor Partners

6723 Whittier Ave #200
McLean, VA 22101 703-752-6007

Ratings:
?
?%    
?
Excellent communicating with both clients who well versed in financial analysis... - Jan 30, 2019

See all comments

Burney

1800 Alexander Bell Dr #510
Reston, VA 20191 703-241-5611

Ratings:
?
?%    
?
I have been with Burney for over ten years, the entire team is responsive,... - Oct 24, 2022

See all comments

Lara Schull & May

7600 Leesburg Pike #120 E
Falls Church, VA 22043 703-827-2300

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

Ascend Planning & Consulting

3141 Fairview Park Dr #250
Falls Church, VA 22042 888-660-4300

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

D'Orazio & Associates

7600 Leesburg Pike
Falls Church, VA 22043 703-269-3100

Ratings:
?
?%    
?
We have used this service for many years. The company and the representatives... - Feb 09, 2024

See all comments

Edward Jones

410 S Maple Ave #3
Falls Church, VA 22046 703-534-3383

Ratings:
?
?%    
?
Rocco is great, very proactive - Jun 18, 2018

See all comments

Helm Financial Advisors

609 Elliot Dr
Purcellville, VA 20132 703-501-8531

Ratings:
?
?%    
?
As a decade-long client, I highly recommend Mark Helm. He's a member of the... - Jul 18, 2018

See all comments

Michael Graham

2000 Duke St #300
Alexandria, VA 22314 703-931-2883

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.