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 1 of 113 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

18825 33rd Ave W #200
Lynnwood, WA 98036 800-501-9964

Ratings:
?
?%    
?
great interest rates on cash reserves - Sep 05, 2023

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

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

Wealth Management Northwest

19221 36th Ave W
Lynnwood, WA 98036 800-296-9010

Ratings:
?
?%    
?
Chris provides very clear and knowledgeable advice on investment vehicles that... - Jul 11, 2022

See all comments

Greater Puget Sound Solutions

19401 40th Ave W #460
Lynnwood, WA 98036 425-774-9053

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

Charles Schwab

19020 33rd Ave W #100
Lynnwood, WA 98036 425-672-3880

Ratings:
?
?%    
?
They keep up with me nicely and answer all my questions promptly - May 24, 2020

See all comments

Edward Jones

16108 Ash Way #112
Lynnwood, WA 98087 425-743-2317

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

Edward Jones

19707 44th Ave W #105
Lynnwood, WA 98036 425-775-2761

Ratings:
?
?%    
?
Our financial advisor, Adam Pickrell, interviewed us on several occasions while... - Apr 29, 2021

See all comments

Gary Wallace

16825 48th Ave W #135
Lynnwood, WA 98037 425-412-3995

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

Harsin Wealth Management

7231 196th St SW #B
Lynnwood, WA 98036 425-774-9477

Ratings:
?
?%    
?
Been with this company about 12 years. Do a great job and listen to what you... - Jul 18, 2017

See all comments

Onemain Financial

19230 Alderwood Mall Pkwy #130
Lynnwood, WA 98036 425-775-4957

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

Peter Harvey

4211 Alderwood Mall Blvd #205-A
Lynnwood, WA 98036 425-800-5622

Ratings:
?
?%    
?
Peter has been my advisor for several years. He has done an outstanding job. - Feb 13, 2024

See all comments

Sparks Financial Service

19105 36th Ave W #208
Lynnwood, WA 98036 425-977-2727

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.