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 492 Puget Sound area financial advisors


Page 4 of 6120 results
BusinessDistanceRatingsMost Recent Comment

Ameritrust CDC

111 Main St #102
Edmonds, WA 98020 206-453-4815

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

Archon Capital Management

1100 19th Ave E
Seattle, WA 98112 206-436-3600

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

Avatar Financial Group

1200 Westlake Ave N
Seattle, WA 98109 206-728-5978

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

Badgley Phelps Wealth Managers

1420 5th Ave #3200
Seattle, WA 98101 206-623-6172

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

Bank of America

401 Union St Fl 24
Seattle, WA 98101 206-358-3347

Ratings:
?
?%    
?
Because he is quick to respond and reliable - Jul 04, 2022

See all comments

Bernstein Private Wealth Management

601 Union St #4650
Seattle, WA 98101 206-342-1300

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

Capitol Hill Wealth Management

723 Broadway E #A
Seattle, WA 98102 206-324-2707

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

Chase Bank

1417 Queen Anne Ave N #100
Seattle, WA 98109 206-461-8606

Ratings:
?
?%    
?
Raechel Hicks is a star! She is knowledgeable, professional, and an excellent... - Jan 27, 2022

See all comments

Chase Bank

520 NE Northgate Way
Seattle, WA 98125 206-461-3175

Ratings:
?
?%    
?
Great and fast customer service - Jun 15, 2021

See all comments

Chase Bank

7512 35th Ave NE
Seattle, WA 98115 206-461-4676

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

Citi Private Bank

601 Union St #3710
Seattle, WA 98101 206-382-6246

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

Creative Money

1201 3rd Ave #2200
Seattle, WA 98101 541-604-2738

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

Eagle Harbor Asset Management

701 5th Ave #4200
Seattle, WA 98104 206-224-4101

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

Edward Jones

11007 35th Ave NE
Seattle, WA 98125 206-306-2362

Ratings:
?
?%    
?
Aaron Yoon, the advisor in that office, is great. Very easy to understand and... - May 16, 2018

See all comments

Edward Jones

3121 E Madison St #106
Seattle, WA 98112 206-323-6662

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

Edward Jones

3320 W McGraw St #2
Seattle, WA 98199 206-282-3426

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

Edward Jones

3727 California Ave SW #1-D
Seattle, WA 98116 206-937-9613

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

Edward Jones

4427 Wallingford Ave N
Seattle, WA 98103 206-545-9040

Ratings:
?
?%    
?
Gary Ehret is the best! Calm, sensible advice that has seen me through... - May 05, 2020

See all comments

Edward Jones

4700 42nd Ave SW #520
Seattle, WA 98116 206-938-1718

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

Edward Jones

5001 25th Ave NE #101-E
Seattle, WA 98105 206-524-0050

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.