Alert: scheduled website maintenance will occur on 9/17 from 8am-10am. Certain functions on the website will be disabled during this time. dismiss

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 444 Puget Sound area financial advisors


Page 1 of 15 results
BusinessDistanceRatingsMost Recent Comment

North Financial

4103 Bridgeport Way W #C
University Place, WA 98466 253-460-3541

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

Cornerstone Financial Strategies

505 Broadway #400
Tacoma, WA 98402 253-756-2003

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

Commencement Bay CPA

3318 Bridgeport Way W #D-6
University Place, WA 98466 253-987-1770

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

Maclean Wealth Planning

1201 Pacific Ave #600
Tacoma, WA 98402 253-509-7051

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

Shelgren Financial Group

5350 Orchard St W #200
University Place, WA 98467 253-473-0656

Ratings:
?
?%    
?
Always able to answer my questions in a prompt efficient manner. - May 11, 2020

See all comments

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.