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 20 of 34674 results
BusinessDistanceRatingsMost Recent Comment

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

Shober Zelcer Collins Financial Planning

12820 Wisteria Dr
Germantown, MD 20874 202-595-1700

Ratings:
?
?%    
?
Good for understanding Federal benefits. - Feb 19, 2021

See all comments

Stratigac Financial Advisers

6901 Rockledge Dr #700
Bethesda, MD 20817 301-214-6357

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

Thalheimer Financial Planning

8403 Colesville Rd #1100
Silver Spring, MD 20910 301-589-6868

Ratings:
?
?%    
?
Steve Thalheimer is a committed professional in this field, thorough and personable.... - Jan 10, 2022

See all comments

TIAA

10980 Grantchester Way #340
Columbia, MD 21044 855-200-0277

Ratings:
?
?%    
?
Advisor Matt Diehl listens and works with me to provide advice that is useful... - Feb 02, 2021

See all comments

TIAA-CREF

1410 Clarkview Rd
Baltimore, MD 21209 410-367-0056

Ratings:
?
?%    
?
I use a TIAA-CREF in Bethesda. Do you want that? - Sep 14, 2013

See all comments

Toth Financial Advisory

608 S King St #300
Leesburg, VA 20175 703-443-8684

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

Truist

1371 Lamberton Dr
Silver Spring, MD 20902 301-692-4330

Ratings:
?
?%    
?
My financial advisor works at Truist, formerly Suntrust, and he gives excellent... - Aug 07, 2023

See all comments

Truist Bank

11710 Plaza America Dr #440
Reston, VA 20190 703-471-3890

Ratings:
?
?%    
?
Clarence B. Taylor, Jr. our advisor has taken care of our assets for us for... - Feb 21, 2020

See all comments

Truist Wealth

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

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

UMG Financial

1921 Gallows Rd
Vienna, VA 22182 703-663-4032

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

Voya Financial John Brosnahan

11350 Random Hills Rd #800
Fairfax, VA 22030 703-449-2919

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

Washington Equity Planning

131 Park St NE #8-C
Vienna, VA 22180 703-536-5599

Ratings:
?
?%    
?
Actively manages our account. Does an excellent job. - Jun 06, 2022

See all comments

Wealthspire Advisors

12435 Park Potomac Ave #500
Potomac, MD 20854 703-972-6364

Ratings:
?
?%    
?
I recently changed financial advisors to Wealhspire having worked for a time... - May 13, 2020

See all comments

Wells Fargo Advisors

2350 W Joppa Rd
Lutherville, MD 21093 410-494-6800

Ratings:
?
?%    
?
David S. Frank is an excellent financial advisor. - Jan 16, 2022

See all comments

Wells Fargo Advisors

2661 Riva Rd #1011
Annapolis, MD 21401 410-224-0020

Ratings:
?
?%    
?
We got a free consult with an advisor who provided with great information about... - Jul 22, 2022

See all comments

Yehuda Fishkind

100 West Rd #100
Towson, MD 21204 202-351-6871

Ratings:
?
?%    
?
Great financial advisor, especially if you are federal employee and getting... - Sep 07, 2021

See all comments

4J Wealth Management

320 King St #10-B
Alexandria, VA 22314 703-566-9573

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

Accolade Partners

2100 Pennsylvania Ave NW #300-N
Washington, DC 20037 202-775-5595

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

Accountables

2200 Opitz Blvd #345
Woodbridge, VA 22191 703-494-6215

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.