-Find top-rated Service Providers

Find Top-Rated Harrisburg Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid

156

Top Rated Financial Planners

23

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 1,631 reviews for
Harrisburg Financial Planners from people just like you.

F
"Here's the timeline of actions and inaction that has
to where we find ourselves today: 9/26/14 - Contact Ohel/Duncanabout taking over" financials - explains circumstances 9/27/14 - Phone conference- Mr. Ohel indicates he will expedite financial plan to be able to make financial and investment decisions, estimates 4-6 weeks. Funds transferred will be kept in holding accounts until that is reviewed. 9/29/14 - Mr. Ohel sends forms to complete send in 9/30/14 - All completed documents and supporting account statements returned to Mr. Ohel 10/6/14 - Funds transferred from First American Bank to Ohel-
Group 10/8/14 - Mr. Ohel puts funds in insured money
account as agreed, pending review of financial plan and decision on investment direction 11/26/14 - All stocks and funds arrive at
, placed in
account as is - pending financial plan and decision on investment direction. 12/1/14 - Mr. Ohel emails to see if we would be able to review completed financial plan on 12/17 or 18. . 12/2/14 - We advise Mr. Ohel of impending surgery on 12/9 12/26/14 - Email Mr. Ohel and update him on results of surgery and pathology report and the impact it will have on hwork and on income. Ask for presentation of financial plan and investment decisions by mid January as after that will be in active treatment. Also advise Mr. Ohel that email is best way to contact us. 1/12/14 - Emails Mr. Ohel again (after no response to 12/26 email) - asking for presentation of financial plan so that investments could be made. Ask for info to transfer 401K 1/13/14 - Mr. Ohel assistant, who was cc'd on 1/12 email, responds with information on 401K transfer 1/13/14 - Mr. Ohel emails with questions needed to finalize financial plan to review prior to investment decision 1/13/14 - Respond to Mr. Ohel's questions, and gives clarification to items that are incorrect, including
's earning capacity, lack of college funding needed for graduate children, fact that condo was sold in 2013 and was not an asset. Refers Mr.Ohel to re-read email in same chain from 12/26 with additional details. 1/17/14 - Email Mr. Ohel asking for update on delivery of financial plan and status of all funds within the account. 1/20/14 - Call Mr. Ohel's office to try and contact, leaving message to please email response to recent emails asap.. 1/21/14 - Sister of client speaks to Mr. Ohel on our behalf : "He said that they are ready to move forward with your financial plan but he needs to speak to you and
first to make sure that you are both comfortable with their recommendations." 1/26/14 - Mr. Ohel emails to request time in mid-February to present plan and recommendations 1/26/14 - Respond to Mr. Ohel, indicating husband will be in treatment in mid February and asks again if plan is complete and would like to review that week. 1/26/14 - Mr. Ohel responds that he will be reviewing financial plan the following morning and after that will have a better idea of when it and investment recommendations will be ready. He asks to speak by phone that evening. 1/26/14 - Call Mr. Ohel that night per he request. Asks what is happening with money/stocks..still in holding accounts as they had been...that we do not want any stock sold until then. Mr. Ohel responds that all stock had been sold and put into their "program". Inform Mr. Ohel he did not have the approval to do so as they had not reviewed the plan yet. Establish date of February 5 @ 11:00 a.m. to review financial plan and recommendations. 1/27/14 - Stocks and funds from the Fidelity account actually sold - after Mr. Ohel was told we had not wanted that done and he had mis-stated that it already had occurred. Additionally, that entire week, the news and financial media were touting that Apple was indicating they were going to beat industry predications for fiscal Q1 2015. That report was released at 3:30 California time. The next day, Apple stock
5% and had continued its upward trend. 231 Apple shares were sold at $110.76 per share. Close on 2/6 was $118.93. Loss due to unauthorized sale: $1,887.00 2/4/14 - Receive hard copy of financial plan in preparation of call. On review, errors identified from email questions and others are still present - with investment recommendations, net worth and investment recommendations based on incorrect information. Call Mr. Ohel to question how that could happen - expresses stronglyconcern as to how much attention is being paid to their account, needs and expressed wishes. 2/5/14 - Email Mr. Ohel following up on items discussed on the phone the previous evening, posing specific questions and asking for answers before close of business. Mr. Ohel advised he was in meetings and traveling over the weekend and would get back to us next week. After Mr. Ohel does not respond, we made the following request: As we have lost 4 valuable months of investment time and investments were made without our approval or review, I ask that you do the following to make us whole: Waive any fees for your services Repurchase 231 shares of Apple stock, with the price differential from your sale to current value your financial r responsibility (approx. $2,000) Liquidate any investments you have made with cash with no fees and return cash of $150,000 to our First American Bank account Liquidate any investments you have made in my
account and return the exact amount of cash transferred (less the Apple stock value in October) with no fees charged to my Fidelity account 2/6/14 -Mr. Ohel responds that he no longer fills he is a good fit for our business. Turns account over to manager who advises that we have to pursue complaint process with
to address request which we are advised will take 6+ weeks.

-Gloria H.

F
"I contacted the company using the website/email service. They did response within two days asking me to fill out a DETAILED questionnaire which included banking," investment, and other personal information. I would have no problem doing this, but first I wanted to basic information about the company. I replied to their first email asking them what their "Fee Schedule" was. The NEVER responded ! I feel a financial service company should be open and honest UPFRONT ! My wife and I can not work with a financial service company who will not work with us the way we want and ONLY the way THEY want. If we can't trust them on this
matter how can we trust them with our money and retirement plan?

-Ronald W.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Harrisburg

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Harrisburg

A

Rating
We recently moved to Arizona from out of state and needed our estate documents brought into compliance with Arizona law. We had inquired with an attorney's office referred by family members, and the cost was going to be around $1,500. The attorney also requested detailed information on all our investments. We thought that was overkill for what we needed.
We found
Harrisburg Financial Planners Provider Name Locked
through Angie's List, and it seemed he was in line with exactly what we were looking for.
He responded quickly and we arranged to meet. He came to the house to meet us and explained different approaches that would save our survivors time and trouble. He then requested minimal information that was pertinent to the disbursement of our estate. About a week after we provided the information, he visited again with all documents prepared for signature.
And he provided much more than only the estate documents. He provided a binder that also included information our designees would need in the event of one of us passing - financial accounts, insurance policies, mortgages and loans, document locations, contact information, medication lists and doctors, pet information, etc. It's an executor handbook that allows us to have everything in one place.
We have everything we need at 1/5 of the price of an attorney. The whole process from first to final meeting took 2 weeks.
Harrisburg Financial Planners Provider Name Locked
is a very nice young man, and we found him to be a pleasure to work with. What else can we say - he's terrific.
- Elaine S.
F

Rating
We went to the seminar in October 2014, and told them we would like to talk to them about using the service. We waited., and waited. OK the Holidays are busy, but they'll call. Nothing.
January we e-mailed them a couple of times and got no response. February we call and leave a message. Couple weeks later we get an e-mail from
Harrisburg Financial Planners Provider Name Locked
saying they'll call. No call. We e-mailed back and then he called. Apologized, he had been out sick.
OK, they said they would e-mail us a package and set up an appointment for 3/9/15. The ninth rolls around and we have heard nothing. So we called and told Mr.
Harrisburg Financial Planners Provider Name Locked
we were cancelling and why. He said he had told his assistant to send the information out, and they are a good company and that they would be fine without us.


- charles W.
N

Rating
After making an appointment he was punctual by actually being 5 minutes early. His presentation was extremely impressive with his depth of financial planning knowledge. My wife and I have already recommended him to 4 of our friends.
- Michael P.
A

Rating
Very professional and knowledgable. Understood my interests and answered questions satisfactorily. I felt secure in leaving my decisions in their capable hands. They managed to help me protect my earnings and
- Susan A.
A

Rating
What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. we've been using them about 3 years.
- Terri B.
F

Rating
inDarrel does a Retirement Planning radio show on a local station. I have listen to him for years. My wife and I decided it was time to work on our retirement plan and I have impressed with things
Harrisburg Financial Planners Provider Name Locked
has said in the past. I sent an email to his website with fairly detailed financial summary of our situation. I asked him for some basic question like: (1) Do you do Trusts, (2) Do you do Wills, (3) Roughly how much would the Retirement Plan cost? I received an email asking for my telephone number so they could contact me via a phone call. I replied I "preferred" to us emails for the initial phase of the plan. I heard nothing from the person.
I then asked for
Harrisburg Financial Planners Provider Name Locked
's private email address that only he would read. I got his email address (at least I hope it was his). I told him what happened with the first person and asked him to assist me with the initial phase using emails. I have NOT heard back from him since I sent the email to him.
I feel any Financial Planning company that will not work with the customer is no one I can trust to help us with our Retirement Planning.
I "REALLY" don't understand why they are unwilling to work with us. I will have to look for a different company now.
- Ronald W.
A

Rating
He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.
- PAMELA W.
A

Rating
I've been working with
Harrisburg Financial Planners Provider Name Locked
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
Harrisburg Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Harrisburg Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Harrisburg Financial Planners Provider Name Locked
whether just starting out in your career, getting close to retirement or anywhere in between
- david G.

All Financial Planners in Harrisburg

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

4400 DEER PATH RD
Harrisburg

A Plus Mortgage Solutions Inc.

3 Sunset Circle
Mechanicsburg

AIG SECURITIES

7255 BULL RD
Lewisberry

AJM HOME MORTGAGE LOANS INC

1195 WASHINGTON PIKE
Bridgeville

AKS Agency

530 Lehman St
Lebanon

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Co - Kelly McKee Agency

600 Carlisle St, Suite C
Hanover

Ambit Energy

4421 Chinchilla Avenue
Mount Joy

American Health Value

671 E Riverpark Ln

ARACHNID WEB DESIGN

1003 W TRINDLE RD
Mechanicsburg

Asper Insurance Agency,LLC

526 Greenbriar Road
York

ASSET MANAGEMENT CONCEPTS

106 Old Court Rd Ste 301

Assets & Insurance Management, Inc.

280 Granite Run Drive
Lancaster

Avid Advertising Inc

2204 Garnet Ave Ste 201

BetaFrontier, LLC

156 W Superior St Apt 401

Black Rock Financial Services, Inc.

405 Maple Shade Rd
Kirkwood

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

Brandt Accounting

18 South Main Street
Manheim

Brenner Accounting Services

432 Hellam St
Wrightsville

CAMBRIDGE INVESTMENT RESEARCH

130 JUNIPER ST
Lebanon

Cape Investment Management

502 Washington Ave. Suite 600

CAPITAL ASSETS CORP

1861 CHARTER LN
Lancaster

cashtexters.net

6462 Westwood St

Catalano, Caboor & Co.

101 West 22nd Street

Christopher Sorge

214 senate ave 5th fl
Camp Hill

COLEMAN GROUP INC

PO Box 232
Hummelstown

COMMONWEALTH INVESTMENT SVC

22C E Roseville Rd
Lancaster

Complete College Solutions, Inc.

513 W Chocolate Ave Ste 300
Hershey

COMPREHENSIVE FINANCIAL GROUP

2090 LINGLESTOWN RD
Harrisburg

Conte Wealth Advisors

2009 Market Street
Camp Hill

Conte Wealth Advisors

2009 Market St

Credit Dr

115 A East Main St

Day Global LLC

111 Mohawk Trl

Debt Reduction Services

6213 N Cloverdale Rd #100

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dependable Solutions

53 Main Street

Don Fitch, CPA

74-478 Highway 111 #3

Edwad Jones

4400 Derry Street
Harrisburg

EDWARD JONES

1029 N RIVER RD
Halifax

EDWARD JONES

403 E MAIN ST
Hummelstown

EDWARD JONES

751 E CUMBERLAND ST
Lebanon

EDWARD JONES

1300 MARKET ST
Lemoyne

EDWARD JONES

113 W MAIN AVE
Myerstown

EDWARD JONES

3507 Market St Ste 202
Camp Hill

EDWARD JONES

33 E MAIN ST
Palmyra

EDWARD JONES

2090 LINGLESTOWN RD
Harrisburg

EDWARD JONES

6055 ALLENTOWN BLVD
Harrisburg

EDWARD JONES

2985 CYPRESS RD S
Dover

EDWARD JONES

17 E MIDDLE ST
Gettysburg

EDWARD JONES

1147 EICHELBERGER ST
Hanover

EDWARD JONES

805 Baltimore St Ste 287
Hanover

EDWARD JONES

18 S MAIN ST
Stewartstown

EDWARD JONES

2547 S QUEEN ST
York

EDWARD JONES

2572 EASTERN BLVD
York

EDWARD JONES

2159 WHITE ST
York

EDWARD JONES

528 GREENBRIAR RD
York

EDWARD JONES

517 LEAMAN AVE
Millersville

EDWARD JONES

201 E Main St
New Holland

EDWARD JONES

1921 FRUITVILLE PIKE
Lancaster

EDWARD JONES

1891 SANTA BARBARA DR
Lancaster

EDWARD JONES

2421 WILLOW STREET PIKE
Lancaster

Edward Jones

4401 Carlisle Pike
Camp Hill

Ellis Lee Hostetter & Co PC

134 Cumberland St
Lebanon

FINANCIAL NETWORK INVESTMENT

18 NEWPORT PL
Newport

FINANCIAL NETWORK INVESTMENT

2013 STATE ST
East Petersburg

FINANCIAL NETWORK INVESTMENT

3327 DERRY ST
Harrisburg

FMG

930 RED ROSE CT
Lancaster

FOSTER INVESTMENT GROUP

4813 JONESTOWN RD
Harrisburg

FRED BERGDOLL INVESTMENTS

2930 PERSIMMON DR
York

Freyman CPA, P.C.

40 Exchange Place

FULTON FINANCIAL ADVISORS

30 S GEORGE ST
York

HAZLETT BURT & WATSON INC

100 E KING ST
Lancaster

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HIGH INVESTORS LTD

1853 WILLIAM PENN WAY
Lancaster

Homestead Funding Corp.

120 N. Point Blvd.
Lancaster

iBank

3090F Pullman St

INNOVATIVE FUNDING GROUP LTD

1000 N FRONT ST
Lemoyne

INVESTMENT CENTER

146 SPRINGHOUSE LN
Spring Grove

INVESTMENT CENTERS OF AMERICA

4098 DERRY ST
Harrisburg

IRS Tax Help Team

1201 S Beach Blvd

JACK RONGIONE INVESTMENT SVC

611 Pumping Station Rd
Kirkwood

JANEY MONTGOMERY SCOTT LLC

1650 CROOKED OAK DR
Lancaster

JANNEY MONTGOMERY SCOTT INC

20 ERFORD RD
Lemoyne

JANNEY MONTGOMERY SCOTT INC

48 E MARKET ST
York

JANNEY MONTGOMERY SCOTT INC

1650 CROOKED OAK DR
Lancaster

John F. Wain Financial Services

401 E. Louther St.
Carlisle

KENNETH R SWEENEY

313 W LIBERTY ST
Lancaster

Kortright Partners Inc

7685 Hickory St

Liberty Tax Service East York

2488 East Market Street

Lifelock

60 E Rio Salado Pkwy

Marchand & Co CPA's PC

2003 Southern Blvd SE

Master's Advisors Inc

480 New Holland Ave
Lancaster

McCann Wealth Strategies, Inc

1013 Mumma Rd
Lemoyne

Members 1st Federal Credit Union

901 Lititz Pike
Lititz

Merrill Lynch Harrisburg

214 Senate Ave
Camp Hill

MILLER & GAY RAYMOND JAMES

1605 E MARKET ST
York

MIRUS Financial Partners

110 East King St.
Lancaster

MORGAN STANLEY

4507 N FRONT ST
Harrisburg

MORGAN STANLEY

300 Granite Run Dr Ste 300
Lancaster

Nationwide Student Aid

333 N Oakley Ave

NEXT Financial Group, Inc.

219 East Main Street, Suite 102
Mechanicsburg

OWNDirection

120 E 13065 S

PAXTON SECURITIES INC

2222 PAXTON ST
Harrisburg

PNC BROKERAGE

909 W GOVERNOR RD
Hershey

PNC INVESTMENTS

9 W CHOCOLATE AVE
Hershey

PNC INVESTMENTS

PO Box 8874
Camp Hill

Primerica Financial Services

20 Briarcrest Sq
Hershey

PURSELL ASSOCIATES

205 YORK RD
Carlisle

QuoteHero

5115 Douglas Fir Rd

RAYMOND JAMES FINANCIAL SVC

1898 N Market St
Elizabethtown

RAYMOND JAMES FINANCIAL SVC

200 WILLOW VALLEY SQ
Lancaster

RBC DAIN RAUSCHER

2101 OREGON PIKE
Lancaster

Rescue One Financial

Business Center Dr

RHODES & ASSOC

2015 DAYBREAK CIR
Harrisburg

Rich Investments Inc

11 E Market St Ste 200
York

RIDINGER FINANCIAL SVC

2350 N POINT DR
York

Rodgers & Associates

2025 Lititz Pike
Lancaster

S P Johnson Group

2025 Delaware Ave

SBI WEALTH MANAGEMENT

1635 LITITZ PIKE
Lancaster

SECURITIES AMERICA INC

3511 N FRONT ST
Harrisburg

SECURITIES AMERICA INC

908 BALTIMORE ST
Hanover

SECURITIES AMERICA INC

222 S MARKET ST
Elizabethtown

SECURITIES AMERICA INC

1501 E MARKET ST
York

SECURITIES AMERICA INC

226 W CHESTNUT ST
Lancaster

SECURITIES AMERICA INC

24B E ROSEVILLE RD
Lancaster

Sensible Financial

203 Crescent St

SMITH BARNEY

11 N 3rd St Ste 200
Harrisburg

SMITH BARNEY

419 VILLAGE DR
Carlisle

SMITH BARNEY

214 Senate Ave Ste 700
Camp Hill

SMITH BARNEY

214 Senate Ave # 7
Camp Hill

SMITH BARNEY

204 N GEORGE ST
York

SMITH BARNEY

204 N George St Ste 300
York

SMITH BARNEY

300 Granite Run Dr Ste 300
Lancaster

Strock Insurance - Camp Hill

401 S 32nd St
Camp Hill

Student Consulting Group

817 W Peachtree St

The Downey Allstate Agency

11 N Us Hwy
Dillsburg

United Check Cashing

3200 Paxton St
Harrisburg

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Viper Risk Management Group, LLC

294 Martin Rd
Carlisle

WACHOVIA SECURITIES

919 RUSSELL DR
Lebanon

WACHOVIA SECURITIES

3 LEMOYNE DR
Lemoyne

WACHOVIA SECURITIES

700 S 28TH ST
Harrisburg

WACHOVIA SECURITIES

116 BROADWAY
Hanover

WACHOVIA SECURITIES

135 N GEORGE ST
York

Wealth Development Council

426 S 3rd St Ste 202
Lemoyne

Wealth Maximation Group

2205 Warwick Way

Wells Fargo- Elizabeth Wolf

135 N George St
York

WILLIAM B DRISCOLL CPA

2940 N. OCONNOR RD

WITMER TAX & FINANCIAL SERVICES, LLC

271A PEACH BOTTOM RD
Willow Street

WMA CARPENTER GROUP

2 KLINE PLZ
Harrisburg

World Business Lenders

120 W 45th Street

ZYTEK SYSTEMS

608 MARKET ST
New Cumberland

Shop Local Financial Advising Services in Harrisburg

Join Angie's List to get the best local reviews in Harrisburg.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money