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Financial Planners to Avoid

154

Top Rated Financial Planners

20

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Over 1,351 reviews for
Harrisburg Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

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Financial Advising reviews in Harrisburg

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Harrisburg Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Harrisburg Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Harrisburg Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Harrisburg Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Harrisburg Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.
A

Rating
Harrisburg Financial Planners Provider Name Locked
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
Harrisburg Financial Planners Provider Name Locked
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
Harrisburg Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.

All Financial Planners in Harrisburg, PA

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 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

2572 EASTERN BLVD
York

EDWARD JONES

2547 S QUEEN ST
York

EDWARD JONES

528 GREENBRIAR RD
York

EDWARD JONES

2159 WHITE ST
York

EDWARD JONES

517 LEAMAN AVE
Millersville

EDWARD JONES

201 E Main St
New Holland

EDWARD JONES

1891 SANTA BARBARA DR
Lancaster

EDWARD JONES

1921 FRUITVILLE PIKE
Lancaster

EDWARD JONES

2421 WILLOW STREET PIKE
Lancaster

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

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 Ste 300
York

SMITH BARNEY

204 N GEORGE ST
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

9800 Fredreicksburg Rd

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

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