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Over 218 reviews for
El Cajon 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.

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Financial Advising reviews in El Cajon

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
El Cajon 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.
El Cajon 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
El Cajon 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.
El Cajon 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
El Cajon 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
El Cajon 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
El Cajon 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
El Cajon Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
El Cajon Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
El Cajon 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 El Cajon, CA

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

3 Pointe Financial

8001 Irvine Center Dr
Irvine

Advantage Law Group

5820 Oberlin Dr
San Diego

Aflah Realty

4045 Bonita Road
Bonita

Aligned Advisors

888 Prospect St.
La Jolla

Allan Galgut Insurance

4275 Executive Square 400
La Jolla

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

American Pacific Mortgage

12600 Hesperia Rd Ste B
Victorville

AMG Legacy Planning

10100 W Sample Rd

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego

BARBARA MOORES TAX SERVICE

1333 E MADISON AVE
El Cajon

BCH Consulting Inc.

2100 Main Street
Irvine

BERDAN BENEFITS INSURANCE

16776 BERNARDO CENTER DR 203
San Diego

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bottom Line Tax & Accounting Services

7209 Sherbourne Ln
San Diego

Bravo Bail Bonds

2534 State Street
San Diego

BusinessPlanWriterPro.com

1120 S. Pacific St.
Oceanside

Capital Growth Inc.

8910 University Center Ln
San Diego

CAREY & RAICEVIC CPAs, INC.

9939 HIBERT ST
San Diego

Christiansen Capital

705 Pier View Way
Oceanside

Coastal Credit Solutions

4747 Viewridge Ave
San Diego

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

D.M. Brenner & Assoc

380 Stevens, Ste 213
Solana Beach

DEBT FREE LEAGUE

545 HST. STE B
Chula Vista

Debt Relief Bankruptcy Attorney

121 Broadway #355
San Diego

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Derden Business Loans

2560 Catamaran Way Suite 11
Chula Vista

Dollar Smart Money Center

1103 Broadway
El Cajon

Dunlap Wealth Management Group

14074 Trade Center Dr

Eagles Club

Canoga Park

EDWARD JONES

2650 Jamacha Rd Ste 131
El Cajon

Elite Debt Consolidation

350 West Main Street

Elite Debt Consolidation

350 West Main Street
El Cajon

Emerald Connect

15050 Avenue of Science, Suite 200
San Diego

FINANCIAL BRIDGES

12975 Brookprinter Pl Ste 140
Poway

Freyman CPA, P.C.

40 Exchange Place

GINGLES INVESTMENTS

385 S 1st St
El Cajon

Global Capital & Equity

PO Box 8543
Chula Vista

Golden Financial Services

600 Palm Ave #221
Imperial Beach

Golden Financial Services

600 Palm Ave
Imperial Beach

Goodsell & Company Financial Services

3143 4TH AVENUE
San Diego

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hidden Valley Tax Lawyers

270 East Via Rancho Parkway
Escondido

Home Loans San Diego

402 W Broadway
San Diego

iBank

3090F Pullman St
Costa Mesa

IRS Tax Help Team

1201 S Beach Blvd
La Habra

JMJ Financial

1010 Turquoise Street
San Diego

KIM R COYLE CPA & ASSOCIATES INC

13272 EUCLID ST
Garden Grove

Law Office of Narciso Delgado-Cruz

3200 4th Ave Ste 203
San Diego

LIFEPRO INSURANCE MARKETING

11512 EL CAMINO REAL #100
San Diego

Lowell, Blake & Associates

141 Tremont Street

LPL FINANCIAL

747 W BELAIRE
Vista

Luminary Financial & Insurance Solutions

1434 Andorre Glen
Escondido

Mackay Tax and Financial

8680 Navajo Rd
San Diego

Maggio Capital, Inc.

12526 High Bluff Drive Suite #300
San Diego

Marchand & Co CPA's PC

2003 Southern Blvd SE

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Mess2Success

San Diego

Michael G Funtas‎

2648 Jamacha Rd
El Cajon

Mike Aon

2451 Jamacha Rd, Ste 105
El Cajon

Mike Keegan

10089 Willow Creek Rd
San Diego

Miramar Accounting & Tax Service

8670 Miramar Rd
San Diego

Opera Solutions

12230 El Camino Real, Suite 330
San Diego

Pacific Coast Trust

4275 Executive Square Square
La Jolla

pay1realty

Chula Vista

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Pettit Financial Services Inc

225 N Rancho Santa Fe Rd
San Marcos

PlanPrep - Financial Planning

13151 Kellam Ct
San Diego

Prime Title Loans San Diego

1856 Conejo Ln
Fullerton

primo Debt Consolidation

382 3rd Avenue Ste B

PROMPT APPRAISER & CONSULTANTS

2371 Silver Oak Cir
Corona

Redwood IRS Back Tax Attorneys

3936 30th Street
San Diego

REILLY FINANCIAL ADVISORS

7777 ALVARADO RD
La Mesa

Reyes Financial Architecture

4365 Executive Drive Suite 250
San Diego

ROBERT THOMAS SECURITIES

1234 E MAIN ST
El Cajon

Rohn S. Trieglaff, CLU, AIF

16496 Bernardo Center Dr
San Diego

S P Johnson Group

2025 Delaware Ave

San Diego County Credit Union

6705 Mira Mesa Blvd
San Diego

San Diego County Credit Union

312 W Main St
El Cajon

Superior Law Center

3160 Camino Del Rio S #300
San Diego

Tax Attorney Help San Diego

5663 Balboa Avenue, Suite 449
San Diego

THE ADVISOR'S GROUP

7860 MISSION CENTER CT
San Diego

The Colvin IRS Tax Debt Group

1850 Main Ct
Chula Vista

The Kaplan Group

330 A Street
San Diego

Thomas J. Dobransky & Associates

13400 Sabre Springs Parkway
San Diego

Title Loans Express

1856 Conejo Ln
Fullerton

TODD TYLER CPA CFP

5151 SHOREHAM PL
San Diego

TURNER FINANCIAL GROUP

6856 Embarcadero Ln
Carlsbad

UHART TAX

9745 Prospect Ave Ste 204
Santee

United Gold Direct

2945 Townsgate Road
Westlake Village

Van Winkle Insurance Group

13619 Mukilteo Speedway

Veld Advisors

3414 Corte Sonrisa
Carlsbad

We Connect Merchants

4908 Field Street
San Diego

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