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Financial Planners to Avoid

66

Top Rated Financial Planners

7

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Over 143 reviews for
Elk Grove Financial Planners from people just like you.

A
"
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.
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
to others.

-Ellen C.

C
"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.

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Financial Advising reviews in Elk Grove

D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Elk Grove Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Elk Grove Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Elk Grove Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Elk Grove Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Elk Grove Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Elk Grove Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Elk Grove Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Elk Grove Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Elk Grove Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Elk Grove Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Elk Grove Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Elk Grove Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Elk Grove Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Elk Grove Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Elk Grove Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Elk Grove Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Elk Grove Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Elk Grove Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Elk Grove Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.
N

Rating
I have been with Mr.
Elk Grove Financial Planners Provider Name Locked
for several years. I would recommend him.
I trust him completely, he does a great job helping you work your money. He is responsive, always.
He explains things and no questions are a problem. He truly wants you to understand what he is doing on your behalf or what you direct him to do. ...More /> He is always working to do the best job possible for his clients.
- Carole M.

All Financial Planners in Elk Grove, 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

A Plus Services

6704 Blue Duck Wy
Sacramento

Aaron Matthews Financial Resources

9381 E Stockton Blvd
Elk Grove

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alpine Mortgage Planning

9250 Laguna Springs Dr
Elk Grove

AMG Legacy Planning

10100 W Sample Rd

Atlas Accounting

2255 Watt Ave Suite 395
Sacramento

Award Financial Group

9586 C. Cliff Way
Elk Grove

Bernadette Velasquez

2934 Holdrege Way
Sacramento

Boost Credit 101

3773 E Cherry Creek N Dr

Business Finance Store

Castle River Way
Sacramento

Capital Planning Advisors

601 University Ave Ste 175
Sacramento

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

Creating Answers

2801 T St Ste A
Sacramento

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Designs By Simone Vianna

2615 D St
Sacramento

DMI & Associates, LLC

8066 Sunset Ave
Fair Oaks

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

9381 E STOCKTON BLVD
Elk Grove

EDWARD JONES

9736 PASO FINO WAY
Elk Grove

EDWARD JONES

9098 LAGUNA MAIN ST
Elk Grove

EDWARD JONES

9245 Laguna Springs Dr Ste 115
Elk Grove

Elk Grove Financial Services

PO Box 1193 Elk Grove
Elk Grove

Eva Lin Agency

7480 Foothills Blvd Ste 150
Roseville

Freyman CPA, P.C.

40 Exchange Place

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St
Costa Mesa

Ice Insurance Agency

813 F St
Sacramento

IRS Tax Help Team

1201 S Beach Blvd
La Habra

Justice, Mercy & Faith

PO Box 8101
Woodland

Lighthouse Strategic Advisors

735 University Ave
Sacramento

Lowell, Blake & Associates

141 Tremont Street

LPL FINANCIAL SERVICES

1037 SUNCAST LN
El Dorado Hills

Marchand & Co CPA's PC

2003 Southern Blvd SE

Megastar Financial Corp

930 Executive Way Ste 125
Redding

MUTUAL OF OMAHA

2355 Gold Meadow Way Ste 110
Rancho Cordova

Navion Financial Advisors

355 Second Street
Davis

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

Phil Lenser

1806 W Kettleman Ln
Lodi

PRINCIPAL FINANCIAL GROUP

9245 Laguna Springs Drive
Elk Grove

Rickard Fundraising

7340 Stonehill Court
North Highlands

Roseville Bail Bonds

410 Vernon St
Roseville

S P Johnson Group

2025 Delaware Ave

Stephan Hecox CPA

1788 Tribute Rd
Sacramento

STROUB & COMPANY CPA's

1555 River Park Drive
Sacramento

The Law Offices of Ted A Greene, Inc.

1912 F Street | suite 110
Sacramento

THOMAS F PALMERI CPA

9328 Elk Grove Blvd
Elk Grove

Title Loans Express

1856 Conejo Ln
Fullerton

United Gold Direct

2945 Townsgate Road
Westlake Village

Voss & Company Tax Advisors

1900 Howe Avenue
Sacramento

Westlake, Grahl, and Glover

9265 Sierra College Blvd
Granite Bay

Woodmen Financial Resources

3550 Watt Ave. Ste. 140
Sacramento

WORLD FINANCIAL GROUP

9355 E. Stockton Blvd
Elk Grove

Zeller Kern Private Wealth Management

11335 Gold Express Drive Suite 155

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