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Financial Planners to Avoid

65

Top Rated Financial Planners

7

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Over 158 reviews for
Fair Oaks 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 Fair Oaks

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
Fair Oaks 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
Fair Oaks 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
Fair Oaks 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
Fair Oaks 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
Fair Oaks 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
Fair Oaks 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.
Fair Oaks 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
Fair Oaks 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 Fair Oaks, 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

AKERS CAPITAL LLC

8436 Marina Vista Ln
Fair Oaks

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

Award Financial Group

9586 C. Cliff Way
Elk Grove

Bernadette Velasquez

2934 Holdrege Way
Sacramento

Boost Credit 101

3773 E Cherry Creek N Dr

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

Doug Davis - Alpine Mortgage Planning

3030 Old Ranch Pkwy
Seal Beach

Dunlap Wealth Management Group

14074 Trade Center Dr

Eva Lin Agency

7480 Foothills Blvd Ste 150
Roseville

Freyman CPA, P.C.

40 Exchange Place

Frontier Development Group And Associates Inc

635 Castle River Way
Sacramento

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HERBERT A DROSDAT

4125 TEMESCAL ST
Fair Oaks

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

LYNCH FINANCIAL ADVISORS

1700 EUREKA ROAD
Roseville

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

QUEST SECURITIES INC

8080 MADISON AVE
Fair Oaks

RADIANCE INVESTMENT & FINANCE

11723 FAIR OAKS BLVD
Fair Oaks

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

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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