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Over 195 reviews for
Longmont 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 Longmont

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
Longmont 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.
Longmont 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
Longmont 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.
Longmont 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
Longmont 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
Longmont 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
Longmont 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
Longmont Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Longmont Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Longmont Financial Planners Provider Name Locked
whether just starting out in your career, getting close to retirement or anywhere in between
- david G.

Financial Planners in Longmont, CO

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

5280 Finance

5055 Gould Circle
Denver

A G EDWARDS & SONS INC

1079 S HOVER ST
Longmont

A Plus Credit Fix

1120 Delaware st
Denver

Academy Mortgage

1524 Belford Ct.
Evergreen

Academy Mortgage

300 Union Blvd Ste 610
Lakewood

Advisor Databases

9635 Maroon Circle, Suite 150, Englewood, CO 80112
Englewood

ALAN GUILLAUDEU PC

1385 S COLORADO BLVD
Denver

Allegiant Group Inc

189 W Clarkston Rd

Allied Pet Care

4760 Willow Street, Apartment 304
Denver

Allsup Inc

300 Allsup Pl

American Insurance Services, Inc.

20965 East Jefferson Avenue
Aurora

AMG Legacy Planning

10100 W Sample Rd

Aspen Wealth Planners LLC

5445 DTC Pky
Englewood

AURORA FINANCIAL SERVICES, LLC

2851 S Parker Rd
Aurora

Avron Financial

2851 S. Parker Rd.
Aurora

AXA Advisors LLC

1675 Broadway
Denver

Bankruptcy Relief, LLC

8525 E Hampden Ave, Apartment 103
Denver

Bloch Rothman Inc

3621 E 12th Ave
Denver

Boost Credit 101

3773 E Cherry Creek N Dr
Denver

Business Web Integration

450 W 14th Streeet
Denver

Careful Debt Consolidation

511 East Colfax Avenue

CMZ

2200 Jackson Street, Suite 116
Golden

Colorado Financial Solutions,Inc

6834 S. University Blvd., # 470
Centennial

Colorado Gold Investments

4860 Chambers Rd #90
Denver

Colorado Lenders LLC

1035 Pearl St, Suite 400
Boulder

Colorado Workers Compensation Network, Inc

6635 South Dayton Street , #240
Greenwood Village

Contadeluci & Co. CPA

9034 E Easter Pl
Englewood

Cornerstone Investment Advisors LLC

1728 Sixteenth Street - Suite 200
Boulder

Creative Financial Solutions Inc.

9800 Mt Pyramid Ct
Englewood

Credit Repair Denver

101 E 14th Ave

cyafinancialservices.com

410 S. Melrose Dr., Ste 210

Cypers Law, PC

700 N. Colorado Blvd, #232
Denver

EDWARD JONES

636 Coffman St Ste 202
Longmont

EDWARD JONES

600 5TH AVE
Longmont

EDWARD JONES

750 17TH AVE
Longmont

EDWARD JONES

7960 NIWOT RD
Longmont

Financial & Tax Strategies, Inc

5944 S Kipling Parkway
Littleton

First Class Financial Services

1777 South Harrison Street #1505
Denver

Flatirons Business Solutions

PO Box 270482
Louisville

Freedom For Living

4714 Scenic Ave.
Firestone

Freyman CPA, P.C.

40 Exchange Place

Front Range Financial

4 W Dry Creek Cir Ste 200
Littleton

Funderburk Financial

1113 6th Ave
Longmont

GreenStar Advisors

385 Inverness Pkwy Ste 275
Englewood

GROUP INSURANCE ANALYSTS

9195 W 44th Ave
Wheat Ridge

Guaranteed Financial Group LLC

5655 South Yosemite,
Englewood

Guaranty Bank and Trust Company

101 West Centennial Drive
Bennett

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Henry Waters & Associates Inc

4740 Table Mesa Dr
Boulder

Hristopoulos & Company, PC

1120 Lincoln St, Suite 1601

iBank

3090F Pullman St

Iley and Associates, Inc.

6855 S. Havana Street # 230
Englewood

Infield Capital

1002 Walnut Street, Suite 202
Boulder

Innovative Financial, LLC

355 S, Teller St. #200
Lakewood

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Investors Come 4th.NOW

4195 Douglas Avenue
Sedalia

IRS Tax Help Team

1201 S Beach Blvd

Jolliffe Capital Inc

11858 Bradburn Blvd
Westminster

Kozak & Associates

1745 Shea Center Drive
Highlands Ranch

KRAUSE CPAs & Business Advisors

4155 E JEWELL AVE
Denver

Law Offices of John L. Fallat

999 5th Ave, Suite 590

Lifetime Investment Planning

1610 Hover St., Ste. 202
Longmont

Lowell, Blake & Associates

141 Tremont Street

Make Sense Money

Mountain Financial LLC
5445 Dtc Pkwy, Penthouse Four, Greenwood Village

Marchand & Co CPA's PC

2003 Southern Blvd SE

MoneySense

3455 Fordham Ct
Boulder

Mortgage Maestro Group @ Summit Mortgage

1720 S Bellaire St #315
Denver

NATIONAL PLANNING CORP

412 TERRY ST
Longmont

New York Life Insurance Sarah Hanratty

520 Main St. Unit D
Longmont

Northwestern Mutual Financial-Demetrius Johnson

707 17th Street Suite 3700
Denver

Office Goddess

Henderson

Oxford Mortgage, LLC

6300 S Syracuse Way, Suite 280
Centennial

Paragon Payroll, Inc.

14143 Denver West Pkwy
Golden

Patrick Becker, Farmers Insurance

5387 Manhattan Cir Ste 104
Boulder

Peoples Bank

900 W Castleton Road Ste 150
Castle Rock

Premier Financial Services Group

6870 West 52nd Ave Suite 100-B
Arvada

Presidential Brokerage Inc

5445 Dtc Pkwy
Greenwood Village

prime Debt Consolidation

5625 Olde Wadsworth Boulevard

principal Debt Consolidation

7830 Sheridan Boulevard

RAYMOND JAMES FINANCIAL SVC

401 MAIN ST
Longmont

RBC Wealth Management

1801 California St Ste 3900
Denver

Reed Street Capital Management

4643 S. Ulster St.
Denver

S P Johnson Group

2025 Delaware Ave

Sean Morton State Farm Insurance

6746 W. Coal Mine Ave.
Littleton

Simplexity Wealth Management LLC

3227 W. Yarrow Circle
Louisville

SOLUTIONS FOR TUITION

9233 Park Meadows Drive
Denver

Sonne Consulting, Inc.

13233 Umatilla Street
Westminster

Speer Wealth Management

5200 DTC Parkway
Englewood

State Farm - Magoffin Agency

8357 N Rampart Range Rd #203
Littleton

Strategic Exit, LLC

1746 Cole Blvd, Suite 225
Golden

Summit Accounting Solutions

9360 Station St, Suite 400
Lone Tree

Summit Tax Advocates

14143 Denver West Parkway Ste 100
Golden

The Home Loan Arranger

512 Cook St #100
Denver

The KCR Group at First Cal Colorado

149 S. Briggs Street
Erie

The Mutual Fund Store

9500 Heritage Hill Cir
Lone Tree

The Wrightway Accounting Services LLC

1685 S Blackhawk Wy
Aurora

United Gold Direct

2945 Townsgate Road

Vitality Synergies

10872 West Evans 3F
Lakewood

Wendy Campbell & Associates

7350 E Progress Place, Suite 100
Cherry Hills Village

Westerra Credit Union

3700 E Alameda Ave
Denver

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