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Financial Planners to Avoid

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Top Rated Financial Planners

11

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Over 1,179 reviews for
Longmont Financial Planners from people just like you.

C
"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
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
"
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
a solid 10 stars.

-Kathy Y.

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Financial Advising reviews in Longmont

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
Longmont 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
Longmont 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
Longmont 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.
Longmont 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
Longmont 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.
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
Longmont Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Longmont Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Longmont 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
Longmont 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.

All 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

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

Bloch Rothman Inc

3621 E 12th Ave
Denver

Boost Credit 101

3773 E Cherry Creek N Dr
Denver

Careful Debt Consolidation

511 East Colfax Avenue

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

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DenverWest Insurance Professionals, Inc.

1333 W. 120th Ave
Westminster

Dependable Major Merchant Inc

155 E Boardwalk
Fort Collins

EDWARD JONES

750 17TH AVE
Longmont

EDWARD JONES

636 Coffman St Ste 202
Longmont

EDWARD JONES

600 5TH AVE
Longmont

EDWARD JONES

7960 NIWOT RD
Longmont

First Class Financial Services

1777 South Harrison Street #1505
Denver

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

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

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

Oxford Mortgage, LLC

6300 S Syracuse Way, Suite 280
Centennial

Patrick Becker, Farmers Insurance

5387 Manhattan Cir Ste 104
Boulder

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

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

USAA

9800 Fredreicksburg Rd

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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