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Over 367 reviews for
Norwalk Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Norwalk

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Norwalk Financial Advisors Provider Name Locked
on
Norwalk Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Norwalk Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Norwalk Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Norwalk Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Norwalk Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Norwalk Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Norwalk Financial Advisors Provider Name Locked
, is very warm and professional.

Norwalk Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Norwalk Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Norwalk Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Norwalk, CT

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

A G EDWARDS & SONS INC

535 CONNECTICUT AVE
Norwalk

A+ Fico Fix Inc

206 6th ave suite 100

Accounting & Tax Planners

303 5Th Ave Suite 211

ADAPT

514 Middle Country Road

Affordable Insurance Services

2236-9 Forest Avenue

AFLAC

199 WATER ST

AJC Advisors

1250 Hylan Blvd

Alan Lorman CPA PC

1729 West 8th St

Aldo Rabih CPA CA

1801 86th St

Alicia Alban

32 Elm Place

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Approved Funding

41 Grand Ave

Arman James Investments

101 Hudson suite 2100

Attract Capital

Attract Capital, LLC 16 Brandywine Drive

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Blue Spark Capital Advisors

41 Madison Ave, 2500

Blueprint Financial Group LLC

19 Ludlow Street
Westport

Blutter & Blutter

150 Motor Pkwy

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bresnick Financial Services

14 Treeland Road
Shelton

Brian P. Luthy, CPA

73 Madison Street

C&A Financial Group

2431 Atlantic Avenue

Cafe Nunez

240 west 35th

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CeKAM Tax Consultant

3624 Church Avenue

Champion Futures

65 Chenango Dr

Charles D. Wild, CFP[R]

200 Connecticut Avenue
Norwalk

Comm-Insure LLC

1433 Oak Tree Road

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West
Westport

Craig Forbes

360 Hamilton Ave

Credit Mount

2560 Ocean Avenue, Second Floor

Credit Pro Repair

195 Plymouth St Ste 1

Credit Repair New York

275-289 Broadway

EMERALD CAPITAL PLANNING

626 RexCorp Plaza, 6th Floor

Empire Coast Financial

6901 Jericho Tpke

Erez Shimoni, Home Loan Consultant

343 Thornall Street, Suite 550

Farmers Insurance

300 Interpace Parkway

Fast Payday Loan

51 Nassau St

Financial Funding LLC

2 Industrial Way West

FitBizLoans

315 Madison Avaenue

FP Management LLC

245 Lexington Ave

Frank's multi service

23733 Jamaica Avenue

Freyman CPA, P.C.

40 Exchange Place

Fundbox

785 Market Street

Garden City Mortgage

1225 Franklin Ave.

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,

Genworth Financial

436 Summit Avenue

GJM Business Center

21-12 Broadway

Globix Funding

51 A Cutter Mill Road

goCEO

Bridgeport

green4wallets.com

1051 Port Washington Blvd

GreenWell Financial

7 Zinn Rd
Danbury

grove Debt Consolidation

441 South Orange Avenue

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6

HOWARD L GINSBERG CPA

200 South Service Road

HSBC

PO BOX 4552

Insurance Financial Professional.

48 S Service Rd Ste 400

INVEST FINANCIAL

707 CONNECTICUT AVE
Norwalk

Investoc

244 5th Avenue

IRS Tax Help Team

1201 S Beach Blvd

IRSMedic: Parent & Parent LLP

40 Richards Ave - 3rd Floor
Norwalk

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road
Brookfield

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

James Johnson Financial Professional

15 EAST PUTNAM AVE
Greenwich

Jason A Steinberger Law

910 Grand Concourse Apt 1C

Jeanne A. Galvin, CPA LLC

140 Hemlock Hills Road N
Fairfield

JEFFREY A LOVAS & CO

210 E STATE RT 4

Jordan Carmel T CPA

151 W Milton Ave

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

KS Capital Management

95 N rt 17 Ste.#203

KURT G MILLER CPA

246 Federal Road
Brookfield

LANTERN INVESTMENTS

35 PINELAWN RD

LCP General Contractors LLC

301 Berkeley Rd
Fairfield

Legacy Care Wealth

121 Newark Avenue

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor

LINSCO PRIVATE LEDGER

5 EVERSLEY AVE
Norwalk

LLI ADVISORY GROUP

202 NORTH AVE E

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke

Magis Group, Inc.

660 White Plains Rd.

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203

Milano Financial Services

410 Ramapo Valley Rd

Mo Golany

777 Westchester Avenue

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ
Greenwich

MS Accounting Solutions

4255 Colden Street, Suite 15T

Philip R. Leib, CPA

117 Hillair Circle

Plan2Prosper LLC

19 Green Farms Rd

Platinum One, LLC

41-21 29th st Long Island City

PPG LLC

79 Kermit Ave

PrayToHashem.com

1221 Avenue P

Preferred Résumé® Group, LLC

www.pfdresumegroup.com

Pricewater Capital

349 Fifth Avenue

Primerica Financial Services

6 Berkshire Blvd
Bethel

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St

QuoteHero

5115 Douglas Fir Rd

Raji, llc

522 E 20th Street

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road

Rayner CPA PLLC

31 Penn Plaza 132 West 31st Street

RBR Strategies, Ltd.

132 Franklin Place, #96

Reby Advisors

83 Wooster Heights
Danbury

RGA Investment Advisors

1 Linden Place, Suite 302

RJB Business Analytics+

16 Fawn Ridge Dr
Brookfield

ROBERT E DAINS CPA, CFP

2296 MAIN ST
Stratford

ROY CHEREATH CPA

1670 US Highway 130

RSJ Accounting Professionals

335 E 209th St. Apt 4

S P Johnson Group

2025 Delaware Ave

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A

Schembre & Gannon

282 South Ave

SEAN M DUFFY CPA

533 South Avenue

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street

TEMPLETON WORLD WIDE

301 MERRITT
Norwalk

The Gilmore Group

120 White Plains Road

The Louie Tax Law Group

90 Church Street

The Tax Club

350 5th Avenue

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405

TTD (Today Tomorrow Done)

PO Box 99
Fairfield

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor

Ursula Serluca CPA LLC

1500 Broadway 21st Floor

Ursula Serluca CPA LLC

777 Westchester Ave.

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

Worden Capital Management

100 Ring Road West.

Yor Credit Karma

49 day st suite 209
Norwalk

ZDH Enterprises

1055 Bedford Ave, Ste3
Norwalk Zip Codes

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