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Financial Planners to Avoid

268

Top Rated Financial Planners

13

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Over 291 reviews for
Norwalk 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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Local Articles in Norwalk

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Financial Advising reviews in Norwalk

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
Norwalk Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Norwalk Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Norwalk 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
Norwalk 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
Norwalk 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
Norwalk 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
Norwalk 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.
Norwalk 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
Norwalk Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Norwalk 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
Norwalk 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
Norwalk 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
Norwalk Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Norwalk 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,
Norwalk 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
Norwalk 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,
Norwalk 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
Norwalk 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
Norwalk Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.
N

Rating
I have been with Mr.
Norwalk 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 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

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave

Arman James Investments

101 Hudson suite 2100

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

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

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

Carlos Rangel, CPA PC

405 Lexington Avenue

Carver Consulting

663 Evergreen Pkwy

CeKAM Tax Consultant

3624 Church Avenue

Certified Court Reporting,Inc.

1600 Calebs Path ext

Champion Futures

65 Chenango Dr

Charles D. Wild, CFP[R]

200 Connecticut Avenue
Norwalk

Client Focused Advisors

122 East 42nd Street

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

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street

Delfau Tax & Financial Services, LLC

21 Dogwood Drive
Danbury

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD

Farmers Insurance

300 Interpace Parkway

Fast Payday Loan

51 Nassau St

Financial Funding LLC

2 Industrial Way West

Garden City Mortgage

1225 Franklin Ave.

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,

green4wallets.com

1051 Port Washington Blvd

grove Debt Consolidation

441 South Orange Avenue

HappenShop, Inc.

279 New Brunswick Ave.

HIMAL TAX LLC

71-58 AUSTIN ST.,

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6

HOWARD L GINSBERG CPA

200 South Service Road

HSBC

PO BOX 4552

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

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

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

Marty Kuper LLC

2 Columbia Place

MAXWELL SHMERLER & CO

11 MARTINE AVE

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCB Tax and Financial Services

271 Cadman Plz E #23682

Mega M

2376 60th Street,

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ
Greenwich

MS Accounting Solutions

4255 Colden Street, Suite 15T

New England Wealth Management Group

99 Biltmore Ave, Suite 341

NJ GOLD SPOT LLC.

50 Franklin St.

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

285 RIVERSIDE AVE
Westport

Plan2Prosper LLC

19 Green Farms Rd

Platinum One, LLC

41-21 29th st Long Island City

PPG LLC

79 Kermit Ave

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

Raji, llc

522 E 20th Street

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

558 Peekskill Hollow Road

Rayner & Gilbert CPAs

31 Penn Plaza 132 West 31st Street

RBR Strategies, Ltd.

132 Franklin Place, #96

Reby Advisors

83 Wooster Heights
Danbury

Regal Financial

1350 Avenue of the Americas

Regal Payment Systems

2011 greene ave

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

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

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 Louie Tax Law Group

90 Church Street

The Tax Club

350 5th Avenue

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405

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

West Forest Capital

115 E. 34th St.

white mountain Debt Consolidation

111 West Mountain Avenue

Yor Credit Karma

49 day st suite 209
Norwalk

ZDH Enterprises

1055 Bedford Ave, Ste3
Norwalk Zip Codes

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