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Over 320 reviews for
Norwalk 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 Norwalk

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

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

Bell Processing Solutions

57 W 38th St RM 601

BetaFrontier, LLC

156 W Superior St Apt 401

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

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

Carmen J. Memoli, CPA

222 Oak Ave Ste 5

Carver Consulting

663 Evergreen Pkwy

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

CSH Group Plans

535 5th Ave

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3

Farmers Insurance

300 Interpace Parkway

Frank's multi service

23733 Jamaica Avenue

Freyman CPA, P.C.

40 Exchange Place

Fundbox

560 Mission 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

goCEO

Bridgeport

green4wallets.com

1051 Port Washington Blvd

grove Debt Consolidation

441 South Orange Avenue

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue

Hard Money Stan

Massapequa

iBank

3090F Pullman St

IMPERIAL INVESTMENTS LTD

71 EAST AVE
Norwalk

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

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

Marty Kuper LLC

2 Columbia Place

Mor Credit

1222 Avenue M Suite 605

MORGAN STANLEY

1 PICKWICK PLZ
Greenwich

MS Accounting Solutions

4255 Colden Street, Suite 15T

OPTIBIZ LLC

129 Lynncliff Rd

Park Medical Billing

301 Bridge Plaza N

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

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

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 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

Yor Credit Karma

49 day st suite 209
Norwalk

ZDH Enterprises

1055 Bedford Ave, Ste3
Norwalk Zip Codes

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