Norwalk Financial Planners

in Norwalk, CT

277
Financial Planners are
in Norwalk

11
Financial Planners in Norwalk
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Norwalk Financial Advising Articles

Financial Advising reviews in Norwalk

A

Rating
I have worked with
Norwalk Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Norwalk Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Norwalk Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Norwalk Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Norwalk Financial Planners Provider Name Locked
,
Norwalk Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Norwalk Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Norwalk Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Norwalk Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Norwalk Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Norwalk Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Norwalk Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Norwalk Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Norwalk Financial Planners Provider Name Locked
notified me that since
Norwalk Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Norwalk Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Norwalk Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Norwalk Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Norwalk Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Norwalk Financial Planners Provider Name Locked
. (
Norwalk Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Norwalk Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Norwalk Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Norwalk Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

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 Ste 1

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave

American Prosperity Group

3 Sunny Knolls Court

AMG Legacy Planning

10100 W Sample Rd

Appraisal Valuations

14 South St Unit 4
Danbury

Approved Funding

41 Grand 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

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

New York Debt Consolidation

92 Chambers Street

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

R. J. RUDINGER, CPA, PLLC

Certified Retirement Counselor

Raji, llc

522 E 20th Street

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

558 Peekskill Hollow Road

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

S P Johnson Group

293 Mulberry St

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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