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Over 275 reviews for
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D
"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
"
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.

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Angie's Answers

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Financial Advising reviews in Coral Springs

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

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

All Financial Planners in Coral Springs, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

1650 Wealth Management

255 Commercial Blvd
Fort Lauderdale

1650 Wealth Management

9100 S. Dadeland Blvd, Suite 1500
Miami

21st age Debt Consolidation

205 Southwest 2nd Street

3 Pointe Financial

8001 Irvine Center Dr

Accelerated Debt Consolidation Inc

2385 NW Executive Center Drive
Boca Raton

Acosta Tax & Advisory CPA, PA

9050 Pines Boulevard #345
Hollywood

Allegiant Group Inc

189 W Clarkston Rd

Allstar Assurance

510 Shotgun Rd,
Sunrise

Allsup Inc

300 Allsup Pl

Ameriprise

1500 W Cypress Creek Rd Ste 407
Fort Lauderdale

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

Arco Temp Air Corp-Miami

6904 NW 46th St
Miami

Associated Financial Consultants

2699 Stirling Rd., Suite A-200

AUTO & TRUCK BUYERS

12965 S.W. 85th Avenue Road
Miami

Bankruptcy Preparer 4 U

2801 SW 3rd Ave
Fort Lauderdale

Beatriz Aguero Morejon, CPA, PA

7171 Coral Way Ste 500
Miami

Beir Accounting & Income Tax Inc

9900 W Sample Rd Ste 300
Coral Springs

BetaFrontier, LLC

156 W Superior St Apt 401

Biz CPAs, LLP

1300 NW 84th Ave
Miami

Boost Credit 101

3773 E Cherry Creek N Dr

C&S Accounting Services

600 Layne Blvd. Unit 126
Hallandale

Caliber Home Loans

1921 nw 150 Ave ste 104A
Pembroke Pines

Cathy Pareto & Associates, Inc.

2030 S Douglas Rd
Miami

champion Debt Consolidation

6240 Powerline Road

Dean Adler, Weston Mortgage Broker

1565 North Park Drive,
Weston

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dernis Financial

2699 Stirling Rd Ste A200
Fort Lauderdale

Diaz Barranco Financial Services

8603 S. Dixie Hwy,
Miami

Document Express Services

5300 W. Hillsboro Blvd Suite214
Coconut Creek

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

2137 N UNIVERSITY DR
Pompano Beach

elite relocation & financial services

13899 biscayne blvd
Miami

Embra Solutions Inc.

5201 Blue Lagoon Dr Ste 868
Miami

Fairview Lending Inc

1425 Del Prado Blvd S
Cape Coral

FAMILY AMERICA MORTGAGE Corp

2000 Ponce De Leon Blvd
Miami

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

FINANCIAL AFFAIRS OF S FLORIDA INC

3841 OTTAWA LN
Hollywood

FINANCIAL SAVING SERVICES, INC.

PO BOX 820834
Pembroke Pines

Financial Strategies Group Inc

1525 N Park Dr
Fort Lauderdale

First Working Capital Group

12423 NW 35th St.
Coral Springs

FISCHER FINANCIAL SERVICES

9900 W SAMPLE RD
Pompano Beach

Florida Bankruptcy Advisors, P.L.

1451 W. Cypress Creek Road
Fort Lauderdale

Freyman CPA, P.C.

40 Exchange Place

Generous Debt Consolidation

1999 Northwest 22nd Street

GetCreditHealthy & Affiliates

8323 NW 12St Suite #216 Doral, FL. 33126
Miami

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale

HOME DEPOT INC

750 N UNIVERSITY DR
Pompano Beach

iBank

3090F Pullman St

Innovative Merchant Funding LLC

1021 NW 47th Street
Fort Lauderdale

Insurance Buyer

3801NW 97th Ave Suite 400

Insure Link

14050 NW 14th Street Suite 180
Fort Lauderdale

Interstate Lawsuit Funding

5100 N Ocean Blvd
Fort Lauderdale

IRS Tax Help Team

1201 S Beach Blvd

Ivy Accounting, Tax & Advisory

8950 SW 74th Court,
Miami

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami

James Fischer

4830 SW 188 Ave.
Fort Lauderdale

Jean-Louis Lam

101 NE Third Avenue
Ft Lauderdale

joelwcw9.fastdeals.us

2748 nw 104th ave
Fort Lauderdale

KasLaw, LLC

P.O. Box 310961
Miami

KEEP IT TOGETHER

9441 SW 4 ST
Miami

KIAN FINANCE AUTHORITY

2012 HOLLYWOOD BLVD #B
Hollywood

Krause Capital, Inc

101 NE Third Avenue
Fort Lauderdale

Laitano Financial Group, LLC

847 SW 8th St
Miami

Litzs fixes

333 N ocean dr

Live Contact Leads

5645 Coral Ridge Dr. Suite #128
Coral Springs

Lowell, Blake & Associates

141 Tremont Street

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.

Marchand & Co CPA's PC

2003 Southern Blvd SE

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Meridian Star Merchant Services & POS

1640 W Oakland Park Blvd
Oakland Park

Merrell Brothers Investment Management

7908 Little Fox Ln
Jacksonville

MET LIFE

1200 S PINE ISLAND RD
Fort Lauderdale

Miami Debt Relief

80 SW 8th St
Miami

Mona Lisa Insurance and Financial services, Inc.

9900 Stirling Road suite 207
Hollywood

MRCFloridaInvestments

7777 Davie Rd Ext
Davie

Mutual Management Services

6447 Miami Lakes Dr #200C

NATIONAL PLANNING CORP

2 S BISCAYNE BLVD
Miami

National Senior Insurance

301 Yamato Road #2222
Boca Raton

Network Insurance Center

3300 N University Dr Ste 406
Coral Springs

NEW YORK LIFE INSURANCE CO

3750 NW 87TH AVE
Miami

NEWMARKET ADVISORS

9532 SEA TURTLE DR
Fort Lauderdale

Oscariz Insurance Group Corp.

13860 SW 56th Street
Miami

Pelham Grant Association

8345 NW 66 St.
Miami

PitBullTax

1319 South Andrews Avenue
Fort Lauderdale

Plasencia, Hernandez & Company

1111 Brickell Ave 11th Floor
Miami

Primerica Financial Services

12995 S Cleveland Ave
Fort Myers

PRIMERICA FINANCIAL SVC

12229 SW 53RD ST
Cooper City

Priority One Credit Union - Ft. Lauderdale

3000 N University Drive
Sunrise Florida

Professional Tax Help, Inc

20812 S Dixie Highway
Miami

Proven Results

6345-3 Bay Club Drive
Fort Lauderdale

Psychic Readings By April

500 North State rd 7

R S DAVIS FINANCIAL SERVICES

1930 Harrison St
Hollywood

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

Really Bad Credit Offers

401 E. Las Olas Suite 130-484
Fort Lauderdale

Reliance Tax Debt Lawyers

1139 5th Street
Miami

Rick's Auto Service Inc.

701 NW 5th Avenue
Fort Lauderdale

Robert Grossberg

3141 N 36th St
Hollywood

Rodriguez Accounting & Bookkeeping

7115 Trouville Esplanade
Miami Beach

Royal Palms Debt Consolidation

10340 Royal Palm Boulevard

S P Johnson Group

2025 Delaware Ave

SAFE HARBOR ACCOUNTING

2670 N Federal Hwy
Pompano Beach

SANTOS ASSOCIATES ACCOUNTANTS

1961 NW 150th Ave
Hollywood

Sell Gold, Sell Silver, Sell Diamonds - WCMB

World Class Metals Buyers
Miami

SENIOR ADVISOR CORP

14221 SW 120th St Ste 232
Miami

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

State Farm Iris Lopez

2700 SW 3rd Ave Ste 1A
Miami

Sterling Accounting LLC

2435 N Dixie Hwy
Wilton Manors

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Summit Financial Corp

100 NW 100th Ave
Plantation

Sundance Debt Consolidation

12632Pines Boulevard

Sweeping Beauty LLC

12351 sw 252 terr
Homestead

Tax Oncall Financial, LLC

8237 SUNSET STRIP
Fort Lauderdale

TDSUNSHINE PROPERTY MANAGEMENT

330 South State Road 7
Plantation

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor

The Merchant Place

3844 Collins Avenue
Miami

Travis Wichman-Financial Advisor

19495 Biscayne Blvd
Miami

United Gold Direct

2945 Townsgate Road

Universal Accounting & Financial Services Inc.

2787 E Oakland Park Blvd
Fort Lauderdale

Vital Financial Group

13450 West Sunrise BLVD
Sunrise

We Insure Florida- Pompano Beach

2300 W Copans Road
Pompano Beach

Wealth Innovations

8201 Peters Rd.
Fort Lauderdale

Weston Financial Advisors

1820 North Corporate Lakes Blvd. Suite 102
Fort Lauderdale

WG Financing

990 Biscayne blvd
Miami

YGrene

3390 Mary Street
Miami

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