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Over 455 reviews for
Coral Springs 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 Coral Springs

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

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

Allstate Insurance - Leo Gilling

12260 SW 53rd St
Cooper City

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

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

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

Consumer Attorneys of America

23123 state road 7
Boca Raton

Credit Dr

115 A East Main St

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa

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

EC CORP Business Consultants

5380 NW 24th Place
Miami

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

Everest Financial Advisors

9000 Sheridan Street
Pembroke Pines

EZ Bonds

916 S Andrews Avenue
Fort Lauderdale

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 Roads

12971 NW 18th Manor
Pembroke Pines

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

Liberty Settlement Funding

16 NE 4th Street Suite 210
Fort Lauderdale

Litzs Fixes

333 N Ocean Dr

Live Contact Leads

5645 Coral Ridge Dr. Suite #128
Coral Springs

Lowell, Blake & Associates

141 Tremont Street

Madison Monroe & Associates

1111 Park Centre Blvd
Miami

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

Mercado Marketing Group Inc.

200 South Biscayne Boulevard Suite 2790
Miami

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

MORITA FINANCIAL CONCEPTS INC

4846 N University Drive
Lauderhill

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

Old Republic National Title Insurance Co

600 W Hillsboro Blvd
Deerfield Beach

Oscariz Insurance Group Corp.

13860 SW 56th Street
Miami

Oxford Credit Repair

3900 N Hills Drive, Suite 412

Pelham Grant Association

8345 NW 66 St.
Miami

PERALTA INSURANCE

12039 SW 132nd Ct
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
Hollywood

QuoteHero

5115 Douglas Fir Rd

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 Palm Financial Group

7401 Wiles Road Suite 150
Coral Springs

Royal Palms Debt Consolidation

10340 Royal Palm Boulevard

Rumbaut & Company

555 NE 34th St
Miami

S P Johnson Group

2025 Delaware Ave

SAFE HARBOR ACCOUNTING

2670 N Federal Hwy
Pompano Beach

SANTOS ASSOCIATES ACCOUNTANTS

1961 NW 150th Ave
Pembroke Pines

Scarr Insurance Group

8200 113th St N
Seminole

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

1868 N University Dr Ste 205
Plantation

The Fixed Annuity Store

3490 E Lake Rd
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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