Hialeah Financial Planners

in Hialeah, FL

153
Financial Planners are
in Hialeah

17
Financial Planners in Hialeah
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.

Hialeah Financial Advising Articles

Financial Advising reviews in Hialeah

A

Rating
I have worked with
Hialeah 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.
Hialeah 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
Hialeah 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.
Hialeah 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
Hialeah Financial Planners Provider Name Locked
,
Hialeah 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),
Hialeah 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.
Hialeah 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,
Hialeah Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Hialeah 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,

Hialeah Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Hialeah Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Hialeah 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
Hialeah Financial Planners Provider Name Locked
notified me that since
Hialeah 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
Hialeah 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
Hialeah 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
Hialeah 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
Hialeah 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
Hialeah Financial Planners Provider Name Locked
. (
Hialeah Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Hialeah 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
Hialeah 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!
Hialeah 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.
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All Financial Planners in Hialeah, 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

9100 S. Dadeland Blvd, Suite 1500
Miami, FL

1650 Wealth Management

255 Commercial Blvd
Fort Lauderdale, FL

21st age Debt Consolidation

205 Southwest 2nd Street
Fort Lauderdale, Fl

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A&G Accounting & Financial Services

6328 SW 39 Ter
Miami, FL

ABBAS ARC INVESTMENTS

8990 NW 188TH ST
Hialeah, FL

Accelerated Debt Consolidation Inc

2385 NW Executive Center Drive
Boca Raton, FL

Acosta Tax & Advisory CPA, PA

9050 Pines Boulevard #345
Hollywood, FL

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allstar Assurance

510 Shotgun Rd, Suite 530
Sunrise, FL

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

Ameriprise

1500 W Cypress Creek Rd Ste 407
Fort Lauderdale, FL

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Arco Temp Air

6930 NorhWest 46th Street
Miaim, FL

Associated Financial Consultants

2699 Stirling Rd., Suite A-200
Fort Lauderdale, Fl

AUTO & TRUCK BUYERS

12965 S.W. 85th Avenue Road
Miami, FL

BANC OF AMERICA INVESTMENT SVC

900 W 49TH ST
Hialeah, FL

Bankruptcy Preparer 4 U

2801 SW 3rd Ave
Fort Lauderdale, FL

Beatriz Aguero Morejon, CPA, PA

7171 Coral Way Ste 500
Miami, FL

Beir Accounting & Income Tax Inc

9900 W Sample Rd Ste 300
Coral Springs, FL

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

Biz CPAs, LLP

1300 NW 84th Ave
Miami, FL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

C&S Accounting Services

600 Layne Blvd. Unit 126
Hallandale, FL

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Carlos Contreras, ChFC®

20900 NE 30 Ave, Suite #800
Aventura, FL

Carlos Contreras, ChFC®, FMSA

20900 NE 30 Ave
Aventura, FL

Cathy Pareto & Associates, Inc.

2030 S Douglas Rd
Miami, FL

champion Debt Consolidation

6240 Powerline Road
Pompano Beach, Fl

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey, FL

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Consumer Attorneys of America

23123 state road 7
Boca Raton, FL

Credit Repair Coral Springs

Coral Springs, Fl

Credit Repair Fort lauderdale

Fort Lauderdale, Fl

Credit Repair Miami

1821 NW 15th St
Miami, Fl

Credit Repair Pembroke pines

Pembroke Pines, Fl

Credit Repair Pompano Beach

Pompano Beach, Fl

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa, FL

Dean Adler, Weston Mortgage Broker

1565 North Park Drive,
Weston, FL

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

Dernis Financial

2699 Stirling Rd Ste A200
Fort Lauderdale, FL

Diaz Barranco Financial Services

8603 S. Dixie Hwy,
Miami, FL

Divorce Financial Solutions & Financial Planning

3900 Hollywood Blvd
Hollywood, FL

Document Express Services

5300 W. Hillsboro Blvd Suite214
Coconut Creek, FL

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES

8032 NW 154TH ST
Hialeah, FL

EDWARD JONES

2137 N UNIVERSITY DR
Pompano Beach, FL

elite relocation & financial services

13899 biscayne blvd
Miami, FL

Embra Solutions Inc.

5201 Blue Lagoon Dr Ste 868
Miami, FL

EUROPEAN INVESTMENT MANAGEMENT

845 W 75TH ST
Hialeah, FL

Fairview Lending Inc

1425 Del Prado Blvd S
Cape Coral, FL

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale, FL

FINANCIAL AFFAIRS OF S FLORIDA INC

3841 OTTAWA LN
Hollywood, FL

FINANCIAL SAVING SERVICES, INC.

PO BOX 820834
Pembroke Pines, FL

Financial Strategies Group Inc

1525 N Park Dr
Fort Lauderdale, FL

first rate Debt Consolidation

17848 NW 27th Ave
Miami Gardens, Fl

First Working Capital Group

12423 NW 35th St.
Coral Springs, FL

Florida Bankruptcy Advisors

4086 West Palm Aire Drive
Pompano Beach, FL

Freyman CPA, P.C.

40 Exchange Place
New York, NY

GEFS Insurance & Investments

5801 NW 151 Street
Hialeah, FL

Generous Debt Consolidation

1999 Northwest 22nd Street
Miami, Fl

GetCreditHealthy & Affiliates

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

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale, FL

Hialeah Debt Consolidation

1409 W 49th St
Hialeah, Fl

iBank

3090F Pullman St
Costa Mesa, CA

Innovative Merchant Funding LLC

1021 NW 47th Street
Fort Lauderdale, FL

Insurance Buyer

3801NW 97th Ave Suite 400
Miami, Fl

Insure Link

14050 NW 14th Street Suite 180
Fort Lauderdale, FL

Interstate Lawsuit Funding

5100 N Ocean Blvd
Fort Lauderdale, FL

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Ivy Accounting, Tax & Advisory

8950 SW 74th Court,
Miami, FL

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami, FL

James Fischer

4830 SW 188 Ave.
Fort Lauderdale, FL

Jean-Louis Lam

101 NE Third Avenue
Ft Lauderdale, FL

joelwcw9.fastdeals.us

2748 nw 104th ave
Fort Lauderdale, FL

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

KasLaw, LLC

P.O. Box 310961
Miami, FL

KIAN FINANCE AUTHORITY

2012 HOLLYWOOD BLVD #B
Hollywood, FL

Krause Capital, Inc

101 NE Third Avenue
Fort Lauderdale, FL

Laitano Financial Group, LLC

847 SW 8th St
Miami, FL

Litzs fixes

333 N ocean dr
Deerfield Beach, fl

Loan Simple Inc

1921 nw 150 Ave ste 104A
Hollywood, Fl

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.
Falls Church, VA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg, FL

Meridian Star Merchant Services & POS

1640 W Oakland Park Blvd
Oakland Park, FL

Merrell Brothers Investment Management

7908 Little Fox Ln
Jacksonville, FL

MET LIFE

1200 S PINE ISLAND RD
Fort Lauderdale, FL

Miami Debt Relief

80 SW 8th St
Miami, FL

Mission Transition, Inc.

Coral Springs, FL

Mobile Mike Media Group

1940 TIGER TAIL BLVD
Dania Beach, FL

Mona Lisa Insurance and Financial services, Inc.

9900 Stirling Road suite 207
Hollywood, FL

MORNINGSTAR DISABILITY ADVOCATES INC

9607 Custer Rd ste 718
Plano, TX

MRCFloridaInvestments

7777 Davie Rd Ext
Davie, FL

Mutual Management Services

6447 Miami Lakes Dr #200C
Miami Lakes, Fl

NATIONAL PLANNING CORP

2 S BISCAYNE BLVD
Miami, FL

National Senior Insurance

301 Yamato Road #2222
Boca Raton, FL

NEW YORK LIFE INSURANCE CO

3750 NW 87TH AVE
Miami, FL

NEWMARKET ADVISORS

9532 SEA TURTLE DR
Fort Lauderdale, FL

NEXT VENTURE PARTNERS

14645 NW 77TH AVE
Hialeah, FL

Oscariz Insurance Group Corp.

13860 SW 56th Street
Miami, FL

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Pelham Grant Association

8345 NW 66 St.
Miami, FL

PitBullTax

1319 South Andrews Avenue
Fort Lauderdale, FL

Plasencia, Hernandez & Company

1111 Brickell Ave 11th Floor
Miami, FL

Primerica Financial

Fort Lauderdale, Fl

Professional Tax Help, Inc

20812 S Dixie Highway
Miami, FL

Proven Results

6345-3 Bay Club Drive
Fort Lauderdale, FL

Psychic Readings By April

500 North State rd 7
Hollywood,

R S DAVIS FINANCIAL SERVICES

1930 Harrison St
Hollywood, FL

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton, FL

Really Bad Credit Offers

401 E. Las Olas Suite 130-484
Fort Lauderdale, FL

Reliance Tax Debt Lawyers

1139 5th Street
Miami, FL

Rick's Auto Service Inc.

701 NW 5th Avenue
Fort Lauderdale, FL

Robert Grossberg

3141 N 36th St
Hollywood, FL

Rodriguez Accounting & Bookkeeping

7115 Trouville Esplanade
Miami Beach, FL

Royal Palms Debt Consolidation

10340 Royal Palm Boulevard
Coral Springs, Fl

S P Johnson Group

293 Mulberry St
Buffalo, NY

SAFE HARBOR ACCOUNTING

2670 N Federal Hwy
Pompano Beach, FL

SANTOS ASSOCIATES ACCOUNTANTS

1961 NW 150th Ave
Hollywood, FL

Sell Gold, Sell Silver, Sell Diamonds - WCMB

World Class Metals Buyers
Miami, FL

SENIOR ADVISOR CORP

14221 SW 120th St Ste 232
Miami, FL

SMITH BARNEY

1001 W 49TH ST
Hialeah, FL

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

State Farm Iris Lopez

2700 SW 3rd Ave Ste 1A
Miami, FL

Sterling Accounting LLC

2435 N Dixie Hwy
Wilton Manors, FL

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach, FL

Summit Financial Corp

100 NW 100th Ave
Plantation, FL

Sundance Debt Consolidation

12632Pines Boulevard
Pembroke Pines, Fl

Sweeping Beauty LLC

12351 sw 252 terr
Homestead, FL

Tax Oncall Financial, LLC

8237 SUNSET STRIP
Fort Lauderdale, FL

TDSUNSHINE PROPERTY MANAGEMENT

330 South State Road 7
Plantation, FL

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor, FL

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Merchant Place

3844 Collins Avenue
Miami, FL

tip top Debt Consolidation

9977 Miramar Pkwy
Miramar, Fl

Travis Wichman-Financial Advisor

19495 Biscayne Blvd
Miami, FL

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Universal Accounting & Financial Services Inc.

2787 E Oakland Park Blvd
Fort Lauderdale, FL

Vital Financial Group

13450 West Sunrise BLVD
Sunrise, FL

We Insure Florida- Pompano Beach

2300 W Copans Road
Pompano Beach, FL

Weston Financial Advisors

1820 North Corporate Lakes Blvd. Suite 102
Fort Lauderdale, FL

WG Financing

990 Biscayne blvd
Miami, FL

YGrene

3390 Mary Street
Miami, FL

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