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Over 299 reviews for
Jupiter Financial Advisors from people just like you.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

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Financial Advising reviews in Jupiter

N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Jupiter Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Jupiter Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Jupiter Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Jupiter Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Jupiter Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Jupiter Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Jupiter Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Jupiter Financial Advisors Provider Name Locked
, I was told that
Jupiter Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Jupiter Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Jupiter Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Jupiter Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Jupiter Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Jupiter Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Jupiter Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Jupiter Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Jupiter Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Jupiter Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Jupiter Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Jupiter Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Jupiter Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Jupiter Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Jupiter Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Jupiter Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Jupiter Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Jupiter Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Jupiter Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
Jupiter Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Jupiter Financial Advisors Provider Name Locked
. He discovered
that Wells
Jupiter Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Jupiter Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Jupiter Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Jupiter Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

Financial Advisors in Jupiter, FL

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

3 HL Accountants

8461 Lake Worth Rd
Lake Worth

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

1200 UNIVERSITY BLVD
Jupiter

AAA - Delray Beach

14539 Military Trail #A
Delray Beach

Accelerated Debt Consolidation Inc

2385 NW Executive Center Drive
Boca Raton

ADAM FINANCIAL ASSOCIATES INC

2500 N Military Trl Ste 306
Boca Raton

Allegiant Group Inc

189 W Clarkston Rd

Allen Robinson

7092 Beracasa Way
Boca Raton

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

Argallus Wealth Management

7601 N Federal Hwy
Boca Raton

BANC OF AMERICA INVESTMENT SVC

6410 W INDIANTOWN RD
Jupiter

BANC OF AMERICA INVESTMENT SVC

51 S US HIGHWAY 1
Jupiter

Benham Miller and Harris Inc

1301 N Congress Ave
Boynton Beach

BetaFrontier, LLC

858 North Franklin St

Blatt Financial Group

3399 PGA Boulevard, Suite 320
Palm Beach Gardens

Booksmart Tax and Accounting Services

14242 Southwest 14th Street
Miami

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

bsmfinancialgroup

545 Cypress Green Cir.
Wellington

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

CTC Mortgage Company, LLC

1475 Centrpark Blvd
West Palm Beach

CWFS Inc

4408 Hunting Trail
Lake Worth

CWFS, INC.

8461 Lake Worth Rd
Lake Worth

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa

DAWSON JAMES SECURITES INC

1 N Federal Hwy Ste 500
Boca Raton

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

1851 W INDIANTOWN RD
Jupiter

EDWARD JONES

287 E INDIANTOWN RD
Jupiter

Edward Jones

12020 S Shore Blvd
Wellington

effective Debt Consolidation

311 North Clematis Street

elite relocation & financial services

13899 biscayne blvd
Miami

Ernest Williamson & Associates

7711 N Military Trl Ste 144
Palm Beach Gardens

Everest Financial Advisors

9000 Sheridan Street
Pembroke Pines

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Find Me An Advisor

1845 Palm Cove Blvd #303
Delray Beach

Firm Tax & Financial Services

5060 W. Atlantic Ave

First Choice Credit Management

1665 Palm Beach Lakes Blvd Ste 800
West Palm Beach

Freyman CPA, P.C.

40 Exchange Place

Gilbert Financial Group LLC

3108 Payson Way
Wellington

Gilman Ciocia

2424 N Federal Hwy
Boca Raton

Gold Coast Accounting, PA

7301 W Palmetto Pk Rd
Boca Raton

Gold Silver Investment

801 Northpoint Pkwy, Suite #75
West Palm Beach

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale

iBank

3090F Pullman St

Inglis, Borden, Huey - Allstate Insurance Agency

4550 PGA Boulevard
Palm Beach Gardens

IRS Tax Help Team

1201 S Beach Blvd

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami

Jd Tax Resolutions & Associtaes

601 Heritage Dr Ste 156A
Jupiter

Jeffrey D. Ressler, CPA & Associates

7062 Beracasa Way
Boca Raton

Lincoln Memorial

125 South State Road 7 # 104

Lowell, Blake & Associates

141 Tremont Street

Mackenzy Credit Group

801 Northpoint Parkway Suite 67
West Palm Beach

MALCOLMSON INVESTMENTS INC

3900 COUNTY LINE RD
Jupiter

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marie Karimpanal, CPA, PA

801 Northpoint Pkwy
West Palm Beach

Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100
Boca Raton

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

MF Advisers, Inc.

91 Franklin St

MF Advisers, Inc.

3895 NW Deer Oak Drive
Jensen Beach

Michael C. Huckins, CPA, P.A

2701 Northwest Boca Raton Boulevard
Boca Raton

Mustang Enterprises LLC

1007 Riverwood Lane
Jupiter

Nathan Industries

16441 Via Venetia E
Delray Beach

National Risk Experts

11380 Prosperity Farms Rd.
Palm Beach Gardens

Northwestern Mutual

250 S Australian Ave Ste 1601
West Palm Beach

NTC Financial

West Palm Beach
Miami

Nya Montgomery

11672 S Breeze Place
Wellington

PROCTOR, CROOK, CROWDER & FOGAL, CPAs

270 S. CENTRAL BLVD.
Jupiter

Prosperity Public Adjuster

6353 Saxon Blvd
West Palm Beach

Radiant Funding Solutions, Inc

11934 Donlin Drive
Wellington

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

RAYMOND JAMES FINANCIAL SVC

900 E INDIANTOWN RD
Jupiter

Recovery Billing Soultions

210 N.E. 6th Avenue, Suite 103-104
Delray Beach

REGIONS

289 N CONGRESS AVE
Boynton Beach

Retirement Annuity FYI

301 Yamato Road, Suite 1240
Boca Raton

Retirement Planning Institute

4800 N Federal Hwy #202D
Boca Raton

Ricksar Associates, LLC

20283 State Road 7
Boca Raton

Robert Flaster

12668 Headwater Cir
Wellington

S P Johnson Group

2025 Delaware Ave

Save on Plans

180 N.E. 4th Avenue Suite # 405
Delray Beach

SCOTTRADE

250 W INDIANTOWN RD
Jupiter

Searcy Denney Scarola Barnhart & Shipley PA

2139 Palm Beach Lakes Blvd
West Palm Beach

SHELDON BUCKMAN

7398 Falls Rd W
Boynton Beach

SMITH BARNEY

1001 N US HIGHWAY 1
Jupiter

South FL CPA Services, LLC

8794 Boynton Beach Boulevard, Suite 209
Boynton Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

Sterling Accounting LLC

2435 N Dixie Hwy
Wilton Manors

Steve Weitz

2424 N Federal Hwy
Boca Raton

Stirling Insurance Services Inc

1700 N Dixie Hwy.
Boca Raton

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Student Loan Center

1870 Forest Hill Blvd Suite 207
West Palm Beach

Student Loan Solutions

3350 NW 2nd Ave
Boca Raton

Summit Financial Corp

100 NW 100th Ave
Plantation

The Fixed Annuity Store

3490 E Lake Rd
Palm Harbor

The Mutual Fund Store

2255 Glades Rd.
Boca Raton

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

Warner and Associates

1897 Palm Beach Lakes Blvd
West Palm Beach

WELLINGTON ACCOUNTING & TAX

8461 LAKE WORTH RD
Lake Worth

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