Jupiter Financial Advising Articles

Sample Reviews


I have worked with
Jupiter 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.
Jupiter 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.

Jupiter 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.
Jupiter 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.

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
Jupiter Financial Planners Provider Name Locked
Jupiter 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),
Jupiter 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.
Jupiter 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,
Jupiter Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Jupiter 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.


Jupiter Financial Planners Provider Name Locked

He attempted to explain that their actuarial partner,
Jupiter Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Jupiter 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
Jupiter Financial Planners Provider Name Locked
notified me that since
Jupiter 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
Jupiter 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
Jupiter 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.

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
Jupiter 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
Jupiter Financial Planners Provider Name Locked
- Gayane K.

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.

Jupiter Financial Planners Provider Name Locked
. (
Jupiter Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Jupiter 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
Jupiter Financial Planners Provider Name Locked
based on their success in managing your portfolio.

- william B.

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!
Jupiter 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.

Jupiter Financial Planners Provider Name Locked
Jupiter Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.

It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Jupiter Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.

Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Jupiter Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Jupiter Financial Planners Provider Name Locked
(aka Dr.
Jupiter Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Jupiter Financial Planners Provider Name Locked
saying, "Help me
Jupiter Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Jupiter Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Jupiter Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
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All Financial Planners 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, FL

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA


Jupiter, FL

AAA - Delray Beach

14539 Military Trail #A
Delray Beach, FL

Accelerated Debt Consolidation Inc

2385 NW Executive Center Drive
Boca Raton, FL


2500 N Military Trl Ste 306
Boca Raton, FL

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allen Robinson

7092 Beracasa Way
Boca Raton, FL

Allsup Inc

300 Allsup Pl
Belleville, IL


Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Argallus Wealth Management

7601 N Federal Hwy
Boca Raton, FL


Jupiter, FL


Jupiter, FL

Benham Miller and Harris Inc

1301 N Congress Ave
Boynton Beach, FL

BetaFrontier, LLC

2 Hilltop Road
Kinnelon, NJ

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO


545 Cypress Green Cir.
Wellington, FL

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Clendon Webb State Farm Insurance

New Port Richey, FL

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

CTC Mortgage Company, LLC

1475 Centrpark Blvd
West Palm Beach, FL


4408 Hunting Trail
Lake Worth, FL


8461 Lake Worth Rd
Lake Worth, FL

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa, FL

Daniel T. Cook & Partners

P.O. Box 777
Palm Beach Gardens, FL


1 N Federal Hwy Ste 500
Boca Raton, FL

Divorce Financial Solutions & Financial Planning

3900 Hollywood Blvd
Hollywood, FL

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN


Jupiter, FL


Jupiter, FL

Edward Jones

12020 S Shore Blvd
Wellington, FL

effective Debt Consolidation

311 North Clematis Street
West Palm Beach, Fl

elite relocation & financial services

13899 biscayne blvd
Miami, FL

Ernest Williamson & Associates

7711 N Military Trl Ste 144
Palm Beach Gardens, FL


Fort Lauderdale, FL

Find Me An Advisor

1845 Palm Cove Blvd #303
Delray Beach, FL

Firm Tax & Financial Services

5060 W. Atlantic Ave
Delray Beach, Fl

First Choice Credit Management

1665 Palm Beach Lakes Blvd Ste 800
West Palm Beach, FL

Gilbert Financial Group LLC

3108 Payson Way
Wellington, FL

Gold Coast Accounting, PA

7301 W Palmetto Pk Rd
Boca Raton, FL

Gold Silver Investment

801 Northpoint Pkwy, Suite #75
West Palm Beach, FL


20275 Honeysuckle Dr.
Elkhorn, NE

Heritage Retirement Income Planners

2645 Executive Park Drive
Fort Lauderdale, FL


3090F Pullman St
Costa Mesa, CA

Inglis, Borden, Huey - Allstate Insurance Agency

4550 PGA Boulevard
Palm Beach Gardens, FL

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Jamel Gordon-Financial Advisor

19495 Biscayne Blvd
Miami, FL

Jeffrey D. Ressler, CPA

8177 Glades Road, Suite 216
Boca Raton, FL

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Lincoln Memorial

125 South State Road 7 # 104
Wellington, Fl

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Mackenzy Credit Group

801 Northpoint Parkway Suite 67
West Palm Beach, FL


Jupiter, FL

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Marie Karimpanal, CPA, PA

801 Northpoint Pkwy
West Palm Beach, FL

Marmorstein Wealth Management

2385 Northwest Executive Center Drive #100
Boca Raton, FL

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg, FL

Mercedes-Benz of Delray

1001 Linton Blvd
Delray Beach, FL

MF Advisers, Inc.

91 Franklin St
Dallas, PA

MF Advisers, Inc.

3895 NW Deer Oak Drive
Jensen Beach, FL

Michael C. Huckins, CPA, P.A

2701 Northwest Boca Raton Boulevard
Boca Raton, FL

Mustang Enterprises LLC

1007 Riverwood Lane
Jupiter, FL

Nathan Industries

16441 Via Venetia E
Delray Beach, FL

National Risk Experts

11380 Prosperity Farms Rd.
Palm Beach Gardens, FL

Northwestern Mutual

250 S Australian Ave Ste 1601
West Palm Beach, FL

NTC Financial

West Palm Beach
Miami, FL

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Prosperity Public Adjuster

6353 Saxon Blvd
West Palm Beach, FL

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton, FL


Jupiter, FL

Recovery Billing Soultions

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


Boynton Beach, FL

Retirement Annuity FYI

301 Yamato Road, Suite 1240
Boca Raton, FL

Retirement Planning Institute

4800 N Federal Hwy #301A
Boca Raton, FL

Ricksar Associates, LLC

20283 State Road 7
Boca Raton, FL

RLP Wealth Advisors, LLC

1745 Broadway
New York, NY

Robert Flaster

12668 Headwater Cir
Wellington, FL

S P Johnson Group

293 Mulberry St
Buffalo, NY

SafetyNet Financial & Tax Advisory Group

222 S US Hwy 1
Tequesta, FL

Save on Plans

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


Jupiter, FL

Searcy Denney Scarola Barnhart & Shipley PA

2139 Palm Beach Lakes Blvd
West Palm Beach, FL


7398 Falls Rd W
Boynton Beach, FL


Jupiter, FL

South FL CPA Services, LLC

8794 Boynton Beach Boulevard, Suite 209
Boynton Beach, FL

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Sterling Accounting LLC

2435 N Dixie Hwy
Fort Lauderdale, FL

Steve Weitz

2424 N Federal Hwy
Boca Raton, FL


9868 Bluefield Dr
Boynton Beach, FL

Student Loan Solutions

3350 NW 2nd Ave
Boca Raton, FL

Summit Financial Corp

100 NW 100th Ave
Plantation, FL

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor, FL

The Main Street Group

4510 Cox Road
Glen Allen, VA

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


West Palm Beach, FL


Lake Worth, FL

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