-Find top-rated Service Providers

Find Top-Rated Jupiter Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid

87

Top Rated Financial Planners

16

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 244 reviews for
Jupiter 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.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Jupiter

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

identity theft
Financial Planning

Hacked Social Security numbers of Anthem customers and employees may be most vulnerable to identity theft.

cancer ribbon
Cancer/Oncology, Financial Planning

Advice and support to get the treatment you need without going broke.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Jupiter

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

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

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

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

bsmfinancialgroup

545 Cypress Green Cir.
Wellington

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

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

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

Prosperity Public Adjuster

6353 Saxon Blvd
West Palm Beach

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

STUART COOPER CPA

9868 Bluefield Dr
Boynton Beach

Student Loan Solutions

3350 NW 2nd Ave
Boca Raton

Summit Financial Corp

100 NW 100th Ave
Plantation

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor

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

Join Angie's List to get the best local reviews in Jupiter.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money