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Financial Planners to Avoid

86

Top Rated Financial Planners

17

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  • Only 17% of Jupiter Financial Planners are reliable
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Over 239 reviews for
Jupiter Financial Planners from people just like you.

A
"
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with" the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
a solid 10 stars.

-Kathy Y.

A
"He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.

-ELOISE D.

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Financial Advising reviews in Jupiter

F

Rating
They overcharged by $2079. They told me they were selling precious
Jupiter Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Jupiter Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.
A

Rating
Jupiter Financial Planners Provider Name Locked
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
Jupiter Financial Planners Provider Name Locked
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
Jupiter Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Jupiter Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Jupiter Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Jupiter Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Jupiter Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Jupiter Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Jupiter Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Jupiter Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Jupiter Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Jupiter Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Jupiter Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Jupiter Financial Planners Provider Name Locked

as your financial planner.
- Michele B.

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

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