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Over 287 reviews for
Palm Harbor 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.

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Financial Advising reviews in Palm Harbor

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
Palm Harbor 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.
Palm Harbor 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
Palm Harbor 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.
Palm Harbor 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
Palm Harbor 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
Palm Harbor 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
Palm Harbor 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
Palm Harbor Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Palm Harbor Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Palm Harbor 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 Palm Harbor, 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 Pointe Financial

8001 Irvine Center Dr

AAA - Palm Harbor

32050 US 19 North
Palm Harbor

AAA - Port Richey

10532 Devco Dr #102
Port Richey

AAA - Sarasota

3844 Bee Ridge Road
Sarasota

AAA - St. Petersburg Downtown

800 Second Avenue S
St Petersburg

AER Enterprises, LLC

1914 Stanfield Drive
Brandon

Agents Group of America

400 Nokomis Avenue South
Venice

Align Wealth Management

125 5th Street South
St. Petersburg

All Affordable Insurance Agency

7211 N Dale Mabry Hwy,
Tampa

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

American Senior Financial Inc.

2200 Seven Springs Blvd
New Port Richey

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

ART JANES INSURANCE INC

815 B Cypress Village Blvd
Sun City Center

ASAP Tax Service

36805 STATE ROAD 54
Zephyrhills

Barlas & Chambers, LLC.

905 E MLK JR DR, STE 660
Tarpon Springs

Beacon Asset Management, Inc

16514 N Dale Mabry Hwy
Tampa

BetaFrontier, LLC

156 W Superior St Apt 401

Big Tim's Pawn

5193 73rd Ave N
Pinellas Park

Big Tim's Pawn Clearwater

5193 73rd ave n
Pinellas Park

BIGELOW INVESTMENT SVC INC

6630 EMBASSY BLVD
Port Richey

Bill Lavender Credit Restoration - Tampa

503 E Jackson St #251
Tampa

Bob Pressner

1501 W Swann Ave
Tampa

Boost Credit 101

3773 E Cherry Creek N Dr

Brian Heckman, Tampa Mortgage Broker

12856 Commodity Place
Tampa

Cardinale Financial Group, LLC

3914 Flatiron Loop
Wesley Chapel

Clarke & Company CPAs

16626 N Dale Mabry Hwy
Tampa

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

Community Insurance

11188 111th St
Largo

Cornerstone Investment Services

4625 Little Road
New Port Richey

Cotter Financial, LLC

139 S. Pebble Beach Blvd., Suite 204
Sun City Center

CPA FINANCIAL SOLUTIONS

6371 Business Blvd
Sarasota

Credit Repair Tampa

199 Library Cir

Dance Ferrentino Insurance and Financial

11049 Countryway Blvd
Tampa

Day Hagan Asset Management

1000 S. Tamiami Trail
Sarasota

Dazzle Consulting

39 3rd street
Winter Haven

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

6501 CENTRAL AVE
Saint Petersburg

EDWARD JONES

34844 US HIGHWAY 19 N
Palm Harbor

EDWARD JONES INVESTMENTS

1953 ST RD 60 E
Valrico

Famiglio and Associates

1634 Main St
Sarasota

Fast Taxes & More

1327 10th St E
Palmetto

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Financial Aid Solutions, Inc

8729 Morrison Oaks Ct
Tampa

FINANCIAL GUIDANCE GROUP, INC

788 SAMANTHA DR
Palm Harbor

Florida Medicaid Filing Services, Inc.

31125 US Hwy 19 N.
Palm Harbor

Freyman CPA, P.C.

40 Exchange Place

GOODFRIEND FINANCIAL SOLUTIONS

17843 Murdock Circle
Port Charlotte

Guardian Angel Financial Services, Inc.

1724 Open Field Loop
Brandon

Gulf Coast Insurance Advisors

1 S School Ave Ste. 501

Harwood Financial Group

13191 Starkey Rd

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hunter Warfield

4620 Woodland Corporate Blvd
Tampa

iBank

3090F Pullman St

IFASI FINANCIAL GROUP, LLC

17407 Bridge Hill Ct Ste Q
Tampa

Intega, Inc.

643 Koala Ct
Kissimmee

IRS Tax Help Team

1201 S Beach Blvd

iWealth Global Management

511 W Bay Street
Tampa

J.P. Investments Group, Inc

POB 4338
Clearwater

joseph raissi&co., inc

6500 central ave

JW Insurance Group

3956 Town Center Blvd
Orlando

KEMPTON FINANCIAL GRP LLC

5322 Land O Lakes Blvd
Land O Lakes

Kids Invest Usa Inc

3720 1st avenue N
Saint Petersburg

Knox & Womack

Lake Wales

Law Offices of James J. Altman

5614 Grand Blvd
New Port Richey

Lee M. Rubin CPA CFP

301 S Macdill Ave
Tampa

LEWIN & ASSOCIATES, INC.

2737 Westchester Dr N
Clearwater

Liberty Mutual Insurance

3901 Premier N Dr
Tampa

Linda Jenkins CPA PA

1433 S Missouri Ave
Clearwater

Lowell, Blake & Associates

141 Tremont Street

Lucas, Green and Magazine

8606 Government Drive
New Port Richey

Lynco Financial & Tax Services, Inc.

1495 Sixth Street SE
Winter Haven

M.A. Rubin CPA

4830 W. Kennedy Blvd
Tampa

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARK ROSSMILLER CPCU

212 Apollo Beach Blvd
Apollo Beach

MEASURABLE SOLUTIONS

420 S GARDEN AVE
Clearwater

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Medicare and Financial Services

20114 Indian Rosewood Dr
Tampa

Merrill Lynch Wealth Management

1401 Manatee Ave Ste 700
Bradenton

MET LIFE

4211 W BOY SCOUT BLVD
Tampa

Mintco Financial

4102 W Linebaugh Ave Ste 202
Tampa

Morgan Stanley Smith Barney

225 E Lemon St
Lakeland

Muzic Technologies LLC

3235 Beneva Rd Unit 104
Sarasota

My Tampa Bay Lender

P.O. Box 261234
Tampa

National Income Tax & Accounting Inc

2952 66th St N
Saint Petersburg

National Settlement Services

5010 W Carmen St
Tampa

new credit Debt Consolidation

512 North Franklin Street #101

NEW YORK LIFE INSURANCE CO

3109 W Dr Martin Luther King Jr Blvd Ste 300
Tampa

ORR FINANCIAL

13902 N DALE MABRY HWY
Tampa

P & R SECURITIES

292 ALT
Palm Harbor

paramount Debt Consolidation

552 South Fort Harrison Avenue

Parekh, Commons & Co

2700 East Bay Drive
Largo

Pasco Business Services

2835 US 19
Holiday

Peace Wealth Management Inc

13201 Walsingham Road
Largo

Perfectly Balanced Books

801 WEST BAY DR STE 512
Largo

QuoteHero

5115 Douglas Fir Rd

Raissi and Co.

6500 Central Ave.
Saint Petersburg

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton

Rayari Services

3327 king charles circle
Seffner

Retirement Planning Services

18108 swan lake drive

Ribordy & Assoc Inc

8780 Seminole Blvd
Seminole

Rizzotto Tax Advisory Group

1034 Belcher Rd S
Largo

Robert F DiMarco

220 N Pine Ave
Oldsmar

Robert Morris, P.A. CPA

3302 Bell Shoals Rd
Brandon

RTI INSURANCE SVC

6371 BUSINESS BLVD
Sarasota

S P Johnson Group

2025 Delaware Ave

SafeGuard Investments LLC

11204 Clayridge Dr
Tampa

Scarr Insurance Group

8200 113th St N
Seminole

Security National Mortgage Company

3630 West Kennedy Blvd Suite 102
Tampa

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

St. Pete's Back Tax Advisors

200 2nd Avenue South
St. Petersburg

State Insurance Agency

2455 Tamiami Trail
Port Charlotte

Stewardship Financial Group

8910 N DALE MABRY HWY 8
Tampa

StreetWide Marketing

10048 Gibsonton Dr
River

Successful Portfolios

611 Druid Road East
Clearwater

Summit Financial Corp

100 NW 100th Ave
Plantation

Surfside Insurance & Financial Services

2980 S McCall Rd Ste E
Englewood

SYNOVUS MORTGAGE CORP

1999 RINGLING BLVD
Sarasota

Tampa Bay Accounting and Associates

1259 S Myrtle Ave
Clearwater

TAX & FINANCIAL ADVISORS INC

2189 LOGAN ST
Clearwater

Team Stapleton

1100 4th Street North
Saint Petersburg

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor

TTA Services Inc

PO Box 2632
Sarasota

United Gold Direct

2945 Townsgate Road

United Planning Group

6710 Professional Parkway West, Suite 305
Sarasota

Virginia Debt Consolidation

440 Central Avenue

Walter S Sanders & Associates

16528 North Dale Mabry Highway
Tampa

wefixstudentloans.com

Saint Petersburg

Wheeler Wealth Management

11030 49th St N
Clearwater
Palm Harbor Zip Codes

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