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Over 1,268 reviews for
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C
"Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where" I could get cases of the larger bottles at the local
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.

-Ronald S.

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.

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Financial Advising reviews in Palm Harbor

A

Rating
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.
F

Rating
They overcharged by $2079. They told me they were selling precious
Palm Harbor 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
Palm Harbor 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
Palm Harbor 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.
Palm Harbor 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
Palm Harbor 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
Palm Harbor Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Palm Harbor Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Palm Harbor 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
Palm Harbor 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.

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

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

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

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

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

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

USAA

9800 Fredreicksburg Rd

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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