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Financial Planners to Avoid

49

Top Rated Financial Planners

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Over 161 reviews for
Ponte Vedra Beach Financial Planners from people just like you.

F
"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
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
'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
"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.

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Financial Advising reviews in Ponte Vedra Beach

A

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

Rating
Mr.
Ponte Vedra Beach Financial Planners Provider Name Locked
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
- Robyn W.
D

Rating
I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
Ponte Vedra Beach Financial Planners Provider Name Locked
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
- robert O.
C

Rating
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
Ponte Vedra Beach Financial Planners Provider Name Locked
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

Rating
Ponte Vedra Beach Financial Planners Provider Name Locked
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
Ponte Vedra Beach Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
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
Ponte Vedra Beach 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
Ponte Vedra Beach 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.

All Financial Planners in Ponte Vedra Beach, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

121 Financial Credit Union

9700 Touchton Rd
Jacksonville

3 Pointe Financial

8001 Irvine Center Dr

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Ameriguard Financial Services

220 Ponte Vedra Park Dr
Ponte Vedra Beach

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach

BANC OF AMERICA INVESTMENT SVC

822 A1a N Ste 206
Ponte Vedra Beach

Boost Credit 101

3773 E Cherry Creek N Dr

Clendon Webb State Farm Insurance

6704 CONGRESS ST.
New Port Richey

CommercialLeads.net, llc

3948 Third Street South
Jacksonville Beach

Contemporary Business Services

4070 Herschel St
Jacksonville

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

2208 SAWGRASS VILLAGE DR
Ponte Vedra Beach

FEDERATED MORTGAGE SERVICES

925 INTRACOASTAL DR
Fort Lauderdale

Foundation Financial Group

76 S Laura St Ste 1400
Jacksonville

Foundation Tax Services

225 Water Street ,
Jacksonville

Freyman CPA, P.C.

40 Exchange Place

Golden Years Insurance Group Inc

6180 Bartram Village Dr
Jacksonville

Green Proffitt Financial Group

450-106 SR 13 North, 223
Jacksonville

HAMMOCK & ASSOCIATES

4237 SALISBURY RD
Jacksonville

HANNER DEVELOPMENT CORP

706 BELDEN CT
Saint Augustine

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JANNEY MONTGOMERY SCOTT INC

814 A1a N Ste 203
Ponte Vedra Beach

LANGLEY & RUST, P.A. CPA's

3840 BELFORT Road
Jacksonville

Lisa Puttick

13500 Sutton Park Dr S
Jacksonville

Lowell, Blake & Associates

141 Tremont Street

Maige Paulk & Associates PA

1342 N Laura St
Jacksonville

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mattress Firm

11105 San Jose Blvd
Jacksonville

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Merrell Brothers Investment Management

7908 Little Fox Ln
Jacksonville

Midland Debt Solutions

124 West Adams Street

Moran Insurance

183 Landrum Lane STE 103
Ponte Vedra Beach

MORGAN STANLEY

50 A1A N
Ponte Vedra Beach

ProActive Tax & Accounting

303 SW 140th Terrace
Newberry

ROBERT W TISON & ASSOC

12341 Yellow Bluff Road
Jacksonville

S P Johnson Group

2025 Delaware Ave

SMITH BARNEY

814 A1A N
Ponte Vedra Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota

STERLING NEWTON

3304 SAWGRASS VILLAGE CIR
Ponte Vedra Beach

Summit Financial Corp

100 NW 100th Ave
Plantation

Surety Law Group

6821 Southpoint Dr North
Jacksonville

Taxes R Us

P.O. BOX 2483
Orange Park

The Fixed Annuity Store

3490 East Lake Road
Palm Harbor

The II.V.VI. Group

Jacksonville

United Gold Direct

2945 Townsgate Road

Visionary Private Wealth Management Group

8228 A1A N
Ponte Vedra Beach

WACHOVIA SECURITIES

1000 SAWGRASS VILLAGE DR 103
Ponte Vedra Beach

We Help Foundation

514 Chaffee Point Blvd
Jacksonville

Will Rudloff Mortgage Team

54 Fox Valley Dr
Orange Park

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