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Over 639 reviews for
Churchton Financial Advisors from people just like you.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

A
"
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
first.

-Ed J.

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Financial Advising reviews in Churchton

N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Churchton Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Churchton Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Churchton Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Churchton Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Churchton Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Churchton Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Churchton Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Churchton Financial Advisors Provider Name Locked
, I was told that
Churchton Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Churchton Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Churchton Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Churchton Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Churchton Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Churchton Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Churchton Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Churchton Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Churchton Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Churchton Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Churchton Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Churchton Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Churchton Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Churchton Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Churchton Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Churchton Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Churchton Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Churchton Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Churchton Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.
A

Rating
For over 20 years Wells
Churchton Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Churchton Financial Advisors Provider Name Locked
. He discovered
that Wells
Churchton Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Churchton Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Churchton Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Churchton Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

Financial Advisors in Churchton, MD

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

abc

abc
Columbia

Academy Mortgage - Glen Burnie, MD

6960 Aviation Blvd
Glen Burnie

Ace Real Estate Investmetns LLC

1005 Hallimont RD
Catonsville

Adam Martin @ Accomplishment Coaching

502 Hunters Run Dr
Bel Air

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

AMR Financial Planning

11901 Tarragon Rd
Reisterstown

ANDREW G HOSSE & CO

600 CRAIN HWY S
Glen Burnie

ANNAPOLIS ACCOUNTING SERVICES

2014 RENARD CT
Annapolis

BDE Appraisal - 1/2 PRICE APPRAISALS - MARYLAND

1017 Shore View Circle
Crownsville

BetaFrontier, LLC

858 North Franklin St

Bookkeeping Solutions

8189 Del Haven Rd
Dundalk

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

BWFA Inc

5950 Symphony Woods Rd
Columbia

Calvert's Tax Debt Experts

7929 Eastern Avenue
Baltimore

Campbell Insurance & Investments, LLC

1754 E Joppa Rd
Baltimore

Cape Investment Management

502 Washington Ave Ste 620
Towson

Capitol Benefits LLC

220 Main St
Gaithersburg

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia

Chesapeake Consulting Group, LLC

1010 Edgewood Road
Edgewood

Chesapeake Tax & Financial Services

1721 Edmondson Avenue
Catonsville

Christopher Oxenham Financial Advisor

3881 Ten Oaks Rd. Suite 2E
Glenelg

CoCard of Maryland

9051-K Red Branch Road
Columbia

Concrete Insurance

6405 Belair Rd
Baltimore

Conscientious Debt Consolidation

18 East Baltimore Street

CovingtonAlsina

204 Duke of Gloucester
Annapolis

Credit Repair Baltimore

100 N Calvert St

Cromwell & Company, LLC

7305 Baltimore Avenue
College Park

DEAN SPRAGUE - State Farm INSURANCE

11450 PULASKI HWY
White Marsh

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DRS SUMNER CO INC

610 EDMONDSON AVE
Catonsville

Emerald Advisor Group

3 Bethesda Metro Ctr
Bethesda

Everest Wealth Management, Inc

100 West Road Suite 405
Towson

Financial Consulate

307 International Circle
Cockeysville

First Command Financial Planning

3314 Paper Mill Road
Phoenix

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500

First Option Debt Reduction

3125 Persimmon Tree Court
Woodstock

Freyman CPA, P.C.

40 Exchange Place

G C LEYDORF CPA

909 ECHO BAY CT
Gambrills

Gardiner & Appel Group Inc

570 Baltimore Annapolis Blvd
Severna Park

Guidewell Financial Solutions

757 Frederick Road
Catonsville

Harford Financial Group

836 S MAIN ST
Bel Air

Hayes Financial Advisors

14307 JARRETTSVILLE PIKE
Phoenix

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

INTERNATIONAL MARKETING SYSTEMS

529 CHATTERTON RD
Lutherville Timonium

Intrepid Executive Group

10320 Little Patuxent Parkway

IRS Tax Help Team

1201 S Beach Blvd

Jacques Financial CPA's

15430 AVERY RD
Rockville

JOLLES INSURANCE

5052 DORSEY HALL DR
Ellicott City

KELLY CAREY INC

1616 DENNIS AVE
Towson

Landman and Associates Consulting, LLP

23 Dorchester Court
Annapolis

Latshaw Wealth Management

600 Wyndhurst Ave
Baltimore

LEE FINANCIAL ASSOCIATES, INC.

5018 DORSEY HALL DR
Ellicott City

Lowell, Blake & Associates

141 Tremont Street

LZ Financial, Inc.

8160 maple lawn blvd, suite 200,
Fulton

MANY HAPPY RETURNS

112 2ND AVE SW
Glen Burnie

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marcy Kelly, CPA

1916 Crain Hwy S
Glen Burnie

Michael Balakirsky MBA at Sophos Financial

12051 Little Patuxnet Parkway
Columbia

Michael Obeya & Associates

10015 Old Columbia Rd
Columbia

Morgan Stanley

650 S. Exeter Street
Baltimore

Mr. Disputer Credit Repair

1 Olympic Place
Baltimore

New York Life Insurance and Annuity Corporation

1954 Greenspring Dr., Suite 700
Timonium

NLC Loans - Baltimore

1818 Eastern Ave, Suite 2
Baltimore

OCG Insurance Agency

100 W 25th Street, 1st Floor
Baltimore

Primerica Financial Services

1120 Benfield Blvd
Millersville

Rainman Group

1829 Racertown Road
Pikesville

S P Johnson Group

2025 Delaware Ave

Shapiro Financial Advisors, LLC

8 Reservoir Cir., Suite 200
Baltimore

Solar Energy World LLC

5681 Main St
Elkridge

St. Casimirs Savings Bank

2703 Foster Ave
Baltimore

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR

Tacka Financial

8062 High Castle Rd
Ellicott City

The Aims Group Inc

422 Eastern Blvd
Essex

THE BALTIMORE LIFE COMPANIES

10075 RED RUN BLVD
Owings Mills

The Organizer

3505 Clarks Lane
Baltimore

The Ready Group

1521 Concord Pike

Tracey S. Peters, CPA, LLC

4833 Ellicott Woods Lane
Ellicott City

United Gold Direct

2945 Townsgate Road

WADDY ACCOUNTING SERVICES

2117 GWYNN OAK AVE
Gwynn Oak

WATER OAK REALTY LTD

4326 MOUNTAIN RD
Pasadena

Wells Fargo Advisors

6521 Arlington Blvd.

WOLFE & FIEDLER PA

634 FREDERICK RD
Catonsville

Wright Consulting Group

9829 Kraft Hill Road
Perry Hall

ZJD Company Inc

Baltimore

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