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Financial Planners to Avoid

72

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17

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Over 490 reviews for
Churchton Financial Planners from people just like you.

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.

A
"I've been working with
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
life insurance. Now he provides advice for my 401k,
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
whether just starting out in your career, getting close to retirement or anywhere in between

-david G.

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Financial Advising reviews in Churchton

A

Rating
Mr.
Churchton 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
Churchton 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
Churchton 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
Churchton 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
Churchton 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
Churchton 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
Churchton 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.

All Financial Planners 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

156 W Superior St Apt 401

Bookkeeping Solutions

8189 Del Haven Rd
Dundalk

Boost Credit 101

3773 E Cherry Creek N Dr

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. Suite 600
Towson

Capitol Benefits LLC

220 Main St
Gaithersburg

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 Center
Bethesda

Everest Wealth Management, Inc

100 West Road Suite 405
Towson

First Command Financial Planning

3314 Paper Mill Road
Phoenix

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500

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

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

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

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.

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

New York Life Insurance and Annuity Corporation

1954 Greenspring Dr., Suite 700
Timonium

OCG Insurance Agency

100 W 25th Street, 1st Floor
Baltimore

Primerica Financial Services

1120 Benfield Blvd
Millersville

S P Johnson Group

2025 Delaware Ave

Shapiro Financial Advisors, LLC

8 Reservoir Cir., Suite 200
Baltimore

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 Organizer

3505 Clarks Lane
Baltimore

United Gold Direct

2945 Townsgate Road

WADDY ACCOUNTING SERVICES

2117 GWYNN OAK AVE
Gwynn Oak

WATER OAK REALTY LTD

4326 MOUNTAIN RD
Pasadena

WOLFE & FIEDLER PA

634 FREDERICK RD
Catonsville

Wright Consulting Group

9829 Kraft Hill Road
Perry Hall

ZJD Company Inc

Baltimore

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