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Financial Planners to Avoid

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Top Rated Financial Planners

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Over 275 reviews for
Creedmoor Financial Planners from people just like you.

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"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
"
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.
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
to others.

-Ellen C.

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Financial Advising reviews in Creedmoor

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
Creedmoor Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Creedmoor Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Creedmoor 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
Creedmoor 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.
N

Rating
Creedmoor Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Creedmoor Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Creedmoor Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Creedmoor Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Creedmoor Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Creedmoor Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Creedmoor Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Creedmoor Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Creedmoor Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Creedmoor Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Creedmoor Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Creedmoor Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Creedmoor Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Creedmoor Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Creedmoor Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Creedmoor, NC

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 College Planning

1000 Centre Green Way
Cary

Allegiant Group Inc

189 W Clarkston Rd

ALLSTATE INSURANCE CO

3207 ROGERS RD
Wake Forest

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Andy Esser - Edward Jones

5611 Nc Hwy 55
Durham

Antonio Financial Group

19200 Von Karman Ave.

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Burns & Bynum Cpa Pa

5020 Weston Pkwy
Cary

CABALLERO WEALTH MGMT GROUP

3041 BERKS WAY
Raleigh

CAPITAL FINANCIAL ADVISORY GROUP

1500 Town Side Dr
Apex

Carolina Equity Services Inc

1111 Pemberton Hill Rd
Apex

Carolina Wealth Strategies

2500 Regency Pkwy
Cary

Cavalier Mortgage Group

7521 Mourning Dove Road
Raleigh

COLDWELL BANKER HOWARD PERRY & WALSTON

5000 Falls of Neuse Rd
Raleigh

Credit Repair Raleigh

603 S Wilmington St
Raleigh

Delta Home Inventory

79 Tangueray Dr

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

302 S MAIN ST
Creedmoor

EFG Credit Solutions

5870 Farngdon Place
Raleigh

Forever Living Products

116 Marlowe Court

Freyman CPA, P.C.

40 Exchange Place

Friendly Debt Consolidation

15 East Martin Street

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IMA Credit Consulting Group Inc

3901 Barret Dr
Raleigh

IRS Tax Help Team

1201 S Beach Blvd

IWRITE & Company

1506 Gregg Street

James Rick Lowe

5000 Falls of the Neuse #400
Raleigh

June Neri Financial

1241 S Main St Ste 6
Wake Forest

Law Offices of Cheryl David

528 College Rd
Greensboro

Lockett Consulting Group

75401 Rowan
Chapel Hill

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MJ Sheerin, CPA, MST

570 New Waverly Pl, Ste 200
Cary

MORTGAGE CHOICE INC

1003 High House Rd Ste 105
Cary

NC Insurance Agency

6718 Blalock Rd.
Bahama

NEW YORK LIFE INSURANCE CO

3200 BEECHLEAF CT
Raleigh

Number Crunchers Inc

1150 SE Maynard Rd
Cary

Payday Loans

5007 Southpark Dr
Durham

Plan-B Profits

411 N Vance St
Sanford

Raleigh's Back Tax Defenders

426 South McDowell Street
Raleigh

RYDER INSURANCE

215 EAST MAIN STREET
Clayton

S P Johnson Group

2025 Delaware Ave

Schramm Tingen & Associates

3434 Kildaire Farm Rd
Cary

SCOTT DEWEY CPA

1150 EXECUTIVE CIR
Cary

STATE FARM - DONNY DINGESS AGENCY

300 MARKET ST
Chapel Hill

Stryker Financial

2530 Meridian Pkwy Suite 300
Durham

Thomas J Phelan CPA PC

1101 Pemberton Hill Rd
Apex

TRP CPAs, PLLC

306 Court Sq
Sanford

Tru Wealth Strategies

7980 Chapel Hill Rd
Cary

Turning Point Retirement Associates

3737 Glenwood Avenue Suite 100
Raleigh

United Gold Direct

2945 Townsgate Road

VISIONQUEST WEALTH MANAGEMENT

112 East Hargett Street
Raleigh

Wealth Apprentices, Inc.

PO Box 21114
Durham

WILLIAM H BUNCH CPA PA

102 MARKET ST
Chapel Hill

Wiser Financial Coaching, LLC

2741 Campus Walk Ave
Durham

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