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Over 1,515 reviews for
Albuquerque Financial Planners from people just like you.

F
"Here's the timeline of actions and inaction that has
to where we find ourselves today: 9/26/14 - Contact Ohel/Duncanabout taking over" financials - explains circumstances 9/27/14 - Phone conference- Mr. Ohel indicates he will expedite financial plan to be able to make financial and investment decisions, estimates 4-6 weeks. Funds transferred will be kept in holding accounts until that is reviewed. 9/29/14 - Mr. Ohel sends forms to complete send in 9/30/14 - All completed documents and supporting account statements returned to Mr. Ohel 10/6/14 - Funds transferred from First American Bank to Ohel-
Group 10/8/14 - Mr. Ohel puts funds in insured money
account as agreed, pending review of financial plan and decision on investment direction 11/26/14 - All stocks and funds arrive at
, placed in
account as is - pending financial plan and decision on investment direction. 12/1/14 - Mr. Ohel emails to see if we would be able to review completed financial plan on 12/17 or 18. . 12/2/14 - We advise Mr. Ohel of impending surgery on 12/9 12/26/14 - Email Mr. Ohel and update him on results of surgery and pathology report and the impact it will have on hwork and on income. Ask for presentation of financial plan and investment decisions by mid January as after that will be in active treatment. Also advise Mr. Ohel that email is best way to contact us. 1/12/14 - Emails Mr. Ohel again (after no response to 12/26 email) - asking for presentation of financial plan so that investments could be made. Ask for info to transfer 401K 1/13/14 - Mr. Ohel assistant, who was cc'd on 1/12 email, responds with information on 401K transfer 1/13/14 - Mr. Ohel emails with questions needed to finalize financial plan to review prior to investment decision 1/13/14 - Respond to Mr. Ohel's questions, and gives clarification to items that are incorrect, including
's earning capacity, lack of college funding needed for graduate children, fact that condo was sold in 2013 and was not an asset. Refers Mr.Ohel to re-read email in same chain from 12/26 with additional details. 1/17/14 - Email Mr. Ohel asking for update on delivery of financial plan and status of all funds within the account. 1/20/14 - Call Mr. Ohel's office to try and contact, leaving message to please email response to recent emails asap.. 1/21/14 - Sister of client speaks to Mr. Ohel on our behalf : "He said that they are ready to move forward with your financial plan but he needs to speak to you and
first to make sure that you are both comfortable with their recommendations." 1/26/14 - Mr. Ohel emails to request time in mid-February to present plan and recommendations 1/26/14 - Respond to Mr. Ohel, indicating husband will be in treatment in mid February and asks again if plan is complete and would like to review that week. 1/26/14 - Mr. Ohel responds that he will be reviewing financial plan the following morning and after that will have a better idea of when it and investment recommendations will be ready. He asks to speak by phone that evening. 1/26/14 - Call Mr. Ohel that night per he request. Asks what is happening with money/stocks..still in holding accounts as they had been...that we do not want any stock sold until then. Mr. Ohel responds that all stock had been sold and put into their "program". Inform Mr. Ohel he did not have the approval to do so as they had not reviewed the plan yet. Establish date of February 5 @ 11:00 a.m. to review financial plan and recommendations. 1/27/14 - Stocks and funds from the Fidelity account actually sold - after Mr. Ohel was told we had not wanted that done and he had mis-stated that it already had occurred. Additionally, that entire week, the news and financial media were touting that Apple was indicating they were going to beat industry predications for fiscal Q1 2015. That report was released at 3:30 California time. The next day, Apple stock
5% and had continued its upward trend. 231 Apple shares were sold at $110.76 per share. Close on 2/6 was $118.93. Loss due to unauthorized sale: $1,887.00 2/4/14 - Receive hard copy of financial plan in preparation of call. On review, errors identified from email questions and others are still present - with investment recommendations, net worth and investment recommendations based on incorrect information. Call Mr. Ohel to question how that could happen - expresses stronglyconcern as to how much attention is being paid to their account, needs and expressed wishes. 2/5/14 - Email Mr. Ohel following up on items discussed on the phone the previous evening, posing specific questions and asking for answers before close of business. Mr. Ohel advised he was in meetings and traveling over the weekend and would get back to us next week. After Mr. Ohel does not respond, we made the following request: As we have lost 4 valuable months of investment time and investments were made without our approval or review, I ask that you do the following to make us whole: Waive any fees for your services Repurchase 231 shares of Apple stock, with the price differential from your sale to current value your financial r responsibility (approx. $2,000) Liquidate any investments you have made with cash with no fees and return cash of $150,000 to our First American Bank account Liquidate any investments you have made in my
account and return the exact amount of cash transferred (less the Apple stock value in October) with no fees charged to my Fidelity account 2/6/14 -Mr. Ohel responds that he no longer fills he is a good fit for our business. Turns account over to manager who advises that we have to pursue complaint process with
to address request which we are advised will take 6+ weeks.

-Gloria H.

F
"I contacted the company using the website/email service. They did response within two days asking me to fill out a DETAILED questionnaire which included banking," investment, and other personal information. I would have no problem doing this, but first I wanted to basic information about the company. I replied to their first email asking them what their "Fee Schedule" was. The NEVER responded ! I feel a financial service company should be open and honest UPFRONT ! My wife and I can not work with a financial service company who will not work with us the way we want and ONLY the way THEY want. If we can't trust them on this
matter how can we trust them with our money and retirement plan?

-Ronald W.

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Financial Advising reviews in Albuquerque

A

Rating
We recently moved to Arizona from out of state and needed our estate documents brought into compliance with Arizona law. We had inquired with an attorney's office referred by family members, and the cost was going to be around $1,500. The attorney also requested detailed information on all our investments. We thought that was overkill for what we needed.
We found
Albuquerque Financial Planners Provider Name Locked
through Angie's List, and it seemed he was in line with exactly what we were looking for.
He responded quickly and we arranged to meet. He came to the house to meet us and explained different approaches that would save our survivors time and trouble. He then requested minimal information that was pertinent to the disbursement of our estate. About a week after we provided the information, he visited again with all documents prepared for signature.
And he provided much more than only the estate documents. He provided a binder that also included information our designees would need in the event of one of us passing - financial accounts, insurance policies, mortgages and loans, document locations, contact information, medication lists and doctors, pet information, etc. It's an executor handbook that allows us to have everything in one place.
We have everything we need at 1/5 of the price of an attorney. The whole process from first to final meeting took 2 weeks.
Albuquerque Financial Planners Provider Name Locked
is a very nice young man, and we found him to be a pleasure to work with. What else can we say - he's terrific.
- Elaine S.
F

Rating
We went to the seminar in October 2014, and told them we would like to talk to them about using the service. We waited., and waited. OK the Holidays are busy, but they'll call. Nothing.
January we e-mailed them a couple of times and got no response. February we call and leave a message. Couple weeks later we get an e-mail from
Albuquerque Financial Planners Provider Name Locked
saying they'll call. No call. We e-mailed back and then he called. Apologized, he had been out sick.
OK, they said they would e-mail us a package and set up an appointment for 3/9/15. The ninth rolls around and we have heard nothing. So we called and told Mr.
Albuquerque Financial Planners Provider Name Locked
we were cancelling and why. He said he had told his assistant to send the information out, and they are a good company and that they would be fine without us.


- charles W.
N

Rating
After making an appointment he was punctual by actually being 5 minutes early. His presentation was extremely impressive with his depth of financial planning knowledge. My wife and I have already recommended him to 4 of our friends.
- Michael P.
A

Rating
Very professional and knowledgable. Understood my interests and answered questions satisfactorily. I felt secure in leaving my decisions in their capable hands. They managed to help me protect my earnings and
- Susan A.
A

Rating
What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. we've been using them about 3 years.
- Terri B.
F

Rating
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
Albuquerque Financial Planners Provider Name Locked
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
Albuquerque Financial Planners Provider Name Locked
'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

Rating
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

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

All Financial Planners in Albuquerque, NM

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

A G EDWARDS & SONS INC

6501 AMERICAS PKWY NE
Albuquerque

Accurate Mortgage nmls#254698

6605 Uptown Blvd NE
Albuquerque

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alpha Omegal Total Asset Protection, LLC

13461 Desert Hills Pl NE
Albuquerque

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque

AMG Legacy Planning

10100 W Sample Rd

APPLIED ASSETS LLC

12108 Elena Dr NE
Albuquerque

Balkcom Pearsall & Parrish CPAs PA

1201 Eubank Blvd NE
Albuquerque

BANC OF AMERICA INVESTMENT SVC

303 ROMA AVE NW
Albuquerque

BANC OF AMERICA INVESTMENT SVC

1704 NM 528 NW
Albuquerque

BIANCHI & ASSOC INC

4123 EUBANK BLVD NE
Albuquerque

Boost Credit 101

3773 E Cherry Creek N Dr

BOSC INC

201 3RD ST NW
Albuquerque

CATALYST FINANCIAL MANAGEMENT

2155 LOUISIANA BLVD NE
Albuquerque

Credit Dr

115 A East Main St
Farmington

Credit Repair Albuquerque

414 Central Ave SW

Debt Reduction Services

6213 N Cloverdale Rd #100

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast

Diana Manning CPA LLC

7007 Wyoming NE
Albuquerque

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe

EDWARD JONES

8205 SPAIN RD NE
Albuquerque

EDWARD JONES

7410 Montgomery Blvd NE Ste 103
Albuquerque

EDWARD JONES

9200 MONTGOMERY BLVD NE
Albuquerque

EDWARD JONES

1540 TRAMWAY BLVD NE
Albuquerque

EDWARD JONES

10200 CORRALES RD NW
Albuquerque

Edward Jones

7410 Montgomery Blvd NE
Albuquerque

FAIRFIELD INVESTMENT ADVISORS

6757 ACADEMY RD NE
Albuquerque

FINANCIAL NETWORK INVESTMENT

2500 LOUISIANA BLVD NE
Albuquerque

FINANCIAL NETWORK INVESTMENT

6100 Uptown Blvd NE Ste 220
Albuquerque

FIRST AMERICAN FINANCIAL ADVSR

2155 LOUISIANA BLVD NE
Albuquerque

Freyman CPA, P.C.

40 Exchange Place

GOODWIN BROWNING & LUNA INC

7801 ACADEMY RD NE
Albuquerque

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque

Howard Friedman

6501 Americas Pkwy NE
Albuquerque

iBank

3090F Pullman St

INVESTMENT CENTER

527 SAN ANDRES AVE NW
Albuquerque

IRS Tax Help Team

1201 S Beach Blvd

JORDAN ENTERPRISES INC

6739 ACADEMY RD NE
Albuquerque

Judy Lawrence - MoneyTracker

PO Box 21254
Albuquerque

KELM FAMILY LTD PARTNERSHIP

12915 MANITOBA DR NE
Albuquerque

Kortright Partners Inc

7685 Hickory St

LINSCO PRIVATE LEDGER

2413 DIETZ FARM RD NW
Albuquerque

LINSCO PRIVATE LEDGER

6501 AMERICAS PKWY NE
Albuquerque

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho

Morgan Stanley Smith Barney

6565 America's Parkway NE, Suite 400
Albuquerque

Morgan Stanley Smith Barney

6565 America's Parkway NE, Suite 400
Albuquerque

MOSS ADAMS WEALTH ADVISORS LLC

6100 UPTOWN BLVD NE
Albuquerque

Organic Innovations Inc

2324 Bartolo Ave Sw
Albuquerque

Oxford Wealth Advisors, LLC

481 Quantum Road NE
Rio Rancho

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque

RAYMOND JAMES FINANCIAL SVC

4110 WOLCOTT AVE NE
Albuquerque

RAYMOND JAMES FINANCIAL SVC

10400 ACADEMY RD NE
Albuquerque

RBC DAIN RAUSCHER

6301 UPTOWN BLVD NE
Albuquerque

REMINGTON ADVISORS INC

12124 HICKORY CT NE
Albuquerque

S P Johnson Group

2025 Delaware Ave

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque

SMITH BARNEY

6565 Americas Pkwy NE Ste 400
Albuquerque

Solutions Accounting & Financial LLC

PO Box 66274
Albuquerque

State Farm Mutual Automobile Insurance Company

8625 Golf Course Rd NW
Albuquerque

STEVE IVERSEN & ASSOC

5600 Wyoming Blvd NE Ste 210A
Albuquerque

Steve Lynch Wealth Management

6605 Uptown Boulevard NE Suite 290
Albuquerque

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque

UBS FINANCIAL SVC

2155 LOUISIANA BLVD NE
Albuquerque

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Victor A. Montoya Insurance

PO Box 23053
Santa Fe

WACHOVIA SECURITIES

6501 AMERICAS PKWY NE
Albuquerque

WELLS FARGO INVESTMENTS

200 LOMAS BLVD NW
Albuquerque

WORLD GROUP SECURITIES INC

6739 ACADEMY RD NE
Albuquerque

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