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Financial Advisors to Avoid

302

Top Rated Financial Advisors

17

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Over 548 reviews for
Bronx Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

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.

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Local Articles in Bronx

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Financial Advising reviews in Bronx

A

Rating
Bronx Financial Advisors Provider Name Locked
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
Bronx Financial Advisors Provider Name Locked
first.
- Ed J.
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
Bronx 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
Bronx 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
Bronx 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
Bronx 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
Bronx 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
Bronx Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Bronx Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Bronx Financial Advisors Provider Name Locked
, I was told that
Bronx Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Bronx 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
Bronx 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
Bronx 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 (
Bronx 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
Bronx 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
Bronx Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Bronx Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Bronx 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
Bronx Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Bronx 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
Bronx 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
Bronx 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, ‘
Bronx 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
Bronx 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
Bronx 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
Bronx 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
Bronx 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
Bronx 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.

Financial Advisors in Bronx, NY

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+ Fico Fix Inc

206 6th ave suite 100
Holtsville

A.G. Morgan Financial, LLC

5260 Merrick Rd
Massapequa

Accounting & Tax Planners

303 5Th Ave Suite 211
New York

ADAPT

514 Middle Country Road
Middle Island

Affordable Insurance Services

2236-9 Forest Avenue
Staten Island

AFLAC

199 WATER ST
New York

AJC Advisors

1250 Hylan Blvd
Staten Island

Alan Lorman CPA PC

1729 West 8th St
Brooklyn

Aldo Rabih CPA CA

1801 86th St
Brooklyn

Alicia Alban

32 Elm Place
Rye

All Area Realty Services Inc

99 Tulip Ave
Floral Park

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5
Shirley

Allstate Insurance

569 Broadway
Massapequa

Allsup Inc

300 Allsup Pl

Approved Funding

41 Grand Ave

Arman James Investments

101 Hudson suite 2100

Associated Marketing Advantage Inc

117 Westchester Sq
Bronx

Attract Capital

Attract Capital, LLC 16 Brandywine Drive
Setauket

AXA ADVISORS

90 WOODBRIDGE CTR DR

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Barry Bail Bonds

646 Hamilton St

Bell Processing Solutions

57 W 38th St RM 601
New York

BetaFrontier, LLC

858 North Franklin St

Better Way Credit Card Processing Inc

7100 Goodrich Rd
Clarence

Biz2credit - Small business loans company

18th Floor, 333, 7th Avenue
New York

Blue Spark Capital Advisors

41 Madison Ave, 2500
New York

Blutter & Blutter

150 Motor Pkwy
Hauppauge

Blutter & Blutter Attorneys at Law

61-43 186th St
Fresh Meadows

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street
Rye Brook

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brian P. Luthy, CPA

73 Madison Street

BRISOTTI & SILKWORTH INSURANCE

PO Box 1448
Mattituck

Business Finance Advance LLC

1506 Kings Hwy
Brooklyn

Buxbaum Sales Tax Audit

339 N Main St
New City

Cafe Nunez

240 west 35th
New York

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Carlos Rangel, CPA PC

405 Lexington Avenue
New York

Carmen J. Memoli, CPA

222 Oak Ave Ste 5

Carver Consulting

663 Evergreen Pkwy

Cavallo & Cavallo Attorneys

3394 E. Tremont Ave.
Bronx

CeKAM Tax Consultant

3624 Church Avenue
Brooklyn

Champion Futures

65 Chenango Dr
Jericho

Charles D. Wild, CFP[R]

200 Connecticut Avenue

Chernoff Diamond & Co, LLC

725 RXR Plaza
Uniondale

CITY PRIME COMMERCIAL REALTY

30 W 39TH ST
New York

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West

Coulter's Creative Financial Planning

5 W. Main Street Suite 202
Elmsford

Craig Forbes

360 Hamilton Ave
White Plains

Credit Dr

116 N Wall Ave

Credit Mount

2560 Ocean Avenue, Second Floor
Brooklyn

Credit Pro Repair

195 Plymouth St Ste 1
Brooklyn

Credit Repair New York

275-289 Broadway

CSH Group Plans

535 5th Ave
New York

CSI Group LLP

165 Highway 35

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street
New York

DA TAXGUY LLC

4 E 107 TH STREET SUITE 10G
New York

DashboardNY

55 Mineola Blvd.
Mineola

Denvor Allen, NEW YORK LIFE INSURANCE CO

1983 Marcus Ave Ste 210
New Hyde Park

Desepoli wealth management

Port Jefferson Station

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD
Forest Hills

Diczok Tax Service

116 W 23rd ST
New York

Diversified Financial Consultants

2680 Merrick Road
Bellmore

Ed Kalpagian State Farm Insurance

87 West Allendale Avenue

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3
Hawthorne

EMERALD CAPITAL PLANNING

626 RexCorp Plaza, 6th Floor
Hempstead

Empire Coast Financial

6901 Jericho Tpke
Syosset

Fast Payday Loan

51 Nassau St
New York

Financial Funding LLC

2 Industrial Way West

FitBizLoans

315 Madison Avaenue
New York

FP Management LLC

245 Lexington Ave

Frank's multi service

23733 Jamaica Avenue
Bellerose

Freyman CPA, P.C.

40 Exchange Place
New York

Fundbox

785 Market Street

Garden City Mortgage

1225 Franklin Ave.
Garden City

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,
New York

Genworth Financial

436 Summit Avenue

GGI Tax Preparation & Insurance Services

6 East 46th Street #504
New York

GIULIA IACOBELLI-MILANO CPA FIRM P.C.

420 Lexington Avenue
New York

GJM Business Center

21-12 Broadway
Astoria

Globix Funding

51 A Cutter Mill Road
Great Neck

GREEN PATH DEBT SOLUTIONS

1 Barker Ave Ste 420
White Plains

green4wallets.com

1051 Port Washington Blvd
Port Washington

grove Debt Consolidation

441 South Orange Avenue

H.T.A.I.G.

New York

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue
New York

Hard Money Stan

Massapequa
Massapequa

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HELLER & FILIPPONE, LLP

235 MAIN STREET
White Plains

HIMAL TAX LLC

71-58 AUSTIN ST.,
Forest Hills

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6
West Babylon

HOWARD L GINSBERG CPA

200 South Service Road
Roslyn Heights

HOWARD MADLIN CPA PC

1 FINNEGAN LN
Suffern

HSBC

PO BOX 4552
Buffalo

Hymes & Associates CPA PC

55 Pondfield Rd
Bronxville

iBank

3090F Pullman St

Independent Life and Health Agent

3901 Independence Ave Apt 2F
Bronx

Infinite Capital Solutions LLC

250 Fulton Ave
Hempstead

Insurance Financial Professional.

48 S Service Rd Ste 400
Melville

Interstate Home Loan Center Inc. Bankers

25 Melville Park Road
Melville

Investoc

244 5th Avenue
New York

IRS Tax Help Team

1201 S Beach Blvd

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

JAMES C LEWIS CPA

3699 E TREMONT AVE
Bronx

Jason A Steinberger Law

910 Grand Concourse Apt 1C
Bronx

Jeanne A. Galvin, CPA LLC

140 Hemlock Hills Road N

JEFFREY A LOVAS & CO

210 E STATE RT 4

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

KS Capital Management

95 N rt 17 Ste.#203

LANTERN INVESTMENTS

35 PINELAWN RD
Melville

Legacy Care Wealth

121 Newark Avenue

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor
New York

LLI ADVISORY GROUP

202 NORTH AVE E

Lovely Luxury Homes

21 Wood Street
Spring Valley

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke
Huntington Station

M W & L INVESTMENT

714 BURKE AVE
Bronx

Magis Group, Inc.

660 White Plains Rd.
Tarrytown

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203
Jericho

Marty Kuper LLC

2 Columbia Place
Merrick

Matthew J Fallon & Associates Inc

6503 242 St
Little Neck

MAXWELL SHMERLER & CO

11 MARTINE AVE
White Plains

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCS Mortgage Bankers - Team Weissman

189-13 Jamaica Ave.
Hollis

Mega M

2376 60th Street,
Brooklyn

Mo Golany

777 Westchester Avenue
White Plains

Modco Debt Solutions

.
Valley Stream

Money For Your Biz Now

501 S 8th Ave
Mt Vernon

Mor Credit

1222 Avenue M Suite 605
Brooklyn

MORGAN STANLEY

1 PICKWICK PLZ

Morgan Stanley Smith Barney LLC

31 W 52nd St
New York

MS Accounting Solutions

4255 Colden Street, Suite 15T
Flushing

NELSON INSURANCE GROUP

200 Ridge Road
Goshen

Nubiangoddess.mayvenn

595 Trinity Avenue, Apartment 10H
Bronx

OPTIBIZ LLC

129 Lynncliff Rd
Hampton Bays

Osbourn Ross Accounting Co

130-51 224th St
Springfield Gardens

Park Medical Billing

106 Grand Ave, Suite 210

Philip R. Leib, CPA

117 Hillair Circle
White Plains

Plan2Prosper LLC

19 Green Farms Rd

Planning Financial Futures Inc

1895 Walt Whitman Rd
Melville

Platinum One, LLC

41-21 29th st Long Island City
Long Island City

PPG LLC

79 Kermit Ave
Staten Island

PrayToHashem.com

1221 Avenue P
Brooklyn

Preferred Résumé® Group, LLC

www.pfdresumegroup.com
Manhasset

Pricewater Capital

349 Fifth Avenue
New York

Primerica Financial Services

230 Hilton Ave
Hempstead

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St
New York

QuoteHero

5115 Douglas Fir Rd

R J RUDINGER CPA

PO Box 644
Millwood

Raji, llc

522 E 20th Street
New York

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road
Putnam Valley

Rayner CPA PLLC

31 Penn Plaza 132 West 31st Street
New York

RBR Strategies, Ltd.

132 Franklin Place, #96
Woodmere

Reby Advisors

83 Wooster Heights

Regal Financial

1350 Avenue of the Americas
New York

Regal Payment Systems

2011 greene ave

Renaissance Credit Restoration LLC

213 33 39TH AVE
Bayside

RGA Investment Advisors

1 Linden Place, Suite 302
Great Neck

RJB Business Analytics+

16 Fawn Ridge Dr

RLK Inc

99 Tulip Ave
Floral Park

ROY CHEREATH CPA

1670 US Highway 130

Royce & Associates, LLC

1133 Broadway
New York

RSJ Accounting Professionals

335 E 209th St. Apt 4
Bronx

S P Johnson Group

2025 Delaware Ave
Buffalo

Safe Harbor Asset Management

167 E Main St
Huntington

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd
Montrose

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A
Port Jefferson Station

SATTY LEVINE & CIACCO CPAS PC

125 JERICHO TPK
Jericho

Schembre & Gannon

282 South Ave

Schulman Lobel Wolfson Zand Abruzzo Katzen & Black

1001 Avenue of the Americas
New York

SEAN M DUFFY CPA

533 South Avenue

SECURITIES AMERICA INC

3612 E TREMONT AVE
Bronx

SECURITIES AMERICA INC

3505 E TREMONT AVE
Bronx

Shaun Roberts Associates, Ltd

895 Huguenot Ave
Staten Island

Shon Warren

1233rev james apolite ave
Bronx

Soldi Partners Inc

248 Rte 25A
East Setauket

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4
Bohemia

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750
Port Washington

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd
New York

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE
Freeport

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street
Brooklyn

The Gilmore Group

120 White Plains Road
Tarrytown

The Louie Tax Law Group

90 Church Street
New York

The Ultimate Tax Preparers Inc and more

550A Flatbush Avenue
Brooklyn

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405
White Plains

Total Alignment Wealth Advisors LLC

5 Penn Plaza Fl 19
New York

Trinity Tax & Financial Solutions, Inc.

110-45 Queens Blvd
Forest Hills

TSG Collections, LLC

20 N Van Brunt Street, Suite 10

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor
New York

Ursula Serluca CPA LLC

1500 Broadway 21st Floor
New York

Ursula Serluca CPA LLC

777 Westchester Ave.
White Plains

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

WELLS FARGO HOME MORTGAGE

457 Atlantic Ave
Brooklyn

West Forest Capital

115 E. 34th St.
New York

Westgate Legal

3942 59th St
Woodside

white mountain Debt Consolidation

111 West Mountain Avenue

Worden Capital Management

100 Ring Road West.
Garden City

WORLDWIDE CAPITAL MORTGAGE

1472 SUNRISE HWY
Bay Shore

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Brooklyn
Bronx Zip Codes

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