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Over 485 reviews for
Bronx 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 Bronx

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
Bronx 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.
Bronx 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
Bronx 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.
Bronx 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
Bronx 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
Bronx 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
Bronx 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
Bronx Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Bronx Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Bronx 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 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

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

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave
Staten Island

Arman James Investments

101 Hudson suite 2100

Associated Marketing Advantage Inc

117 Westchester Sq
Bronx

AXA ADVISORS

90 WOODBRIDGE CTR DR

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Bass Eldercare Resources, LLC

3117 Broadway
New York

Bell Processing Solutions

57 W 38th St RM 601
New York

BetaFrontier, LLC

156 W Superior St Apt 401

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

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

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

Client Focused Advisors

122 East 42nd Street
New York

Comm-Insure LLC

1433 Oak Tree Road

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

115 A East Main St

Credit Mount

2560 Ocean Avenue, Second Floor
Brooklyn

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

Erez Shimoni, Home Loan Consultant

343 Thornall Street, Suite 550

FP Management LLC

245 Lexington Ave

Frank's multi service

23733 Jamaica Avenue
Bellerose

Freyman CPA, P.C.

40 Exchange Place
New York

Fundbox

560 Mission 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

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

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

Jordan Carmel T CPA

151 W Milton Ave

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

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

Milano Financial Services

410 Ramapo Valley Rd

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

New York Payday Loan Solutions

180 Church Street
New York

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

40 CUTTERMILL RD
Great Neck

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

301 Bridge Plaza N

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 Louie Tax Law Group

90 Church Street
New York

The Tax Club

350 5th Avenue
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

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

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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