-Find top-rated Service Providers

Find Top-Rated Lakewood Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid


Top Rated Financial Planners


Prevent buyer's remorse with us

  • Only 21% of Lakewood Financial Planners are reliable
  • Tardiness is the #1 complaint against Lakewood Financial Planners
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 139 reviews for
Lakewood Financial Planners from people just like you.

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.

"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.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Lakewood

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Financial planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

funeral planning
Funeral Homes, Financial Planning

The average funeral costs more than $7,000. Avoid costly mistakes when planning or preplanning funeral arrangements to make sure your final investment is sound.

money in hand helps when parents needs financial help
Home Healthcare - Independent Living, Longterm Care - Assisted Living, Financial Planning

It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

Home repairs can be costly, so it's important to be prepared by budgeting your money appropriately. (Photo by Jennica Abrams)
Financial Planning

On this episode of Chat with the Experts, we talk with financial author Eric Tyson to learn how to budget for home repair emergencies and home improvements.

holiday budget
Financial Planning

Holidays got your wallet? Find out ways to save money on gifts, travel and entertaining for Christmas, Hanukkah or Kwanzaa for a less stressful holiday season.

Angie's Answers


Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.




Financial Advising reviews in Lakewood


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.

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

Lakewood 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
Lakewood 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
Lakewood 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.
Lakewood Financial Planners Provider Name Locked
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
Lakewood Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Lakewood 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
Lakewood Financial Planners Provider Name Locked

as your financial planner.
- Michele B.

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.

Lakewood 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
Lakewood Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Lakewood 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.

After getting to know us as a person,
Lakewood 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
Lakewood 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.

My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Lakewood 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
Lakewood 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
Lakewood Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

I have been with Mr.
Lakewood Financial Planners Provider Name Locked
for several years. I would recommend him.
I trust him completely, he does a great job helping you work your money. He is responsive, always.
He explains things and no questions are a problem. He truly wants you to understand what he is doing on your behalf or what you direct him to do. ...More /> He is always working to do the best job possible for his clients.
- Carole M.

All Financial Planners in Lakewood, 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

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Better Way Credit Card Processing Inc

7100 Goodrich Rd

Boost Credit 101

3773 E Cherry Creek N Dr

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Freyman CPA, P.C.

40 Exchange Place
New York


20275 Honeysuckle Dr.


PO Box 2162


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mike Stasko State Farm Insurance

26 W Main Street

S P Johnson Group

2025 Delaware Ave

United Gold Direct

2945 Townsgate Road
Lakewood Zip Codes

Join Angie's List to get the best local reviews in Lakewood.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money