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Financial Planners to Avoid

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Top Rated Financial Planners

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Over 1,187 reviews for
Dayton Financial Planners from people just like you.

F
"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
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
'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
"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.

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Financial Advising reviews in Dayton

A

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

Rating
Mr.
Dayton Financial Planners Provider Name Locked
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
- Robyn W.
D

Rating
I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
Dayton Financial Planners Provider Name Locked
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
- robert O.
C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Dayton Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Dayton Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Dayton Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Dayton Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Dayton Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.

All Financial Planners in Dayton, OH

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

3025 GOVERNORS PLACE BLVD
Dayton

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Asset Management Systems Inc

8801 N Main St
Dayton

Boost Credit 101

3773 E Cherry Creek N Dr

BRICKLER FINANCIAL SVC

7026 CORPORATE WAY
Dayton

Budulator

418 Red Haw Road
Dayton

C.H. Dean, Inc.

3500 Pentagon Blvd., Suite 200
Dayton

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

Edward Jones

313 Canal Ave SE
New Philadelphia

EDWARD JONES

5300 BRANDT PIKE
Dayton

EDWARD JONES

3602 WILMINGTON PIKE
Dayton

EDWARD JONES

3979 INDIAN RIPPLE RD
Dayton

EDWARD JONES

8 N ELM ST
Dayton

EDWARD JONES

6052 WILMINGTON PIKE
Dayton

EDWARD JONES

1752 N LIMESTONE ST
Springfield

Essex and Associates

7501 Paragon Rd
Dayton

FIDELITY INVESTMENTS

10 W 2ND ST
Dayton

FIFTH THIRD SECURITIES

110 N MAIN ST
Dayton

Financial Freedom, LLC

8044 Montgomery Road #700
Cincinnati

Financial Freedom, LLC

2661 Commons Boulevard
Beavercreek

First Action Debt Solutions

PO Box 812
Zanesville

Freyman CPA, P.C.

40 Exchange Place

Gallagher Pool Wealth Management

6520 Centerville Business Parkway
Dayton

Hammerman, Graf, Hughes & Company Inc

4486 Indian Ripple Rd
Dayton

Harvest Financial Advisors

8897 Cincinnati-Dayton Road
West Chester

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HILLIARD LYONS INC

40 N MAIN ST
Dayton

iBank

3090F Pullman St

INTELLINOMICS

8087 Washington Village Dr Ste 134
Dayton

IRS Tax Help Team

1201 S Beach Blvd

JEFFERSON-PILOT SECURITIES

4080 MARSHALL RD
Dayton

Joshua J. Lake, ‎CFP®, CRPC®

Ameriprise Financial
Miamisburg

Klopp Investment Management

1801 E 9th ST
Cleveland

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MC DONALD FINANCIAL GROUP

34 N MAIN ST
Dayton

Mc Graw-Timmons Accounting Service

2301 Patterson Rd
Dayton

Montgomery Insurance & Investments

114 S Detroit Street
Xenia

MORGAN STANLEY & CO

1800 LYONS RD
Dayton

NATIONAL CITY INVESTMENTS

6 N MAIN ST
Dayton

Raymond James Financial Services

524 Main Street
Coshocton

RAYMOND JAMES FINANCIAL SVC

7755 Paragon Rd Ste 107
Dayton

ROBERT W BAIRD & CO INC

8063 WASHINGTON VILLAGE DR
Dayton

S P Johnson Group

2025 Delaware Ave

Safe Harbor Retirement Group

6099 Frantz Rd
Dublin

SECURITY SERVICE NETWORK

1636 WESTBROOK DR
Dayton

SMITH BARNEY

110 N MAIN ST
Dayton

SMITH BARNEY

3RD & MAIN
Dayton

SMITH BARNEY

40 N MAIN ST
Dayton

T.W. Rites

Mechanicsburg Road
Wooster

The Gem City Tax Lawyers

6955 Miller Lane
Dayton

TRANS AMERICA INVESTMENT MGMT

109 N MAIN ST
Dayton

Tudor Financial Inc.

8111 Timberlodge Trail
Dayton

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

VALUATION CO

3110 KETTERING BLVD
Dayton

WACHOVIA SECURITIES

7777 WASHINGTON VLG DR
Dayton

WALLACE BROKERAGE SERVICES

810 Orchard Ln Ste 202
Dayton

WaterStone Investment Counsel

9435 Waterstone Boulevard
Cincinnati

WEBB FINANCIAL GROUP LLC

803 MARKET ST
Zanesville

WOODS & WOODS ASSOCIATES, LTD

206 N DIXIE DR
Vandalia

WORLD GROUP SECURITIES INC

5335 FAR HILLS AVE
Dayton

WORLD GROUP SECURITIES INC

1377 E STROOP RD
Dayton

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