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Financial Planners to Avoid

69

Top Rated Financial Planners

10

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Over 205 reviews for
Cedar Park 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 Cedar Park

A

Rating
I've been working with
Cedar Park 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
Cedar Park Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Cedar Park Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Cedar Park 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.
Cedar Park 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
Cedar Park 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
Cedar Park 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
Cedar Park 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
Cedar Park 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
Cedar Park 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
Cedar Park 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 Cedar Park, TX

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

AIC VENTURES

301 CONGRESS AVE
Austin

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Ameriprise Financial - Michael Eisenmenger

11675 Jollyville Rd Ste 200
Austin

Ameriprise Financial - Tony Franzago

9442 N Capital of Texas Hwy
Austin

AMG Legacy Planning

10100 W Sample Rd

Austin Debt Consolidation

412 Colorado Street

Austin Retirement Group of Raymond James

6034 West Courtyard Drive, Suite 305
Austin

Austin Tax Prep LLC

13013 Silver Creek Dr
Austin

Authorized Credit Card Systems

3500 S Lamar Blvd, Bldg 2A
Austin

Beacon Retirement Planning Group

3315 Ranch Road 620 S.,
Austin

Bell Wealth Management

2901 Bee Cave Rd
Austin

Benchmark Fund, Inc.

7800 N Lamar Blvd
Austin

Benefit NetwoRx

6500 Riverplace Blvd
Austin

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Brick Home Partners

6001 W Parmer Ln Ste 370-194
Austin

Century Management

805 Las Cimas Pkwy
Austin

Chester IRS Tax Lawyers

2101 S Lamar Blvd
Austin

Courtney Oldham Real Estate

1801 S Mopac, Suite 100
Austin

Credit 360 Consulting

1306 E. 7th Street 2nd Floor
Austin

CynergyData Texas LLC

206 W Main St.
Round Rock

Daisy Barrios, Farmers Insurance Agency

4000 Medical Pkwy Ste 205B
Austin

DB Consulting, Inc.

715 Discovery Blvd
Cedar Park

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

16333 GREAT OAKS DR
Round Rock

EDWARD JONES

1903 CYPRESS CREEK RD
Cedar Park

Edward Jones

2900 N Quinlan Park Rd Ste 225
Austin

Fast Payday Loan

116 East 5th Street
Austin

Faykus Financial

6200 Bridgepoint Pkwy, Bldg IV, STE 300
Austin

Financial Advisor Austin Wealth Management

4101 Arrow Wood Rd
Cedar Park

Financial Integrated Solutions

6200 Bridge Point Pkwy
Austin

Financial Process Group

11468 Huebner Road
San Antonio

Fleming and Conway Insurance Agency

3435 Greystone Dr
Austin

Fred Myers, CPA, P.C.

1411 West Avenue, Ste. 100
Austin

Freyman CPA, P.C.

40 Exchange Place

Gray Raven Ventures Inc

605 S Bell Blvd
Cedar Park

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

III Financial

13492 Research Blvd
Austin

IRS Tax Help Team

1201 S Beach Blvd

Julian Rodriguez & Associates

1001 S. Mays St.
Round Rock

Larry Falk CPA

5000 Bee Caves Road Suite 106
Austin

Lee Ann LaBorde

8400 Brodie Ln
Austin

Lowell, Blake & Associates

141 Tremont Street

Lyttle Law Firm, PLLC

1524 S. IH 35 Suite 175
Austin

Marchand & Co CPA's PC

2003 Southern Blvd SE

Meck Noonan & Co., LLC CPAs

7718 Wood Hollow Dr.
Austin

Money Concepts Planning Center

7000 North MoPac Expy Ste 200
Austin

Morano Financial LLC

3300 Bee Cave Rd
Austin

Randolph Brooks Federal Credit Union

4980 Roy Richard Dr
Schertz

Reliable bail Bonds

310 West 7th Suite 101A
Georgetown

RUPERT & ASSOC

10616 MANCHACA RD
Austin

S P Johnson Group

2025 Delaware Ave

Sheila Stowers

13062 Hwy 290 W
Austin

STRATEGIC INVESTMENT MANAGEMENT

13809 RESEARCH BlVD.
Austin

superior Debt Consolidation

110 East Main Street

Texas Best Credit Repair, LLC

9300 South IH35 Ste. A-500
Austin

TIAA-CREF

6850 Austin Center Blvd
Austin

TNT Financial Services Inc

105 E Main St
Round Rock

United Gold Direct

2945 Townsgate Road

Victor Thompson

1021 RR 620 S
Austin

WA Holding Inc

202 Walton Way
Cedar Park

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