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Over 741 reviews for
Fairfax 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 Fairfax

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

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

Alcova Mortgage, LLC

6110 Executive Boulevard

All American Insurance

5502 Kenilworth Avenue, Suite 302

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMERIPRISE FINANCIAL

7711 BELLE POINT DR

AMG Legacy Planning

10100 W Sample Rd

ARK Financial Solutions LLC

6600 Rockledge Drive 6th floor

ARTCorp

8401 Churchside Dr
Gainesville

Aurora Financial Group

8150 Leesburg Pike
Vienna

Barry Queen II, New York Life

999 Waterside Dr
Norfolk

BAUER & SCOTT

16027 COMPRINT CIR

BetaFrontier, LLC

156 W Superior St Apt 401

Blue Ridge Tax Inc.

42779 Chatelain Cir
Ashburn

Boost Credit 101

3773 E Cherry Creek N Dr

Brad Gibson and Associates

7305 Baltimore Ave

Cape Investment Management

502 Washington Ave. Suite 600

Cassaday & Company Inc

8180 Greensboro Dr
Mclean

CF Services Group Inc

9083 Shady Grove Ct

Charles Schwab & Co Inc

11874 Market St
Reston

Chevy Chase Trust

7501 Wisconsin Avenue

CJM Wealth Advisers

11320 Random Hills Rd
Fairfax

Communicative Debt Consolidation

1318 Pennsylvania Avenue Northwest

Davidoff & Associates

1800 Diagonal Rd, Ste. 600
Alexandria

District Financial Planning

1201 East-West Hwy

Dunlap Wealth Management Group

14074 Trade Center Dr

E1 Asset Management

2331 Mill Road
Alexandria

Edelman Financial Services LLC

4000 Legato Rd.
Fairfax

EDWARD JONES

14018-D SULLYFIELD CIR
Chantilly

EDWARD JONES

10619 JONES ST
Fairfax

EJ financial corporation

1608 Sierra Woods Dr
Reston

Exclusive Debt Consolidation

419 John Carlyle St

Exit Realty Associates

8998-C Lorton Station Boulevard
Lorton

Exodus Financial

1300 Mercantile Lane

Express Appraisal Services

12587 Fair Lakes Circle
Fairfax

Fairfax Financial Services

11350 Random Hills Rd #720
Fairfax

Fairfax Merchant Processing Account

10675 Fairfax Blvd
Fairfax

Family Management Services

11325 Random Hills Rd Ste 360
Fairfax

FINANCIAL NETWORK INVESTMENT

11320 RANDOM HILLS RD
Fairfax

First Home Mortgage - Richards Team

12150 Monument Dr Ste 500
Fairfax

FREYERMARTIN

PO BOX 84058

Freyman CPA, P.C.

40 Exchange Place

Gilliland & Associates PC

7700 Leesburg Pike
Falls Church

Gobbar.com

9451 Lee Highway, Apt 815
Fairfax

Goldberg Financial, LLC

Po Box 288
Clifton

HBC Tax & Accounting, Inc

1073 W. Broad St.
Falls Church

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hopler Pilkinton Associates, Inc.

1875 Campus Commons Drive
Reston

Howard Feldman Insurance Agency

11140 Rockville Pike Suite 380

Hudson Advisor Services, Inc.

11504 Bedfordshire Ave

iBank

3090F Pullman St

John Wall, CPA

1730 Rhode Island Avenue, NW

Johnson & Associates CPA's PC

917 West Broad Street
Falls Church

Kathleen Finn, LLC

1316 Q Street NW

Keith Florczyk - State Farm Agent

46950 Jennings Farm Dr
Sterling

Kendall Capital

600 Jefferson Plz Ste 410

Koller Financial Solutions LLC

2928 Vandever Street

LINSCO PRIVATE LEDGER

4021 WILLIAMSBURG CT
Fairfax

Lowe-Tillson Insurance

2403 Research Blvd

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

75 State St # 24

MANNA CAPITAL MANAGEMENT

6521 Arlington Blvd.
Falls Church

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARIA ELENA LOPEZ, LLC

4416 GEORGIA AVENUE NW

MBAProjectSearch.com

3100 Wisconsin Ave NW

Merrill Lynch

3 Bethesda Metro Center

Metro Quickhomebuyers Inc.

6920 Bradlick S/C
Annandale

Michael Obeya & Associates

10015 Old Columbia Rd

Michael Weston

1875 Eye St NW

Midas Arlington

1001 South Glebe Rd
Arlington

Monique T Valentine

PO Box 1909
Woodbridge

Morelli Financial Group Inc

3182 Golansky Blvd
Woodbridge

MR Insurance Consultants

1355 Piccard Drive

Murray Financial, Inc.

13603 Gladwyn Ct.
Chantilly

NORTHWESTERN MUTUAL FINANCIAL

6849 OLD DOMINION DR
Mc Lean

Old Town IRS Tax Relief Lawyers

112 North Washington Street
Alexandria

Overreacher Empire Corporation

11231 Lockwood Drive

Planning Needs Financial Group

6219 Executive Blvd.

Price Financial Group, Inc.

603 Post Office Road

Prudential Financial Inc

1919 Gallows Rd
Vienna

QuoteHero

5115 Douglas Fir Rd

Reliable Alliance Financial, LLC

10625 Jones St.
Fairfax

Rembert Pendelton Jackson

7647 Leesburg Pike
Falls Church

ROSYAN BOOKKEEPING SERVICES

2218 Alice Ave Apt 102

S P Johnson Group

2025 Delaware Ave

Secured Futures LLC

1629 K Street NW

SECURITIES AMERICA INC

4001 Dogberry Ln
Fairfax

Soares Accounting & Tax Service, Inc.

14738 Potomac Branch Drive
Woodbridge

SPC Financial Inc

3202 Tower Oaks Blvd

State Farm - Mike Bushey, Agent

11 Catoctin Cir SE
Leesburg

STATE FARM INSURANCE

6020 Richmond Hwy
Alexandria

SUNTRUST MORTGAGE INC

4020 UNIVERSITY DR
Fairfax

The Cornell Group, Inc.

4017 Williamsburg Court Suite 200
Fairfax

The Main Street Group

4510 Cox Road
Glen Allen

The McGruder Group, CPAs

3925 Chain Bridge Rd Ste 302
Fairfax

Trigate Insurance Agency

6560 Backlick RD # 207
Springfield

Unifirst Financial & Tax Resources

3312 Hill Haven Ct
Herndon

United Gold Direct

2945 Townsgate Road

United IRS Back Tax Help Center

101 Independence Avenue Southeast

Washington Tax & Financial Service

5881 Leesburg Pike
Falls Church

WELLS FARGO

12020 Sunrise Valley Dr Ste 220
Reston

Westwood Mortgage Inc.

9706 4th Ave NE

Will Gamarra, CPA

701 W Broad St
Falls Church

Wincreek Financial

1420 Spring Hill Road
Mclean

Wofunding.com

9121 Selver Brook Road
Fairfax Station

ZEGA Financial LLC

15122 Newport Ave

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Fairfax Zip Codes

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