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Financial Planners to Avoid

88

Top Rated Financial Planners

13

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Over 257 reviews for
Gig Harbor Financial Planners from people just like you.

A
"Mr.
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
"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
/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.

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Financial Advising reviews in Gig Harbor

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
Gig Harbor 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
Gig Harbor 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
Gig Harbor 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
Gig Harbor 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
Gig Harbor 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.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.
A

Rating
Gig Harbor Financial Planners Provider Name Locked
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.
Gig Harbor Financial Planners Provider Name Locked
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
Gig Harbor Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
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.

All Financial Planners in Gig Harbor, WA

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 Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accounting Resource USA

PO Box 362
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

AMG Legacy Planning

10100 W Sample Rd

AXA Advisors LLC

10500 NE 8TH ST
Bellevue

Balance Financial

1800 112th Ave NE
Bellevue

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

BENITZ & ASSOCIATES, INC

122 3RD ST SW
Puyallup

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bright Debt Consolidation

1208 South Jackson Street

Byrne & Company Wealth Management, LLC

611 Columbia St NW
Olympia

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Comprehensive Wealth Management LLC

4100 194th St SW
Lynnwood

Cornerstone Financial Group

1201 Monster Rd #320
Renton

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

EDWARD JONES

5775 SOUNDVIEW DR
Gig Harbor

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Empirical Wealth Management

1420 Fifth Ave
Seattle

FINANCIAL NETWORK INVESTMENT

5800 SOUNDVIEW DR
Gig Harbor

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Freyman CPA, P.C.

40 Exchange Place

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST
Seattle

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue

JW Income Inc.

4616 25th Ave NE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Markow Financial Group Inc

2015 W Dravus Str
Seattle

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW
Renton

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond

MLJACKSON CPA

601 108th Ave NE
Bellevue

Monetizer!

Everett

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MUTUAL SERVICE CORP

3208 50TH STREET CT NW
Gig Harbor

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia

Newground Social Investment

10033 12th Ave NW
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

S P Johnson Group

2025 Delaware Ave

SC Financial Group LLC

1417 116th Ave NE
Bellevue

SMITH BARNEY

2727 Hollycroft St Ste 330
Gig Harbor

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

Tom Waiss Agency

1209 Market St
Kirkland

United Gold Direct

2945 Townsgate Road

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle
Gig Harbor Zip Codes

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