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Financial Planners to Avoid

66

Top Rated Financial Planners

13

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  • Only 16% of Concord Financial Planners are reliable
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Over 357 reviews for
Concord 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 Concord

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
Concord 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
Concord 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
Concord 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
Concord 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
Concord 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
Concord 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.
Concord 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
Concord 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 Concord, NC

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

Abney & Holloway Management Resources

309 East Morehead Street
Charlotte

Adaptable Debt Consolidation

201 North Tryon Street

AdviCoach

104 West Bank Dr
Charlotte

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Company - David Cash

6045 Gateway Center Drive
Kannapolis

Allsup Inc

300 Allsup Pl

American IRA, LLC

10918 Granite St
Charlotte

AMG Legacy Planning

10100 W Sample Rd

Arronte Law Firm, PLLC

131 Providence Rd
Charlotte

ATG Accountants & Advisors

6047 Tyvola Glen Circle
Charlotte

Bank Town Tax Lawyers

8322 Pineville-Matthews Road
Charlotte

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

BORDEAUX & BORDEAUX CPAS PA

548 Nautical Dr Ste 202

Carol A. Reithmiller, CPA, PLLC

11020 S TRYON ST
Charlotte

CHASE-MASTERCARD

PO BOX 94014

Cruise Holidays of Concord

4520 Artdeale Road SW
Concord

Devon & Associates

P O Box 29220
Charlotte

Dunlap Wealth Management Group

14074 Trade Center Dr

Edward Jones

4351 Main Street
Harrisburg

EDWARD JONES

143 UNION ST S
Concord

EFG Credit Solutions

5870 Farngdon Place
Raleigh

Eric Little, CPA

1100 S Tryon St Ste 200
Charlotte

Fairview Financial LLC

6100 Fairview Road
Charlotte

FIDELITY PRIVATE ADVISORS

1351 EISENHOWER PL NW
Concord

FINANCIAL DESIGN INC

2212 HIGHLAND FOREST DR
Waxhaw

Freyman CPA, P.C.

40 Exchange Place

Fuse Financial Partners

2015 Ayrsley Town Blvd., #302-A
Charlotte

Get It Together

Charlotte

Go-Pro Tax and Training

512 Klumac Road #4
Salisbury

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

IWRITE & Company

1506 Gregg Street

Law Offices of Cheryl David

528 College Rd
Greensboro

LePhew Financial Services, Inc.

452 Lakeshore Parkway

Lowell, Blake & Associates

141 Tremont Street

LUPHIEL FINANCIAL SERVICES

PO Box 6701
Concord

Marchand & Co CPA's PC

2003 Southern Blvd SE

Monroe Insurance Agency

1106 Skyway Dr
Monroe

Morgan Stanley

6805 Morrison Blvd
Charlotte

National Financial Services Group

9027 Cotton Press Road
Charlotte

National Tax Services Ltd.

1328 Queens Rd.
Charlotte

New York Life Insurance

1556 A Union Rd
Gastonia

Optime Insurance Services, LLC

3325 S Tryon St
Charlotte

P A B Consulting Inc

P O Box 669724
Charlotte

PERSONAL LEGAL PLANS

5821 FAIRVIEW RD
Charlotte

S P Johnson Group

2025 Delaware Ave

Safe Retirement Planners LLC

20462 Chartwell Center Dr. Ste B
Cornelius

Sarah N Reames CPA PLLC

1225 Old Farm Rd
Charlotte

Second Half Strategies

6000 Fairview Road Suite 1550
Charlotte

Sovereign Investment Group

164 S. Main St.
Troutman

Structure Financial Planning

333 W. Trade Street Suite 350
Charlotte

Tarrance Insurance Group

9624 Bailey Rd
Cornelius

Tryon Search Group

6201 Fairview Road Suite 200
Charlotte

Turning Point Financial

13850 Ballantyne Corp Pl
Charlotte

United Gold Direct

2945 Townsgate Road

URBAN RENEWAL DEVELOPMENT CO

2400 Crownpoint Executive Dr
Charlotte

VectorVest, Inc.

20472 Chartwell Center Drive
Cornelius, Nc 28031

Viking Mergers & Acquisitions

17250 LANCASTER HWY, #3601
Charlotte

Waddell & Reed Advisors

5950 Fairview Rd
Charlotte

William M. (Bill) Neely, CLTC, LUTCF

116 North Mulberry Street
Statesville

Wood Forest national Bank

150 Concord Commons Place
Concord

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