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Over 369 reviews for
Concord 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 Concord

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

143 UNION ST S
Concord

Edward Jones

4351 Main Street
Harrisburg

EFG Credit Solutions

5870 Faringdon Pl
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

Good Neighbors, LLC

7522 Baylor Way Ct
Charlotte

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

Solar Capital Investments

21139 Cornelius Street
Cornelius

Sovereign Investment Group

630 Williamson Rd
Mooresville

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

William M. (Bill) Neely, CLTC, LUTCF

116 North Mulberry Street
Statesville

Wood Forest national Bank

150 Concord Commons Place
Concord

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