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the Price of a Financial Planner

Price 
Location 
Submitted by  
Description
$ 500
Mar 2008
Tempe, AZ
Help managing low-risk investments  more... close row
$ 900
Apr 2007
Arlington, TX
Financial planner helps with financial security  more... close row
$ 440
Jan 2008
Brighton, Michigan
Excellent return on investments from financial planner  more... close row
$ 250
Jan 2007
Memphis, Tennessee
Two hour inventory and discussion of financial situation  more... close row
$ 35
Mar 2008
ambler, PA
Hourly charge for full range of financial planning services  more... close row
$ 600
Jan 2007
Atlanta, GA
Very pleased with financial planning services  more... close row
$ 175
Jan 2008
Marietta, Ohio
Analysis of investment portfolio  more... close row
$ 500
Nov 2007
Scottsdale, Arizona
Price for personal planning assessment  more... close row
$ 0
Oct 2010
City, State
rXycKW <a href="http://mpavayqjoigb.com/">mpavayqjoigb</a&g  more... close row
$ 1800
May 2008
Little Rock, Ar
Anxious parents needed financial planner   more... close row
$ 0
Jan 2008
Atlanta, GA
Free service was free for a reason  more... close row
$ 200
Feb 2008
Bethlehem, PA
Skeptical of financial planners offerings  more... close row

Description of service

I paid for a financial planner to plan for my families financial needs. He came to the home at a time convinient to me, and set forth a variety of products offered. These products included life insurance, pre-paid legal services, mortgage refinancing, investment accounts, stocks, bonds, and other similar financial products.


Review of Service

Overall, I was dissatisfied with the service. He came to my home, at a pre-set time that was convinient to me. He was very well dressed and pleasant. However, he started the presentation with showing me my income potential with being an employee, self-employed, or business owner. He discussed how I could make limitless money as a business owner and tried to recruit me before he presented any of his financial products. I allowed him to continue but was very skeptical. I felt that his focus should have been on the financial planning and not recruiting. I did'nt purchase his package in the end, but did listen to the entire presentation.


Tips

I would highly suggest to anyone in need of a financial planner to research the integrity of the company they are investing with. Their integrity is crutial to your money,and if anything makes you uncomfortable, invest with another place.


$ 259
Mar 2008
Hillsborough, North Carolina
Telemarketers are not to be trusted  more... close row