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Over 249 reviews for
Oswego Financial Planners from people just like you.

"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.

"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 Oswego


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
Oswego 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.
Oswego 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.

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
Oswego 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.
Oswego 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.

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.

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.

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.

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
Oswego 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
Oswego 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.

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.

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

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 G M Investment Group

24W671 Woodcrest Dr

AAA - Lincoln Park

2121 N Clybourn Ave

AAA - Michigan Avenue (Chicago)

307 N Michigan Ave #104



ace Debt Consolidation

16 Douglas Avenue

Adage Accounting

350 S Schmale Rd Ste 160
Carol Stream

Adage Accounting Inc.

350 S. Schmale Road Ste 160
Carol Stream


1005 W Lake St

All @ 1 Insurance & Financial Services

1212 North Seminary Ave

Ameriprise Financial

605 W. Main Street

AMG Legacy Planning

10100 W Sample Rd

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.


8 S MICHIGAN #2016

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Catalano, Caboor & Co.

101 West 22nd Street

Charles Stewart Agency

1016 W Jackson Blvd.

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights



Citizens First National Bank

606 S Main St

CM Financial & Family

411 W Cuba Rd

Cook Castle Associates

811 West 15th Place #507

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street



COUNTRY Insurance & Financial Services

2835 W 95th St
Evergreen Park

Credit Repair Chicago

211719 S Halsted St

Daly Investment Management

180 N LaSalle St Suite 3700

Daniel Castino

5215 Old Orchard Rd
Elk Grove Village

David Kujawa, OnPath Financial

100 Illinois St.
St. Charles

David Wilson CPA

228 Florence St
Crystal Lake

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove

Digital Check Corp.

630 Dundee Rd., Suite 210

Dunlap Wealth Management Group

14074 Trade Center Dr

Earthmover Credit Union

2195 Baseline Rd

Eide & Eide, CPAs

3 S Greenleaf St

Elite Payment Processing

1078 heritage hill dr

Estate Planning Consultants Inc

19614 S La Grange Rd

F5 Financial Planning

4003 Heron Ct

Farmers Insurance

341 N Independence Blvd

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

40 Exchange Place


900 RIDGE , RD

Generic Trade Futures & Options

210 Skokie Valley Rd
Highland Park

Gold Debt Consolidation

111 East Galena Boulevard

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Healthcare Services of Illinois

8770 W. Bryn Mawr Ave, Ste. 1300

Homeowners Defense Solutions

8057 Daniel Dr.

Hope credit solutions

2630 Flossmoor Rd


3090F Pullman St

Illinois Wall Doctors Inc

4822 Baseline Rd

ING Financial Partners

230 W Monroe St

Intrinsic dm2

4C S 6th St

IRS Tax Help Team

1201 S Beach Blvd

ISIS Wealth Management, Ltd.

10760 W. 143rd Street
Orland Park

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5

Kim Michael-Lee,CPA


King Financial Group LLC

2986 Bryn Wood Dr

Lenox Advisors

1 N Franklin St

Lifestyle Financial Services, Inc.

445 S Halsted St
Chicago Heights

LNR Insurance Services

1126 W. Algonquin Road
Lake In The Hills

Long Financial Planning

1200 N Ashland Ave

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Maxam Assurance Agency, Inc.

85 W. Algonquin Rd.
Arlington Heights

MBE Financial Group

2 Prudential Plaza, 180 N Stetson

MC Associates & Developments

2621 W. Greenwood Avenue

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103


Buffalo Grove

Michael Greenen CPA

8 S Main St


47 West St. Andrews lane

Nationwide Billing & Consulting

4836 S Linder Ave

Nationwide Student Aid

333 N Oakley Ave

New York Life Insurance Company

3010 Highland Parkway Ste 700
Downers Grove

Northpoint Financial Group

27575 Ferry Road


PO BOX 1101
Crystal Lake


PO Box 1572


1805 N. 19TH AVENUE, STE 2E
Melrose Park

Partners Wealth Management

1700 Park Street, Suite 200

PayArct Payroll


Pinpay Online

2018 University Dr

Plante & Associates Inc

80 McDonald Ave


19511 Governors Hwy

Prem Tax & Accounting

4260 Westbrook Dr.

Premier Financial Services Inc

206 1/2 W State Street


5115 Douglas Fir Rd

R Hill Enterprises, Inc.

PO Box 6464


13011 S 104th Ave Ste 200
Palos Park

Renovo Financial, LLC

222 W Adams St

Rick M Schadeck Agency dba RDR Ins Svcs

125-7 E State Road / PO Box 185

RJ Augustine and Associates, Ltd. CPAs

999 Plaza Drive

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

S P Johnson Group

2025 Delaware Ave

SagePoint Financial

2530 Crawford Ave

Sebold Capital Management

400 E. Diehl Rd.

Security One Lending - Reverse Mortgage

777 Lake Zurich Road

Shoals Debt Management

P.O. Box 644

Short Term Cash Advance

10334 S. Harlem
Palos Hills

Smarter Will

One Overlook Point

State Farm Insurance

1526 E Hintz Rd
Arlington Heights

State Farm Insurance - Christine Altieri Agent

1133 Weiland Road
Buffalo Grove

State Farm-The Matt Mitchell Agency

9140 N Waukegan Rd
Morton Grove


27575D Ferry Rd

Tarko Property Group Inc

5757 W 95th St
Oak Lawn

Team Rhino Lending.com

43 East Crystal Lake Avenue Suite C
Crystal Lake

The David Agency Insurance, Inc.

385 N York Rd

The Dolins Group, LTD.


The Music CPA

101 West 22nd Street

The Price Futures Group, Inc.

141 W Jackson Blvd


612 S Laflin St

Third Lake Financial Corporation

34500 N Us Highway 45
Lake Villa

Thompson Benefits

2711 Freeland Cir

TLG Properties LLC

904 Longmeadow Ct

Trenholm Debt Consolidation

404 South Clark Street

United Gold Direct

2945 Townsgate Road



Vertical Systems Analysis

307 West 36th Street

WealthCare Advisors, LLC

10 N. Martingale Road

Weiss Insurance Agencies

31W680 Army Trail Rd.

Wilson Rogers & Company, Inc.

2055 W. 95th St.
Oswego Zip Codes

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