Oswego Financial Planners

in Oswego, IL

151
Financial Planners are
in Oswego

15
Financial Planners in Oswego
are top rated

N
Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
A
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
N
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Oswego

A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Oswego Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.
N

Rating
Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.
F

Rating
Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.
A

Rating
Pat
Oswego Financial Planners Provider Name Locked
(owner) and
Oswego Financial Planners Provider Name Locked
De
Oswego Financial Planners Provider Name Locked
met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
Oswego Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Oswego Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Oswego Financial Planners Provider Name Locked
enough that we needed to find another solution.
Oswego Financial Planners Provider Name Locked
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
Oswego Financial Planners Provider Name Locked
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
Oswego Financial Planners Provider Name Locked
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Oswego Financial Planners Provider Name Locked
.
- George H.
A

Rating
In our first meeting with
Oswego Financial Planners Provider Name Locked
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting. We thought we brought all the requested info to the next meeting but as
Oswego Financial Planners Provider Name Locked
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
Oswego Financial Planners Provider Name Locked
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
Oswego Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Oswego Financial Planners Provider Name Locked
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
Oswego Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Oswego Financial Planners Provider Name Locked
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
Oswego Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Oswego Financial Planners Provider Name Locked
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Oswego Financial Planners Provider Name Locked
.
- Elizabeth L.
A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Oswego Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Oswego Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Oswego Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.

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
Naperville

AAA - Lincoln Park

2121 N Clybourn Ave
Chicago

AAA - Michigan Avenue (Chicago)

307 N Michigan Ave #104
Chicago

AC-U-TAX ACCOUNTING & TAX SVC

1300 E IRVING PARK RD
Streamwood

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

Affinity

1005 W Lake St
Addison

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock

American Virtual Associates

304 Whitelaw Avenue
East Alton

Ameriprise Financial

605 W. Main Street
Geneva

AMG Legacy Planning

10100 W Sample Rd

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee

Baranowski Insurance Agency

1467 Joliet street

BELL ASSOC CPA

8 S MICHIGAN #2016
Chicago

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago

Boost Credit 101

3773 E Cherry Creek N Dr

Catalano, Caboor & Company

101 West 22nd Street
Lombard

Charles Stewart Agency

1016 W Jackson Blvd.
Chicago

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights

Citibank

Chicago

Citizens First National Bank

606 S Main St
Princeton

CM Financial & Family

411 W Cuba Rd
Barrington

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street
Chicago

COUNTRY INSURANCE & FINANCIAL

4708 N MILWAUKEE AVE
Chicago

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
Chicago

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
Northbrook

Dunlap Wealth Management Group

14074 Trade Center Dr

Earthmover Credit Union

2195 Baseline Rd
Oswego

Eide & Eide, CPAs

3 S Greenleaf St
Gurnee

Elite Payment Processing

1078 heritage hill dr

F5 Financial Planning

4003 Heron Ct
Naperville

Farmers Insurance

341 N Independence Blvd
Romeoville

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

40 Exchange Place

GAMBLE FINANCIAL SERVICE GROUP

900 RIDGE , RD
Homewood

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
Chicago

Homeowners Defense Solutions

8057 Daniel Dr.
Justice

Hope credit solutions

2630 Flossmoor Rd

iBank

3090F Pullman St

ING Financial Partners

230 W Monroe St
Chicago

Intrinsic dm2

4C S 6th St
Geneva

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
Chicago

Kim Michael-Lee,CPA

Bloomingdale

King Financial Group LLC

2986 Bryn Wood Dr

Lenox Advisors

1 N Franklin St
Chicago

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
Chicago

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
Chicago

MC Associates & Developments

2621 W. Greenwood Avenue
Waukegan

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103
Plainfield

Metro Pest Control

6041 N Orchard Street, Apartment 103
Chicago

MICHAEL FRIEDLAND LTD

1110 E LAKE COOK RD
Buffalo Grove

Michael Greenen CPA

8 S Main St
Elburn

Micrologic

47 West St. Andrews lane
Deerfield

Nationwide Billing & Consulting

4836 S Linder Ave
Chicago

Nationwide Student Aid

333 N Oakley Ave
Chicago

New York Life Insurance Company

3010 Highland Parkway Ste 700
Downers Grove

Northpoint Financial Group

27575 Ferry Road
Warrenville

NOTARY PUBLIC ASSOCIATION OF IL

PO BOX 1101
Crystal Lake

OMEGA TAX & ACCOUNTING

PO Box 1572
Robbins

OPTIMO ACCOUNTING SOLUTIONS

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

Partners Wealth Management

1700 Park Street, Suite 200
Naperville

PayArct Payroll

Schaumburg

Pinpay Online

2018 University Dr
Naperville

Plante & Associates Inc

80 McDonald Ave
Joliet

Polaris

19511 Governors Hwy
Flossmoor

Prem Tax & Accounting

4260 Westbrook Dr.
Aurora

Premier Financial Services Inc

206 1/2 W State Street
Geneva

R Hill Enterprises, Inc.

PO Box 6464
Aurora

RAYMOND J BUSCH LTD

13011 S 104th Ave Ste 200
Palos Park

Renovo Financial, LLC

222 W Adams St
Chicago

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
Schaumburg

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

S P Johnson Group

2025 Delaware Ave

SagePoint Financial

2530 Crawford Ave
Evanston

Sebold Capital Management

400 E. Diehl Rd.
Naperville

Security One Lending - Reverse Mortgage

777 Lake Zurich Road
Barrington

Shoals Debt Management

P.O. Box 644
Zion

Short Term Cash Advance

10334 S. Harlem
Palos Hills

Smarter Will

One Overlook Point
Lincolnshire

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

STREAMLINE FINANCIAL SERVICES

27575D Ferry Rd
Warrenville

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
Elmhurst

The Dolins Group, LTD.

425 HUEHL RD
Northbrook

The Music CPA

101 West 22nd Street
Lombard

The Price Futures Group, Inc.

141 W Jackson Blvd
Chicago

The-Option-Coach.com

612 S Laflin St
Chicago

Third Lake Financial Corporation

34500 N Us Highway 45
Lake Villa

Thompson Benefits

2711 Freeland Cir
Naperville

TLG Properties LLC

904 Longmeadow Ct
Barrington

Trenholm Debt Consolidation

404 South Clark Street

United Gold Direct

2945 Townsgate Road

VERMILLION FINANCIAL ADVISORS

16 EXECUTIVE COURT
Barrington

Vertical Systems Analysis

307 West 36th Street

Wall Doctor Inc

4822 Baseline Rd.
Oswego

WealthCare Advisors, LLC

10 N. Martingale Road
Schaumburg

Weiss Insurance Agencies

31W680 Army Trail Rd.
Wayne

Wilson Rogers & Company, Inc.

2055 W. 95th St.
Chicago
Oswego Zip Codes

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