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Over 182 reviews for
Oswego Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Oswego

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Oswego

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors 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!

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

2401 W. Schaumburg Rd
Schaumburg

Accelerated Benefits

5880 Venture Drive

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

Ahora

276 East Deerfield Suite 517
Lake Forest

AIM Dental Marketing

747 Brighton Circle
Port Barrington

Alexander Coin & Pawn

650 Graceland Ave.
Desplaines

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance - Christopher Younglove

1283 W Spring St.
South Elgin

Alternative Capital Resources

1067 Churchill Drive
Bolingbrook

Ameriprise Financial

605 W. Main Street
Geneva

Amling Investments LLC

155 N Upper Wacker Dr, #4250
Chicago

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee

Balagam Family Insurance

3716 W. Dempster St.
Skokie

Bankruptcy Chicago Illinois Pros

30 S Wacker Dr 22nd Floor
Chicago

Beacon Funding Corporation

3400 Dundee Rd
Northbrook

BELL ASSOC CPA

8 S MICHIGAN #2016
Chicago

Bell Roman, P.C.

939 W. North Avenue, Suite750
Chicago

BEST FINANCIAL GROUP

1401 E OAKTON ST
Des Plaines

BetaFrontier, LLC

858 North Franklin St
Chicago

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brickwork Financial Planning, Ltd.

10760 West 143rd Street
Orland Park

Bruce Beddard Mortgage Team

44 Kingsport Dr
Schaumburg

Bussenger Financial Group

855 Feinberg Ct
Cary

C.E.L. and Associates, Inc

1641 Milwaukee Avenue, 12
Libertyville

Catalano, Caboor & Co.

101 West 22nd Street
Lombard

Charles Stewart Agency

1016 W Jackson Blvd.
Chicago

Chicago Credit Repair

200 W Jackson Blvd

Chinatown Life Insurance Agency

3473 S Martin Luther King Drive
Chicago

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights

Citibank

Chicago

Clayton's Financial

financial services
Schaumburg

CM Financial & Family

411 W Cuba Rd
Barrington

Cook Castle Associates

811 West 15th Place #507
Chicago

COTE WRIGHT TAX AND ACCOUNTING SERVICE, INC.

5455 W. GRAND AVE. SUITE 303
Gurnee

Country Financial

423 S Governors Hwy
Peotone

Country Financial

3308 Chicago Rd
Steger

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street
Chicago

COUNTRY FINANCIAL - Silver Castillo

6239 S Archer Ave
Chicago

COUNTRY Financial Bill Wilson Financial

118 E Calhoun St
Woodstock

COUNTRY INSURANCE & FINANCIAL

4708 N MILWAUKEE AVE
Chicago

COUNTRY Insurance & Financial Services

2835 W 95th St
Evergreen Park

CPA Lady, Ltd.

Milwaukee
Lincolnshire

Credit Repair Chicago

211719 S Halsted St

Daniel Castino

5215 Old Orchard Rd
Elk Grove Village

David G. Barts, Attorney at Law

1325 Arlington Heights Road, Suite 200
Elk Grove Village

David Kujawa,ChFC- OnPath Financial

100 Illinois St.
St. Charles

David Wilson CPA

228 Florence St
Crystal Lake

DeMarco Sciaccotta Wilkens & Dunleavy, LLP

9645 Lincolnway Lane
Frankfort

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove

DeRose Financial Planning Group

8755 W. Higgins Rd.
Chicago

Devon Financial Services

22 E Adams St
Chicago

Diamond Financial Corporation

4256 N Arlington Heights Road #204
Arlington Heights

Digital Check Corp.

630 Dundee Rd., Suite 210
Northbrook

Earthmover Credit Union

2195 Baseline Rd
Oswego

Eddie Patel Inc

4201 N Damen Ave
Chicago

Eide & Eide, CPAs

3 S Greenleaf St
Gurnee

Elite Payment Processing

1078 heritage hill dr

Emerging Markets Capital

2252 E 100th Street
Chicago

Empower Network

28 Poland Rd
Danville

ETrading Coach

3400 W 111th St
Chicago

Excellent Credit Solutions

3550 S Rhodes Avenue, Apartment 1004
Chicago

EZ Business Loans

27 North Wacker Drive
Chicago

F.A.T. Freedom

4/41 Meinzinger Ave.

F5 Financial Planning

4003 Heron Ct
Naperville

Farmers Insurance

341 N Independence Blvd
Romeoville

First Midwest Bank

One Pierce Place
Itasca

Ford Wealth Management

536 Pennsylvania Ave
Glen Ellyn

Foreign Exchange Services of Illinois,Inc.

10249 South Halsted Ave.
Chicago

Fox Financial Group Ltd.

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

57 Washington Ave

Fulcrum HR Consulting

835 Erie Street
Oak Park

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

Healthcare Services of Illinois

8770 W. Bryn Mawr Ave, Ste. 1300
Chicago

Hope credit solutions

2630 Flossmoor Rd

Huron Investments

1338 W Fletcher Street
Chicago

iBank

3090F Pullman St

Illinois Wall Doctors Inc

4822 Baseline Rd
Oswego

ING Financial Partners

230 W Monroe St
Chicago

Innovation Financial LLC

9451 S Bishop
Chicago

Intbmc

5187 Scott Circle
Lisle

Integrity 1st Mortgage

8505 West 183rd Street
Tinley Park

Intrinsic dm2

4C S 6th St
Geneva

IRS Tax Help Team

1201 S Beach Blvd

J'Dan Builders

35 N Scott

J.B & Associates

P.O. Box 303
St. Charles

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5
Chicago

Just Sharp Marketing

4001 W. Devon
Chicago

Keshav Prem & Associates P C

4260 Westbrook Dr, Ste 107
Aurora

Kim Michael-Lee,CPA

Bloomingdale

Law Offices of Richard Hanus

161 N Clark St #2500
Chicago

Lendinero

848 Brickell Ave 603

Lenox Advisors

1 N Franklin St
Chicago

Life Insurance by Simon

200 E Randolph St
Chicago

Lifestyle Financial Services, Inc.

445 S Halsted St
Chicago Heights

LNR Insurance Services

1126 W. Algonquin Road
Lake In The Hills

Lost Angels International, Inc.

1170 Peachtree Street NE

Lynn Mueller LLC

475 Mooresfield St
Elgin

Madison Financial Solutions

9901 Western Ave
Chicago

Main Street Financial

333 W. Wacker Dr., Suite 2070
Chicago

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

McDONALD DOHERTY & CO.

329 W Main Street
Barrington

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103
Plainfield

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

Modern Portfolio Letter

1015 Deerfield Rd
Deerfield

Nancy A. Munson, CFP, Financial Advisor

1 Oakbrook Terrace, #700
Oakbrook Terrace

Nation Tax Care

300 w hill st suite 524
Chicago

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

Officeheads, Inc.

1570 Oak Ave #103
Evanston

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

Pensinger Financial, Inc.

1312 Krystyna Place
Lemont

Peoples Home Equity

111 W Jackson Blvd.
Chicago

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

Preston Lewis Agency, Farmers Insurance

10735 S. Western Ave, Unit 6
Chicago

Principal Financial Group

3025 Highland Parkway

R Hill Enterprises, Inc.

PO Box 6464
Aurora

RAYMOND J BUSCH LTD

13011 S 104th Ave Ste 200
Palos Park

Raymond James Financial Services

651 W Terra Cotta Av Suite 209
Crystal Lake

Real Estate CSO

1244 State Street #209
Lemont

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

RS Consulting USA

2313 Hastings Avenue
Evanston

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

Savant Investment Advisers, Inc

1135 W. 175th St
Homewood

SCN Solution

430 E 162nd St #230
South Holland

Scott Kennedy CPA

Vernon Hills

Sebold Capital Management

400 E. Diehl Rd.
Naperville

SecureRetirementMoney.com

8802 McKinley Drive
Barrington

Security One Lending - Reverse Mortgage

777 Lake Zurich Road
Barrington

Sherri Wheeler Farmers Insurance

2560 Foxfield Rd
Saint Charles

Shoals Debt Management

P.O. Box 644
Zion

Short Term Cash Advance

10334 S. Harlem
Palos Hills

Smarter Will

One Overlook Point
Lincolnshire

Stahel Financial Planning, LTD.

541 N. Hough St. #303
Barrington

State Farm Insurance

1526 E Hintz Rd
Arlington Heights

State Farm insurance

1535 W Division St

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

Taxnet Financial Inc

401 N. Michigan Ave Suite 1200
Chicago

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 Jordan Taylor Group

8947 S Cottage Grove Ave
Chicago

The Music CPA

101 West 22nd Street
Lombard

The Mutual Fund Store

3021 Butterfield Road
Oak Brook

The Mutual Fund Store

15625 South LaGrange Road
Orland Park

The Mutual Fund Store

840 Willow Road
Northbrook

The Price Futures Group, Inc.

141 W Jackson Blvd
Chicago

The Thomas Law Group, LLC

PO Box 985
Westmont

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

Velocity Software LLC.

1919 Highland Ave.
Lombard

Venture Business Brokers

PO Box 95991
Schaumburg

VERMILLION FINANCIAL ADVISORS

16 EXECUTIVE COURT
Barrington

Vertical Systems Analysis

307 West 36th Street

VNMutual Solutions Inc

1 Lincoln Centre
Oakbrook Terrace

Wealth Strategies Counselors

1770 Park St
Naperville

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

Woodfield Financial Advisors

21660 W Field Parkway
Deer Park

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